Financial planning: back to basics

by Ben Faulkner, 17th April 2019

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!

About the author: Ben Faulkner

Ben joined EQ in 2015 and has over 14 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.