Our archive has all the news and other updates older than 12 months.
More recent items can be found in the Latest section here
Bumper year sees Equilibrium report record turnover
Following reports of a commercially successful lockdown period, Equilibrium has now announced that its 2019/20 fiscal year has seen it reach record levels of turnover.
Cash flow modelling
We use a cashflow modelling system called Voyant, which presents financial plans in a clear and visually engaging way. Read more in our latest blog.
Mind the gap
In this blog, Investment Analyst Neal Foundly explores how timing differences can skew short-term relative performance figures and how to reduce these timing effects when looking at performance
Equilibrium reaches ‘diamond’ status with give-as-you-earn scheme
Equilibrium Financial Planning, based in Cheshire, has announced that its give-as-you-earn scheme has achieved ‘diamond’ status – with nearly half of its entire workforce signed up to make monthly charitable donations.
What we’re reading…
This article is taken from our spring 2020 edition of Equinox. You can view the full version here. Book: Why …
Financial planning by age
To achieve long-term financial health, a financial plan should be put in place early on. But why, and how? Read our blog to find out.