Jeannie Boyle

Jeannie Boyle

Chartered Financial Planner

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East Sussex

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About me

I'm a Chartered Financial Planner & Fellow of the Personal Finance Society. I work with people in Brighton, London & anywhere in between. My specialism is helping people align their money with their values. Many of my clients share my commitment to protecting the environment and investing to create a better future for our planet. My company, EQ Investors, has won multiple awards for our Positive Impact Portfolios and I have personally been recognised as a leading adviser in this sector. I contribute regularly to the national press & have appeared in The Times, The Telegraph, The Independent & on Moneybox Live talking about ‘green pensions’.

I am also care about creating space for communities who are sometimes underrepresented in financial services. I work closely with LGBT Money to a friendly, professional service to the LGBT+ community. My clients come from many different walks of life, but often tell me they have felt uncomfortable with a ‘traditional’ financial adviser. Money conversations can be emotional; my aim is to work with you to build a financial plan that gives you peace of mind & clarity.

I live in Brighton with my two cats. I love spending my free time out on the South Downs or seeing live music around the city.

My details

I like helping people on:

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Pensions - I’m approaching retirement

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Pensions – I’m retired

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Socially responsible investing

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Advice to business owners

My qualifications:

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Chartered Financial Planner

My charging model:

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Ongoing % fee