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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.
Admirably level-headed fund managers
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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.
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.
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…
John Spiers, 15th June 2021
As the G7 summit in Cornwall reminds us of the enormous challenge of climate change,…
Sophie Kennedy, 14th June 2021
The Better Business Act (BBA) is a B Lab UK-led campaign to change the law…
Louisiana Salge, 12th May 2021
Our quarterly updates features three examples of companies (and funds) that are making a positive…
Katharine Lindley, 6th May 2021
Recorded on 5 May 2021, this webinar outlines the benefits of planning ahead for your…
Tertius Bonnin, 30th April 2021
Woeful economic data in Europe has lead the continent into a double-dip recession.
Tertius Bonnin, 24th April 2021
As the US returns to the world stage on climate change policy will be supportive…
New Model Adviser, 18th June 2021
Citywire, 17th June 2021
i News, 16th June 2021
Good with Money, 14th June 2021
Portfolio Adviser, 11th June 2021
ESG Clarity, 3rd June 2021
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