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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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Dark room full of barrels
  • Cyber security
  • Investment

Risky whisky!

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

Mark Barlow
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american flag fading into an image of the white house
  • Investment

Investment bulletin on Trump’s trade tariffs

In our latest bulletin, Investment Manager, Mike Deverell provides his take on Trump’s recently announced trade tariffs.

Mike Deverell
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Mark barlow and two children
  • Financial Planning

University costs – My reality

Experiences Specialist, Mark Barlow navigates the parental challenge of funding university costs.

Mark Barlow
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The Pulse
The Pulse
  • Investment

The Pulse – March 2025

With recent tariff and geo-political news, Investment Manager, Mike Deverell, discusses the potential shifts in the global economy and investment landscape.

Mike Deverell
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Hands smaking a love heart
  • Charity
  • News

A huge thank you

Thanks to our incredibly generous clients, our Christmas lunch raffle hits an all-time high!

Laura Stewart
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equilibrium financial planning branded iht planning guide
  • Financial Planning
  • Tax planning

Inheritance tax planning: Use it or lose it?!

Experiences Specialist, Mark Barlow, provides some actionable steps you can take before the end of the tax year.

Mark Barlow
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illustration of a brain
  • About Equilibrium
  • Investment
  • News

Staying informed on your investments

Investment Manager, Mike Deverell, explains the ‘how’ and ‘why’ behind our investment communications.

Mike Deverell
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illustration showing weather forecast
  • Investment

Cloudy with a chance of good returns

Portfolio Manager, Neal Foundly, highlights some rather interesting products which offer protection, come rain or shine.

Neal Foundly
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man in suit leaping across the two peices of mountain
The Pulse
The Pulse
  • Investment

The Pulse – February 2025

This month, Investment Manager, Mike Deverell, considers the latest factors affecting stock markets and how, by being selective in our investment choices, there’s reason for being cautiously optimistic.

Mike Deverell
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two people sat on a bench mirrored
  • Financial Planning
  • Financial Wellbeing

Retirement villages: can I afford it?

Chartered Financial Planner, Haydn Barlow, offers the same advice to his grandad that he gives his clients.

Haydn Barlow
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  • About Equilibrium
  • Financial Planning
  • Investment

The clue is in the name. Or is it?

Chartered team member, Mark Barlow, makes an important distinction between the roles of financial planning and investment management.

Mark Barlow
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Events

event masterclass cyber security
  • 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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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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event masterclass law in order lasting power of attorney
  • 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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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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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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