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Impact investing
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.
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…
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 philanthropists 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…
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, 17th January 2020
Twenty years on from its near collapse, the Equitable Life saga is finally drawing to…
Ben Faulkner, 15th January 2020
Strong organic growth drives increase in assets under management.
Tertius Bonnin, 10th January 2020
US equities received a shot to the arm last week as decreasing tensions between the…
Kasim Zafar, 9th January 2020
EQ’s Kasim Zafar looks back at the past decade and considers the investment opportunities for…
Tertius Bonnin, 6th January 2020
Looking back on the past 10 years of growth, as we begin a new decade.
Tertius Bonnin, 13th December 2019
Currency markets are quick to react to Johnson’s victory, as the pound immediately rallies over…
New Model Adviser, 15th January 2020
Professional Adviser, 15th January 2020
Finance Monthly, 14th January 2020
Portfolio Adviser, 14th January 2020
New Money, 13th January 2020
The Times, 4th January 2020
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