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Invest in your world with Simply EQ

Our online and phone-based investment service helps you plan for your financial future. We’ll get you started and then manage everything for you. Sustainable investing with Simply EQ does good for the planet and your pocket.

Ready made portfolios, ready to go

Use our simple online sign-up and take your pick from our plans. Invest in an ISA, Junior ISA, pension or general investment account. If you need any help, give us a call.

Future Leaders

Combines the growing preference for socially responsible portfolios with the increasing popularity of low-cost passive funds.

This strategy invests in well-run businesses, showing leadership within their sector in managing relevant environmental, social and governance (ESG) risks, and that avoid the most controversial sectors (armaments, tobacco, gambling). This is complemented by the addition of sustainable themed funds targeting specific positive impacts.

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Positive Impact

Our flagship impact investing strategy, designed around the UN Sustainable Development Goals.

This strategy selects funds that invest in companies helping to tackle social and environmental problems, while avoiding sectors such as tobacco, armaments, pornography and gambling.

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Climate Action

Align your financial goals with the global effort to reduce climate change risks and reach net zero.

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If you need any help, we’re always here for you. That’s finance on first name basis.

It's called Simply for a reason

The perfect way to kickstart your future

All you need to start is £1,000 lump sum or a £250 monthly commitment.

Consolidate your investments

It’s easy to pool any pockets of savings together in one place for convenience and flexibility.

The Simply way to go

We’ll do the management for you. It’s easy to get started and easy to keep track of how your money is performing.

Step 1 - Let's get started

Our online and telephone investment service is for individuals who don’t need a full financial plan. You can invest entirely online by completing our investment questionnaire. We’re also happy to talk you through it. It’s simply super-convenient.

Step 2 - We make a recommendation

We’ll help you choose the right investment strategy for you. We’re qualified financial advisers. We’ll track your performance and monitor your progress. And we’ll make sure you never risk more than you can afford.

Step 3 - We invest for you

Our investment team will build and manage a portfolio 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. And we’re always here to talk if you need to discuss anything.

Track your performance from your phone, or anywhere.

Get your portfolio in your pocket. Keep track of your fund’s performance using our portal. It’s easy!

Feeling adventurous? Balance is best? Proceed with caution?

Pick your level of risk. Buy into any portfolio at the risk level you’re comfortable with.

Cost of online individual Saving Accounts (ISAs) and general investment accounts (GIAs)


Up to £100,000

£100k - £250,000

£250k - £500,000

£500k - £1m


Fund charges*

All portfolios





call to discuss

0.25% - 0.6%

* All prices exclusive of VAT and MIFID II charges. Fund charges may vary slightly based on the funds in your portfolio.

We're here for you


Our qualified advisers are just a click away to answer questions and discuss your needs & financial goals.


Our qualified advisers are just a phone call away on 020 7488 7171 or let us give you a call back at a time that works for you.

In Person

Let’s meet face to face. Make a booking with an adviser in London, Brighton or Kent.

Frequently Asked Questions

© 2024 EQ Investors Ltd. Company registered in England and Wales (No.07223330). EQ Investors Limited is authorised and regulated by the Financial Conduct Authority (Ref. 539422). UK Investors only.