- 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.
shortlisted for 13 awards, including advice firm of the year, employer of the year and customer service excellence.
Also included is Money Marketing’s coveted rising adviser star of the year, which Chartered Financial Planner, Ben Rogers, has been shortlisted for. The firm’s innovative use of technology has also been acknowledged by the Nintex Solution Innovation Awards.
Colin Lawson, Founder of Equilibrium, was thrilled with the results: “We aim to provide excellence for our clients at all times which is one of our core values, so it’s fantastic to be recognised in this and so many different areas. Our purpose as a company is making people’s lives better, and that applies to our clients, our team and the community, so we are thrilled to have been shortlisted for awards in all those areas and more.”
Money marketing (announced summer 2020)
Greater Manchester Business Awards (announced September 4)
North West Business Awards (announced September 18)
Nintex Solution Innovation Awards (announced June 16)
Equilibrium’s financial skills initiative, Libby’s Big Aeroplane Adventure, has been shortlisted for Money Marketing’s best financial education initiative after helping over 3,000 primary school children learn financial skills such as budgeting and currency conversion.
Despite the ceremony being cancelled due to COVID-19, the adjudication process involving over 50 judges has been conducted in full remotely. The winners will be announced in a live broadcast this summer from Money Marketing TV which can be followed on social media.
The Greater Manchester Business Awards will be announcing their winner on September 4 in a live broadcast, following the judges’ deliberation over the finalists’ Q&A videos which will see them answer questions on each category they have been shortlisted for.
The North West Business Awards will also be hosting a live broadcast to announce their winners on September 18. After a comprehensive initial submission, the finalists were asked to take part in an interview which was filmed for the judges to appraise.
The Nintex Solution Innovation Awards recognize commercial enterprises and government agencies from around the world. The 2020 award finalists were selected based on nominations submitted by Nintex customers or Nintex partners, on behalf of a customer, for a solution they designed and implemented.
Equilibrium has used Nintex’s ProMapp software to document processes from every department in the business, ensuring that, no matter what happens, there will always be a clear guide to all operations and business will be able to continue as usual.
The winners will be announced on Tuesday, June 16, 2020.
Gloomy economic headlines don’t always mean gloomy investment prospects. Discover why markets can tell a different story, how pessimism can create potential opportunities, and why Equilibrium looks beyond short-term noise to focus on valuations, diversification and clients’ long-term goals.
Cyber criminals are finding new ways to exploit the technology and services we trust. Following “Black October”, we explore why cyber security can never stand still, how Equilibrium protects your information and why a simple pause before you click could make all the difference.
Colin Lawson founded Equilibrium in his back bedroom in 1995 and built it into a firm trusted by thousands. His close friend and longstanding business partner, Debbie Jukes, reflects on his beginnings, his achievements and the future of the business.
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.
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.
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.
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.
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.
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.
Go beyond pensions and savings to explore retirement's financial, emotional and practical realities, helping you plan with greater confidence and purpose.
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.
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.