Finance on a
Billy
basis

Your finances. They're personal to us.

Let's get the advice that you need

Financial Planning

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

Find out more

Investment

How do I invest sustainably

Find out more

Financial Planning

Am I on track for retirement

Find out more

Financial Planning

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

Find out more

Investment

I want to invest online in a sustainable ISA or pension

Find out more

Financial planning

Passing on an inheritance

Find out more

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 centres around you and your goals. We start with how you want to end and build a step by step plan of how to get there.

Investing

We make investing easy. If you have a lump sum, a nest egg or some spare cash every month, we can help put it to good use.

Let's put your money where your ethics are

As a staff-owned, multi award-winning B Corp, we are part of a community of businesses worldwide who use the power of business to build a more inclusive and sustainable economy. Each B Corp community member must meet the highest verified standards of social and environmental performance, transparency, and accountability. This aligns perfectly with our investment approach. We only ever invest in sustainable ways so that you can be confident that your money is having a positive impact on the world.

Our customers love what we do.

You’re never just an account number to us. We’re a different sort of financial planner. A more human kind. Our dedication to service means we really get to know you. With care and consideration comes personal finance with an emphasis on the personal.

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

Finance on aBilly basis

Let's get the advice that you need

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

How do I invest sustainably

Am I on track for retirement

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

I want to invest online in a sustainable ISA or pension

Passing on an inheritance

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

Investing

Let's put your money where your ethics are

Our customers love what we do.

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!

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

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

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

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.

Admirably level-headed fund managers

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!

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

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

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

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.

Admirably level-headed fund managers

Some of the people you’ll get to know

Finance on a
Billy
basis