Financial planning: back to basics

EQ Investors
Centennium House
Lower Thames Street
London, EC3R 6DL

EQ Investors

About EQ Investors

EQ Investors. Award-winning firm of financial planners & investment managers. Experts in sustainable investing.

This year, EQ Investors will once again be taking part in Financial Planning Week, running from the 7 to 11 October. To coincide, we are hosting an informative breakfast seminar, where we'll go over some financial planning basics. You’ll gain an understanding of:

  • why you need a plan
  • making the most of your money
  • using your tax-free allowances
  • why an early start makes all the difference
  • the magic of compounding
  • why we all need a safety net
  • how much risk should you take
  • DIY investing vs. a discretionary wealth manager approach
  • why life assurance shouldn’t be forgotten.

Refreshments and a light breakfast will be provided.

Places are limited so book yours today!

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