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  • Financial Planning

Childcare benefits with retirement perks!

Save thousands in childcare benefits and boost your retirement pot.

Mark Barlow
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  • Financial Planning
  • IHT & estate planning

The Payne of not having a Will

We all lead busy lives but don’t overlook the importance of planning for the future and ensuring our loved ones are protected.

Mark Barlow
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  • Financial Planning

Finding shelter amidst Budget shifts

Business Development Manager at Triple Point, Lucy Dolan, believes Business Relief may be a welcome addition to your estate planning.

Lucy Dolan
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  • Financial Planning
  • IHT & estate planning
  • Tax planning

Riding the waves

What does the Autumn Budget mean for your retirement? Here, we explore the impact of these changes and how, by planning ahead, your financial plan can be adapted to ride the waves of change.

Sam Patterson
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Equinox 'riding the wave' cover image
  • About Equilibrium
  • Charity
  • Cyber security

Equinox – Spring 2025

In this edition, you’ll find a variety of expert articles addressing the latest impact on pensions, the opportunities presented by investment bonds, as well as innovative approaches to estate planning, and much more.

Equilibrium
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  • Charity
  • News

Winners of our Community Support Scheme – spring 2025

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  • About Equilibrium
  • Investment

Driving down costs

Where there’s a will, there’s a way. Investment Manager, Mike Deverell, explains how his team continuously look to reduce costs without compromising on value.

Mike Deverell
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  • Charity
  • News

Winners of our Community Support Scheme – spring 2025

See our latest Community Support Scheme winners for spring 2025 here…

Laura Stewart
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  • Investment

Quarterly investment report – April 2025

In the constantly changing political and economic environment, our latest report focuses on Trump, tariffs, markets, and portfolios. 

Laura
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  • IHT & estate planning
  • Investment
  • Other

Key insights from Equilibrium Live at Jodrell Bank

Whether you missed our recent event or are just looking for a quick recap, we’re excited to share our key insights in the videos below.

Laura
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Ice warrior
  • News
  • Other

Cool as ice

Level 2 Wim Hof instructor and guest speaker, Angela Bentley, brought her work to life when she came to visit the Equilibrium team.

Angela Bentley
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  • Cyber security
  • Investment

Risky whisky!

If something sounds too good to be true…it probably is!

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.

Find out more
10:00 – 11:30
Wilmslow
Book your place
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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Sign up to our email list to be the first to know when we add new dates
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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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Sign up to our email list to be the first to know when we add new dates
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.

Find out more
Sign up to our email list to be the first to know when we add new dates
event masterclass rapid responsibility
  • 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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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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