Live online event: An introduction to Equilibrium part one - Equilibrium

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    Live online event: An introduction to Equilibrium part one

    • Wednesday 03 February, 2021
    • 10:30 – 11:30 GMT
    • Online

    An introduction to Equilibrium

    At Equilibrium, we specialise in financial planning, tax mitigation and investment management – but so do plenty of other firms. So, what makes us different?

    Why do we have a client retention of over 99%, the UK Customer Experience Award’s mark of excellence and a five-star rating from over 1,000 reviews on Working Feedback?

    Why have we ranked in the top 10 of the Sunday Times Top 100 Best Small Companies to Work For four years in a row? And why should that matter to our clients?

    Join our live online event to find out.

    Why should I attend this event?

    By attending this event, you will find out:

    • More about Equilibrium, how we do things and why
    • Why we have turned the typical shareholder strategy on its head, putting our employees first and why this is the only way to get the best results for our clients
    • The values that underpin our approach to financial planning
    • The difference between making clients wealthier (which is part of what we do) and our true purpose of making their lives better

    Your friendly expert 

    Speaker image

    Colin Lawson

    Founder of Equilibrium  Rejected by the Royal Air Force for his mild asthma, Colin instead founded multi-award winning financial advisory firm Equilibrium. A financial expert with a contagious laugh, Colin’s daily motivation is to make people’s lives better, whether they are clients, employees or beneficiaries of Equilibrium’s charitable foundation.

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    Financial expert, Ben Rogers, will present ideas on how to turbo charge your gifting to reduce inheritance tax, protect your gifts against divorce, and create your own family principality.

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    Nearest and dearest

    Financial expert, Ben Rogers, will present ideas on how to turbo charge your gifting to reduce inheritance tax, protect your gifts against divorce, and create your own family principality.

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