Keeping you up to date on all the latest news and updates from Equilibrium.
Items from over 12 months ago can be accessed in the archive here.
Equilibrium commits to only investing with companies who are PRI signatories
Equilibrium, has announced that it has become a signatory to the UN’s Principles for Responsible Investment (PRI), as the £10m-turnover business sharpens its focus on ESG investing.
Local park given £500 funding boost
The Countess of Chester Country Park could soon welcome some new amenities, following a wealth management company awarding it a grant of £500.
Gifts out of income
Gifts are a great way to reduce or avoid unnecessary inheritance tax when looking to pass on assets to your children or other members of your family when you pass away. Learn more about what qualifies as a gift and the different types of allowances in this blog.
Equilibrium raised over £4,000 in September corporate challenge
Staff at Equilibrium Financial Planning planned to walk four millions steps throughout September to raise money for East Cheshire Hospice. …
Equilibrium expands team by eight during lockdown period
Equilibrium Financial Planning has revealed that during the UK’s lockdown period it strengthened its team by eight – adding seven client managers to its 90-strong workforce and making one senior level hire.