- 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.
A new third sector start-up has been able to recruit its first non-voluntary member of staff following a donation of £10,000 from wealth management company Equilibrium.
hullo, formerly known as chit-chat, was founded in the midst of the COVID-19 pandemic and provides a safe, inclusive and welcoming space for people to have conversation, adopting a proactive approach to tackling isolation and promoting positive mental wellbeing.
Its team of volunteers oversee its phone lines from 9am until 9pm daily, ready to chat to anyone that reaches out. Now, following a £10,000 donation from Equilibrium Financial Planning, it has been able to hire its first fully paid member of staff.
Despite being set up in early April, hullo received 375 applications for the role of Head of Operations, and after 20 interviews subsequently took place, a successful candidate has now been appointed.
Lewis Alexander Baxter, the organisation’s Founder, said: “After speaking with Equilibrium’s Founder, Colin Lawson, it was immediately clear that philanthropy and supporting the community is a huge part of their company’s ethos.
“As one of our first corporate partners, we’re thrilled to be on this journey together and excited to see the positive difference we can make nationwide.”
Abi Moffat, hullo’s newly-appointed Head of Operations, stated: “I feel incredibly lucky to be working alongside such an enthusiastic team that’s doing such important work. We’ve got lots of exciting plans on the horizon, as we develop our core services and engage with more people.”
The donation marks the start of an Equilibrium and hullo partnership, and Equilibrium is looking forward to supporting the organisation in a variety of ways in the future.
Colin Lawson explained, “We take giving back and supporting charities very seriously, and as soon as Lewis and I had our initial conversation, it felt as though there was a natural alignment between our two organisations.
“We couldn’t be happier to have helped hullo reach this major milestone – I have absolute faith that they’ll go on to do great things and enact some very positive change across the UK.
“They’re a great team and we’re looking forward to supporting them as they continue to grow.”
Gloomy economic headlines don’t always mean gloomy investment prospects. Discover why markets can tell a different story, how pessimism can create potential opportunities, and why Equilibrium looks beyond short-term noise to focus on valuations, diversification and clients’ long-term goals.
Cyber criminals are finding new ways to exploit the technology and services we trust. Following “Black October”, we explore why cyber security can never stand still, how Equilibrium protects your information and why a simple pause before you click could make all the difference.
Colin Lawson founded Equilibrium in his back bedroom in 1995 and built it into a firm trusted by thousands. His close friend and longstanding business partner, Debbie Jukes, reflects on his beginnings, his achievements and the future of the business.
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.
Life can change in an instant, leaving someone responsible for important financial decisions at an already difficult time. Road to Responsibility helps you prepare for the future with confidence. Through practical guidance, real-life case studies and expert insight from financial planners Ben Harrison and Grace Hollins, you'll explore how to navigate inheritance, bereavement, later-life planning and other key life events. Whether you're planning ahead for yourself or supporting a loved one, you'll leave with greater clarity, confidence and peace of mind.
Inheritance tax planning is becoming increasingly complex, particularly with pensions expected to fall within the scope of inheritance tax from 2027. While these decisions are often influenced by family circumstances and emotions, this experience focuses on the financial impact of the options available, helping you understand the numbers first so you can make more informed decisions alongside your financial planner.
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.
During this exclusive Masterclass, Equilibrium Portfolio Manager Harry Topping will reveal common investment mistakes, share practical ways to avoid them, and explain the strategies Equilibrium uses to help investors stay on track.
Everyone should have a Lasting Power of Attorney in place, regardless of age or health. In this masterclass you'll gain a clear understanding of the terminology, legal requirements, risks of not having an LPA, and have the opportunity to ask questions throughout. Even if your circumstances are more complex, you'll leave better equipped to work with a solicitor.
Go beyond pensions and savings to explore retirement's financial, emotional and practical realities, helping you plan with greater confidence and purpose.
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.
Care costs can be significant, but planning ahead can help you stay in control. This thought-provoking masterclass will help you understand your options, challenge assumptions, and take practical steps to prepare for future care needs.