Equinox – Autumn 2025
Discover the special anniversary edition of Equinox, celebrating thirty years of progress and the powerful relationships that have shaped our journey.
- Financial Planning
Financial Planning 101
Chartered financial planner, Ben Harrison, outlines the five fundamental pillars of constructing a sound financial plan.
Read more
- Investment
Quarterly investment report – January 2026
Our latest quarterly investment report dives into the details behind these impressive figures, including 10-year performance comparisons, sector outperformance, and insights into why we favoured fixed interest over equities in a high-valuation environment.
Read more
- Other
Mind your business
Colin Lawson, entrepreneur, founder, and managing partner, shares the lessons he has gained throughout his career.
Read more
- Financial Planning
The future’s bright…the future’s Equilibrium
Discover how Equilibrium’s fresh approach to advice is shaping the future.
Read more
The Pulse
- Investment
The Pulse – December 2025
As 2025 draws to a close, our Investment Manager ‘Mystic’ Mike Deverell reflects on how his crystal-ball predictions stacked up over the past year and shares what could be on the horizon for 2026.
Read more
- Other
Exploring the world solo
Equilibrium client, Liz Turner, shares her experience of travelling independently.
Read more
- Investment
30 years in markets: Happy returns
Portfolio Manager, Neal Foundly, reflects on 30 years of fund management amid major geopolitical shifts and technological advancement.
Read more
- Investment
Wizzard investing: Rocking around the Christmas tree
As the holiday season approaches, investors often wonder if the so-called Santa Claus Rally will bring festive cheer again.
Read more
- Financial Planning
Protect your future self
Why starting early with insurance can save you more than just money.
Read more
- Cyber security
Scams in a digital age
Technology and all it entails is often seen as a young person’s game, right? They’re always up to date with the latest innovations, from artificial intelligence (AI) to virtual reality (VR), but is this stereotype correct?
Read more
- Investment
Investment insights November 2025
At our recent event, Investment Manager Mike Deverell and Portfolio Manager Harry Topping discussed investment performance in 2025
Read more
The Pulse
- Investment
The Pulse – November 2025
Is the AI boom fuelling a tech bubble – or just the start of something bigger?
Read moreEvents
- 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.
- 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.
- Social
Padel
A relaxed padel event bringing clients together for friendly competition in a sociable informal setting.
- 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
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.
Sign up to our email list to be the first to know when we add new dates
- 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.
Sign up to our email list to be the first to know when we add new dates