Unlock the potential with Equity Select

Offering friendly, unbiased financial advice

Financial Adviser Burton-on-Trent

Based in the heart of Burton-on-Trent, Equity Select provides fully independent financial advice to clients across Staffordshire and the East Midlands. Whether you are planning for retirement, managing investments, looking to release equity from your property, or considering your mortgage options Equity Select combines local expertise with national experience to help you achieve your financial goals.

Why choose Equity Select for your financial advice?

Pension Advice Burton on Trent PEnsion Adviser Burton on Trent

  • Independent advice — Equity Select is not tied to any bank or investment company.

  • Cost – Transparent fees with no hidden charges.

  • Personalised, ongoing service — Equity Select doesn’t just advise; they stay with you for the long term.

  • Local – Equity Select has been helping clients in Burton on Trent since 2018

  • FCA regulated – Equity Select are authorised and regulated by the Financial Conduct Authority.

Frequently Asked Questions

  • Q: How much does a financial adviser in Burton-on-Trent cost?
    A: Our fees are transparent and tailored to your requirements. We provide a clear quote during the free initial consultation. Please note that some product providers also pay a commission on top of our fee. Full details will always be disclosed prior to implementation of your recommended solution.

    Our typical fee is 2% of the value of your investments subject to a minimum fee of £525.00.
    Example: £75,000.00 pension or investment – £1,500.00 (2.00% fee)
    Example: £20,000.00 pension or investment – £525.00 (minimum fee)

    Our typical fee is £1,000.00 for arranging an equity release plan.

    Our typical fee is £395.00 for arranging a residential or buy to let mortgage.

    We do not charge a fee for arranging personal insurance policies.

  • Q: Do you offer indepedent or restricted financial advice?
    A: Equity Select provides independent whole of market financial advice to all clients.

  • Q: Is my first consultation free?
    A: Absolutely. We offer a no-obligation initial meeting to understand your needs and find out how we can help

  • Q: Do you offer face to face appointments?
    A: Yes, all of our meetings will be held at your home address or a location that works best for you.

  • Q: What areas of financial advice can you help with?
    A: Pensions, Investments, Equity Release, Personal Insurance, Residential Mortgages, Buy to Let Mortgages & Estate Planning

Financial Adviser Burton on Trent
What our clients say
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Gemzikles 2 weeks ago
We cannot recommend Allan highly enough. He has helped us immensely with both our mortgages and our pensions, and the support he’s given us has been absolutely invaluable.

Allan explains everything clearly, takes the time to understand our circumstances, and always makes us feel confident that we’re making the right decisions for our future. Nothing is ever too much trouble, and he’s always approachable, responsive, and genuinely invested in helping his clients.

Thanks to Allan, we feel far more secure and informed about our finances than we ever have before. If you’re looking for a financial advisor who is knowledgeable, trustworthy, and truly cares, Allan is the one.
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Barry Middleton 3 weeks ago
Allan was very pleasant welcoming and knowledgable gave us excellent advice and arranged everything. He dealt with all the paperwork and made it very easy for us. He was always available if we needed advice and explained everything step by step and we are very happy with the service he provided.
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hope shenton 2 months ago
had the most stress free time getting our mortgage with allan,everything was seamless from start to finish! we’ve already recommended him to our friends because his services are amazing. highly recommend.
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Rianna Williams 3 months ago
Allan takes the time to explain everything to me in laymans terms, so I can make an informed decision about mortgages, savings and investments. He takes on board my attitude to risk and ethical concerns, which puts me in the driving seat, so I can manage my finances with reliable advice. I would recommend working with Allan and hope to continue working with him myself for many years to come.
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