Laura Stewart Laura Stewart

Events have always been at the heart of what we do, and they will continue to be. For us, they are not just dates in the diary. They are opportunities to connect and strengthen the relationships that matter most. Client-centric experiences are not an “add-on” to our work; they are a priority and a defining part of who we are.

The Equilibrium community 

Our events are a cornerstone of something bigger: the Equilibrium community. 

Equilibrium is more than a name – it represents balance, clarity, and long-term thinking. But it also represents people. A growing network of individuals, families, and professionals who value insight, connection, and shared ambition. 

Client-centric, always 

At the centre of every gathering we host is a simple principle: our clients come first. 

We put thought into every event, making sure there’s useful content, good conversation, and a welcoming atmosphere. Whether it’s an investment talk, a masterclass, a sports day, or dinner, we want our proposition to offer more than just financial advice. 

We believe real partnerships are built on trust and the experiences we create are a great way to make that happen.

Fancy a game? 

Our sporting activities continue to be a highlight for many of our clients. From the camaraderie of our annual Golf Day to the fast-paced action at our recent Padel Day, these occasions offer a relaxed setting for building relationships and enjoying friendly competition.

Looking ahead, we’re excited to introduce Crown Green Bowling to our calendar, providing yet another opportunity for clients to connect and unwind in good company. 

Growing momentum in London 

In September 2023, what began as a friendly meet up with some of our Southern based clients, has now become a second hub for our gatherings. 

Twice a year, we host our flagship Investment Insights at The Shard, with London’s stunning skyline as the backdrop. We also continue to expand our offering with social and dinner get togethers around the city. 

Looking ahead 

Our commitment to hosting high-quality, client-focused events is unwavering. In fact, we’re investing more energy than ever into growing them thoughtfully and sustainably. 

Whether you’re new to Equilibrium or a long-standing client, we look forward to seeing you soon! 

Find out more 

Visit Events | Equilibrium Financial Planning LLP to see the latest events.

For the latest news, Sign Up For Updates | Equilibrium Financial Planning LLP.

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.

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09:45 – 11:15
Apiary, Alderley Park, Cheshire
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15:00 – 16:30
The Shard, London
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  • Social

Crown Green Bowling

A relaxed crown green bowling event bringing clients together for friendly competition in a sociable informal setting.

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11:00 – 16:45
Rear of the Village Hall, Macclesfield Road, Prestbury, SK10 4BW
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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.

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10:00 – 11:30
Wilmslow
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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.

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12:15 – 14:30
Wilmslow
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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.

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  • Social

Padel

A relaxed padel event bringing clients together for friendly competition in a sociable informal setting.

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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.

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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.

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Equilibrium © 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.

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