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 employee-owned, multi award-winning, B Corp wealth manager providing ethical financial advice and sustainable investment management services to individuals, small businesses, and charities.
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.
Furthermore, The EQ Foundation – an award-winning registered charity – is a large shareholder, which means that more than 20% of our profits are used to support worthy causes.
EQ is authorised and regulated by the Financial Conduct Authority.