Meet the team

Freddie Cleworth

Hello, I'm Freddie Cleworth

Chartered Wealth Manager

Freddie is a Chartered Wealth Manager. He joined EQ in 2015 having gained experienced in a variety of roles within larger financial organisations. He provides advice and financial planning for a wide range of clients, and is a strong advocate for technological innovation within personal finance. Away from the office Freddie enjoys cooking, reading, and keeping fit.

Get in touch if you want to know more

We are proud of the relationships that we build with our clients. We look after their money as if it was our own.

Book a call at a time that suits you

My latest content and recommended reading


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


Seven major money changes as new tax year begins

The new tax year begins today and with it comes a whole series of adjusted money rules and changes, affecting everything from your pension to how much you pay in tax if you're a high earner.

3 min read


Fiscal drag: how it affects you

Fiscal drag is the stealthy way in which governments pull more and more taxpayers into higher tax brackets without the backlash that comes with increased tax rates.

2 min read


Tax year planning: helping you every step of the way

The clock is ticking if you want to use this year’s tax allowances - and make the most of any savings you might have accrued.

4 min read

© 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.