Archive

Our archive has all the news and other updates older than 12 months.
More recent items can be found in the Latest section here

Sep 17, 2020 by EquilibriumNews | About Equilibrium

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.

Sep 10, 2020 by EquilibriumFinancial planning | Tax & estate planning

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.

Sep 02, 2020 by Neal FoundlyInvestment

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

Sep 01, 2020 by EquilibriumNews | About Equilibrium | Charity

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.

Sep 01, 2020 by EquilibriumOther

What we’re reading…

This article is taken from our spring 2020 edition of Equinox. You can view the full version here. Book: Why …

Aug 24, 2020 by EquilibriumFinancial planning

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.

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