- 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.
Three financial advisors from Equilibrium Financial Planning have completed a mammoth cycling challenge across Portugal’s mountains to raise money for their chosen charities, donating a final total of £7,000 to each charity.
Andrew Hirst, Jason Lowe and Dave McKendrick spent six days cycling from Chaves in the country’s north to Faro in the south – a route that totalled 456 miles, reaching elevations of 960m, in temperatures up to 32 degrees.
The charities chosen by the cyclists were Reuben’s Retreat, which supports families of complexly poorly children and families of child loss, Claire’s House, a children’s hospice, and My Name’5 Doddie which seeks to help sufferers of motor neurone disease.
Equilibrium Financial Planning has an ongoing commitment to fundraising for and supporting charities, donating £150,187 in the last fiscal year and a total of £600,000 to date, through challenges undertaken by the team, as well as quarterly community support donations through the organisation’s charitable giving arm, The Equilibrium Foundation.
Dan Halliday, a fundraiser at Claire House Children’s Hospice, said: “We are extremely grateful to Andrew, Jason and Dave for undertaking such a gruelling challenge. The money they raised through their pedal power will help us reach more seriously and terminally ill children in the local area, we cannot thank them enough.”
Andrew Hirst, Financial Planner at Equilibrium Financial Planning, said: “We are truly proud of our cycling achievement, but knowing we’ve made a difference to each charity is exceptionally humbling. The pandemic and lockdowns had such a detrimental impact on charities’ funds and being able to play a part in supporting them made the hills and flat tyres worth it.”
We are thrilled to announce that Equilibrium has once again been honoured with the prestigious Investors in Customers (IIC) Gold accreditation.
Client Manager, Simon Lister, and childhood friend Jon Massey complete an inspirational swim for Andy’s Man Club.
The Community support scheme continues to champion local initiatives that make a real difference to people’s lives.
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.
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.
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.
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.
Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.