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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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

Positive Impact Report 2019

Welcome to the latest issue of our annual review of the EQ Positive Impact Portfolios. In the last year we’ve achieved more positive impact than…

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.

Impact report 2018 – EQ Positive Impact Portfolios

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…

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.

Impact report 2018 – EQ Positive Impact Portfolios

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…

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…

Impact report 2018 – EQ Positive Impact Portfolios

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…

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…

Positive Impact Report 2019

Welcome to the latest issue of our annual review of the EQ Positive Impact Portfolios. In the last year we’ve achieved more positive impact than…

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…