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Financial planning

The key to a successful financial future, as with many things in life, is planning.

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The Good Guide to Financial Planning 2025
The Good Guide to Financial Planning 2025

Keep your financial goals on track in 2025
Keep your financial goals on track in 2025

Takeaways from the US Presidential election
Takeaways from the US Presidential election

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The Good Guide to Financial Planning 2025 2 min read

Ben Faulkner
Ben Faulkner,

20/01/2025

Life happens - but if you’re ready for it, your finances will help rather than hinder your plans.

Blog

Keep your financial goals on track in 2025

Put yourself on the best financial footing possible for the New Year.

Zoe Brett
Zoe Brett,

06/01/2025

3 min read

Blog

Takeaways from the US Presidential election

Donald Trump’s return to the presidency as the 47th president marked a dramatic comeback after a polarising election.

Kasim Zafar
Kasim Zafar,

06/11/2024

4 min read

Blog

Autumn Budget 2024

Chancellor unveils large tax rises, mainly through employers’ national insurance, to pay for extra spending on public services, and more borrowing to pay for the extra investment this government sees as central to its growth ambitions.

5 min read

Blog

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,

16/10/2024

3 min read

Blog

Good Money Week 2024: Three things you can do to manage your finances in a sustainable way

Building sustainable money habits - a path to financial wellbeing.

Zoe Brett
Zoe Brett,

03/10/2024

3 min read

Blog

Financial Times – Top 100 Adviser Winners

EQ Investors has been named as one of the UK’s top financial advice firms.

Ben Faulkner
Ben Faulkner,

25/09/2024

2 min read

Article

The rewards of giving

Since divorcing Jeff Bezos in 2019, Mackenzie Scott has reportedly donated over $16.5 billion to charities and good causes. The Bill & Melinda Gates Foundation has reportedly donated $59 billion and Warren Buffett an estimated $51 billion. But why? They’ve worked hard for their wealth, they’ve earned it, they’ve sacrificed for it. Why just give it away? Well, it seems that money does in fact buy happiness but not how we might think.

Zoe Brett
Zoe Brett,

14/08/2024

3 min read

Blog

Seven ways to build a healthy relationship with money

What does a healthy relationship with money look like, and how do you cultivate it?

Zoe Brett
Zoe Brett,

01/06/2024

3 min read

Blog

Major democracies go to the polls

In 2024, several major elections are scheduled to take place across the globe.

Kasim Zafar
Kasim Zafar,

29/05/2024

3 min read

Blog

60% tax?

A quirk in the system means that anyone earning between £100,000 and £125,140 can find themselves paying a whopping 60% tax on this portion of their earnings.

3 min read

Article

Can I comfortably retire?

Navigating the cost-of-living challenges in the UK.

Zohaib Mir
Zohaib Mir,

13/05/2024

4 min read

Blog

Your new tax year checklist

Are you ready for the new tax year? Find out how to make sure your savings and investments are as tax efficient as possible by using the available allowances.

4 min read

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Blended World – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

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Factsheet

Factsheet

Blended World – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Blended World – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Blended World – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Blended World – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Blended World – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections. 

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Factsheet

Factsheet

Blended World – All Equity

This portfolio is designed for the most adventurous risk profile, with up to 100% invested in equity funds. It is unconstrained by selection criteria within the universe of available equity funds, and can make concentrated investments, use sector specific funds, and invest in any geographic region. As a high risk portfolio, its performance is expected to be volatile.

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Factsheet

Factsheet

Climate Action – Cautious Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Cautious

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Climate Action – Balanced

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Climate Action – Balanced Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced Plus portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Climate Action – Adventurous

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Climate Action – Adventurous Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous Plus portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Climate Action – All Equity

The strategy is comprised of specialist, actively managed and passive tracker funds. This All Equity portfolio is diversified across a mix of equities and cash.

Download
Factsheet

Factsheet

Future Leaders – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Future Leaders – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Future Leaders – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Future Leaders – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

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