New Enquiries: 0161 383 3335 Existing Clients: 0161 486 2250
Get in touch Client Portal
Mark Barlow Mark Barlow

Spring brings fresh perspective, and the latest edition of Equinox is here. Over the past six months, we’ve welcomed new leaders, expanded our events programme and strengthened our financial foundations. What hasn’t changed is our commitment to you: making your life better remains at the heart of everything we do.

In this issue, you’ll find expert perspectives on market volatility and economic trends, practical guidance on planning across generations, and an update on how technology is shaping the way we support you. We also explore how to build a lasting legacy, plus much more to help you feel confident about the future.

 

 

Download here

Click here

Keeping you
up to date on
the latest views

View all resources

Events

magnifying glass over an upwards arrow
  • 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.

Find out more
09:45 – 11:15
Apiary, Alderley Park, Cheshire
Book your place
15:00 – 16:30
The Shard, London
Book your place
event masterclass cyber security
  • 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.

Find out more
10:00 – 11:30
Wilmslow
Book your place
event masterclass the care conundrum
  • 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.

Find out more
Sign up to our email list to be the first to know when we add new dates
event masterclass law in order lasting power of attorney
  • 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.

Find out more
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.

Find out more
Sign up to our email list to be the first to know when we add new dates
event masterclass rapid responsibility
  • 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.

Find out more
Sign up to our email list to be the first to know when we add new dates
event masterclass law in order lasting power of attorney
  • 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.

Find out more
Sign up to our email list to be the first to know when we add new dates

Start your journey to financial freedom

Get in touch today
Equilibrium

Services

Useful links

Legal

© Equilibrium Financial Planning.
All rights reserved

Equilibrium is a trading style of Equilibrium Financial Planning LLP (Limited Liability Partnership) and Equilibrium Investment Management LLP. Equilibrium Financial Planning 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 Office: Ascot House, Epsom Avenue, Handforth, Wilmslow SK9 3DF. 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.
Schedule a Chat