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.

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

Financial advisers

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.

Positive Impact Portfolios

Align your investments with your values

Free guides