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  • Investment

Santa rally or sleighed stock markets?

The song “Fairytale of New York” is undoubtedly a Christmas classic but when it comes to the Santa Claus rally, is it a real phenomenon or a fairytale of the New York Stock Exchange?

Mark Barlow
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  • Cyber security

Scam-proof your life

Anyone can be a target for fraud, the key is to protect yourself!

Laura Stewart
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The Pulse
The Pulse
  • Investment

The Pulse – November 2024

This month, Investment Manager, Mike Deverell, examines how the market’s comparatively calm response to the Autumn Budget, contrasts with the effects on US stock prices following the US Presidential Election.

Mike Deverell
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  • Investment

Blooming markets!

The world and markets are ever changing, so when exactly is the best time to invest?

Mark Barlow
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  • Financial Planning
  • IHT & estate planning
  • Investment

Changing times

In the leading article of this autumn’s Equinox, Debbie Jukes, Partner and Head of Client Care, takes a look at some of the areas most affected by the Autumn Budget and reflects on the impact of previous government reforms.

Debbie Jukes
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  • About Equilibrium
  • Cyber security
  • Financial Planning

Equinox – Autumn 2024

In a constantly changing world, staying informed and making smart financial choices is more important than ever. Inside, you’ll discover a variety of insightful and informative articles designed to help you confidently navigate today’s financial landscape.

Equilibrium
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  • IHT & estate planning

The ultimate guide to an inherited property

Webuyanyhouse.co.uk provides an informative guide offering valuable insights to anyone who finds themselves inheriting a property and wondering what to do next.

Lorna McCarthy
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  • Charity
  • News

Winners of our Community Support Scheme – autumn 2024

Laura Stewart
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Under the bonnet
Under the bonnet
  • Investment

Under the bonnet: Finding funds

Portfolio Manager, James Carr, tells us the ‘how’ and ‘why’ behind our fund selection.

James Carr
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  • Investment

Inside the world of high-yield bonds

Nathan Lingham
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  • Investment

Quarterly investment report – October 2024

Laura
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  • Investment

Going against the herd

Mike Deverell
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Events

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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12:00 – 13:30
Wilmslow
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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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10:00 – 11:30
Wilmslow
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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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11:30 – 16:00
Pure Padel, Stockport, SK10 4NL
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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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  • 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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Sign up to our email list to be the first to know when we add new dates

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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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