EQ Investors I B Corp
Peter Hargreaves is a seasoned financial professional with extensive experience in financial planning and analysis. Currently serving as a Financial Planner at EQ Investors since August 2023, Peter has previously held key positions including Financial Planning Analyst at Fisher Investments UK from June 2017 to July 2023, and Paraplanner at FORUM WEALTH MANAGEMENT LIMITED and Almary Green Investments Ltd from April 2016 to March 2016 and November 2011 to March 2016, respectively. Additionally, Peter began a career in the financial services industry with Aviva as a Customer Services Representative from January 2007 to October 2011, providing a solid foundation in client support and administration.
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.