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Whether you missed our latest event or are just looking for a quick recap, we’re excited to share our key insights in the videos below.

Hear from Investment Manager Mike Deverell and Portfolio Manager Neal Foundly as they delve into the latest market developments.

From Trump and tariffs to shifting market dynamics, they explore the road ahead and uncover the delicate balance between evidence-based strategies and long-term expectations.

Discover how we tackle uncertainty with the use of defined returns and how we believe there are reasons to remain optimistic.

If the videos prompt any questions, please reach out to your usual Equilibrium contact or call us on 0161 486 2250. We also welcome your feedback on any other topics you would like to learn more about.

Tariffs – the story so far

Evidence vs opinion? And long-term expected returns

Reducing uncertainty – defined returns

Long-term investment returns and summary

Here to help

If you have any further questions on your retirement planning, please don’t hesitate to contact us. If you’re a client, you can reach us on 0161 486 2250 or by getting in touch with your usual Equilibrium contact. For all new enquiries, please call 0161 383 3335 or fill in the form below.

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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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10:00 – 12:00
Wilmslow
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event masterclass law in order lasting power of attorney
  • 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 – 12:00
Wilmslow
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event masterclass cyber security
  • 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 – 12:00
Wilmslow
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event masterclass law in order lasting power of attorney
  • 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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event masterclass rapid responsibility
  • 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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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.