Services for Private Clients
All of our services are based around providing advice and managing your money. We'll tailor our service to suit your needs: you can deal with us entirely online, or we can visit you at home. It's your choice. We only make a profit from long term client relationships, so you won't experience any hard sell.
EQ is an award winning, boutique wealth manager with a very wide range of services, catering for clients with a few hundred pounds as well as those with tens of millions. We are committed to excellence, not in trying to be the biggest.
Your Money, Your Way
Offering advice is a core part of our proposition – in our experience individuals feel more comfortable making decisions with the support of a professional, so we try to make that advice affordable. We won’t try and sell you a service that’s not necessary. We want you to be a client forever, so there’s no point in asking you to pay for anything that is not needed. We will manage your portfolio – we believe that is the service that most people prefer. If you really enjoy managing your own savings then EQ is unlikely to be the right partner.
The services described below provide an indication of how we can work with you but do not provide a full picture of the flexibility. Give us a call to discuss what we can offer you.
A LA CARTE MENU
INVESTMENT SERVICESInvestment Management
Let our expert team do the hard work, monitoring markets always looking for the best opportunities
- Cashflow modelling and creation of financial plan
- Suitability of investment strategy and selection of tax wrappers
- Annual review of investment strategy
- Optimise use of tax allowances
- Use of tax efficient investments such as EIS
- Review of existing pensions
- Defined benefit transfer analysis
- Review of pension drawdown options
- Annual drawdown review
- Annual review of financial plan
- IHT planning
- Review of protection policies