Compare The Platform: EQ Investors – Future Leaders Portfolio

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EQ Investors – Future Leaders Portfolio

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 Future Leaders Portfolio is a cheaper alternative to the other EQ offerings. The portfolio is usually comprised of 10 to 15 index trackers.

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Available products & Wrappers

General Investments ISAs JISAs Pensions & SIPPs Junior SIPP Lifetime ISAs Others
Research, Tools and Information

Advice, help and contact

Huge number of articles and blogs with investment tips, guides and help videos. Advisers available over the phone.

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
Robo Charge £0-£99,999 0.99%
Robo Charge £100,000-£249,999 0.79%
Robo Charge £250,000-£499,999 0.69%
Robo Charge £500,000-£999,999 0.59%
Robo Charge £1m+ 0.49%
Underlying fund charge 0.10-0.20%

Minimum Investments

Lump-sum Top-ups Monthly
£1,000 £250

Compare the Platform Says

Products & Wrappers Research & Guidance Charges OVERALL SERVICE
4.0
4.0
2.0
4.0
EQ’s low-cost solution. Wide ETF usage lowers the fees. Great support, resources and financial planning available.