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EQ's award-winning technical team have produced a range of investment and personal finance guides to help you make the most of your money.
Our fourth annual report highlights an approach whose time has come, as we focus on the opportunity to build back better in a post-pandemic world.
Our online and phone based service provides you with expert advice and professional portfolio management. ISA, Junior ISA and pension wrappers are available and charges are highly competitive. Investing with EQ is as easy as 1-2-3...
Managing money is difficult, even in the best of times. Then throw in a global pandemic, a recession, and lots more uncertainty about the future.
EQ Giving summarises some of the work we do in the community through our registered charity The EQ Foundation, staff volunteering and our Matched Giving scheme for staff and clients.
EQ has sponsored a new Good with Money guide to investing for women.
We've sponsored a new guide to greenwashing in partnership with New Money.
Do you know where your pension funds are going? We've sponsored a new guide by New Money which aims to show every single saver and investor that they can affect positive change through their financial decisions.
The university student's guide to personal finance.
With the tax season in the rear view mirror, Spring is a great time to give your finances a once-over and take a fresh look at your financial well-being.
How can we help you? EQ is a staff-owned chartered financial planning firm that offers a full range of life planning and financial advisory services for individuals, families, trustees, attorneys, directors and business owners.
EQ has co-sponsored 'The good guide to impact investing', a free guide for investors interested in making a positive impact with their money.
Whether you are investing money for the first time or have a wealth of experience it is helpful to go back to basics from time to time.
A handbook to help donors make better decisions when supporting charities and social enterprises.
Protection should always be considered as part of an effective financial plan. Nobody knows what the future holds and uncertainty can be scary.
From day one, our ambition for the EQ Positive Impact Portfolios has been to show that every investor can make a positive impact through their investments. We are constantly looking to improve how we report on impact, and we are pleased to share our latest findings in this, our second impact report.
This guide explains how estate planning can provide for – and in most cases reduce – the amount of inheritance tax that is ultimately due on your estate.
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