Unlike many of our competitors we have no external shareholders, nor do we have any intention of ever selling our business. That means we can take long term decisions unhindered by any requirement to meet financial targets. You can be confident that there will not be a change of ownership in the future and that the person you deal with at EQ is likely to be here for a long time.
Our clients are people, not account numbers
Our main role is to make your investments work as hard as possible and support that with advice that helps you achieve your objectives. We do that by employing the best staff and supporting them in an environment that celebrates quality over quantity. Our portfolio managers are Chartered Financial Analysts and our firm has Chartered Financial Planning status.
At EQ we recognise our broader obligations to people who have been less fortunate than us and take an active interest in our community.
Volunteering
All EQ staff are encouraged to donate up to 2 days per year of their time to volunteering initiatives, and we organise a programme of events so that staff can participate as a team.
EQ Matched Giving enables you to raise triple the money for your favourite cause.
We are one of the fastest growing wealth managers in the UK but we won’t be selling out – we are committed to being a staff owned business.