EQ Investors

Financial Adviser in London

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.


Clear communications
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.

Contact Details

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Phone    

020 7488 7171

 

Address       

Centennium House,
100 Lower Thames Street, (entrance on St Mary at Hill)
London,

EC3R 6DL

 

Social Media

Twitter: https://twitter.com/eqinvestors
LinkedIn: http://www.linkedin.com/company/eq-investors-ltd  
Facebook: http://www.facebook.com/EQInvestors/ 

List of Services

Investments

  • Model portfolios
  • ISAs
  • General investment accounts
  • Impact investing
  • VCTs
  • EIS
  • Social Investment Tax Relief (SITR)

Pensions

  • Annuities
  • Auto enrolment
  • Executive Plan
  • Income Drawdown
  • Occupational
  • Personal Pension
  • Retirement Plan
  • SIPP
  • SSAS
  • Stakeholder

Personal Insurance

  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Endowment
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Investment Linked
  • Level Term
  • Long Term Care
  • Permanent Health Insurance
  • Private Medical
  • Renewable Term
  • Whole of Life
  • With Profits

Business Insurance

  • Key Person
  • Pension and Capital
  • Share Protection

Wealth Preservation

  • Inheritance Tax
  • Trust Information

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 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

 

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