There’s more to EQ than just making money

We are an independently owned, multiple award winning, wealth manager. We are also a Certified Benefit Corporation (B Corp) which means that we must take account of all stakeholders, including our clients, our colleagues, and the wider community.

Furthermore, The EQ Foundation – an award-winning registered charity – is a large shareholder, which means that more than 20% of our profits are used to support worthy causes.

Clients of EQ Investors can be confident not only that we strive for professional excellence but also that we are a force for good in society.

Let's get the financial advice that you need

Financial Planning

My circumstances have changed, and I’d like a financial plan

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Investment

How do I invest sustainably

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Financial Planning

Am I on track for retirement

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Financial Planning

I want to make sure my family are cared for and financially secure

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Investment

I want to invest in an ethical ISA or pension

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Financial planning

Passing on an inheritance

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Shall we call you?

Let's book a time that works for you.

Shall we call you?

Let's book a time that works for you.

How can we help you?

Financial planning

Our financial planning service puts you and your goals first. We start by understanding where you want to be and then map out a step-by-step plan to get you there.

Investing for the future

We make investing easy, with flexible options tailored to your sustainability priorities. Whether you’re investing a lump sum, making regular contributions, or transferring assets from another provider, we’ll guide you every step of the way.

What our clients say about us

We are award-winning ethical financial planners focused on growing your wealth. Our dedication to service means we really get to know you. Together, we create a bespoke financial plan and implement an investment strategy designed to help you achieve your goals.

Thank you for all your help in achieving my objective with my pension. I have had lots of salient information and online access which will be very helpful very many thanks!

Suzanne

Buckinghamshire

You are great at following up helpfully on ideas and issues. We find our meetings very productive, and also that we feel enabled to make well-thought through decisions

Catherine & Stephen

Greater London

Investing sustainably is a no-brainer. Why plan for a future if there’s no planet to support it?

Rosie

London

I have been a client with EQ for more than three years and they provide an excellent professional service.

Stephen

Enfield

I wanted advice resulting from changes in my work circumstances and wanted to check my current situation against future goals. In particular, I was seeking a managed portfolio based on ethical investments.

Janet

Brighton

Admirably level-headed fund managers

Anthony

Norfolk

Thank you for all your help in achieving my objective with my pension. I have had lots of salient information and online access which will be very helpful very many thanks!

Suzanne

Buckinghamshire

You are great at following up helpfully on ideas and issues. We find our meetings very productive, and also that we feel enabled to make well-thought through decisions

Catherine & Stephen

Greater London

Investing sustainably is a no-brainer. Why plan for a future if there’s no planet to support it?

Rosie

London

I have been a client with EQ for more than three years and they provide an excellent professional service.

Stephen

Enfield

I wanted advice resulting from changes in my work circumstances and wanted to check my current situation against future goals. In particular, I was seeking a managed portfolio based on ethical investments.

Janet

Brighton

Admirably level-headed fund managers

Anthony

Norfolk

Some of the people you’ll get to know

We’re proud to be a staff owned business. With ownership comes accountability. That’s why you can trust us to take good care of your money.

Jeannie Boyle,
Financial planner