John_2O7A8880For more than 25 years I have sought to offer the highest quality service to clients and been prepared to challenge conventional thinking. That approach worked well at Bestinvest, which I founded in 1986. It became one of the most successful companies in the sector and set standards that have now been widely adopted.

I have a vision of how such a business should operate in the 21st century and that’s driven my thinking in creating EQ. Ultimately the answer is simple: it means putting the interests of clients ahead of all other considerations.

EQ is wholly owned by our staff. This means we can focus on building the business for the long-term, without having to compromise to meet short-term targets from external shareholders, as many of our competitors do.

Following our acquisition of the Truestone wealth management business we already advise clients with assets of some £500 million and have a thriving, profitable business that seeks to achieve more than just financial success.

We’d like to welcome you to EQ and look forward to helping you achieve what you want with your money.

John Spiers
Chief Executive

Maximising your returns

Growing the value of your portfolio over the long term is our number one priority. With a highly qualified investment team scouring the world for the best opportunities, a size and structure which allows us to be influential in markets as well as flexible enough to find the hidden gems, we’re set up to deliver market leading returns to our customers.

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Value for money

Not only do we seek to provide award winning service and performance, we also offer market leading value for money. Compare our charges and see how we measure up on a like for like basis.  Our services are aimed at clients who do not wish to manage their own investments, so if you do then we will not be the right solution.

A service for you

We understand that clients have different preferences, so we are building a range of service packages to suit your preferences, ranging from sophisticated face to face financial planning to an investment only solution.

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Plain speaking

You can contact us in the way you choose at any time, confident in the knowledge you’ll get a quick response from a human (not an automated system) who talks your language. When we need to talk to you, we’ll do it on your terms – never wasting your time with unnecessary information or infuriating jargon.

Professionalism

As a regulated business our client advisers and investment managers must have a minimum level of qualifications but we want to go well beyond that. Many of our advisers have the prestigious ‘Chartered’ status, as do our investment managers.

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Impact

Each of us has a different view on the merits of ethical investment so we will be providing different solutions to meet these diverse needs, including our unique Positive Impact Portfolio. In all cases we will keep you informed about HOW your money is being invested. With EQ your money will represent more than just figures on your balance sheet.

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News

Market Turbulence

Our views on recent market volatility

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Job Opportunities

We are looking for staff in a number of roles. The number one requirement is a commitment to excellence.

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Acquisition of Truestone

EQ has just announced the acquisition of the Truestone wealth management business, which was founded in 1987.

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Coming soon: EQ Direct

EQ’s services are currently only available to investors who require face to face advice. We will shortly be offering EQ Direct for investors who want us to manage their money and are happy to deal with us via the telephone or email with highly competitive charges.

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EQ technical consultant wins IFP Paraplanner of the Year

Daniel Atkinson has just won the prestigious Institute of Financial Planning 2014 Paraplanner of the Year award.

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Great news for pension holders

The proposed abolition of the ‘Death Tax’ should make pensions the first choice savings vehicle for many people.

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