# EQI Consultancy

EQI Consultancy is a financial services compliance consultancy operating since 2002, specialising in regulatory support for mortgage advisers, general insurance intermediaries, financial advisors, IFAs, consumer credit firms and lenders. Based in Southport with a Manchester contact number, the firm provides hands-on guidance to help financial services organisations meet their FCA obligations and regulatory responsibilities.

The consultancy distinguishes itself through its relationship-driven approach, working closely with both senior management and advisers within client firms. Rather than offering remote, transactional support, EQI builds understanding of how each business operates through regular on-site meetings and ongoing engagement. This accessibility is particularly valuable given the team's substantial experience working with the Financial Ombudsman Service, Financial Conduct Authority, product providers and networks—insights they leverage directly for clients.

EQI offers three tiered service levels to match different firm sizes and budgets. The flagship 'Eqi Core' service includes regular audit meetings, file reviews, personalised procedures, FCA reporting assistance, helpdesk support and training guidance. 'Eqi Lite' targets smaller firms with annual health checks and monthly contact. 'Eqi Bespoke' provides fully customised solutions for specific needs.

Beyond ongoing support, EQI handles compliance health checks, FCA applications, past business reviews, complaint investigations and financial promotions review—comprehensive coverage addressing the full compliance lifecycle. This combination of experience, accessibility and flexible service tiers makes EQI particularly attractive to mid-sized financial services firms seeking reliable, knowledgeable compliance partnership rather than impersonal outsourcing.