Expert Guidance for Your Financial Future

Meet the Aequus Wealth Management Team

Discover how our dedicated team of financial experts can help you achieve your financial goals with personalized strategies and comprehensive planning.

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Our Dedicated Team

Neil Loton

Independent Financial Advisor

Dominic Cruickshank

Paraplanner

Deborah Almeida

Administrator

Kathy Copeland-Ford

Administrator

Dr Neil Loton FPFS Certs (ER and MPS) - Director

Dr Neil Loton is a seasoned Independent Financial Advisor with over 30 years of experience in the financial services industry. Specializing in holistic financial planning, Neil provides expert advice on savings, investments, retirement planning, and inheritance tax strategies. His client-centric approach ensures that each financial plan is tailored to meet the unique needs and goals of his clients. Neil’s dedication to continuous learning and his commitment to excellence have made him a trusted advisor at Aequus Wealth Management.

Dominic Cruickshank Dip PFS - Senior Paraplanner

Dominic has worked in the financial services industry for over 15 years and has 10 years paraplanning experience involving research, cash-flow modelling, suitability report writing and compliance. His qualifications include the Diploma in Financial Planning and he is currently working towards Chartered Financial Planning status. Outside of work, Dominic’s interests include running, playing the guitar and drums, but mostly spending quality time with his family.

Deborah Almeida - Administrator

Deborah has worked in the financial services industry for over 4 years as an administrator and continues to work closely with the adviser and paraplanner and with her improved knowledge has made a great contribution in continually improving the efficiency of running Aequus Wealth Management limited on a day to day basis. Outside of work Deborah is a qualified language teacher teaching Portuguese and Spanish and has several students of her own. Deborah enjoys swimming and yoga.

Kathy Copeland-Ford - Administrator

Kathy has worked as an administrator within the financial planning sector for the last 13 years. Prior to that Kathy worked as an administrator for Ashcourt Rowan Asset Management Limited and she also has 19 years customer service experience from working in retail at Barclays Bank.

Kathy’s focus is to provide a good customer experience for all Aequus Wealth clients. Kathy works very closely with the whole team and liaises on a regular basis with providers to ensure that client instructions are processed in an efficient and timely manner and that clients are kept updated on a regular basis.

Outside of work Kathy enjoys the great outdoors and travelling in the UK, she adores greyhounds having adopted three retired greyhounds over previous years, and she loves spending quality time with her husband and family.

Our Financial Services

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Comprehensive Financial Planning

Neil Loton, our experienced Independent Financial Advisor, leads our comprehensive financial planning services, ensuring that each client’s unique financial goals are met with precision and care.

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Paraplanning

Dominic Cruickshank, our skilled Paraplanner, specializes in crafting personalized retirement plans that secure your future and provide peace of mind.

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Inheritance Tax Strategies

Deborah Almeida and Kathy Copeland-Ford, our dedicated Administrators, assist in developing effective inheritance tax strategies to preserve your wealth for future generations.

John Smith

Mary Johnson

James Lee

Linda Brown

Ready to Secure Your Financial Future?

Contact us today to learn how Aequus Wealth Management can help you achieve your financial goals. Our expert team is ready to provide you with personalized advice and solutions. Don’t wait to take control of your financial future—reach out now!

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