Equinox – Spring 2026
Spring brings fresh perspective with the latest Equinox, featuring expert market insights, planning guidance across generations, and technology shaping our support.
- About Equilibrium
Our commitment to events
In a world that continues to evolve at pace, one thing remains constant: our commitment to bringing people together.
Read more
- Other
From exit to evolution: Building Zeropath
Following the sale of his business in 2022, Equilibrium client Richard Coope sought advice from financial planner Andy Baker to optimise tax efficiencies, investments, and overall financial strategy. This support helped to develop his latest venture of creating an innovative B2B software platform.
Read more
- Financial Planning
- Investment
- Tax planning
Homes Getting Hammered – Series 2
Following our February article, further pressure is building on landlords as tax rises are set to push rents higher and squeeze supply.
Read more
- About Equilibrium
In conversation with…
Meet the two newly appointed senior members of the Equilibrium team, whose roles are central to guiding the company’s growth and strategic direction.
Read more
- Financial Planning
- IHT & estate planning
- Other
Rehearse before the hearse
Life rarely gives us time to prepare when it matters most. A financial dress rehearsal lets you step back, explore what might happen, and understand key decisions before emotions run high.
Read more
The Pulse
- Investment
The Pulse – May 2026
Why are markets rising when the signals feel so mixed, and what is really driving it beneath the surface?
Read more
- About Equilibrium
Business as usual
Chief of Staff, Debbie Jukes, reflects on what has – and hasn’t – changed since partnering with Sovereign Capital Partners.
Read more - About Equilibrium
- Charity
- Cyber security
Equinox – Spring 2026
Spring brings fresh perspective with the latest Equinox, featuring expert market insights, planning guidance across generations, and technology shaping our support.
Read more
- Financial Planning
- IHT & estate planning
Taking control before the final whistle
Discover why taking control of your legacy now can offer true peace of mind - for you and the people you care about most.
Read more
- Investment
Quarterly investment report – April 2026
Our latest quarterly investment report shows how our unwavering investment approach is keeping us ahead of the curve even in uncertain times.
Read more
- Financial Planning
Ready for retirement?
Chartered Financial Planner, Paul Farrugia, provides your friendly expert checklist.
Read more
- Charity
Winners of our Community Support Scheme – Spring 2026
Read moreEvents
- 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.
- Social
Crown Green Bowling
A relaxed crown green bowling event bringing clients together for friendly competition in a sociable informal setting.
- Masterclass
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.
- Masterclass
Lasting Power of Attorney
Part of our Law in Order series, this masterclass will provide you with step-by-step guidance on how to create a power of attorney document yourself.
- Masterclass
The Care Conundrum
Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.
Sign up to our email list to be the first to know when we add new dates
- Social
Padel
A relaxed padel event bringing clients together for friendly competition in a sociable informal setting.
Sign up to our email list to be the first to know when we add new dates
- Masterclass
Rapid Responsibility
Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.
Sign up to our email list to be the first to know when we add new dates
- Masterclass
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.
Sign up to our email list to be the first to know when we add new dates