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

Impactful ways to offset carbon footprint

John Spiers, 15th June 2021

As the G7 summit in Cornwall reminds us of the enormous challenge of climate change,…

EQ Investors joins the Better Business Act coalition

Sophie Kennedy, 14th June 2021

The Better Business Act (BBA) is a B Lab UK-led campaign to change the law…

Positive Impact Portfolios: Q2 update

Louisiana Salge, 12th May 2021

Our quarterly updates features three examples of companies (and funds) that are making a positive…

Webinar: Planning for retirement

Katharine Lindley, 6th May 2021

Recorded on 5 May 2021, this webinar outlines the benefits of planning ahead for your…

Weekly market recap: Europe’s double dip

Tertius Bonnin, 30th April 2021

Woeful economic data in Europe has lead the continent into a double-dip recession.

Weekly market recap: Earth Day

Tertius Bonnin, 24th April 2021

As the US returns to the world stage on climate change policy will be supportive…

Newsroom

England vs Scotland: Our two IFA teams battle for glory!

New Model Adviser, 18th June 2021

MPS Investment Committee

Citywire, 17th June 2021

The high-impact charities you should be donating to that really make a difference

i News, 16th June 2021

How to tackle climate change through charity

Good with Money, 14th June 2021

Coronavirus weekly round-up

Portfolio Adviser, 11th June 2021

Natural capital: Mitigating biodiversity loss in portfolios

ESG Clarity, 3rd June 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

Impactful ways to offset carbon footprint

EQ Investors joins the Better Business Act coalition

Positive Impact Portfolios: Q2 update

Webinar: Planning for retirement

Weekly market recap: Europe’s double dip

Weekly market recap: Earth Day

England vs Scotland: Our two IFA teams battle for glory!

MPS Investment Committee

The high-impact charities you should be donating to that really make a difference

How to tackle climate change through charity

Coronavirus weekly round-up

Natural capital: Mitigating biodiversity loss in portfolios

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