A new office and enlarged EQ team
One obvious change has been the new office. An office move is a fresh start for any business. We wanted an energising workspace that felt welcoming, and would support our business growth for years to come.
Expanding our service offering
We are now geared to offer a service to over 90% of savers and investors. This ranges from a full discretionary service for high net worth individuals, to an online and telephone advice service. These services complement and extend our traditional financial planning business.
Sense of a wider community
EQ became one of the UK’s founding B Corporations: the international standard for companies that believe in business as a force for good.
We operate a Matched Giving programme to help our clients and staff raise extra funds for their favourite causes and we have also set up a registered charity, the EQ Foundation.
Our Positive Impact Portfolios are a unique proposition for investors who care about how and where their money is invested.
Building awareness of EQ
Despite being a relative newcomer to the wealth management market, we’ve quickly established recognition and credibility. EQ now features regularly in newspapers such as The Times, Daily Telegraph, and Independent, and on BBC Radio 4’s Today Programme.
Delivering great returns
Since EQ’s launch we are delighted to say that we have delivered excellent net returns for you. This proves the value of having a rigorous research based investment strategy.
Comparing the results of wealth management firms, our Cautious, Balanced and Adventurous portfolios have all beaten their competitor averages over the past three years. This is using data from the independent and industry-standard analysis run by Asset Risk Consultants (ARC).
You can view the performance of all our model portfolios here.
24/7 access to your portfolios
In summer 2016 we unveiled a new client portal that provides anytime access to portfolio and performance information. Context-sensitive charts and graphs provide full insight into holdings, market value and transactions for all your investments.
In the autumn we will be rolling out access to fact find information and personal financial planning goals.
Innovating with Alexa
We’ve built the client portal to integrate with Amazon Alexa – so you can check your balance by talking to your Alexa-enabled device.
Success fuelled by feedback
As always, we always welcome feedback from you. Please let us know what you think about our services and how we can make them better.
» If you have any questions about the above, please do not hesitate to contact us.