Client referral page - Equilibrium

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    Client referral page

    Hello and welcome from all of us at Equilibrium

    We are flattered that you have been given this link by someone you know, as looking after our clients well is at the heart of what we do.

    As a taster of things to come, we have put together a starter pack of resources and links we think you may be interested in.

    If you have any questions, please don’t hesitate to get in touch at askus@equilibrium.co.uk or on 0808 156 1176, and we will be more than happy to help.

    An introduction from our founder, Colin Lawson

    Colin started the company in 1995 and is just as passionate today about helping clients live the life they want, as he was all those years ago.

    In this short video, he explains our values, who we are, what we do and why we do it, as well as what makes us different to other financial planning firms.

    Our retail client agreement

    We like to keep our service and fee structure simple. The following booklet sets out the terms and conditions of our service and how much it costs in clear, jargon-free language.

    It also covers the key areas that make Equilibrium unique, including our:

    • Five guiding principles
    • Fee guarantee and service promise
    • Purpose and values
    • Client charter

    Our investment process

    Our booklet below sets out how our financial planners construct investment portfolios. This is split into two sections:

    1. Getting to know you – how we review your circumstances, objectives and views on risk.
    2. Constructing your portfolio – how we use the information from section 1 to design a portfolio to meet your specific requirements.

    Our people

    You may be interested in getting to know some of our people better – Click here to meet our senior leadership team and expert financial planners.

    Our newsletters

    This topical newsletter is brought to you each month by our Investment Manager, Mike Deverell, and his team, keeping you up to date with the latest investment news and their take on events happening around the world today.

    Please click here to see the latest and all previous newsletters.

    Our Equinox magazine

    Equinox is our half yearly investment magazine providing expert commentary and analysis of the economy and financial world. As well as providing an overview of investment funds and asset performance, it also delves into a range of current topics.

    Please click here to get your free copy today. You’ll also be able to sign up to receive them directly in the future.

    Our events

    We host several events throughout the year, all of which are free and focus on a variety of topics – there’s sure to be one of interest to you. You can see all of our upcoming events here.

    Our videos & recordings

    See our range of videos and recordings presented by our Founder, Colin Lawson, and our financial planners, who talk candidly on financial and estate planning matters.

    Mike and his team provide monthly market updates focussing on the latest prevalent trends.

    Our recorded client briefings provide expert insight, explain how Equilibrium is currently reacting to market volatility and our outlook on the future.

    We have also been joined by special guests, Steve Eisman (of ‘The Big Short’ fame), Nick Wood of Baillie Gifford and Hugh Gimber of JP Morgan, on our investment panel discussions.

    Please click here to access the latest videos and recordings* and/or filter by topic.

    Our topical articles

    If you are short on time, take a look at these popular articles taken from our Equinox magazines, covering a range of topics from ‘sifting for gold’ to ‘future fortunes’.

    Please click here to see all past and present articles and/or filter by topic.

     

    *You will need to fill in our short online form to gain access to the recordings, which are then made available for six months thereafter. Please see our Equilibrium Privacy Notice.

     

    Do you like what you've seen?

    Ring one of our friendly experts on 0808 156 1176 or fill in the form below and we'll get in touch with you.

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