Laura Stewart

[su_quote]“We make a living by what we get. We make a life by what we give.” – Sir Winston Churchill [/su_quote]

For those who attend our Christmas lunches, you will know it’s not an Equilibrium Christmas lunch without our renowned raffle, and this December, thanks to the generosity of our clients, we raised a phenomenal £10,000 – the highest amount yet!

The Equilibrium Foundation matched the money raised, allowing us to give a substantial amount to two worthy charities, The School Coat Charity and The Toy Appeal.

“We are honoured to match our clients’ generous contributions to support outstanding charities that offer essential aid and uphold the dignity of children in our local communities.” – Sarah Warburton, Chair and Trustee of The Equilibrium Foundation.

The School Coat Charity

This donation will enable them to purchase 250 brand-new coats for children living locally who are most in need of their support.

“I speak on behalf of myself, and other volunteers that I am lucky enough to work with when I say that we were all moved and grateful in equal measure by your support.

There are lots of young people who are feeling the effects of the current economic climate and, through no fault of their own, are turning up to school without the warmth of a decent coat. This only increases the disadvantages they are already facing.

Every penny we receive goes directly to providing a brand-new coat, which is distributed to them via their schools. This grants them both dignity and a valuable reminder that they matter. Your wonderful donation will be enough to help us address this for at least 250 of our most vulnerable young people.” – Damian Hughes – Founder

The Toy Appeal

Money donated to The Toy Appeal will enable them to purchase 600 brand new sacks of toys, giving children in our local community brand new gifts, who otherwise wouldn’t have anything this Christmas.

“Oh wow!! That’s an amazing amount, thank you all so much! What a difference this will make!!!” – Dee Drake – Founder

As you can see, your kindness and support has made a huge difference in the lives of many. The Equilibrium team would like to say a huge thank you to everyone that donated!

Events

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Investment Safety Briefing

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.

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12:15 – 14:00
Wilmslow
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The Care Conundrum

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10:00 – 11:30
Wilmslow
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Road to Responsibility

Financial Planners, Ben Harrison and Grace Burgin, will provide a gentle introduction to the world of financial planning and investment by sharing their expertise and insights.

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10:00 – 11:30
Head office
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IHT By Numbers

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.

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12:15 – 14:00
Head office
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Right People, Right Money, Right Time

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10:00 – 11:30
Head office
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Lasting Power of Attorney

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.

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10:00 – 11:30
Wilmslow
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Relishing or Resisting Retirement

Go beyond pensions and savings to explore retirement's financial, emotional and practical realities, helping you plan with greater confidence and purpose.

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12:15 – 14:00
Wilmslow
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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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  • 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.

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09:45 – 11:15
The Elm at Alderley Park, Cheshire
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15:00 – 16:30
The Shard, London
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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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