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Simon Callaghan
Executive Director at Eq Investors I B
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Work Experience
Executive Director
Apr 1981 - Present · 43 years and 9 months
Insurance Broker
Aug 1977 - Mar 1981 · 3 years and 7 months
Lieutenant Registered Nurse
Sep 1971 - Jun 1977 · 5 years and 9 months
Company Details
51-200 Employees
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. 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. Encapsulated in our unique business model is the commitment to donate 20% of our profits to charitable initiatives through the EQ Foundation. We partner with charities in the UK and overseas on a wide range of causes & projects.
Year Founded
2011
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Capital and financial investment consultants, Financial and insurance services, Business Services
HQ Location
Centennium House 100 Lower Thames Street London, EC3R 6DL, GB
Keywords
Wealth ManagementImpact InvestingFinancial PlanningDiscretionary Investment ManagementDigital wealth managementRetirement planningLife planningSustainable investingESG investingInvestment planning
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