- 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.
Equilibrium Head Office
Ascot House,Epsom Avenue,
Handforth,
Wilmslow
SK9 3DF
Upcoming Events
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Itinerary
Arrival, food and drink – 30 mins
Masterclass – 1 hour 30 mins
Finish
When you find yourself suddenly in charge of the family finances the responsibility can feel heavy. Sadly, this is the burden many are faced with as their partner who had always taken on the role, sadly passes away or no longer has mental capacity.
Our knowledgeable advisers will guide you through the early stages of what to expect, and how we can help during what for many is a stressful period.
We will also give the gentlest of introductions to the world of financial planning and investment management which will make you feel right at home, very quickly.
You will soon understand the language, feel comfortable in every aspect, and feel up to speed with the fundamentals.
What to expect
Reasons to attend
- Discover how to avoid the sudden worry of having to manage money by being well prepared.
- Explore how to navigate your way through the world of financial planning and investing.
- Learn how we create portfolios that are tailored to help you achieve your goals.
- Plan for the short, medium, and long-term future.
Your friendly
expert
Ben Harrison
Partner and Chartered Financial Planner
Ben 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.
Epsom Avenue,
Handforth,
Wilmslow
SK9 3DF
Events
- 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.
- Social
Padel
A relaxed padel event bringing clients together for friendly competition in a sociable informal setting.
- 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.
- 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.
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- 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.
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