EQ is led by John Spiers, Founder of Bestinvest
For more than 30 years I have set out to provide a rigorous research based approach to investment, coupled with excellent client service. 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.Those principles are just as valid today and form the core of the EQ philosophy.
In addition, we make every effort to align our interests with those of our clients. EQ Investors is wholly owned by our staff, which means we are not chasing targets for growth set by external shareholders. Our main objective is to win praise for service and the value we have created for clients.
We already advise thousands of clients and have a thriving business that seeks to achieve more than just financial success. Our investment team is packed with talent and carrying out some of the best research that I’ve seen. Our financial planners are also highly qualified and well placed to help clients achieve their goals.
I’d like to invite you to become a client of EQ and to helping you achieve what you want with your money.
What makes us different?
The Right Size
In Wealth Management Big does not necessarily mean Better. In fact, it’s often the opposite. EQ is large enough to offer a full range of services (we have more than 60 staff) but small enough for every client to be important and for us to be able to invest in the hidden gems that have the best potential for high returns.
Control of our destiny
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 profit targets. It also means that you can be confident that there will not be a change of ownership in the future.
EQ stands for Emotional Quotient, a measure of our ability to recognise people’s emotions. It reflects our intention to treat all people: clients, staff, suppliers, as human beings and to value their feelings.
Our main role is to make your investments work as hard as possible and support that with advice that helps you achieve your objectives. EQ is a full range wealth management firm with a large investment and advice team. We employ 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.
Commitment to service
The interests of our clients always rank ahead of other considerations. We aim to win awards for the quality of our service and our investment performance, not our rate of growth.
We will always try to communicate with you in plain English, avoiding unnecessary jargon. Our objective is to inform, not confuse.
Sense of community
At EQ we have a strong sense of being a member of a wider community. We are proud to be one of the first UK companies to be awarded B Corporation status, an internationally recognised standard for companies that believe in business as a force for good. We have set up the EQ Foundation as a registered charity. Our Positive Impact Portfolios are a unique proposition for clients who care about how and where their money is invested.