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 an ethical ISA or pension
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Financial planning
Passing on an inheritance
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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.
We are award-winning ethical financial planners focused on growing your wealth in a sustainable way. Our dedication to service means we really get to know you. With care and consideration comes personal finance with an emphasis on the personal.
