EQ Investors I B Corp
Katharine Lindley is an accomplished financial professional with extensive experience in financial planning and investment services. Currently serving as Head of Advice at EQ Investors since June 2015, Katharine previously held the role of Client Director at the same firm. Prior experience includes serving as Director of Financial Planning at Tilney Bestinvest, Consultant at Towers Watson, and Manager at PwC, where a strong focus on integrated and tax-efficient financial strategies was maintained. Katharine holds a Master’s Degree in Mining and Minerals Engineering and a Bachelor’s Degree in Chemical Engineering with Minerals from the University of Birmingham, complemented by a strong academic foundation in the sciences from Tapton 6th Form and Meadowhead School.
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EQ Investors I B Corp
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.