You may be asking:

What makes EQ different?

We make your money make sense

We're Chartered Financial Planners with an award-winning investment team: our goal is to provide financial advice you can trust and investments that work brilliantly for you.

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On the blog

Admirably level-headed fund managers

Anthony Hilton, The Evening Standard

You are great at following up helpfully on ideas and issues

Mrs C N & Mr S N, EQ Clients

Definitely the most interesting investment talk I have been to

Max Pieters, Independent Financial Adviser

Thank you for all your help in achieving my objective with my pension

S Bryden, EQ Client

Straightforward and logical. A joy to use!

Miss F C, EQ client

We're staff-owned

We're in it with you for the long term. No private equity backers and not up for sale, ever. Find out more.

We're innovative

Our market-leading client portal shows puts all your investments in one place. See a live demo.

We're a B Corporation

We believe in the power of business to do good. Find out more.

Impact investing

Positive Impact Portfolios

Invest to make a positive impact on people and the planet

Find out more

How fit are my finances?

Find out with our free online health check

Take a look at what your finances might look like in the future, discover your Financial Fitness Score, and see how secure and flexible your position appears to be.

Check your financial fitness

See all guides

Free guides

Managing your personal finances in difficult times

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.

Introducing EQ

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…

Giving is great

A handbook to help donors make better decisions when supporting charities and social enterprises.

Introducing EQ

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…

Giving is great

A handbook to help donors make better decisions when supporting charities and social enterprises.

How to buy protection insurance

Protection should always be considered as part of an effective financial plan. Nobody knows what the future holds and uncertainty can be scary.

Giving is great

A handbook to help donors make better decisions when supporting charities and social enterprises.

How to buy protection insurance

Protection should always be considered as part of an effective financial plan. Nobody knows what the future holds and uncertainty can be scary.

Know your options at retirement

Are you on track for retirement? The purpose of this guide is to help you think through some of the options you need to consider…

How to buy protection insurance

Protection should always be considered as part of an effective financial plan. Nobody knows what the future holds and uncertainty can be scary.

Know your options at retirement

Are you on track for retirement? The purpose of this guide is to help you think through some of the options you need to consider…

Investing tips for young professionals

The list of excuses for not investing is endless, especially for young professionals immersed in their careers. “It’s too risky” or “I don’t have time…

Know your options at retirement

Are you on track for retirement? The purpose of this guide is to help you think through some of the options you need to consider…

Investing tips for young professionals

The list of excuses for not investing is endless, especially for young professionals immersed in their careers. “It’s too risky” or “I don’t have time…

Investing for Children

Parents and grandparents have tried to provide a financial boost for their offspring for many generations - it’s part of our DNA. Today, the need…

Investing tips for young professionals

The list of excuses for not investing is endless, especially for young professionals immersed in their careers. “It’s too risky” or “I don’t have time…

Investing for Children

Parents and grandparents have tried to provide a financial boost for their offspring for many generations - it’s part of our DNA. Today, the need…

10 Common Investing Mistakes

Investing successfully is difficult and time consuming. In this guide EQ illustrates some simple errors made by many investors that can have a big impact…

Investing for Children

Parents and grandparents have tried to provide a financial boost for their offspring for many generations - it’s part of our DNA. Today, the need…

10 Common Investing Mistakes

Investing successfully is difficult and time consuming. In this guide EQ illustrates some simple errors made by many investors that can have a big impact…

Managing your personal finances in difficult times

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.

10 Common Investing Mistakes

Investing successfully is difficult and time consuming. In this guide EQ illustrates some simple errors made by many investors that can have a big impact…

Managing your personal finances in difficult times

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.

Introducing EQ

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…

Blog

Normal minimum pension age to increase from 55 to 57, from April 2028

Jeannie Boyle, 2nd August 2021

Measure is part of a wider government agenda to prevent the proportion of people’s lives…

NS&I’s new Green Savings Bonds – details revealed

Jeannie Boyle, 26th July 2021

NS&I has revealed its Green Savings Bonds, due to launch later this year, will be…

June Investment Update

Kasim Zafar, 16th July 2021

The central story in June continues to be US inflation.

Countdown to COP26

Louisiana Salge, 14th July 2021

During the first two weeks of November later this year, the UK will host in…

Market View Q2 2021

Kasim Zafar, 12th July 2021

This document presents a summary of our investment views. It explains our latest thinking on…

Euro 2020 | England end 55-year long wait for final berth

Tertius Bonnin, 9th July 2021

A lot's changed during those 55 years of hurt.

Newsroom

What is an NS&I Green Savings Bond?

Good with Money, 29th July 2021

Normal minimum pension age to increase from 55 to 57, from April 2028

Wealth Tribune, 29th July 2021

Investment Week reveals finalists for Sustainable & ESG Investment Awards 2021

Investment Week, 27th July 2021

Art in the Park: new arts festival launches at Wimbledon’s Cannizaro Park

London Post, 27th July 2021

Mail on Sunday: Why being a lazy investor could make you richer!

Mail on Sunday, 25th July 2021

Be committed, be honest: How to become a B Corp in 2021

Citywire, 22nd July 2021

You may be asking:

What makes EQ different?

We make your money make sense

We're staff-owned

We're staff-owned

We're innovative

We're innovative

We're a B Corporation

We're a B Corporation

Positive Impact Portfolios

How fit are my finances?

Find out with our free online health check

Free guides

Managing your personal finances in difficult times

Introducing EQ

Giving is great

Introducing EQ

Giving is great

How to buy protection insurance

Giving is great

How to buy protection insurance

Know your options at retirement

How to buy protection insurance

Know your options at retirement

Investing tips for young professionals

Know your options at retirement

Investing tips for young professionals

Investing for Children

Investing tips for young professionals

Investing for Children

10 Common Investing Mistakes

Investing for Children

10 Common Investing Mistakes

Managing your personal finances in difficult times

10 Common Investing Mistakes

Managing your personal finances in difficult times

Introducing EQ

Normal minimum pension age to increase from 55 to 57, from April 2028

NS&I’s new Green Savings Bonds – details revealed

June Investment Update

Countdown to COP26

Market View Q2 2021

Euro 2020 | England end 55-year long wait for final berth

What is an NS&I Green Savings Bond?

Normal minimum pension age to increase from 55 to 57, from April 2028

Investment Week reveals finalists for Sustainable & ESG Investment Awards 2021

Art in the Park: new arts festival launches at Wimbledon’s Cannizaro Park

Mail on Sunday: Why being a lazy investor could make you richer!

Be committed, be honest: How to become a B Corp in 2021

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