We use a cashflow modelling system called Voyant, which presents financial plans in a clear and visually engaging way. Read more in our latest blog.
What we’re reading…
This article is taken from our spring 2020 edition of Equinox. You can view the full version here. Book: Why …
Financial planning by age
To achieve long-term financial health, a financial plan should be put in place early on. But why, and how? Read our blog to find out.
Colin Lawson – adviser insight
Equilibrium Founder Colin Lawson’s recently sat with Sam Shaw from Octomembers as part of their ‘adviser insight’ series where he …
Local wealth management firm shows support for grassroots football with latest round of donations
Congleton & Meadow Vale FC, known locally as The Vale Club, has received a grant from a wealth management company based in Cheshire.
Ripples of hope: responding to the unprecedented
‘Ripples of hope: responding to the unprecedented’ was an online workshop held in July 2002. The panel featured Equilibrium’s Managing Partner, Gaynor Rigby along with Matt Atkinson, Chief Membership Officer, The Co-operative Group and Vikas Shah MBE, CEO, Swiscot Group