EQ Investors

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Helping others is core to our business philosophy.

All staff are encouraged and supported to spend 2 work days each year on team volunteering projects.

In addition, our matched giving programme supports clients and staff to raise additional funds for their favourite causes.

The EQ Foundation now has registered charity status (number 1161209).

HQLondon, GB

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Employees (est.) (Sept 2020)48
Revenue (FY, 2018)£6.5 M(+16%)
Cybersecurity ratingBMore

Key People/Management at EQ Investors

Jeannie Boyle

Jeannie Boyle

Executive Director
Angus Branfield

Angus Branfield

Executive Director
Simon Callaghan

Simon Callaghan

Mark Kenner

Mark Kenner

Steve Hollis

Steve Hollis

Client Director
Ian McKenzie

Ian McKenzie

Client Director
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EQ Investors Office Locations

EQ Investors has an office in London
London, GB (HQ)
100 Lower Thames St
London, GB
Allianz House, 60 Gracechurch St, Bridge
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EQ Investors Financials and Metrics

Summary Metrics

Founding Date

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EQ Investors Revenue

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EQ Investors's revenue was reported to be £6.51 m in FY, 2018

Revenue (FY, 2018)


Gross profit (FY, 2018)


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Cash (30-Apr-2018)

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Financial Leverage

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EQ Investors Cybersecurity Score

Cybersecurity ratingPremium dataset



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EQ Investors Online and Social Media Presence

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EQ Investors Blogs

The value of advice

The chances are that as you are on this website you are thinking about your financial future. Sometimes all you need is a bit of information to help you take action. There are impartial sources of information such as the Money Advice Service. This might be a reminder that even if you find a great...…

A Trumpian trade deal

After three years of long-running trade tensions, the U.S. President Donald Trump and Vice-Premier Liu He, signed an initial trade agreement on 15 January at the White House. This ‘phase one’ agreement between the governments of the United States of America and the People’s Republic of China has see…

EQ Investors named as one of thewealthnet’s top financial planning companies

The 2019 thewealthnet Top Financial Planning Companies accolade, recognises financial planning firms that provide a high level of service to their clients. Each year, thewealthnet compile a list of the top financial planning and management companies. Their findings are based on extensive market know…

Weekly market recap – Boris bounce blusters

For the regular readers among you, you might remember from my piece last year that today is Blue Monday, the most depressing day of the year. This year, to combat the looming sense of foreboding or woefulness, the head of operations at Sea Life London Aquarium has invited Londoners to “ditch their d…

New Year sees the end of Equitable Life

The start of the New Year saw the end of Equitable Life after a deal to buy the remaining business of the 250-year-old insurer was completed on New Year’s Eve. Utmost, a life & pension firm that specialises in the acquisition of so-called zombie funds which have closed to new business, agreed to…

EQ Investors hits £1billion in assets under management milestone

EQ Investors (EQ), the B-Corp wealth manager, is pleased to announce that it has reached £1 billion in assets under management (AuM), reflecting the continuing growth of the firm. In the past five years, EQ which is located in the City of London, has grown from a team of 45 and £400m AuM to a... The…
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EQ Investors Frequently Asked Questions

  • When was EQ Investors founded?

    EQ Investors was founded in 1987.

  • Who are EQ Investors key executives?

    EQ Investors's key executives are Jeannie Boyle, Angus Branfield and Simon Callaghan.

  • How many employees does EQ Investors have?

    EQ Investors has 48 employees.

  • What is EQ Investors revenue?

    Latest EQ Investors annual revenue is £6.5 m.

  • What is EQ Investors revenue per employee?

    Latest EQ Investors revenue per employee is £135.6 k.

  • Who are EQ Investors competitors?

    Competitors of EQ Investors include NEUW Ventures, North Berkeley Wealth Management and Foresters Group.

  • Where is EQ Investors headquarters?

    EQ Investors headquarters is located at 100 Lower Thames St, London.

  • Where are EQ Investors offices?

    EQ Investors has an office in London.

  • How many offices does EQ Investors have?

    EQ Investors has 2 offices.