EQ is an award-winning wealth manager with over 60 staff in London and more than 2,000 clients all around the UK. Our emphasis on doing things the right way has struck a chord with people who are tired of being treated as numbers by organisations only interested in growing their profits. We are one of the fastest growing wealth managers in the UK but we won't be selling out - we are committed to being a staff owned business forever.
The optimum size
In Wealth Management Big does not necessarily mean Better. In fact it often means the opposite. EQ is large enough to provide a full range of services but small enough for every client to feel important and to unearth the hidden gems that often generate higher returns.
In control of our own destiny
Unlike many of our competitors we have no external shareholders, nor do we have any intention of ever selling our business. That means we can take long term decisions unhindered by any requirement to meet financial targets. You can be confident that there will not be a change of ownership in the future and that the person you deal with at EQ is likely to be here for a long time.
Our clients are people, not account numbers
EQ stands for Emotional Quotient, a measure of our ability to recognise people’s emotions. It reflects our intention to treat all people: clients, staff, suppliers, as human beings and to value their feelings.
The best staff
Our main role is to make your investments work as hard as possible and support that with advice that helps you achieve your objectives. We do that by employing the best staff and supporting them in an environment that celebrates quality over quantity. Our portfolio managers are Chartered Financial Analysts and our firm has Chartered Financial Planning status.
Commitment to service
The interests of our clients always rank ahead of other considerations. We aim to win awards for the quality of our service and our investment performance, not our rate of growth. We are looking to establish lifelong relationships with clients, not just an initial transaction.
We will always try to communicate with you in plain English, avoiding unnecessary jargon. Our objective is to inform, not confuse. We have built a market leading client portal so that you can check the performance of your portfolio every day if you wish.
Sense of a wider community
At EQ we have a strong sense of being a member of a wider community. We are proud to be one of the first UK companies to be awarded B Corporation status, an internationally recognised standard for companies that believe in business as a force for good. We operate a Matched Giving programme to help our clients and staff raise extra funds for their favourite causes and we have set up the EQ Foundation as a registered charity. Our Positive Impact Portfolios are a unique proposition for clients who care about how and where their money is invested.
020 7488 7171
100 Lower Thames Street, (entrance on St Mary at Hill)
The disclosures in this document are made in respect of EQ Investors Ltd (“the Firm”) which provides financial advice and discretionary investment management services. The Firm is authorised and regulated by the Financial Conduct Authority and is classified by the FCA as a Limited Licence Firm.
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Financial Adviser (IFA) in Middlesex; Ashford, Brentford, Edgware, Enfeld, Greenford, Hampton, Harrow, Hayes, Hounslow, Isleworth, Northwood, Pinner, Ruislip, Shepperton, Southall, Staines, Stanmore, Sunbury-on-Thames, Teddington, Twickenham, Uxbridge, Wembley, West Drayton
Financial Adviser (IFA) in Surrey; Ashtead, Banstead, Camberley, Carshalton, Caterham, Cheam, Chertsey, Cobham, Coulsdon, Cranleigh, Croydon, Dorking, East Molesey, Egham, Epsom, Esher, Farnham, Godalming, Godstone, Guildford, Haslemere, Hindhead, Horley, Kingston upon Thames, Leatherhead, Lightwater, Lingfield, Mitcham, Morden, New Malden, Oxted, Purley, Redhill, Reigate, Richmond, South Croydon, Surbiton, Sutton, Thornton Heath, Wallington, Walton-on-Thames, West Byfleet, Weybridge, Woking and Yateley
Financial Adviser (IFA) in East Sussex; Battle, Bexhill-on-Sea, Brighton, Crowborough, Eastbourne, Hailsham, Hastings, Heathfield, Hove, Lewes, Newhaven, Pevensey, Robertsbridge, Rye, Seaford, St Leonards-on-Sea and Uckfield
Financial Adviser (IFA) in Kent; Ashford, Beckenham, Belvedere, Broadstairs, Bromley, Canterbury, Chatham, Cranbrook, Dartford, Deal, Dover, Ebbsfleet, Edenbridge, Erith, Folkestone, Gillingham, Gravesend, Herne Bay, Hythe, Maidstone, Margate, Medway, Orpington, Ramsgate, Rochester, Sandwich, Sevenoaks, Sidcup, Sittingbourne, Swanley, Thanet, Tonbridge, Tunbridge Wells, Welling, West Malling, West Wickham, Westerham and Whitstable