There’s more to EQ than just making money

As a staff-owned B Corp that has won numerous awards, we are part of a community of businesses worldwide building 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 as well as generating a good return.

Encapsulated in our unique business model is the commitment to donate 20% of our profits to charitable initiatives through the EQ Foundation. We partner with charities in the UK and overseas on a wide range of causes & projects.

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 online in a sustainable 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 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 for the future

We make investing easy, with a range of options tailored to suit how important sustainability is for you. You can invest a lump sum, make regular contributions, or transfer assets from another provider.

Our clients 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.

Freddie Cleworth,
Financial planner