What we do

EQ is an award winning, boutique wealth manager with an emphasis on providing high quality personal advice and managing client portfolios to maximise returns.

Your Money, Your Way

Unlike most wealth managers, we offer a range of services to cater for clients with a few hundred pounds as well as those with many millions. 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. 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 you are looking for.
Simply EQ
  • We manage the investments for you using our wide range of Model Portfolios
  • We advise you how much risk to take
  • We advise you about tax free wrappers: ISAs, JISAs & SIPPs are available
  • You can invest new money (from £1,000, or £250/month) or consolidate existing pensions or ISAs
Simply EQ brochure
EQ Wealth
  • We manage the investments for you using our wide range of Model Portfolios
  • We advise you how much risk to take
  • We advise you about tax free wrappers: ISAs, JISAs, SIPPs and Offshore Bonds are available
  • Your own personal adviser will meet with you annually, or more frequently if you prefer
  • We can also advise you about retirement income options, tax optimisation and IHT planning
  • Available for clients with at least £250,000 of investable assets
EQ Wealth guide
EQ Bespoke
  • We manage the investments for you, designing a bespoke portfolio to suit your precise needs
  • We advise you how much risk to take
  • We advise you about tax free wrappers: ISAs, JISAs, SIPPs & Offshore Bonds are available
  • Your own personal investment manager will meet with you annually and be available at any time to discuss our views on markets or any recent changes to the portfolio
  • The portfolios will be optimised for CGT & ISA tax benefits
  • A full financial planning service is also available
  • Our market leading client portal provides:
    • Daily performance analysis,
    • Full transparency of transactions and
    • A Personal Balance Sheet to store all of your assets and liabilities.
  • Available for clients with at least £750,000 investable assets
EQ Investment Management Services

Services for Businesses

Running a business today takes a great deal of hard work and commitment. EQ provides small and medium sized businesses with a range of planning services.
Auto-enrolment

The new auto-enrolment rules require all employers to automatically enrol some or all members of their workforce (depending on age and salary level) into a pension scheme which meets certain minimum standards.

Our expertise can help your business make a smooth transition to auto-enrolment.

Employee benefits

We work with employers to design employee benefit packages that are relevant to the business, while being fully understood and valued by the recipients.

If you are looking for advice on designing, reviewing or implementing your employee benefit programme, our specialist consultants can help.

Services for charities

EQ can help trustees to design suitable investment objectives and then manage bespoke portfolios for charities. When required these can reflect your ethical preferences, using the expertise we have developed through our Positive Impact Portfolios. At a time of low income yields all charities are under pressure to maintain distributions from their endowment funds at an adequate level, in which case we can help to design a Total Return approach.