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 Low Cost Portfolio is a cheaper alternative to the other EQ offerings. The portfolio is usually comprised of 10 to 15 index trackers.
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 | |
|---|---|---|---|
| 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 |
|---|---|---|---|
| Good product range. | Free guides, articles and other resources. | Underlying fund charges are low, but robo charges remain high. | EQ’s low-cost solution. Wide ETF usage lowers the fees. Great support, resources and financial planning available. |