Financial Planning Week 2018

This year, EQ Investors will be taking part in Financial Planning Week, the national initiative led by the Chartered Institute for Securities and Investment (CISI).

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Ben Faulkner, 27th September 2018

The aim of Financial Planning Week is to encourage individuals to take control of their finances through free financial planning sessions.

Throughout the week will be offering one-hour, one-to-one sessions in our London office, near Monument. These initial consultations are designed to provide a helping hand in achieving financial well-being and life goal planning.

Our financial planners will also be able to discuss key issues such as retirement planning, inheritance tax and how to start investing.

You can book your free appointment today here. Alternatively email or call 020 7488 7171.

About the author: Ben Faulkner

Ben joined EQ in 2015 and has over 17 years of experience across the pensions, financial technology and wealth management sectors. At EQ, he is responsible for developing, managing and implementing the marketing communications strategy. Outside of work, Ben’s two daughters keep him busy. He enjoys keeping fit, especially running and cycling along the Pilgrim’s Way.

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