EQ Investors I B Corp
Matt Lewis APFS is a Chartered Financial Planner at EQ Investors, where employment began in September 2015. Previous experience includes roles as a Collaborator at Be Collaboration, a Financial Planning Consultant at Cumberland Place Financial Management, and an Associate at CAERUS Capital Group, along with an internship at Deutsche Bank. Matt Lewis holds a BSc (Hons) degree in Mathematics with Management from the University of Exeter, completed between 2008 and 2011, and attended Godalming College and the Royal Grammar School Guildford prior to that.
This person is not in any teams
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.