EQ Guide: Investment Services

A full breakdown of EQ's range of investment services, including specialist portfolios such as Absolute Return and Positive Impact

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Guide Contents

EQ offers a range of investment management services designed to cater for many different types of clients, from those saving a few thousand pounds to those with many millions. In this guide we explain our investment process and how the various services work.

Some Other EQ Guides

10 Tips for Investing a Windfall
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Coming into money isn’t something that happens often. Before you commit yourself to spending, investing, giving gifts or even giving up your job, here are some tips on how to make your windfall work for you in the long run.

Financial Planning Services
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EQ is a Chartered Financial Planning firm able to offer a wide range of services to private clients including tax optimisation, retirement income planning and estate planning.

Final Salary Pension Transfers
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The April 2015 Budget saw the most radical changes to the pensions landscape for a generation, but the new flexibility on offer is only available to personal pension holders. Members of final salary schemes can only access the new rules by transferring to a personal pension.

Saving Inheritance Tax
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This guide explains how planning ahead of time can provide for – and in most cases reduce – the amount of tax that is ultimately due on your estate.