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 created ‘Project Phoenix’, which questioned everything we thought we knew about the investment world. A brand-new approach to financial planning rose from the ashes, which we call ‘horizon planning’.

Join financial expert Andy Baker to learn how ‘horizon planning’ can help you to live the life you want, look after those you love and leave a lasting legacy.

Why should I attend this event?

In this live online 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 

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.

What do others say about Equilibrium’s live online events? 

Excellent presentation, relevant, comprehensive and easy to understand. Mr. & Mrs. Ballantyne

Very impressed. Excellent presentation & content. Mr. Maddock

Very informative and for me educational. Balanced and informative. Mrs. Carter

Registration for this event closes in:

Days
Hours
Mins
Secs

May 26, 2021
Online
10:30 – 11:30 GMT

Join financial expert Andy Baker for this live online event where he will explain how your financial plan can help you to live the life you want, look after those you love and leave a powerful legacy.

Registration for this event closes in:

Days
Hours
Mins
Secs

May 26, 2021
Online
10:30 – 11:30 GMT