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The festive period is all about giving, and our clients certainly did that at our Christmas lunches last month. They donated over £7,500 to the Toy Appeal.

The festive period is all about giving, and our clients certainly did that at our Christmas lunches last month. They donated over £7,500 to the Toy Appeal, equating to 300 children getting a Christmas in 2020. These donations will also be matched by the Equilibrium Foundation.

Since 2013, the Toy Appeal has been providing toys at Christmas to children living in poverty so that they have presents to open on Christmas day.

In 2019, they gave over 5,000 children a Christmas, and Equilibrium is extremely proud to say that we played a part in that, donating £9,000 to the cause throughout the year.

In the lead up to Christmas, some of our team took one of their three annual volunteer days to go down to the Toy Appeal and be an elf for the day, helping pack toy sacks ready to be delivered and opened on Christmas morning!

If you’d like to learn more about the Toy Appeal and how you can help to give a child a Christmas, visit their website.

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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.

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09:45 – 11:15
Apiary, Alderley Park, Cheshire
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15:00 – 16:30
The Shard, London
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  • Masterclass

Cyber Security

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.

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10:00 – 11:30
Wilmslow
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The Care Conundrum

Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.

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Lasting Power of Attorney

Part of our Law in Order series, this masterclass will provide you with step-by-step guidance on how to create a power of attorney document yourself.

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Padel

A relaxed padel event bringing clients together for friendly competition in a sociable informal setting.

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Rapid Responsibility

Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.

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  • Masterclass

Right People, Right Money, Right Time

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.

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Equilibrium is a trading style of Equilibrium Financial Planning LLP (Limited Liability Partnership) and Equilibrium Investment Management LLP. Equilibrium Financial Planning LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Office: Ascot House, Epsom Avenue, Handforth, Wilmslow SK9 3DF. Both companies are registered in England and Wales.

The information contained in this website should not be looked upon as advice or recommendation, clients should seek appropriate guidance from their financial planner. The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. The FCA regulates advice which we provide on investment and insurance business; however it does not regulate advice which we provide purely in respect of taxation matters.
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