Diary of an adviser  

Diary of an adviser: Jeannie Boyle

Friday

We have philanthropy training today.

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We view charitable giving as a core part of our financial planning service.

Our charitable arm – the EQ Foundation – has created a database of charities to help people make more informed choices about their giving. 

Jeannie Boyle is a chartered financial planner and director at EQ Investors

If you would like to write a week in your life as a financial adviser, please contact: melanie.tringham@ft.com