Our online and phone based service offers expert advice and professional portfolio management. ISA and pension wrappers are available and charges are highly competitive. Investing with EQ is as easy as 1-2-3...
1. We get to know youIt’s super-convenient. Speak to us over the phone or via Skype, or pop into the office for a chat. We’ll take you through a series of questions to learn about your investment goals and circumstances. If you prefer, you can complete our investment questionnaires online.
2. We make a recommendationEvery investor is different. We’ll help you choose an investment strategy that’s right for you. We’re qualified financial advisers. We’ll let you know whether you’re on track to meet your goals, and also make sure that you’re not risking more than you can afford.
3. We invest for youOur 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.
Fees and other costs
- No initial or exit fees
- No charge for transactions
- No charge for ISA, GIA or SIPP wrappers
- No charge for annual tax statements
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*|
Self-invested Personal Pensions (SIPPs)
- Defined Contribution Policies
- SIPPs held with other platforms
- Guaranteed Annuity Rate Policies
- Life assurance policies
- Occupational pension policies
- Final Salary or Section 32 policies