EQ Investors is a financial planning firm and wealth manager with a strong focus on impact/ethical and low-cost investing. Investors can choose to use its planning service or invest directly in its portfolios.
The Best Ideas Portfolio aims to invest in world-changing trends. Long-term investment portfolio themes revolve around Science, Infrastructure, Artificial Intelligence (AI) and Financial Technology (Fintech).
Visit The WebsiteAvailable products & Wrappers
| General Investments | ISAs | JISAs | Pensions & SIPPs | Junior SIPP | Lifetime ISAs | Others |
|---|---|---|---|---|---|---|
Table of charges
| PLATFORM CHARGES | PRODUCT CHARGES | OTHER CHARGES | |
|---|---|---|---|
| (£0-99,999) | 1.19% | ||
| (£100,000-£249,999) | 0.99% | ||
| (£250,000-£499,999) | 0.79% | ||
| (£500,000-£999,999) | 0.69% | ||
| (£1m+) | 0.66% | ||
| Underlying fund charges | Variable: 0.7% to 0.8% |
Minimum Investments
| Lump-sum | Top-ups | Monthly |
|---|---|---|
| £1,000 | £250 |
Compare the Platform Says
| Products & Wrappers | Research & Guidance | Charges | OVERALL SERVICE |
|---|---|---|---|
| Good product range. | A wealth of guides, articles and other resources. | Expensive especially for modest portfolios. | Unique portfolio coupled with good service. The higher charges reflect use of actives and service. |