Newsroom

EQ's Jeannie Boyle spoke to the Daily Express about your retirement options if you don't have enough qualifying NI years. Read more

ESG investment is, however, still a relatively new topic for some advisers, whereas others are already experienced in this area, as Jeannie Boyle, executive director and chartered financial planner at EQ Investors, says: “We’ve been looking at how money can have a positive impact for clients and on the environment for the past decade or so.” Read more

Jeannie Boyle, executive director and Chartered financial planner at EQ Investors, says it is important to explain to clients that their investments are part of a long-term financial planning strategy. Read more

An EQ case study is highlighted where we helped a new client understand the implications of receiving a substantial divorce settlement, including pension credit, property and a cash lump sum. Read more

EQ Investors impact specialist Louisiana Salge said buyers have been attracted to AAA-rated ESG veteran Mike Fox and his team’s ‘sustainable investing experience and a diverse set of skill sets’. Read more

EQ Investors director Jeannie Boyle said most of the conversations she is having with clients would mirror those that advisers would be having with their clients. “Understanding what their real priorities are is really important. A part of that work really comes down into client’s values and helping them articulate what matters to them in life.” Read more

Louisiana Salge of EQ Investors, a wealth manager, said ethical investing came with additional costs because investors had to pay extra for access to specialist research tools, which indicated how well a company performed on different ESG measures. Read more

Watch the recent Citywire and Baillie Gifford webinar featuring Damien Lardoux, head of impact investing at EQ Investors. Read more

IFA Magazine take a look at our 2020 positive impact report and bring you its highlights and key themes. Read more

The first part of our three part series sees wealth managers including EQ's Sophie Kennedy discuss their biggest regret over the past six months in the extraordinary conditions. Read more