EQ wins Top 100 financial planning award… again!

EQ Investors has been recognised by New Model Adviser magazine as a Top 100 financial planning firm for the third year running - and highlighted as their Top DFM Adviser.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Ben Faulkner, 4th November 2019

This list showcases financial planning businesses that are doing a great job for clients as well as staff and contributing to the UK profession as a whole. You can view our online profile on the New Model Adviser website here.

New Model Adviser is a leading industry magazine published by Citywire:

Earlier this year, we sent out a long and detailed survey to firms. Our questions spanned investment to fees, training to succession planning, client education to diversity. Congratulations to all the firms that made this year’s Top 100 list. This publication is evidence of a great profession working hard for clients.

Will Robins, Editor, New Model Adviser

Top DFM adviser

This year, New Model Adviser has gone further to highlight a few key areas of best practice. We are extremely proud to have been highlighted as Top DFM Adviser. Our range of model and bespoke portfolios were mentioned, including our well-established Positive Impact Portfolios.

Sense of a wider community

We are obviously delighted with such recognition, and would like to thank all of our clients and staff for making such an achievement possible.

It is particularly pleasing that the judges drew upon our culture and ethos as a Certified B Corporation, as we challenge financial service stereotypes by adopting the mantra of ‘business as a force for good.’

We look forward to continued success in 2020 and beyond.

About the author: Ben Faulkner

Ben joined EQ in 2015 and has over 17 years of experience across the pensions, financial technology and wealth management sectors. At EQ, he is responsible for developing, managing and implementing the marketing communications strategy. Outside of work, Ben’s two daughters keep him busy. He enjoys keeping fit, especially running and cycling along the Pilgrim’s Way.

Search the EQ Library

View articles by topic: