LGBT Wealth

Description

Equality Wealth Equality Wealth is the first International specialist Wealth Management service for the LGBT community. Many people in the LGBT community do not have access to financial advisers who truly understand their needs and recognise that the LGBT life cycle can be quite different. Important issues like succession planning or saving for retirement may be overlooked and with a generally higher disposable income, there is real opportunity with the right advice for the LGBT individuals to achieve their financial goals. The Equality Wealth service concept is designed to provide a safe and confidential environment for LGBT clients with Advisers who truly understand their needs. However, ultimately specialist advice is only as good as the Company and advisers providing it. That is why Equality Wealth has chosen a top-tier partner to provide localised regulated advice. Equality Wealth partners* exclusively with advisers from St. James’s Place Wealth Management, a FTSE 100 Company with over £62 billion (approximately US$80 billion) of assets under management and with a unique Partnership model backed by a 'suitability of advice guarantee' (please see the St. James's Place website for further information). All partners working with Equality Wealth are specifically trained in LGBT related issues. *Equality Wealth acts as an introducer connecting clients with a licensed financial adviser from St. James’s Place Wealth Management.

Financials