You may be asking:
What makes EQ different?
We make money make sense
We're Chartered Financial Planners: our goal is to provide financial advice you can trust and investments that work brilliantly for you.
“A great simple little tool to give a bit more insight into your financial situation.” - Jason Butler, FT columnist and financial well-being expert
“Admirably level-headed fund managers” - Anthony Hilton, The Evening Standard
“You are great at following up helpfully on ideas and issues” - Mrs C N & Mr S N, EQ Clients
“Definitely the most interesting investment talk I have been to in my career” - Max Pieters, Independent Financial Adviser
“Thank you for all your help in achieving my objective with my pension and the lump sum withdrawal” - S Bryden, EQ Client
“Straightforward and logical. A joy to use!” - Miss F C, Simply EQ Client
Can you help me?
Individuals and families
Our aim is to offer you just the service you need, whatever your age, and whether you have thousands or millions to invest. Find out more
Companies and charities
We provide businesses and charities with a range of planning services and investment management solutions. Find out more
Does your client want to make a social and environmental impact? Our Positive Impact Portfolios are available on 8 platforms. Find out more
How fit are my finances?
Find out with our free online health check
Take a look at what your finances might look like in the future, discover your Financial Fitness Score, and see how secure and flexible your position appears to be.
Impact report 2018 – EQ Positive Impact Portfolios
From day one, our ambition for the EQ Positive Impact Portfolios has been to show that every investor can make a positive impact through their…
10 Employee Benefit Priorities
Confused about employee benefits? Here are ten steps to help you to achieve an engaged workforce.
Investing tips for young professionals
The list of excuses for not investing is endless, especially for young professionals immersed in their careers. “It’s too risky” or “I don’t have time…
10 Tips for Investing a Windfall
Coming into money isn’t something that happens often. Before you commit yourself to spending, investing, giving gifts or even giving up your job, here are…
Investing for Children
Parents and grandparents have tried to provide a financial boost for their offspring for many generations - it’s part of our DNA. Today, the need…