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  7. EQ Investors

EQ Investors

Restricted - Whole of Market  Centennium House, London, EC3R 6DL
First meeting at adviser's own cost
It is our philosophy to build trusted and long-lasting relationships with our clients. We seek excellence in all that we do, putting your interests ahead of all other considerations.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 16th May 2022
Meet our advisers
MR Andrew Meade
Client Director

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Accreditations
Later Life Accredited Adviser Chartered financial planner - individual adviser accreditation
Steve Hollis
Client Director

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Katharine Lindley
Client Director

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations
Certified Financial Planner Chartered financial planner - individual adviser accreditation
MR Matt Lewis
Client Director

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Accreditations
Chartered financial planner - individual adviser accreditation
Toby Walker
Client Director
Simon Callaghan
Non-Executive Director

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

MR Mark Kenner
Non-Executive Director

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

MS Jeannie Boyle
Executive Director & Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Chartered financial planner - individual adviser accreditation
MR Freddie Cleworth
Client Director

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

MR Peter Brennan
Chartered Financial Planner

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Accreditations
Chartered financial planner - individual adviser accreditation
MISS Victoria Groves
Senior Technical Consultant

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Dale Scorer CFA
Senior Financial Planner
Mr Owen Catling
Client Relationship Manager
Mr Tom Laarberg
Junior Financial Planner
Mr Zohaib Mir
Financial Planner
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
About us

We’re an award-winning team of chartered financial planners and investment experts. There are over 70 of us in London and more than 3,000 clients all around the UK.

Our financial planning service centres around you and your goals. We start with how you want to end and build a step by step plan of how to get there.

We make investing easy, with a range of options tailored to suit how important sustainability is for you. You can invest a lump sum, make regular contributions, or transfer assets from another provider.

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.

Where to find us
Head office address: Centennium House, 100 Lower Thames Street, London, London, EC3R 6DL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 16th May 2022

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