Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money. It’s about the means to more – more freedom and possibility, more opportunities and more peace of mind.
And we’re on a mission to give everyone the means to get more out of life.
Millions of us go through life feeling like we should be doing more to get on top of our money. But we leave it at the bottom of our to-do lists, because we're not sure where to get started or how to take the next step.
This isn’t surprising when:
Most of us weren’t taught about saving and investing at school.
We’re confronted by a complex, fragmented, and confusing industry.
Getting help making decisions about money has traditionally been reserved for a privileged few.
This leaves us feeling anxious and uncertain, and we end up with less money for the things that really matter to us.
At Moneybox, we believe that building wealth throughout life, and all of the freedom, opportunities, and peace of mind that come with it, should be possible for everyone.
We launched in 2016 and helped thousands of people start investing with just their spare change. Today, we’re now helping more than one million people build wealth throughout their lives. Whether they’re saving and investing, buying their first home, or planning for retirement, our customers will get a service they can rely on, that supports them through every step, and celebrates with them along the way.
EQ Investors (EQ) is an award-winning, wealth manager providing financial advice and investment management services to individuals, small businesses and charitable endowments. EQ is a Certified B Corporation, an internationally recognised standard for companies that believe in business as a force for good.
We are also an employee-owned business. Our long-term plan is to remain majority staff-owned, ensuring that our commercial interests remain fully aligned with those of our clients.
Our approach:
‘EQ’ stands for emotional quotient – a measure of our ability to recognise other’s emotions. Our aim is to help you plan for your future by getting to know you and what you care about most, so we’ll start by listening.
A financial plan is there to give you confidence in your future. As planners we’ll work with you to make sure that your finances are set up to support your life choices.
Everyone is different so we offer a range of investment strategies to suit different individuals, as well as model and bespoke approaches to suit portfolios of all sizes.
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