- 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.
Three financial advisors from Equilibrium Financial Planning have completed a mammoth cycling challenge across Portugal’s mountains to raise money for their chosen charities, donating a final total of £7,000 to each charity.
Andrew Hirst, Jason Lowe and Dave McKendrick spent six days cycling from Chaves in the country’s north to Faro in the south – a route that totalled 456 miles, reaching elevations of 960m, in temperatures up to 32 degrees.
The charities chosen by the cyclists were Reuben’s Retreat, which supports families of complexly poorly children and families of child loss, Claire’s House, a children’s hospice, and My Name’5 Doddie which seeks to help sufferers of motor neurone disease.
Equilibrium Financial Planning has an ongoing commitment to fundraising for and supporting charities, donating £150,187 in the last fiscal year and a total of £600,000 to date, through challenges undertaken by the team, as well as quarterly community support donations through the organisation’s charitable giving arm, The Equilibrium Foundation.
Dan Halliday, a fundraiser at Claire House Children’s Hospice, said: “We are extremely grateful to Andrew, Jason and Dave for undertaking such a gruelling challenge. The money they raised through their pedal power will help us reach more seriously and terminally ill children in the local area, we cannot thank them enough.”
Andrew Hirst, Financial Planner at Equilibrium Financial Planning, said: “We are truly proud of our cycling achievement, but knowing we’ve made a difference to each charity is exceptionally humbling. The pandemic and lockdowns had such a detrimental impact on charities’ funds and being able to play a part in supporting them made the hills and flat tyres worth it.”
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.