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Briefing: Client update

As always, the briefing will give you the opportunity to hear from Mike Deverell as he gives our views on the future outlook as well as reasons behind the investment decisions made during the quarter.

Thursday 02 May, 2019
The Mere Golf Resort & Spa, Chester Rd, Mere, Knutsford WA16 6LJ

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Worried about inheritance tax?

If the thought of a hefty tax bill sends a shiver down your spine, join us to find out how to protect your legacy so that you can pass it on to whomever you choose.

Tuesday 21 May, 2019
The Mere Golf Resort & Spa, Chester Rd, Mere, Knutsford WA16 6LJ

More information & booking details

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Feedback from previous attendees

Interesting and useful updating commentary and financial advice - Martin Page
Very educational - Anthony Smith
Excellent presentation - Grahame Owen
Very well presented and easy to understand your services - David Edwards
Terrific presentation, very clean and comprehensive - Eric Catherall
A very well-planned presentation, effectively explaining the jargon used in the industry. - Annette Harmdshaw
Excellent - well presented at the right level, geared move to potential new clients. - Keith Porter
Very well organised. Interesting content. - Christ Adams
Knowledgeable presenter, excellent content - George West
First class as always! - Al Bowyer

Awards & achievements

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Equilibrium Asset Management LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Offices: Brooke Court, Lower Meadow Road, Handforth Dean, Wilmslow, Cheshire, SK9 3ND. Both companies are registered in England and Wales.

The information contained in this website should not be looked upon as advice or recommendation, clients should seek appropriate guidance from their financial planner. The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. The FCA regulates advice which we provide on investment and insurance business; however it does not regulate advice which we provide purely in respect of taxation matters.