- Investment
Investment Insights
Markets move fast. The world moves faster. Join Mike Deverell, Nathan Lingham and Harry Topping at our next Investment Insights as they cut through the noise and tell you exactly what it all means for your money.
Upcoming Events
Itinerary
Arrival, food and drink – 30 mins
Masterclass – 1 hour
Finish
Lasting Power 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!
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
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.
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.
Events
- Experience
Road to Responsibility
Life can change in an instant, leaving someone responsible for important financial decisions at an already difficult time. Road to Responsibility helps you prepare for the future with confidence. Through practical guidance, real-life case studies and expert insight from financial planners Ben Harrison and Grace Hollins, you'll explore how to navigate inheritance, bereavement, later-life planning and other key life events. Whether you're planning ahead for yourself or supporting a loved one, you'll leave with greater clarity, confidence and peace of mind.
- Experience
IHT by Numbers
Inheritance tax planning is becoming increasingly complex, particularly with pensions expected to fall within the scope of inheritance tax from 2027. While these decisions are often influenced by family circumstances and emotions, this experience focuses on the financial impact of the options available, helping you understand the numbers first so you can make more informed decisions alongside your financial planner.
- Experience
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.
- Experience
Investment Safety Briefing
During this exclusive Masterclass, Equilibrium Portfolio Manager Harry Topping will reveal common investment mistakes, share practical ways to avoid them, and explain the strategies Equilibrium uses to help investors stay on track.
- Experience
Lasting Power of Attorney
Everyone should have a Lasting Power of Attorney in place, regardless of age or health. In this masterclass you'll gain a clear understanding of the terminology, legal requirements, risks of not having an LPA, and have the opportunity to ask questions throughout. Even if your circumstances are more complex, you'll leave better equipped to work with a solicitor.
- Experience
Relishing or Resisting Retirement
Go beyond pensions and savings to explore retirement's financial, emotional and practical realities, helping you plan with greater confidence and purpose.
- Experience
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.
- Experience
The Care Conundrum
Care costs can be significant, but planning ahead can help you stay in control. This thought-provoking masterclass will help you understand your options, challenge assumptions, and take practical steps to prepare for future care needs.