We have a first-class investment team, delivering market-beating performance as well as specialist options for investors who care about how their money is invested. Our ethical approach to doing business has won us the favour of clients across the UK.

1. EQ stands for emotional quotient – a measure of our ability to recognise other’s emotions. Our aim is to help you plan for your future by getting to know you and what you care about most. So we’ll start by listening.
2. A financial plan is there to give you confidence in your future. As planners we’ll work with you to make sure that
   your finances are set up to support your life choices.
3. Every investor is different so we offer a range of investment strategies to suit different individuals, as well as model and bespoke approaches to suit portfolios of all sizes.

This Introducing EQ guide will explain how we can help you. Download your copy below.