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Mike heads up the investment management team. After completing his BSc in Chemistry at the University of London in 1985, he started his career in the financial markets as a bond trader before attending the Cranfield School of Management to complete an MBA in 1996. Mike joined Bestinvest in 1997 and helped launch the private client discretionary investment team in 2003. The service proved to be a success with clients, and the team went on to win both performance and client service awards.
Mike joined EQ Investors in March 2016 with a mandate to protect the core values of providing clients with the very best possible service & investment performance. He is a Chartered Fellow of the Chartered Institute of Securities & Investments.
Outside of the office, Mike enjoys sport and martial arts and is a keen amateur pilot. In 2008, he participated in the Round Britain Powerboat race and still enjoys occasional outings in competitive motorsport.
Daniel is an Investment Manager in the Bespoke Discretionary Management team. He joined EQ Investors from Quilter Cheviot, where he managed private client portfolios and developed expertise in specialist fixed interest and equity mandates.
Daniel began his career in Financial Services at RBS after graduating from the University of Nottingham, subsequently joining the investment team at Bestinvest and has over 7 years’ experience as an Investment Manager. He holds a Masters in Wealth Management from the Chartered Institute for Securities and Investment and a personal charter as a Fellow of the Institute.
Outside of the office Daniel enjoys mountaineering and climbing, having climbed in the Andes and across Europe. His other passions are travelling, surfing, cycling and sailing.
Andrew is an Investment Manager in the Bespoke team. He joined EQ Investors from Tilney Bestinvest where he was an Associate Director of Investment Management. Andrew’s area of expertise is managing bespoke portfolio mandates for private clients, Trusts, Charities and large Family office accounts.
Andrew has a Masters in Wealth Management from the Chartered Institute for Securities and Investment, a MSc in Finance and Investment from BPP Business School in London and a BA from McGill University in Canada.
Outside of the office Andrew enjoys spending time with his young family and golden retriever. His hobbies include golf, running and wine.
Jeannie has been working in financial services for over 14 years. She joined EQ in 2008 as a Technical Consultant and since 2010 has been a Director of the firm.
When providing advice, Jeannie focuses on clear communication, so that her clients fully understand the facts, options and recommended solutions, enabling them to make well-informed decisions. As a Director, Jeannie concentrates her efforts on ensuring the advice provided across EQ is of an exceptional standard, putting in place processes and systems to ensure our clients remain at the heart of our business.
Jeannie is a Chartered Financial Planner, a Fellow of the Personal Finance Society and in 2015 won Money Management’s Ethical Financial Planner of the Year Award. She appears regularly in national and trade media outlets discussing personal finance issues.
Outside of work, Jeannie enjoys yoga, hiking, triathlons and live music.
Angus is a director of EQ and has been working in Financial services for over 30 years, advising private clients since 1992. He has continued to ensure his knowledge is among the best in the wealth management profession and is both a Fellow of the Personal Finance Society and a Chartered Financial Planner. Angus has particular expertise in the fields of pensions and investments – ensuring client objectives are achieved in as effective and tax efficient a manner as possible.
Angus is a member of the EQ Asset Allocation and Fund Selection committees and holds the Investment Management Certificate. He believes that a key part of his role is to cut out the jargon and simplify the complex rather than bamboozle clients with unnecessary bureaucracy. As he says, “Clients need to know that we know what we are talking about, but don’t need to be experts themselves”
Away from work Angus is a family man with three children and lots of chickens.
Peter has been helping clients since 1980. He specialises in all aspects of private client work including managing personal and family wealth, helping trustees measure and achieve investment objectives, tax planning, managing life’s risks and complementing advice from legal and accounting professionals.
Peter has an impressive portfolio of professional qualifications. He was among the first to be granted the title Chartered Financial Planner, is an Associate of the Personal Finance Society, an Associate of the Chartered Insurance Institute and a full member of the Society of Trust and Estate Practitioners:
Peter has a simple maxim: “you can only arrive at the correct answer by listening more than speaking” and is a firm believer in keeping solutions simple, timely and to the point.
Peter is married and has four children. Outside the office he enjoys golf and walking.
Simon is a director of EQ and started his career in the Royal Navy after graduating from Oxford. He then moved into the City to follow a career in financial services where he has qualified as a senior investment manager.
Simon is an expert in pensions and investment and has continued to work with the same client s for more than twenty years – a testament to the level of service he has provided.
Simon loves the sea and has a Salcombe Yawl which he sails in the Devon estuaries. He also is involved as an actor and technically with the acclaimed Wintershall Passion plays held in London, Surrey, and Gloucestershire. He likes reading and walking in the Surrey hills – not simultaneously!
Freddie is a Chartered Wealth Manager. He joined EQ in 2015 having gained experienced in a variety of roles within larger financial organisations. He provides advice and financial planning for a wide range of clients, and is a strong advocate for technological innovation within personal finance.
Away from the office Freddie enjoys cooking, reading, and keeping fit.
Steve has spent most of his career in the wealth management profession, dealing mainly with private clients. During that time he has overseen investment policies from inception to maturity for many longstanding clients.
He enjoys all aspects of financial planning from retirement planning to tax mitigation and estate planning.
A devoted cyclist and walker, Steve’s journeys have taken him to far flung places such as New Zealand and Watford!
Mark is a director of EQ with over 25 years’ experience in financial services. His financial expertise is widely based and he practises as a general consultant advising clients on all areas of their financial planning. He also works closely with lawyers and accountants providing financial planning advice to their clients.
Mark has been married for over 30 years and has three children. He enjoys keeping fit in the gym and plays golf. When time permits he loves trekking and has climbed Kilimanjaro.
Matthew started his financial services career working in alternative investments for a large advisory firm in the city. Following this he began advising private clients on a more holistic basis, taking into account their protection, retirement and investment needs.
He believes that an extremely high level of knowledge of financial planning is essential to ensure that the best level of service can be received by his clients. He is a Chartered Financial Planner and also holds the Investment Management Certificate.
Outside of work Matthew enjoys sport, being a regular skier, runner and triathlete. He has completed the London Marathon and the Wales Ironman Triathlon.
Katharine started her career in 1998 in PwC’s financial planning team. She joined EQ Investors from Tilney Bestinvest where she worked closely with investment managers and professional advisers to deliver cohesive financial plans for clients.
Katharine’s areas of expertise are wealth management, retirement planning and pensions, investments, estate planning and tax planning. She is a Chartered Financial Planner, Certified Financial Planner, Taxation Technician Fellow and Chartered Tax Adviser.
Away from the office, Katharine enjoys spending time with family, gardening, theatre and is learning the piano after a 30 year break. Katharine is a charitable trustee of the Association of Taxation Technicians and represents them on technical pension discussions with HMRC and HM Treasury.
Ian started his career in financial services in 1983 in South Africa with Old Mutual and returned to the UK in 2003. With over 30 years’ experience, he has developed an affinity for dealing with mature clients and understands their concerns and needs. He has specialist qualifications in long term care and trust planning.
Ian is married with six children and six grandchildren and he enjoys spending time with his family, as well as being an avid rugby and motor sport spectator. He also enjoys visiting the British countryside and the many beautiful historical buildings, taking vast numbers of photographs and videos for his collection.
Andrew has over 35 years’ experience in the financial services profession. He started in retail banking, progressing to a bank manager by the age of 30. He left his role as a Wealth Manager in 2000 to become an Independent Financial Adviser and to specialise in Holistic Financial Planning and Wealth Management.
Andrew has a strong commitment to customer service, having established many long-standing client relationships, looking after some clients for over 25 years. He has achieved Chartered Financial Planner status and holds the specialist Care Fees Planning qualification from the Society of Later Life Advisers.
Andrew is married with three sons and has spent many years as a trustee for a number of local charities. He is involved in the leadership of his local church and is also a supporter of Stewardship, a charity providing education in better money management.
Victoria has worked in Financial Services for a number of years and joined EQ in 2014. She provides advice on all areas of financial planning with a speciality in retirement planning. Victoria is a Chartered Financial Planner and also holds the Certificate in Long Term Care Assurance.
Away from the office, Victoria enjoys travelling and baking an array of goodies.
Dale has been working in financial services for over 10 years. Her career started in South Africa as a currency futures trader, she soon made the move into financial planning having realised her passion for building trusted relationships with clients that need advice. Her husband had a career opportunity that brought them to the UK and she has continued to advise clients in the UK since then.
Dale’s focus is on communication without the jargon, ensuring clients have a very clear understanding and feeling that they are well informed to make their financial decisions. Her financial expertise is widely based and she practises as a general consultant advising clients on all areas of their financial planning. She is a CFA charter holder, being a regular member of the CFA Institute and CFA UK society.
Away from the office, Dale enjoys travelling and yoga.
Toby’s route to financial services was by no means traditional. After completing his Economics Degree at Loughborough University, he embarked on a professional rugby career spanning 2 years in both England and Italy. In 2007, he joined a large advisory firm based in the City; where he qualified and went on to mentor a team of 6 advisers. He joined EQ in early 2014.
His financial expertise is widely based and he practices as a general consultant advising clients on all areas of their financial planning. He also works closely with lawyers and accountants providing financial planning advice to their clients.
Toby is a family man with three young sons who keep him busy. He loves sailing and keeping fit when he can.
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