EQi Reviews 627

The person I spoke to was polite, professional, very knowledgeable and very efficient, I couldn’t ask for more

Excellent experience. Rang up EQi to reset a password after being locked out of my account. I was expecting it to be a lengthy & complex process as these things often can be. Turned out to be very straightforward. Spoke to a chap called Peter, one of their customer service reps who talked me through the process. I was back online in a matter of minutes. Why can’t everything be this simple?! Thanks Pete! You were a great help & a pleasure to deal with.

Bhumik was very helpful - rang yesterday and the person was not that knowledgeable with the questions I needed answered so had to call again today - also sent a secure message which I had no response from yesterday - called again today.
All my questions were answered by Bhumik

I spoke to a young lady called Sarah who was extremely helpful, professional and patiently guided me through how to access the features of their website when it comes to selling my shares.

Good Knowledge and very simple to deal with

Once again, a year had passed since I last checked in on my ISA, and I was struggling to log on. Sarah came to my rescue, with a calm and professional reassurance. She quickly completed the ID checks and got straight into resolving my problem, swiftly and efficiently. Sarah’s first class customer service was a breath of fresh air after the usual 5 mins of bland music! I’ve no doubt she’ll soon be leading the team from the front !!

The knowledgeable way Ayush answered my question and patiently took me step by step to resolve the issue.

I transferred my current shares ISA to this company because I need to receive shares from my company, which can only work with this platform.
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They took more than 3 months for the transfer, and even after this long waiting time, they only managed to transfer the shares only.
When I contact them multiple times, all agents respond with a different message. The last agent (Liam) said "I don't know there are also cash coming in".
That means my £30k cash went missing and they never know where it is - till today.

EQi is a great company to use. Thank you Liam for making my journey easier.

This is more an individual review of someone who deserves recognition in EQI!
Mark C has been super helpful. I’ve dealt with him a few times when organising share transfers and he’s been so obliging, supportive, and pleasure to deal with. He made the whole process much smoother. Really appreciate the help & great service.

Spoke to Mark he couldn’t have been more helpful. Mark sorted a problem out I’ve been worried about in no time . Top man and a blue nose KRO

Excellent service for share dealing.

Mark Caffery provided excellent customer service to me while dealing in some shares. He was clear , very transparent and charming, making the whole process smooth and efficient. I'm very satisfied with the service received today. Would highly recommend.

Keith Caffery, customer experience representative, has helped me enormously with the administration of my grandparents investments. He is very knowledgeable and skilled in his work. His people skills, compassion, sensitivity, patience and perseverance are irreplaceable. He sets the benchmark for excellence in service performance.

Very good service, resolved my issues

Peter listened and helped me he explained what I needed to know and was extremely kind and helpful

Excellent customer service. The advisers were patient with my poor understanding and went out their way to help. Where there was doubt regarding my questions, advice was sort.

Peter was most helpful in providing temporary PIN number to enable bot( my wife and I to access our ISA ACCOUNTS online.

On the face of it, EQi's Flexible Stocks and Shares ISA is a great product. However, they are so slow to act on instructions that it's impossible to recommend. Their SLA for making transfers into it is 10 working days which is far too long to start with. On top of that, the 10 days isn't from when you send your instruction – it's from when they forward your instruction to the processing team so the real SLA is 11-12 working days. Their slowness is likely to result in a significant tax liability for me, which negates the entire point of the product. I want to love it, but it's impossible to recommend the service given their current service level. I will update this review if things improve over the next few weeks.

Update: EQi’s complaints department got in touch and were able to intervene to get this process sped up sufficiently for me so that the transfers all went through in time…just about. If only it could have been happened smoothly all along.

I had struggled with an earlier colleague who, now I know, wasn’t aware you have two portals, Equinity and EQI for ISA’s.
Bhumika Sadananda Recognised it straight away from the account number and from 30 minutes on the phone getting nowhere in five minutes I was up and running😎

Monica from Customer Services was most helpful, charming and resolved the issue I had with my account