How to live the life you want: your financial plan - Equilibrium

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Existing clients: 0161 486 2250

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    How to live the life you want: your financial plan

    • Tuesday 12 October, 2021
    • 10:00 – 14:00 BST
    • Thornton Manor Estate Manor Rd, Thornton Hough, Cheshire, Wirral CH63 1JB
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      How to live the life you want: your financial plan

      The investment world has been turned on its head over the last year. Investment rules that have held true for decades, now need to be ripped up.

      At Equilibrium, we questioned everything we thought we knew about the investment world, and a brand-new approach to financial planning rose emerged that empowers our client to live the life they want.

      Join financial expert Andy Baker at Thornton Manor Estate to learn how ‘horizon planning’ can transform your life, look after those you love and leave a powerful legacy.

      Why should I attend this event?

      At this event;

      • Hear why the investment rules we’ve held to be true now need to be ripped up
      • Lift the lid on ‘horizon planning’, our brand-new approach born from ‘Project Phoenix’
      • Discover the harsh reality of the lower investment returns over the decade to come
      • Find out where to place your money for the maximum return without jeopardising your financial security
      • Learn how to position your portfolio so that you can live the life you want, look after those you love and leave a powerful legacy

      Your friendly expert 

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      Andy Baker

      Partner and Chartered financial planner Andy finds the most rewarding part of his work is being able to make a real difference to people’s lives. Andy came to Equilibrium from a background in investments, having graduated in economics and worked for banks and a commodities broker. He moved to Equilibrium to work with real people rather than institutions or corporates. After initially joining to develop experience of working for a wealth manager, Andy was offered a permanent role as an investment analyst and was later promoted to financial planner and partner.

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