Financial planning: back to basics

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

EQ Investors

About EQ Investors

EQ Investors - Wealth managers, financial advisers and benefit consultants focused on our clients' individual needs and impact investing.

Join us for an interactive and informative night  as we go over some financial planning basics. You’ll gain an understanding of:

  • the importance of having a safety net
  • using your tax-free allowances
  • the power of compounding
  • splitting assets between married couples & civil partners
  • making the most of your money if you’re single
  • the dangers of being too cautious
  • DIY investing vs. a discretionary wealth manager
  • why life assurance shouldn’t be forgotten.

Refreshments and canapés will be provided.

Places are limited so book yours today!

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