Simply EQ is a low cost investment and advice service offered by EQ Investors – the award winning boutique wealth manager run by John Spiers. You can invest entirely online but most clients prefer to deal with our qualified advisers, either on the phone or in person.
It’s so much more than just ‘robo-advice’
Isn’t self investment cheaper?
Simply EQ is a discretionary managed service. That means that your portfolio is managed by our investment professionals, who are constantly reviewing portfolios and rebalancing them regularly as markets move.
EQ has an impressive research team that has developed a sophisticated investment management process based on techniques used by successful investors to maximise returns for clients. Our team review thousands of potential funds to find the best combination for our clients. And because EQ is not trying to become one of the biggest managers, we can spot the hidden gems that are too small to interest the large groups but often deliver the best returns.
Simply EQ provides you with regulated advice – to ensure that your portfolio is suitable for your needs.Tell us about yourself – online, over the phone, or drop in to see us. We’ll conduct a fact-finding exercise to measure affordability, assess your attitude to risk, and then recommend an investment portfolio that meets your needs. And it’s not just a one-off exercise. We’ll invite you to review your objectives and risk tolerance annually. If these change then we can recommend a change of portfolio, with no transaction costs involved.If your circumstances change in the future and you need access to a wider range of services then EQ, as a long established Chartered Financial Planning firm, can provide this.
Pay as little as £0.98 per month (based on an investment of £1,000 in the EQ Low Cost portfolios, including fund charges and VAT). The more you invest, the more you save: pay only 0.39% per annum (including fund charges and VAT) for a Low Cost Portfolio of £1 million+. There are no transaction charges or initial charges.
Another great feature of Simply EQ is the choice of investment strategies. We’ve designed these to appeal to a wide range of investors. Each strategy has 10 different risk profiles to reflect your preferences and you can switch between them in the future if your views change.
Our signature portfolios invest in the very best ideas unearthed by our research team, unconstrained across all asset types.
The name says it all. These portfolios invest mainly in low cost funds that track the performance of stockmarket indices.
…bright, thoughtful people
Simon Bussy, Altus