Overview

EQ Investors (EQ) is an award-winning, wealth manager providing financial advice and investment management services to individuals, small businesses and charitable endowments. EQ is a Certified B Corporation, an internationally recognised standard for companies that believe in business as a force for good. We are also an employee-owned business. Our long-term plan is to remain majority staff-owned, ensuring that our commercial interests remain fully aligned with those of our clients. Our approach: ‘EQ’ stands for emotional quotient – a measure of our ability to recognise other’s emotions. Our aim is to help you plan for your future by getting to know you and what you care about most, so we’ll start by listening. A financial plan is there to give you confidence in your future. As planners we’ll work with you to make sure that your finances are set up to support your life choices. Everyone is different so we offer a range of investment strategies to suit different individuals, as well as model and bespoke approaches to suit portfolios of all sizes.