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  • Charity
  • News

Winners of our Community support scheme – Autumn 2025

The Community support scheme continues to champion local initiatives that make a real difference to people’s lives.

Laura Stewart
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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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HM Revenues & customs logo surrounded by pounds coins
  • 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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piggy bank in a life ring
  • 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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Events

  • Experience

Road to Responsibility

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.

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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

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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  • 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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  • 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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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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12:15 – 14:00
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

Get in touch today
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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