Equity Invest

Equity Invest is a local, independent company providing relationship-based investment advice to private clients, businesses and charities. We distinguish ourselves within our market by putting ‘Equity’ at the heart of all that we do and for us that means being fair.

Fair to you: We offer a free initial consultation with no obligation, as well as a transparent fee structure.

Fair to them: We encourage our clients to consider the wider implications of their investment decisions, recognising the unique opportunity of shareholders to influence companies in areas such as environmental care and human rights.

Fair to us: Our fee structure has enabled us to build a sustainable and profitable business.

Above all, we offer you a personal, local service and are pleased that many of our clients have been with us for a very long time. We are careful to manage the number of clients we help, as we prefer to provide the highest possible standards rather than trying to be all things to all people.

“First and foremost, I know my financial affairs are safe with Equity Invest. I would not hesitate in recommending them.”
Jonathan Edwards, CBE

Client of 10 years

Recent press

Former City man hunts for staff looking to escape the rat race

“Be part of the system”: Equity Invest urges individuals to do the right thing with their money