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EQ Financial Planning Limited

28th June 2011

EQ Accountants LLP are delighted to announce the launch of EQ Financial Planning Limited.

Archie Pottinger, Independent Financial Adviser, has been appointed as Director and will be based in EQ’s Forfar and Dundee offices. A Diploma member of The Personal Finance Society and The Chartered Insurance Institute, Archie benefits from over 20 years’ experience in the financial services industry, working for both large national independent advisers and major investment providers.

The company will offer a substantial range of financial services, including wealth building, pre and post retirement pension planning, inheritance tax mitigation, portfolio management and life, medical and health protection.

Welcoming the appointment, Iain Gordon, Partner commented, “Archie brings a wealth of knowledge and experience to the company which will complement EQ’s existing services as Chartered Accountants, business advisers and taxation consultants. We look forward to working closely with EQ Financial Planning Limited, ensuring that all clients under the EQ name receive a consistently high standard of service.”

Archie said, “At EQ Financial Planning Limited, we believe that financial services are advice-led and should never be commission motivated. We very much look forward to offering advice and services to our wide and varied client base, underpinned by the same professional care and attention for which EQ are renowned, and which their clients have become accustomed to.”

To ensure that the company meets stringent national guidelines on financial services, EQ Financial Planning Limited will be part of the Positive Solutions network, one of the UK’s largest IFA firms.

For more information, telephone Archie on 01307 474252 or visit www.eqfp.co.uk.
 

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