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The power of...

7 February 2022

2 min read

The power of introductions

When I get introduced to the friends, family, and the colleagues of clients, it is a great compliment and a tremendous responsibility that I never take lightly.

Toby Walker
Toby Walker,

Joint Chief Executive & Head of Financial Planning

We know that financial advice can make a real difference to people’s lives. Most people will require at least one of the services we provide at some stage in their life.

Over the years our financial planning business has been built from existing clients recommending us to people they know, so we understand the value of a personal introduction.

Long term relationships

It is our philosophy to build trusted and long-lasting relationships with our clients. We aim to provide you with peace of mind regarding your personal financial affairs and hope that you are satisfied with the service you receive.

We are aware that this journey is not only a practical one but also an emotional one, affecting each of our clients in various ways as they go through different phases in life.

The best financial plans are predicated on an overriding set of objectives that are deeply personal to the individual or family. It could be happiness, freedom, fulfilment, or any one of a vast range of possibilities.

Getting started

Our financial planners take time to understand your goals, have the experience to help you develop a financial plan designed specifically for your situation.

At our first meeting we will ask you some straightforward questions about your current situation, including an oversight of your income, expenditure, savings, and other assets. We might also ask you to sign some letters of authority to allow us to gather detailed information on any existing pension or investment arrangements you have that you would like us to look at.

We can conduct meetings face to face at our offices in London or Brighton.

Alternatively, we are more than happy to have remote meetings with you on the phone or through video chat such as Teams or Zoom.

All initial consultations are without charge or obligation.

Our investment philosophy

Taking into account your life goals, time horizons, risk tolerance and tax considerations, we can tailor an investment plan to help you address your evolving financial needs.

Our investment approach reflects industry best practices. Portfolios are globally diversified, designed around you, and are the main vehicle to help you get where you need to be.

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.

Proud to be a B Corp

EQ Investors is proud to be a Certified B Corporation (B Corp). We see our purpose as more than just making a profit. We are part of a global community of leaders who see business as a force for good.

Introduce a friend, family member or colleague

Most of our clients come to us as a result of referrals from established clients who trust us enough to recommend us to family, friends and colleagues.

We have client relationships that have been built and strengthened over decades, and which are now spreading down generations to sons and daughters, and even grandchildren.

We know there are many people who would also benefit from our financial advice and would warmly welcome any introduction to your family, friends, and colleagues, so that we can help them too.

Toby Walker

Toby Walker

Joint Chief Executive & Head of Financial Planning

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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