- 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.
To mark 21 years in the industry, the Equilibrium team have set the challenge to raise £21,000 for The Equilibrium Foundation.
To mark 21 years in the industry, the Equilibrium team have set the challenge to raise £21,000 for The Equilibrium Foundation. The Foundation was established back in 2010 to give something back to the community and has already raised over £100,000 to support more than 50 worthy causes.
For our 21st anniversary we wanted to do something extra special. Whilst historically we have donated money to a range of local charities and non-profit organisations, this year we have decided to concentrate our efforts on a smaller number of organisations to benefit from the amount raised.
All the Equilibrium team were involved in deciding where the money will be donated. A team-wide vote helped to select our five chosen charities:
The Equilibrium team will be taking part in a wide range of events and activities to raise the money – from bake sales and team quizzes to a large group running the 5k Colour Run at the Etihad Stadium. Other activities will include half marathons, fun runs and walks.
Following on from his fundraising achievements after cycling Geneva to Nice in 2015 for The Foundation, Equilibrium partner Jason Lowe will be attempting perhaps one of our most ambitious challenges – to cycle from London to Amsterdam, along with managing partner Colin and some other determined team members!
If you would like to support the team and help us reach our goal, then visit our Virgin Money Giving Page here. All the donations we receive are greatly appreciated and will help us to continue to ensure that we make a positive difference in our local community and beyond.
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.