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2017/18 has seen a mountain of success for Equilibrium. Most importantly, our client feedback suggests that we have delivered an outstanding service, having received an average rating of five stars on Working Feedback.

Equilibrium has reached the end of its financial year, and what a year it’s been…

2017/18 has seen a mountain of success for Equilibrium. Most importantly, our client feedback suggests that we have delivered an outstanding service, having received an average rating of five stars on Working Feedback. We also surpassed our new assets under management target by 53% and have increased our team by 20.

The year’s events calendar was jam-packed with seminars, client briefings, investment dinners and the introduction of two new events including Social in the City Equinox Live. The line-up for Equinox Live was fantastic, it ranged from Nick Leeson, the rogue trader who caused the collapse of Barings Bank, to TV star Alexis Conran, from the BBC show the Real Hustle. We’d like to thank everyone who attended for making the event such a brilliant success, and we can’t wait for next year’s event.

In the pipeline for this fiscal year we will be creating a separate recruitment website to showcase what a fantastic place to work EQ is so that we continue to attract the very best talent to join us.

Speaking of recruitment, this year we also expanded our graduate scheme, creating the Equilibrium Diploma Academy. We now consider people from all professional backgrounds and experiences for the two-year course – all that’s required is a can-do attitude and a passion for financial services.

This year has also seen us collect a few awards along the way, including our second consecutive year in the top ten of the Sunday Times’ top 100 companies to work for. The culture at Equilibrium is a vital ingredient to the business – we know that a happy workforce is a productive workforce.

Underpinning all this success is of course our clients, and we extend our thanks to each and every one of them for placing their trust in our services. In return, we promise to always act with their future financial confidence as our top priority.

Events

  • 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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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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10:00 – 11:30
Wilmslow
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  • Experience

Road to Responsibility

Financial Planners, Ben Harrison and Grace Burgin, will provide a gentle introduction to the world of financial planning and investment by sharing their expertise and insights.

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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

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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event masterclass cyber security
  • 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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magnifying glass over an upwards arrow
  • 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

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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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