020 7488 7110
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.
Admirably level-headed fund managers
You are great at following up helpfully on ideas and issues
Definitely the most interesting investment talk I have been to
Thank you for all your help in achieving my objective with my pension
Straightforward and logical. A joy to use!
Invest to make a positive impact on people and the planet
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.
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.
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…
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.
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…
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…
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 successfully is difficult and time consuming. In this guide EQ illustrates some simple errors made by many investors that can have a big impact…
Jeannie Boyle, 6th January 2021
As a turbulent 2020 ends, the New Year is an opportune time to consider whether…
Louisiana Salge, 16th December 2020
Our quarterly updates features three examples of companies (and funds) that are making a positive…
Kasim Zafar, 14th December 2020
This document presents a summary of our investment views. It explains our latest thinking on…
Tertius Bonnin, 11th December 2020
Amidst the ongoing Brexit and vaccine news, we look ahead to 2021.
Tertius Bonnin, 4th December 2020
Despite the trade agreement looking to be on rocky ground, UK equities were among the…
John Spiers, 1st December 2020
From 12pm (noon) on 1st December to 12pm on 8th December your donation to participating…
thewealthnet, 15th January 2021
Lexology, 13th January 2021
Pensions for Purpose, 8th January 2021
ESG Clarity, 7th January 2021
Good with Money, 6th January 2021
Citywire, 4th January 2021
Please select below whether you are a retail investor: