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Working with professional...

16 July 2019

3 min read

Working with professional connections

At EQ we have a long history of working with legal and accountancy practices to deliver integrated advice for the benefit of mutual clients.

Toby Walker
Toby Walker,

Joint Chief Executive & Head of Financial Planning

As a chartered financial planning firm advising many different types of clients we naturally come into contact with other professional service firms. We partner with professionals across a range of sectors, including legal, accountancy and employee benefits firms. Our partners’ clients range from private individuals and families, through to small, medium and large employers.

Our approach

Perhaps for both parties the main area to consider is whether or not we share the same core values, to ensure it is coherent with our standards of service and client care. We believe in building long-term relationships underpinned on honesty, integrity and service excellence.

We want to be absolutely certain that any partnership we enter into will be beneficial for our clients, and likewise the clients of our professional connections.

A complete service

Our financial planning service integrates accountancy and legal advice across a wide variety of circumstances, including:

  • Wills & estate planning
  • Divorce planning
  • Later life planning
  • Planning & protection for business owners
  • Investment management for Trustees

If you’re a solicitor or accountant who shares our values and would like to discuss working with the team at EQ Investors, please get in touch.

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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