Financial planning: back to basics

Facebooktwittergoogle_pluslinkedinmailFacebooktwittergoogle_pluslinkedinmail   by Ben Faulkner, 17th April 2019

Join us for an interactive and informative night of getting back to the basics of financial planning. You’ll gain an understanding of:

  • having 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

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.
  • Search the EQ library

  • Find articles by theme