B Impact Report

Logo for EQ Investors

EQ Investors

Financial planning and investment management
Certified Since: August, 2015
Location: London, England, United Kingdom
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

96.9

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

EQ helps individuals, companies and charities plan for their future and make investment decisions with confidence. Their philosophy is all about making things simple and giving their clients choice and great value for money. They also offer a pioneering range of ethical investment options.

The company was acquired by John Spiers, the founder of Bestinvest in October 2014. Wholly owned by staff and without any short-term pressures from external shareholders, the business is focused on building for the long-term.

They offer different types of service to suit clients with different needs. ‘EQ Wealth’ is aimed at clients who require face-to-face financial advice, whilst ‘EQ Bespoke’ is for those with larger, more complex portfolios. ‘Simply EQ’ offers a low cost online and telephone advice and investment management service.

EQ Investors believe that investing can be a force for good. They are actively campaigning to raise awareness of the potential benefits of impact investing, and innovating to bring new products to market that will enable more investors to make a positive contribution to society and the environment alongside a financial return.

Impact Area Scoresinfo_outline

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