A service that fits round you

The whole process is carried out around you and your lifestyle. There’s no 9am–5pm-only meetings or traveling to set locations. Meet your adviser at a time and a place that works for you, whether that’s at home, in a coffee shop or over the phone.

Friendly faces – no automated call centres

Working with an Independent Financial Adviser is a very personal relationship, so you need to know that you’re dealing with someone you can trust. There are no lengthy, automated call centre menus or faceless voicemails. Instead, we provide one person as your direct contact who knows your case and is on hand to help you every step of the way.

100% unbiased

Equity Select is fully independent and have no affiliation to any third parties. So, if we say it’s the right product for you, then you can be assured that it is. Equity Select gives straightforward, jargon-free advice, and will always go the extra mile to make sure that we help you meet your goals in the best possible way.

Allan Robertson Independent Financial Adviser
Recent client reviews and experiences
Review from Google
Allan was a huge help in dealing with retirement planning and work pensions. His knowledge and advice were exemplary, clear and concise, allowing me to make informed decisions going forward. His cheerful and friendly demeanour all helped to navigate what can be a frustrating task. Thank you so much, Allan!
Review from Google
I would highly recommend Allan at Equity Select to anyone looking for a knowledgeable, reliable and approachable professional.

Allan has supported me over several years throughout the process of purchasing a home, including navigating the challenges of multiple sales falling through. Throughout it all, he has been incredibly knowledgeable, patient and supportive, always making himself available at short notice to offer advice and guidance whenever needed. He found us a very good mortgage deal which we were beyond happy with.

I have also purchased insurance through Allan, and he took the time to find the best prices to suit our budget, making the entire process seamless and completely stress-free.

His services are very reasonably priced, and his expertise, professionalism and friendly approach have made what has been an extremely stressful few years so much easier to manage.

I genuinely cannot thank Allan enough for everything he has done for me over the years and I wouldn’t hesitate to use him again. I wouldn’t look to go anywhere else and would wholeheartedly recommend Allan and his company to anyone. Thanks Allan!
Review from Google
Excellent financial advice, friendly and reliable service, happy to recommend.
Review from Google
We were very happy with the service and quick responses.
Review from Google
Allan Robertson and his team at Equity Select have helped me find the best mortgage deals on at least three occasions. He discusses my requirements and current situation, then searches the whole market and provides options with a clear breakdown of product features and costs. Allan does all the fiddly paperwork bit, provides clear timelines and sends regular updates throughout the process.
Equity Select take a potentially stressful situation, and make it simple and transparent with clear communication throughout. I can highly recommend Allan and his team.
Review from Google
Allan and his team as always remove all the stress and the paperwork, form a mortgage application. Professional, friendly and always reminding you what to do and how. Options were shared and great advice leading to a smooth and approved application in no time at all. If you need a Mortgage no hestiation in recommend Equity Select.
Review from Google
Excellent service, very knowledgeable and helpful
Review from Google
Very thorough and efficient, excellent communication and a useful professional advice.
Review from Google
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.
Review from Google
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.