Financial planning with EQ
What do I need to save? How can I protect my family? What will my retirement look like? Can I help my kids get on the property ladder?
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.
Plans as unique as you are
We spend the time getting to know you and your priorities. Taking into account possible future scenarios, we’ll then create a financial plan that you can have confidence in. We are here to make sure that your finances are set up to support your life choices and goals.
TESTIMONIAL
"I have been a client with EQ for more than three years and they provide an excellent professional service."
Stephen, Enfield
Download Guide: Introducing EQ
This 'Introducing EQ' guide will explain how we can help you achieve your goals with our range of financial planning and investment management services.
