Unlock the potential with Equity Select
Offering friendly, unbiased, independent financial advice
Financial Adviser Ashby de la Zouch
Allan Robertson
Independent Financial Adviser
DipFA CeMAP CeRER
Equity Select is proud to provide fully independent financial advice to individuals, families, and businesses across Ashby de la Zouch and the surrounding areas. Equity Select understands that every client’s financial journey is unique, which is why we take the time to deliver tailored guidance that reflects your personal goals and circumstances.
Whether you are planning for a secure retirement, reviewing and managing your investment portfolio, exploring options to release equity from your property, or considering the most suitable mortgage solutions, Equity Select offers clear, practical advice designed to help you make confident decisions.
By combining in‑depth local knowledge of Ashby de la Zouch with national financial expertise, we ensure our clients benefit from both a community‑focused approach and access to the wider market. From pensions and wealth management to mortgages and equity release, our independent advice is always centred on your best interests, helping you achieve long‑term financial stability and success.
If you are based in Ashby de la Zouch and want professional, independent financial advice you can trust, Equity Select is here to guide you every step of the way.
Frequently Asked Questions
Equity Select provides independent whole of market financial advice to all clients. Equity Selected is not restriced.
Equity Select offers a no-obligation initial meeting to understand your needs and find out how we can help. We will then confirm if any fees are payable for any further work we complete for you.
All of our meetings will be held at your home address or a location that works best for you. For those looking for remote advice we can arrange telephone calls or video calls but our preference has always been sitting down with our clients in person for a face to face conversation.
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
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.
