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.
“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, 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.
How to buy protection insurance
Protection should always be considered as part of an effective financial plan. Nobody knows what the future holds and uncertainty can be scary.
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…
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…
10 Common Investing Mistakes
Investing successfully is difficult and time consuming. In this guide EQ illustrates some simple errors made by many investors that can have a big impact…
Look beyond Europe for better value, but stay put for high yields
Investors Chronicle, 14th February 2019
The Times – Portfolio Therapy: ‘Help my savings grow enough to buy a home’
The Times, 9th February 2019