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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.
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 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.
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…
Sophie Kennedy, 22nd September 2020
Why we have decided to report on portfolio carbon emissions.
Tertius Bonnin, 18th September 2020
As Covid-19 cases continue to rise across Europe, developed markets feel the pressure as Asian…
Victoria Rutland, 17th September 2020
Apathy can be the undoing of many retirement plans.
Tertius Bonnin, 16th September 2020
Five reasons we like the clean water investment theme.
Tertius Bonnin, 11th September 2020
UK equities are among the strongest performers, as a falling pound boosts the value of…
Tertius Bonnin, 4th September 2020
After weeks of strong performance, the Nasdaq sees its worst day since the March sell-off.
Investment Week, 24th September 2020
Citywire, 24th September 2020
Citywire, 22nd September 2020
20th September 2020
ShareAction, 15th September 2020
Times Money Mentor, 14th September 2020
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