EQ Investors

Financial Adviser (Restricted Whole of Market) Centennium House, 100 Lower Thames Street, London, London, EC3R 6DL
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
17th December 2018
We seek excellence in all that we do for our clients, putting their interests ahead of all other considerations.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Jeannie Boyle
Executive Director & Chartered Financial Planner
Accreditations
Chartered Financial Planner
Victoria Groves
Senior Technical Consultant
Katharine Lindley
Client Director
Accreditations
Chartered Financial Planner Certified Financial Planner
Matt Lewis
Client Director
Accreditations
Chartered Financial Planner
Toby Walker
Client Director
Freddie Cleworth
Client Director
Peter Brennan
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Andrew Meade
Client Director
Accreditations
Chartered Financial Planner Later Life Accredited Adviser
Nicola Allen
Client Director
Leo Bones
Client Director
Ian McKenzie DipPFS
Client Director
Steve Hollis
Client Director
Simon Callaghan
Executive Director
Angus Branfield
Executive Director
Accreditations
Chartered Financial Planner
Sally Collins
Senior Investment Adviser
Accreditations
Chartered Financial Planner
Mark Kenner
Executive Director
What our clients say
“We know we are in good hands with you and EQ whose approach we would regard as careful and reassuring in the face of a lot of current uncertainty. Please keep us updated as the plans to deal with Brexit emerge.”
Mr & Mrs P, Berkshire
When my mother had to go into care it was obvious that we needed professional advice to help us to plan how to meet the care home fees. Ian McKenzie was recommended to me as specialist in this field. They offered effective solutions and have consistently provided sound and unbiased advice. I'm glad I found them.
Geoff, Kent
Where to find us

Centennium House, 100 Lower Thames Street, London, London, EC3R 6DL

Contact us
About us

EQ Investors (EQ) is an award-winning, boutique wealth manager providing financial advice and investment management services to individuals, small businesses and charitable endowments.

We cater for clients with a few hundred pounds as well as those with tens of millions. We are committed to excellence, not in trying to be the biggest.

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. We will manage your portfolio – we believe that is the service that most people prefer.

Making a positive contribution to the wider community and helping people less fortunate than ourselves is a core part of our business philosophy. We have established the EQ Foundation to be the focus of our philanthropic activities. The EQ Positive Impact Portfolios are a unique proposition for clients who care about how and where their money is invested

Our services

We tailor our services to suit your needs. We have highly qualified financial planners able to offer advice on complex financial planning needs but if you’d prefer to keep it simple and just ask us to manage your investments that’s fine. It’s your choice.

Growing the value of client portfolios over the long term while minimising risk is EQ's number one priority. We have built up an outstanding investment team, including some of the brightest analysts in the UK.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Compliance

EQ Investors is authorised and regulated by the Financial Conduct Authority. Company Number 07223330

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