Powers of Attorney - Equilibrium

New enquiries: 0161 383 3335
Existing clients: 0161 486 2250

Get in touch

New enquiries: 0161 383 3335

Existing clients: 0161 486 2250

Get in touch Client portal
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    Powers of Attorney

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        Masterclass

        Upcoming Events

        18:00 – 20:00
        Equilibrium head office
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        Powers 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!

         

        Itinerary:

        Arrival, food and drink – 30 mins

        Masterclass – 1 hour

        Discussion (optional) – 30 mins

        Finish

        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

        Speaker image

        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.
        Speaker image

        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.

        Location

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

        18:00 – 20:00
        Equilibrium head office
        Book your place
        Find out when new events are added by joining our mailing list
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        Share

        More upcoming events

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        Fully booked
        Investment

        Investment Insights

        Investment Manager, Mike Deverell, will present an update on the latest issues moving markets, with a particular focus on long-term investment returns.

        Find out more
        09:45 – 11:15
        Wilmslow Conference Centre
        Fully Booked
        Find out when new events are added by joining our mailing list
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        Fully booked
        Masterclass

        Nearest and Dearest – Part One

        In part one of this series, financial expert, Ben Rogers, explores ways to help loved ones financially and why having conversations can be crucial to shaping their lives. He also discusses how your own experiences can hinder even the most logical intergenerational strategies and how to overcome them.

        Find out more
        09:30 – 11:15
        Equilibrium head office
        Fully Booked
        Find out when new events are added by joining our mailing list
        Sign Up
        Market update

        Equilibrium – Live at The Shard

        For our expanding clientele in the south and for those accessible to London, join our upcoming investment and economic insight event at The Shard.

        Find out more
        16:00 – 17:30
        The Shard - Southwark
        Book your place
        Find out when new events are added by joining our mailing list
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        Masterclass

        Nearest and Dearest – Part Two

        In part two of this series, financial expert, Ben Rogers, explores potential solutions that could result in life-changing outcomes for your loved ones as they move along the wealth curve.

        Find out more
        18:00 – 19:45
        Equilibrium head office
        Book your place
        14:00 – 15:45
        Equilibrium head office
        Fully Booked
        Find out when new events are added by joining our mailing list
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        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
        09:30 – 11:00
        Equilibrium head office
        Book your place
        09:30 – 11:00
        Equilibrium head office
        Book your place
        Find out when new events are added by joining our mailing list
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        Masterclass

        The Care Conundrum

        Financial expert, Tim Latham, 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
        09:30 – 11:30
        Equilibrium head office
        Book your place
        Find out when new events are added by joining our mailing list
        Sign Up
        Masterclass

        Rapid Responsibility

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

        Find out more
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