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We’ve been named as one of the best companies to work for in the country for the third year in a row… not that we’re counting

We’ve won AGAIN.

The Sunday Times Top 100 best small companies to work for have once again named Equilibrium as one of the top ten employers in the country (for the third year in a row, not that we’re counting…). In addition to coming 8th, we also won the innovation in engagement award for the second year running!

The award is extremely important to our company as we know having employees who feel happy, motivated and challenged is critical to any brilliant business. We spend a great deal of time and effort on making sure that Equilibrium is a fantastic place to work, whether that’s by paying for employee exams, offering 33 – 38 days holidays or simply ordering 80 pizzas on national pizza day.

Life should be enjoyed – we know that, that’s why it’s one of our four key beliefs. But satisfied employees really do create a better business too. Clients wouldn’t be happy answering the phone to a grumpy voice, nor would they feel confident in our services.

Employers shouldn’t be worried about investing in employees only for them to leave at a later date, the real concern is having a team who have not be trained to the highest possible standard. The more you invest in your team’s development, the wider and more advanced their skillset will become and the better your company will perform. A happy and well-trained team is the key to client satisfaction.

Being one of the best places to work in the country is indicative of being one of the best businesses in the country. So, to summarize… we’re thrilled!

Events

  • Experience

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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event masterclass the care conundrum
  • Experience

The Care Conundrum

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.

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10:00 – 11:30
Wilmslow
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  • Experience

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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  • Experience

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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  • Experience

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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10:00 – 11:30
Head office
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  • Experience

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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  • Experience

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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event masterclass cyber security
  • Experience

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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Start your journey to financial freedom

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Equilibrium © Equilibrium Financial Planning.
All rights reserved

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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