EQ Guide: Investing made easy

Our online and phone based service brings expert advice and professional portfolio management to clients. ISA and pension wrappers are available and charges are highly competitive. Investing with EQ is as easy as 1-2-3...

1. We get to know you

It’s super-convenient. Speak to us over the phone or via Skype, or pop into the office for a chat. We’ll take you through a series of questions to learn about your investment goals and circumstances. If you prefer, you can complete our investment questionnaires online.

2. We make a recommendation

Every investor is different. We’ll help you choose an investment strategy that’s right for you. We’re qualified financial advisers. We’ll let you know whether you’re on track to meet your goals, and also make sure that you’re not risking more than you can afford.

3. We invest for you

Our team of investment professionals will build a portfolio for you and manage it on your behalf. You’ll never have to worry about what markets are doing, or when to buy or sell. You can check how your investments are doing, online 24/7. You can talk to us whenever you like, and we’ll review your strategy every year.