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  • Investment

Quarterly investment report – October 2025

In our latest quarterly investment report, we unpack how US tariffs and central bank moves are shaping inflation and market sentiment on both sides of the Atlantic.

Laura
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  • Financial Planning

The importance of staying calm during Pension Panic

Chartered team member, Mark Barlow, explores how policy shifts and speculation are driving knee-jerk decisions.

Mark Barlow
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  • Financial Planning

AI financial advice hits the US

The world of artificial intelligence continues to achieve significant advancements.

Mark Barlow
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The Pulse
The Pulse
  • Investment

The Pulse – September 2025

With the upcoming Budget and ongoing political and economic concerns, could the government reduce spending and increase the UK’s productivity?

Mike Deverell
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  • Financial Planning

The billion pound pension fund up for grabs

Boost your State Pension with missing National Insurance credits from pre-2000 childcare.

Mark Barlow
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  • Charity
  • News

Supporting our communities…from the Foundation upwards

Find out the latest charities who each received a share of the Equilibrium Foundation £30,000 Grant Awards

Rachel Griffiths
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  • Cyber security

Warning: FCA scams are on the rise

Keeping you informed on the latest scams to watch out for.

Laura Stewart
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  • Financial Planning

Planting trees you will never see

Associate Financial Planner, Ben Harrison, explains how you can ensure your children are better off than the generation before.

Ben Harrison
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  • Financial Planning

Plan for the pursuit of happiness

Discover how one family secured their finances and made a lasting difference for their loved ones.

Laura Stewart
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The Pulse
The Pulse
  • Investment

The Pulse – August 2025

Recent US tariffs have reached historic highs resulting in inflationary pressures and market volatility, but what does it mean for investors?

Neal Foundly
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  • Financial Planning

Pension Credit – a missed lifeline for many

Last year, billions in Pension Credit and Housing Benefit went unclaimed. Let’s raise awareness and help spread the word.

Mark Barlow
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jigsaw pieces showcasing equilibrium masterclasses helping unlock knowledge for team and clients
  • Other

Unlocking knowledge piece by piece

Like a jigsaw puzzle, your financial future requires careful planning. Our masterclasses provide the essential pieces to create a complete picture.

Mark Barlow
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Events

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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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event masterclass the care conundrum
  • Masterclass

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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  • Masterclass

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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  • Social

Padel

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

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event masterclass law in order lasting power of attorney
  • 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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  • Masterclass

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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Equilibrium © Equilibrium Financial Planning.
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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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