Webinar: Planning for a better life

Recorded on 11 November 2020, this webinar outlines how developing your own financial plan can secure and prepare you for a better future.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Freddie Cleworth, 17th November 2020

How can you secure a better life?

In this short webinar Freddie Cleworth, Chartered Wealth Manager and Victoria Rutland, Chartered Financial Planner, explain the basics of how to put a financial plan in place. They offer a rundown on how you as an individual can start to organise your finances to meet your needs and goals, based on your unique circumstances. And they explain how EQ as a financial planning firm can help your get there.

While the principles of sound financial planning haven’t changed, this year has been different. To help you think through your financial plan in the midst of the Covid-19 pandemic, we’ve published a short guide called Managing your personal finances in difficult times which you can download below.

In this webinar:

  1. Starting your financial plan

    What’s important to you? See how you can tailor your financial plans to your own life goals, while ensuring that you have the security to reach them comfortably. We discuss the levels of risk you should take, how to budget, and more.

  2. Knowing where you are invested

    Knowing where you are invested is important. Many traditional investment strategies may conflict with your own ethical values, but EQ can help you find the right solution for you, including inheritance tax planning, protection for your family, and your retirement.

  3. Q&A

    The webinar is approximately 30 minutes long, followed by a Q&A session.

Managing your personal finances in difficult times

Managing money is difficult, even in the best of times. Then throw in a global pandemic, a recession, and lots more uncertainty about the future. Download our free guide below to gain insight on some important steps you can take, as well as some pitfalls to avoid:

Contact Freddie

    Freddie Cleworth

    Freddie is an investment adviser here at EQ. His role is to assist clients who require help with their investments and provide personal recommendations to help them meet their financial objectives.

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