EQ Investors

Restricted - Whole of Market  Centennium House, London, EC3R 6DL
First meeting at adviser's own cost
We seek excellence in all that we do for our clients, putting their 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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Healthcare
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Income protection insurance
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Life insurance
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Small business
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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 private medical insurance
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Group risk
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
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
Simon Callaghan
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 Andrew Meade
Client Director

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

Accreditations
Chartered Financial Planner Later Life Accredited Adviser
Toby Walker
Client Director
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
Angus Branfield
Executive 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 assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Accreditations
Chartered Financial Planner
Steve Hollis
Client Director

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

MR Mark Kenner
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.

MRS Sally Collins
Senior Investment Adviser

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

Accreditations
Chartered Financial Planner
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
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
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.

MR Ian McKenzie DipPFS
Client Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

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.

Where to find us
Head office address: Centennium House, 100 Lower Thames Street, London, London, EC3R 6DL
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
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
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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