Stephen Hollis

Client Director at Eq Investors

Stephen Hollis's Professional Contact Details

Email (Verified)
****@eqinvestors.co.uk
HQ
+44 20 7488 7110
Location
London, England, United Kingdom
Company
Eq Investors
Person Seniority
director

Stephen Hollis's Current Company Details

EQ Investors (EQ) is an award-winning, boutique wealth manager providing financial advice and investment management services to individuals, small businesses and charitable endowments. We cater for c...
EQ Investors (EQ) is an award-winning, boutique wealth manager providing financial advice and investment management services to individuals, small businesses and charitable endowments. We cater for clients with a few hundred pounds as well as those with tens of millions. We are committed to excellence, not in trying to be the biggest. Offering advice is a core part of our proposition – in our experience individuals feel more comfortable making decisions with the support of a professional, so we try to make that advice affordable. We won't try and sell you a service that's not necessary. We want you to be a client forever, so there's no point in asking you to pay for anything that is not needed. We will manage your portfolio – we believe that is the service that most people prefer. Making a positive contribution to the wider community and helping people less fortunate than ourselves is a core part of our business philosophy. We have established the EQ Foundation to be the focus of our philanthropic activities.
Founded Year
2011
Organization Website
eqinvestors.co.uk
Organization Languages
English
Organization Revenue
15000
Current Technologies
mailchimp mandrill
outlook
mailchimp spf
wordpress org
google analytics
mobile friendly
nginx
recaptcha
google font api
youtube
crazyegg

Job Functions

Business Development
Consulting
Finance
Marketing
wealth management
impact investing
financial planning
discretionary investment management
employee benefits
autoenrolment
digital wealth management
retirement planning
finance
investment management

Stephen Hollis's Work History and Education

EQ Investors
Client Director
1978 - Present

Colleagues at Eq Investors

Head of Technology
Chartered Financial Planner, Technical Director
Chartered Financial Planner

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