Upcoming Events

10:00 – 12:00
Wilmslow
Book your place

Itinerary

Arrival, food and drink – 30 mins

Masterclass – 1 hour

Discussion (optional) – 30 mins

Finish

Lasting Power of Attorney

Don’t leave anything to chance, everyone should have a power of attorney in place regardless of age or health.

If you haven’t created yours yet, join us for a masterclass that could save a couple up to £1,882 in solicitor fees (based on research carried out by Spall Clark and Nexa Law) by teaching you step-by-step how to create the documents yourself.

If your circumstances are more complex, we still recommend attending as you will leave equipped with the information needed when engaging a solicitor.

You will get to know the terminology, requirements that surround it, the harsh reality when one isn’t in place and plenty of opportunity to ask questions along the way!

Reasons to attend

  • Save on solicitor fees
  • Feel in control and make informed decisions
  • Learn when an attorney can act for you and when they can’t
  • Understand what this document allows your attorney to do
  • Have step-by-step guidance on how to create a power of attorney document
  • Have clarification on any additional support you may need to put this in place

Your friendly
experts

Jonathan Brusell

Chartered Client Manager

Jonathan takes immense pride in helping his clients live the life they want, whether that means freeing them from the burden of financial paperwork or assisting them in building a sustainable life plan.

Andy Baker

Partner and Chartered Financial Planner

Andy enjoys making a real difference in the lives of his clients by constructing financial plans that enable them to focus on the things that matter most.

Head office

Equilibrium Financial Planning, Ascot House, Epsom Avenue, Handforth, Wilmslow SK9 3DF

Events

event masterclass cyber security
  • Masterclass

Cyber Security

In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.

Find out more
10:00 – 12:00
Wilmslow
Book your place
event masterclass the care conundrum
  • Masterclass

The Care Conundrum

Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.

Find out more
10:00 – 12:00
Wilmslow
Book your place
event masterclass law in order lasting power of attorney
  • Masterclass

Right People, Right Money, Right Time

How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.

Find out more
Find out when new events are added by joining our mailing list
event masterclass law in order lasting power of attorney
  • Masterclass

Lasting Power of Attorney

Part of our Law in Order series, this masterclass will provide you with step-by-step guidance on how to create a power of attorney document yourself.

Find out more
10:00 – 12:00
Wilmslow
Book your place
event masterclass rapid responsibility
  • Masterclass

Rapid Responsibility

Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.

Find out more
Find out when new events are added by joining our mailing list

Start your journey to financial freedom

Book a consultation call
Equilibrium © Equilibrium Financial Planning.
All rights reserved

Equilibrium is a trading style of Equilibrium Financial Planning LLP (Limited Liability Partnership) and Equilibrium Investment Management LLP. Equilibrium Financial Planning LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Office: Ascot House, Epsom Avenue, Handforth, Wilmslow SK9 3DF. Both companies are registered in England and Wales.

The information contained in this website should not be looked upon as advice or recommendation, clients should seek appropriate guidance from their financial planner. The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. The FCA regulates advice which we provide on investment and insurance business; however it does not regulate advice which we provide purely in respect of taxation matters.