Equilibrium: who we are, what we do and why we do it - June, 2020. - Equilibrium

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

Get in touch
Ask us a question













    Equilibrium: who we are, what we do and why we do it – June, 2020.

    • Wednesday 24 June, 2020
    • 10:30 – 11:30 BST
    • 10:30

    At Equilibrium, we specialise in financial planning, tax mitigation and investment management – but so do plenty of other firms. So, what makes us different? 

    Why do we have a client retention of over 99%, the UK Customer Experience Award’s mark of excellence and a five-star rating from over 1,000 reviews on Working Feedback? 

    Why have we ranked in the top 10 of the Sunday Times Top 100 Best Small Companies to Work For four years in a row? And why should that matter to our clients? 

    We would be delighted if you would join us for this live online event.

    Watch a live recording of this event here

    Why should I attend this event?

    By attending this event, you will find out:

    • More about Equilibrium and how and why we do things
    • The values that underpin our approach to financial planning
    • The difference between making wealthy people wealthier (which is part of what we do) and our true purpose of making their lives better
    • The process our clients go through when they become a client
    • How we support our team and why we think it’s so important to do so
    • The philanthropic work we do and why we do it
    • Whether or not we’re a company you’d like to work with!

    Your friendly expert

    Speaker image

    Colin Lawson

    Founder of Equilibrium Rejected by the Royal Air Force for his mild asthma, Colin instead founded multi-award winning financial advisory firm Equilibrium. A financial expert with a contagious laugh, Colin’s daily motivation is to make people’s lives better, whether they are clients, employees or beneficiaries of Equilibrium’s charitable foundation.

    Book now

    Share
    masterclass law in order hero
    09:30 – 11:00
    Equilibrium head office

    Power of attorneys

    Part of our Law in order series, this morning of learning is with financial expert, Andy Baker, who will provide step-by-step guidance on how to create a power of attorney document yourself.

    rapid responsibility hero
    18:00 – 20:00
    Equilibrium head office

    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.

    rapid responsibility hero
    09:30 – 11:30
    Equilibrium head office

    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.

    10:00 – 12:00
    Wilmslow Conference Centre

    Investment insights

    Join us at Wilmslow Conference Centre where Investment Manager, Mike Deverell, will be providing his measured take on the economy and impact on markets, along with our outlook on the future.

    Group 6 Created with Sketch.

    In order to get the best viewing experience of this website, we recommend downloading one of the browsers below: