Welcome to Equity & General

Not everyone who needs financial advice wants to meet with a financial advisor. It can be easier, quicker and more convenient to get the advice you need over the telephone.

With Equity & General, you don’t have to make appointments or set up meetings, you just call us and we’ll take it from there - wherever you are in the UK.

We provide expert and independent advice on all aspects of personal financial advice, including:

  • Investments
  • Retirement
  • Protection
  • Mortgages
  • Commercial Insurance


we’ve been providing telephone advice to thousands of individuals and families since 1997


no visits or face-to-face meetings necessary


our financial advisors are qualified to provide advice


as independent financial advisors the advice you receive will be unbiased and in your best interest.


no travelling time involved or travel costs to pay


a short term, long term or as-and-when-needed arrangement