You may be asking:

How fit are my finances?

Everybody needs a plan

Most people find financial planning a bore. It’s doesn’t feel like a top priority. But trying to achieve financial security in later years without a plan is like driving from Lands End to John O’Groats without a sat nav – or a map! EQ is a 21st century planner with ground breaking technology and highly trained advisers. We’re here to create order from chaos.

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

What makes EQ different?

We don't accept the status quo - we are constantly searching for ways to improve the service we provide. 20 years ago at Bestinvest I helped to transform the way in which private clients selected investments and the costs they incurred. Today those practices are widespread but at EQ we've taken them to a new level. Now EQ is revolutionising financial planning so that everyone can gain access to the information they need to plan their future. We are doing this by combining slick technology with great people and then letting clients decide the proportion of each to use.
John Spiers, CEO

What's in a name?

‘EQ’ stands for emotional quotient – a measure of our ability to recognise other’s emotions. Our aim is to help you plan for your future by getting to know you and what you care about most.

We'll start by listening to you. We'll take time to understand your circumstances, your needs, and what's really important to you.

A plan to get you there

A financial plan should give you confidence in your future. As Chartered Financial Planners we'll work with you to make sure that your finances support your life choices.

Your money, your way

Every investor is different, so we offer a range of investment strategies to suit your style, as well as model and bespoke approaches to suit portfolios of all sizes.

Our groundbreaking online portal brings all your investments together in one place.

What can I expect?

  • You’ll work with me to understand my goals and priorities
  • You'll create a plan, and help me implement it
  • You’ll make, and manage any investments I need
  • I'll have secure, online access to check my progress
  • You'll check in regularly to make sure I'm on track

Positive Impact Portfolios

Ethical investing for the 21st century

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