Unlock the potential with Equity Select
Offering friendly, unbiased financial advice
Financial Adviser Swadlincote
Allan Robertson
Independent Financial Adviser
DipFA CeMAP CeRER
Independent Financial Adviser
DipFA CeMAP CeRER
Independent, FCA‑regulated financial advice from a local adviser
Equity Select provides fully independent financial advice to individuals, families, and businesses in Swadlincote and the surrounding areas. While our office is based nearby in Burton‑on‑Trent, we work with many clients across South Derbyshire, offering advice that is tailored, personal, and designed around your circumstances.
We recognise that every financial journey is different. Whether you’re planning for retirement, reviewing investments, considering equity release, or looking for mortgage advice, our role is to explain your options clearly and help you make informed decisions with confidence.
By combining local understanding of the Swadlincote area with whole‑of‑market, independent advice, we support our clients at every stage — meeting at your home, a convenient location, or remotely if you prefer.
Frequently Asked Questions
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
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.
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!
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.
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.
