Client referral page - Equilibrium

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    Client referral page

    What would you like to know?

    If you’re on this page, we must have been recommended to you by someone. We’re flattered! We don’t want to disappoint, so please find below an array of resources on a variety of topics.

    Please feel free to take a look at any that interest you.

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

    An introduction to Equilibrium

    Hear from Equilibrium Founder, Colin Lawson, on Equilibrium’s values, who we are, what we do and why we do it as well as what makes us different to other financial planning firms.

    Retail client agreement

    Our retail client agreement outlines our service and fees in simple, jargon-free language.

    Managing your investments brochure.

    Read about our investment process and approach in our clear, easy-to-understand managing your investments brochure.

    Our people

    Get to know some of our senior leadership team on our people page. Click here to take a look.

    Investment 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.

    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.


    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 our upcoming events here.

    Videos & recordings

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

    Mike and his team provide monthly market updates focussing on the prevalent trends at that time.

    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.

    Relevant 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.

    Foundation roundup

    Our bi-annual charity newsletter contains a range of stories from the charities we have helped, what the foundation has been up to and concentrating our focus in making people’s lives better.

    Please click here for the latest and all previous issues.


    *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.

    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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