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Wealth Platform

Blending Hi Tech with Hi Touch, we manage all your wealth securely
in one place to give you more powerful data analytics control & visibility.
Clients can access their portfolio online via our online portal, on a pc,
or most tablets and smartphones.

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Wealth Platform Equity SMART

What is our Wealth Management platform?

It is a simple and reliable way to have your pension and investments collated and updated securely in one place –regardless of where you hold investments, helping to demystify wealth management and put you in control.

Contact Equity SMART

For expert impartial advice and a FREE consultation with no obligation fill out the short form below. or Call Us FREE on

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<h2>Wealth Platform FEATURES</h2>

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<h2>Cutting Edge</h2>

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<div class="col-content-container ">Cutting edge technologies that can hold a wide ranges of your holdings & investments in one place.</div>

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<h2>Valuations Insight</h2>

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<div class="col-content-container ">Up to the minute valuations on all your investments which are instant and accurate</div>

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<h2>Lower Charges</h2>

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<div class="col-content-container ">A clear and transparent charging structure which is both competitive and easy to understand.</div>

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<h2>How YOU Benefit</h2>

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<h2>Transparent</h2>

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<div class="col-content-container ">Visability & transparency with web-based management systems giving you online access to your entire portfolio.</div>

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<h2>Save Time</h2>

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<div class="col-content-container ">Save more time by being able to view your entire valuation history at the touch of a button.!</div>

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<h2>Save Money</h2>

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<div class="col-content-container ">A cost effective platform, in the current post RDR financial services market, tailored to suit your individual needs.</div>

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<p>Our Happy Clients</p>

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<blockquote><q>“Very pleased with the service provided. Highly professional and standard of information provided was very comprehensive. I was kept informed at all stages of the process.”</q>

<div class="clearfix"><span class="company-name">Stephen McCoy</span></div>

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<p><span style="color: #afd9a5;">More Information On Our Wealth Management platform?</span></p>

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<p>It enables us to focus on planning and looking after your financial needs. It will show you the complete picture of all your investments, everything – helping you focus on the most important thing – getting your future right.</p>

<p>You also benefit from:</p>

<ul>

<li>A range of Tax Wrappers (e.g. ISAs Pensions, Offshore Bond etc)</li>

<li>Access to risk categorised Model Portfolios</li>

<li>Regular reviews / Ongoing Wealth Valuation Statements</li>

<li>Rebalancing & access to investment discounts</li>

<li>Secure, online access to your portfolio at anytime!</li>

</ul>

<p>If suitable, we can discuss the cost of this service and what assets are suitable for the platform, based on your own unique circumstances</p>

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<p>Request A Demonstration / Find Out More</p>

<p>If you have any questions or would like to see our wealth platform demonstration please fill out the short form below:</p>

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				<a href="http://www.equalitywalk.org.uk/seven-deadly-investment-sins/">The Seven Deadly Investment Sins</a>
							<span class="post-date">February 10, 2017</span>
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				<a href="http://www.equalitywalk.org.uk/mortgage-strategic-alliance/">Mortgage Strategic Alliance</a>
							<span class="post-date">February 5, 2017</span>
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<li>
				<a href="http://www.equalitywalk.org.uk/esmart-money-januaryfebruary-2014-issue/">eSmart Money January/February 2017 issue</a>
							<span class="post-date">January 7, 2017</span>
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<li>
				<a href="http://www.equalitywalk.org.uk/how-much-money-can-i-get-pension/">How much Money can I get out of my Pension?</a>
							<span class="post-date">October 31, 2017</span>
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<li>
				<a href="http://www.equalitywalk.org.uk/what-does-a-wealth-managerdo/">What Does a Wealth Manager Do?</a>
							<span class="post-date">September 5, 2017</span>
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<p>This year, 2017, sees us reach our 20 year anniversary. In all that time we’ve seen real changes in the financial market, but our core values have forever remained the same. Put simply, we’ve always striven to offer unbiased and objective financial advice, with a view to protecting and enhancing our client’s wealth and sense of well-being. Welcome to our company.</p>

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