Aiming to be the best
not the biggest
We're the right size
In Wealth Management Big
does not usually mean Better
. In fact it often means the opposite. EQ is large enough to provide a full range of services but small enough for every client to feel important and for us to unearth the hidden gems that often generate higher returns. You can view the performance of our Model Portfolios here
Only pay for what you need
Many financial advisers offer a fixed level of service. We don't work like that at all. You'll pay for what you really need and can be confident that it's great value for money. Find out more...
We treat our clients as individuals, not account numbers
EQ stands for Emotional Quotient
, a measure of ability to recognise people's emotions. Our service is tailored to reflect your needs, not to maximise our profit margin. Our advisers won't take on more clients than they can service well - we want to establish lifelong relationships with clients, not just an initial transaction.
What you see is what you get
Our objective is to inform, not confuse you, so we will always try to communicate in plain English, avoiding unnecessary jargon. We have built a market leading client portal so you can check your portfolio whenever you wish, compare the performance with how much you have contributed or against a benchmark and store all of your assets and liabilities in a Personal Balance Sheet. You can even use the Amazon Echo to access it. Test it out here
We're in control of our destiny
Unlike many of our competitors we have no external shareholders, nor do we have any intention of ever selling our business. That means we can take long term decisions unhindered by any requirement to meet financial targets. You can be confident that there will not be a change of ownership in the future and that the person you deal with at EQ is likely to be here for a long time
We have the best staff
Of course every company will say that. We do it by supporting all of our employees in an environment that celebrates quality and sustainability over quantity. Our portfolio managers are Chartered Financial Analysts and our firm has Chartered Financial Planning status. Learn more about our staff
Sense of a wider community
EQ is proud to be one of the first UK companies to be awarded B Corporation
status, an internationally recognised standard for companies that believe in business as a force for good. We operate a Matched Giving
programme to help our clients and staff raise extra funds for their favourite causes and we have set up the EQ Foundation
as a registered charity. Our Positive Impact Portfolios
are a unique proposition for clients who care about how
their money is invested.