Our people

Our staff are our most valuable asset. Businesses that don’t treat their own staff well cannot deliver good service to clients and suffer from high staff turnover. We involve our staff in all aspects of running the business, contributing ideas to help ensure continuous improvement.

Investment Managers and Analysts

We understand that our clients require excellent performance from their investments, consistent with their objectives and attitude to risk. We have assembled a high quality team carrying out independent research to identify the best opportunities.

John is the CEO of EQ. After gaining an MA in Engineering at Clare…
John Spiers
Daniel is an Investment Manager in the Bespoke Discretionary Management team. He joined EQ…
Daniel Bland
Investment Manager
Andrew is an Investment Manager in the Bespoke team. He joined EQ Investors from…
Andrew J. Rees
Investment Manager
Sophie is responsible for the research agenda across EQ, leading a six-strong team that…
Sophie Muller
Head of Research
Damien has an MSc in Management from Reims Management School and an MSc in…
Damien Lardoux
Portfolio Manager
Kasim graduated with a BSc (Hons) in Physics from Imperial College and is a…
Kasim Zafar
Portfolio Manager
Josh is an investment analyst supporting the portfolio managers. He is responsible for macro-economic…
Josh Seager
Investment Analyst
Michael is a Fund Research Analyst, supporting the portfolio managers in fund selection, qualitative…
Michael Born
Fund Research Analyst
Mike heads up the investment management team. After completing his BSc in Chemistry at…
Mike Neumann
Head of Investment Management

Client Advisers

EQ offers a wide range of advisory services that can be tailored to meet your needs. Although we make use of technology where possible to provide a more efficient service and keep costs low, we also understand that for most clients access to a highly qualified human being is essential.

Katharine started her career in 1998 in PwC’s financial planning team. She joined EQ…
Katharine Lindley
Client Director
Matthew started his financial services career working in alternative investments for a large advisory…
Matthew Lewis
Client Director
Mark is a director of EQ with over 25 years’ experience in financial services.…
Mark Kenner
Executive Director
Hayley has worked in the financial services industry for 19 years in a variety…
Hayley Jarvis
Employee Benefits Consultant
Steve has spent most of his career in the wealth management profession, dealing mainly…
Steve Hollis
Client Director
Simon is a director of EQ and started his career in the Royal Navy…
Simon Callaghan
Executive Director
Peter has been helping clients since 1980. He specialises in all aspects of private…
Peter Brennan
Chartered Financial Planner
Angus is a director of EQ and has been working in Financial services for…
Angus Branfield
Executive Director
Leo has worked in financial services for over thirty five years and feels that…
Leo Bones
Client Director
Ian started his career in financial services in 1983 in South Africa with Old…
Ian McKenzie
Client Director
Andrew has over 35 years’ experience in the financial services profession. He started in…
Andrew Meade
Client Director
Toby’s route to financial services was by no means traditional. After completing his Economics…
Toby Walker
Client Director
Jeannie has been working in financial services for over 10 years. She joined EQ…
Jeannie Boyle
Director / Adviser
Sally has worked in financial services for over 15 years, encompassing a wide range…
Sally Collins
Head of Simply EQ
Nicola Allen
Nicola joined EQ in 2012 from PwC and has over 10 years’ experience in…
Nicola Allen
Investment Adviser
Freddie Cleworth
Freddie is an investment adviser for the new Simply EQ service. His role is…
Freddie Cleworth
Investment Adviser

Technical Consultants

A Technical Consultant at EQ Investors since August 2010, Dan’s Music Technology degree helps…
Dan Atkinson
Head of Technical
William has 10 years of experience working in financial services, working in a variety…
William Nevill
Technical Consultant
Victoria has worked in Financial Services as a Paraplanner for 5 years joining EQ…
Victoria Groves
Senior Technical Consultant
Lindsay joined EQ’s Technical Consultants team in January 2015, having worked in financial services…
Lindsay John
Senior Technical Consultant

Management & Support

John is the CEO of EQ. After gaining an MA in Engineering at Clare…
John Spiers
Paul is a chartered accountant with a maths degree from Durham University and acts…
Paul Trueman
Finance Director
Ben joined EQ in 2015 and has over 12 years’ of experience across the…
Ben Faulkner
Communications Director
Chris has worked within the financial services industry for over 10 years, starting off at…
Chris Bradley
Compliance Officer
Alex Makanjuola
Head of Business Development

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