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Online and phone based investment-advice service

EQ offers an online and phone based investment-advice service for individuals who do not require full financial planning. You can invest entirely online but most clients prefer also to speak with our qualified advisers, either on the phone, by Skype or in person:
  • You can invest through ISAs, pensions (SIPPs) or General Investment Accounts (GIAs).
  • You can transfer existing plans, or
  • Start afresh with at least £250/month, or £1,000 lump sum.

Professional portfolio management: we invest for you

Our team of investment professionals will build a portfolio for you and manage it 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. You can talk to us whenever you like, and we’ll review your strategy every year.

Four different ready-made portfolios

We offer a wide range of managed portfolios to suit your preferences. Whether you’re cautious or adventurous with your money, or are investing for growth, ethically or an income, we have a portfolio for you. All you need to do is choose a portfolio and we’ll do the rest:

Value for money

Our charges for online ISAs and GIAs:
Your portfolio Up to £99,999 £100k – £249,999 £250k – £499,999 £500k – £999,999 £1m+ Fund charges*
Best Ideas 1.19% 0.99% 0.79% 0.69% 0.59% 0.80%
Low Cost 0.99% 0.79% 0.69% 0.59% 0.49% 0.15%
Income 1.19% 0.99% 0.79% 0.69% 0.59% 0.72%
Positive Impact 1.19% 0.99% 0.79% 0.69% 0.59% 0.70%
Charges include VAT and are applied to the entire portfolio value * Based on risk level 5 (balanced) portfolios.

Invest in an ISA or Investment Account

Please note that you will need to have the following information available in order to complete the transaction:
  • Your National Insurance Number
  • Information about your annual income & expenditure plus assets and liabilities
  • Your bank details
You will be transferred to a website operated by Parmenion who act as custodians. The whole process usually takes about 10 minutes. You can save your inputs halfway through the journey.

Transfer an ISA

Transferring your current ISA(s) to EQ Investors means you can take advantage of our transparent charges for all your investments. You can also track and monitor them all in one place.  As soon as you decide to move your investments, we’ll work with your current provider to carry out the transfer as quickly as possible. Investments held outside an ISA can also be sold and the proceeds invested in an EQ Investors ISA with no switching fee. For this type of investment you need to speak to our advisers. Please give us a call on 020 7488 7171 and we’ll be happy to discuss this with you.

Consolidate your pensions

Many people accumulate a number of different pension schemes over the years. For convenience and the potential for superior performance it may be worth consolidating these in to a Self-Invested Pension Plan (SIPP) managed by EQ Investors. We can provide you with advice on this. It’s important to check out the details, such as current charges and potential exit penalties. This can be a valuable exercise as many people are unaware of the real cost of their current pension arrangements. Pensions we will consider:
  • Personal pensions
  • Stakeholder pensions
  • Other SIPPs
  • Executive pension plans (EPPs)
If you have a pension not listed above, please give us a call on 020 7488 7171 and we’ll be happy to discuss this with you.
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