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27 July 2022

3 min read

Talk to us about taking financial advice – book a free consultation

Organising your personal finances is extremely important to you, and that’s why we believe it starts with us getting to know you; understanding your needs and objectives and you getting to know us.

Jeannie Boyle
Jeannie Boyle,

Executive Director & Chartered Financial Planner

What is financial planning?

Financial planning is the process of taking a comprehensive look at your financial situation and building a specific plan to support your current needs and reach your long-term goals.

As a result, financial planning often delves into multiple areas of finance, including investing, taxes, savings, retirement, your estate, insurance and more.

What will my financial planner do?

  • Build a picture of your current wealth and position
  • Understand your life plan and help you to prioritise your goals
  • Assess possible risks and potential opportunities in your financial life
  • Create a bespoke plan with tailored recommendations to achieve your objectives
  • Provide support to help you implement your recommended plan.

Do I need financial advice?

Financial planning can help to answer some of life’s big questions:

  1. How much should I set aside for unexpected life changes?
  2. Will I be able to maintain my lifestyle in retirement or retire early?
  3. How can I best set up my children for the future?
  4. Are my investments tax efficient?
  5. What can I do with an expected inheritance?
  6. Can I afford school fees for my children?
  7. Can I afford to move to a bigger home?
  8. Are my investments set up as efficiently as possible?
  9. Should I adapt my finances after a divorce, or death of a loved one?
  10. What should I do after my property or business sale?

These are the kind of questions that we get asked every day. Our financial planners are trained to sit down with you to explore your needs and priorities – whatever they may be – and then to help you turn that initial conversation in to a fully-fledged financial plan.

How does it work?

  1. We get to know you
    These days, while our London and Brighton offices are open, we’re also happy to meet via a video call. During this first phase, we want to learn about your future life goals and priorities. We also want to ensure you fully understand what you can expect from us, what we will deliver back to you and how we will become your trusted adviser.
  2. We build your financial plan
    Having identified with you what your personal needs and objectives are, we will create your tailored financial plan, which outlines what actions we recommend in helping you to achieve your goals. We believe that working to a plan is essential for your financial success and the financial lifestyle you want and deserve.
  3. We help implement the plan
    Our team will help you to implement your plan and invest on your behalf. You’ll never have to worry about what markets are doing, or when to buy or sell. You can check how your investments are doing, online 24/7. You can talk to us whenever you like, and we’ll review your plan every year.

Ethical financial advice

It is our philosophy to build trusted and long-lasting relationships with our clients. Book a free financial planning discussion and we’ll look at your circumstances, identify any gaps and suggest the way forward. From inheritance to investing, pensions to protection, we’ll cover everything that matters to you.

Jeannie Boyle

Jeannie Boyle


Executive Director & Chartered Financial Planner

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.

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