Spring clean your finances: our Top 10 Financial Planning Tips

Spring clean your finances: our Top 10 Financial Planning Tips

Careful planning can greatly increase your chances of achieving your financial objectives. Taxation becomes more complex every year but there are a host of approved allowances that can potentially ensure that almost everyone generates tax free investment returns.

Guide Contents

Amongst the issues covered are:

  • Allocating investments efficiently between couples
  • Making full use of allowances
  • Avoiding the 60% tax trap

EQ is a boutique wealth manager led by John Spiers, Founder of Bestinvest

John Spiers

For more than 30 years I have set out to provide a rigorous research based approach to investment, coupled with excellent client service.

Aligning interests

At EQ we make every effort to align our interests with those of our clients. EQ is wholly owned by staff, which means we are not chasing targets for growth set by external shareholders. Our main objective is to win praise for service and the value we have created for clients.

We already advise thousands of clients and have a thriving business that seeks to achieve more than just financial success. Our investment team is packed with talent and carrying out some of the best research that I’ve seen. Our financial planners are also highly qualified and well placed to help clients achieve their goals.
I’d like to invite you to become a client of EQ and to helping you achieve what you want with your money.

John Spiers

Chief Executive