Individuals

Financial planning with EQ

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.

Some of the people you’ll get to know

Meet our team of experts.

Andrew Meade,
Financial planner

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.

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

© 2021 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.