- 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.
Your Financial Wellbeing Experiences
Everyone’s financial health is different, with goals, priorities and needs that change over time. That’s why our approach begins with understanding you.
We diagnose the key areas of your financial life through your personalised Life Plan, identifying what needs attention now and what is already working well. Alongside this, we focus on our Core Experiences, the essential foundations that support financial confidence at every stage.
From there, your financial planner prescribes Lifestyle Experiences, focusing your time on what matters most to you.
Your Equilibrium Life Plan
Your journey starts with your Life Plan and an initial financial health check, giving a clear picture of where you are today. From there, we create a tailored 12‑month plan with clear priorities and actions, so you feel confident and supported until your next annual review.
Stage 1 - Diagnose
Read this case study to understand what this looks like in reality.
Stage 2 - Prescribe
What could a prescription look like?
Stage 3 - Your Life Plan
Find out what this could look like for you and how it scan help shape your financial future.
Your Equilibrium Core Experiences
As part of your financial health check, we recommend these Experiences for everyone, whatever stage you’re at, alongside watching a Masterclass to build confidence and understanding.
Investment Safety Briefing
Investing rises and falls like a rollercoaster, with thrilling highs and uncomfortable drops, but staying seated with a plan helps you reach the destination confidently.
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.
Power of Attorney
With in-person and online Masterclasses, video tutorial, literature and quizzes, there is no reason for you to not have a suitable power of attorney
Your Equilibrium Lifestyle Experiences
We all have different goals, for ourselves and for those we love. These Experiences give you clear guidance and reassurance, helping you take confident steps today to build a better future for you and your family.
Right people, right money, right time
Find out how making gifts to loved ones at the correct time can make massive differences now, in the future, and beyond your lifetime.
Road to responsibility
We all live for today, but considering the future now can make life so much easier for loved ones in the future. Discover how we help you along the road ready for soemone else to take the wheel.
Care Conundrum
By creating a care plan for the future, you and your loved ones can focus on living your life for today
Setting Sale
If you're looking to sell your business, look no further than this experinec to help you from outset through to completion.
Relishing or resisiting retirement
Not sure what to expect from retirement, how much you need, or not sure you are getting the best out of it? Look no further than this experience to help bring clarity to your thinking.
IHT by numbers
In this experience we get to the bottom of the various strategies you could use to mitigate inheritance tax and whothey might be suitable for.
Protecting those you love
Protection is often seen as complicated but in this experience we explore the different offerings, who they are for, and why a small mointhly premium can bring you emotional reassurance.
Where there's a Will
Do you have a Will and if the answer is 'Yes' does it still set do what you want it to do? In this experienec we look at whether you shoudl review your will and what to do to make sure it is still fit for purpose.
Events
- 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.
- 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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- 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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- 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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- 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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Unlocking knowledge piece by piece
Like a jigsaw puzzle, your financial future requires careful planning. Our masterclasses provide the essential pieces to create a complete picture.
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Money equals happiness, or does it?
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Leading the way
It’s been 18 months since we launched our first masterclass, and it’s fair to say, each one has been a roaring success.
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Diagnose and prescribe
We are extremely proud to have been consistently recognised for excellence for over 30 years.
