Company Profile

EQ evolved in this highly demanding market so that today you will find that we provide a truly thorough and highly personalised financial management service.

Since those early days EQ has developed in other ways; applying its ethos of personal service, expertise and attention to the smallest detail to become successful across a wider range of disciplines.

• Employee benefits consultancy
• Financial planning
• Investment management 
• Private and commercial lending
• Socially motivated investing

Whether you come to EQ as a private client or as a corporate client seeking employee benefits advice you will find no mass produced financial solutions, no opaque financial jargon, no presumption that we know what is best for you. What you will find is an expert who will take the time to listen to you; explore your personal concerns and aspirations. And then help you crystallize your personal or business ambitions into attainable financial goals. Only then can the advice process begin.

At the heart of the EQ service is the belief that as wealth managers, financial advisers and benefit consultants we are tasked to be good stewards of all that is entrusted to us.

Whether private wealth or an employee’s future retirement funds, with care and discretion we will continue to add value, provide consistency and innovation, and occasionally challenge convention.