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The EQ library contains a wealth of articles and case studies on a range of financial planning topics, written by our award-winning technical team.
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Using your savings well in retirement is one of life's great challenges. These articles highlight some of the most common issues.
Are your finances on track? Find out with our free online health check
Tax can have a seriously negative impact on your investment returns. It's worth making full use of your allowances and avoiding tax traps.
EQ has developed a unique online tool for demonstrating the relative attractions of ISAs, SIPPs and Investment Accounts
Interested in aligning your investments with your values? Learn more about impact investing:
We believe that everyone can make a positive impact through their investments, and earn outstanding returns
Welcome to the latest issue of our annual review of the EQ Positive Impact Portfolios. In the last year we’ve achieved more positive impact than…
How can we help you? EQ is a staff-owned chartered financial planning firm that offers a full range of life planning and financial advisory services…
A handbook to help donors make better decisions when supporting charities and social enterprises.
Protection should always be considered as part of an effective financial plan. Nobody knows what the future holds and uncertainty can be scary.
From day one, our ambition for the EQ Positive Impact Portfolios has been to show that every investor can make a positive impact through their…
Are you on track for retirement? The purpose of this guide is to help you think through some of the options you need to consider…
The list of excuses for not investing is endless, especially for young professionals immersed in their careers. “It’s too risky” or “I don’t have time…
Parents and grandparents have tried to provide a financial boost for their offspring for many generations - it’s part of our DNA. Today, the need…
Investing successfully is difficult and time consuming. In this guide EQ illustrates some simple errors made by many investors that can have a big impact…
An independent source of advice and information on pensions
Impartial advice on pension options
Capital Gains Tax
Current savings rates
General advice on savings and debt
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