EQ Investors I B Corp
Phil Greenwood FPFS currently serves as the Head of Technical Consulting at EQ Investors since August 2022. Prior to this role, Phil was with Courtiers for over eight years, where responsibilities included serving as Head Of Technical Support and Paraplanning Manager. Phil's career in the financial sector began at JLT Wealth Management, where Phil held the position of Senior Administrator from September 2009 to December 2013.
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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.