Value proposition

Award-winning firm of financial planners & investment managers. Experts in sustainable investing. Certified B Corp.

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.

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.

Encapsulated in our unique business model is the commitment to donate 20% of our profits to charitable initiatives through the EQ Foundation. We partner with charities in the UK and overseas on a wide range of causes & projects.

Wealth Management, Impact Investing, Financial Planning, Discretionary Investment Management, Digital wealth management, Retirement planning, Life planning, Sustainable investing, ESG investing, and Investment planning