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  • Charity
  • News

Braving the Channel

Client Manager, Simon Lister, and childhood friend Jon Massey complete an inspirational swim for Andy’s Man Club.

Simon Lister
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  • Charity
  • News

Winners of our Community support scheme – Autumn 2025

The Community support scheme continues to champion local initiatives that make a real difference to people’s lives.

Laura Stewart
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  • Charity
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Supporting our communities…from the Foundation upwards

Find out the latest charities who each received a share of the Equilibrium Foundation £30,000 Grant Awards

Rachel Griffiths
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  • About Equilibrium
  • Charity
  • Cyber security

Equinox – Spring 2025

In this edition, you’ll find a variety of expert articles addressing the latest impact on pensions, the opportunities presented by investment bonds, as well as innovative approaches to estate planning, and much more.

Equilibrium
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  • Charity
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Winners of our Community Support Scheme – spring 2025

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Lauren Stewart
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  • Charity
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Winners of our Community Support Scheme – spring 2025

Laura Stewart
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  • Charity
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A huge thank you

Laura Stewart
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  • Charity
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Winners of our Community Support Scheme – autumn 2024

Laura Stewart
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  • About Equilibrium
  • Charity
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Equinox – Spring 2024

This edition of Equinox delves deeper into the world of investing. Here, we share the thought process undertaken by our investment team, the ‘how’ and ‘why’ behind their fund selection, and the golden rules with which they steer by – it’s no mean feat!

Equilibrium
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  • Charity
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Winners of our Community Support Scheme – spring 2024

Laura Stewart
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  • About Equilibrium
  • Charity
  • Cyber security

Equinox – Autumn 2023

In this issue of Equinox, we focus on the expansion of the Equilibrium experiences following the success of our masterclasses that we launched earlier this year.

Equilibrium
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  • Charity
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Equilibrium Foundation Grant Awards 2023

Fiona Whitfield
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  • Charity
  • News

Jessie’s Fund

Laura Stewart
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  • Charity
  • News

The Arts Society Wilmslow

Graham Nicholson
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  • Charity

Get back on, go on

Fiona Whitfield
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  • Charity
  • News

Hollow Heart

Fiona Whitfield
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  • About Equilibrium
  • Charity
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Equinox – Spring 2023

In this issue of Equinox, we take a closer look at the experiences we offer as part of our client-led service and the first two topics of our latest evolution – the masterclass series.

Equilibrium
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  • Charity
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Winners of our Community Support Scheme – Spring 2023

Laura Stewart
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  • Charity
  • News

The Equilibrium Foundation makes a huge difference once again

Laura Stewart
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  • Charity

Foundation spotlight: Wilmslow Youth

Matt Williamson
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  • About Equilibrium
  • Charity
  • Financial Planning

Equinox – Autumn 2022

This issue explores the concept of financial wellbeing and features advice from business professionals on how to live a life that brings you joy, based on your own values, beliefs, and objectives. It's not about how much you have, but rather what you do with it.

Equilibrium
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  • Charity
  • News

Q3 community support scheme winners

Fiona Whitfield
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  • Charity
  • News

The latest winners of our Community Support Scheme

Fiona Whitfield
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  • Charity
  • News

The latest winners of our Community Support Scheme

Laura Stewart
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  • About Equilibrium
  • Charity
  • Financial Planning

Equinox – Spring 2022

In this issue, we explore topics centred around empowering you to live the life you want, look after those you love and leave a powerful legacy.

Equilibrium
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  • Charity
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£21,000 raised with a 456-mile cycle ride across Portugal

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  • Charity
  • News

The latest winners of the Equilibrium Foundation Community Support Scheme

Laura Stewart
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  • Charity
  • IHT & estate planning

The gift aid brain teaser

Ben Rogers
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  • Charity
  • IHT & estate planning

Give more, Leave more – Powerful Philanthropic Legacies

Ben Rogers
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  • Charity
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The Equilibrium Foundation supports via its community support scheme

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  • About Equilibrium
  • Charity
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Equinox – autumn 2021

This issue uncovers why your bank account should come with a warning, how to achieve high performance as well as delving into ‘horizon planning’, our brand-new method of financial planning to ensure you can live the life you want.

Equilibrium
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  • Charity
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Funding boost given to two Greater Manchester-based charities

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  • About Equilibrium
  • Charity
  • Financial Planning

Equinox – spring 2021

This issue uncovers why your bank account should come with a warning, how to achieve high performance as well as delving into ‘horizon planning’, our brand-new method of financial planning to ensure you can live the life you want.

Equilibrium
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  • Charity
  • News

Cheshire animal sanctuary receives funding boost

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  • Charity
  • News

Equilibrium donates £1,000 to Cheshire East charities

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  • Charity

Foundation Roundup – February 2021

Debbie Jukes
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  • Charity
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Equilibrium ended year with donation to The Neuromuscular Centre

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  • About Equilibrium
  • Charity
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£10k donation allows start-up to hire first paid member of staff

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  • Charity
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Equilibrium rounds off year of giving with donation to Ronald McDonald House

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  • Charity
  • Financial Planning
  • IHT & estate planning

Finding a purpose for your wealth

Colin Lawson
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  • About Equilibrium
  • Charity

Think Philanthropy

Sam Richards
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  • Charity
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Local hospice given funding boost in community support scheme

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  • Charity
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Equilibrium helps support local families with £500 charitable donation

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  • About Equilibrium
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Equinox – autumn 2020

This edition explores a range of topics including the important role of culture in a business, how to deal with the current uncertainty in the world & why we’re setting fire to our investment process!

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Local park given £500 funding boost

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  • About Equilibrium
  • Charity
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Equilibrium reaches ‘diamond’ status with give-as-you-earn scheme

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  • Charity
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Local wealth management firm shows support for grassroots football with latest round of donations

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  • Charity

Foundation Roundup – August 2020

Debbie Jukes
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  • Charity
  • News

Two Greater Manchester charities receive funding from Equilibrium Foundation

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  • Charity
  • News

Equilibrium’s financial literacy project reaches nearly 3,300 children

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  • Charity
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Equilibrium Financial Planning grants £500 to Manchester based Seashell Trust

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  • Charity
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Equilibrium Financial Planning bolsters COVID-19 charitable donations with grant to Leonard Cheshire

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  • About Equilibrium
  • Charity
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Equinox – spring 2020

This edtition discusses a range of topics including how to keep your financial plan shipshape, the shift in corporations towards a more philanthropic future, and we have also included a sneak peek of our new offices.

Equilibrium
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  • Charity
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Equilibrium bolsters Covid-19 charitable donations

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  • About Equilibrium
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FaceTime medical appointments, charitable donations and client cuppas via video conference.

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  • Charity
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Local autism charity awarded £500 by wealth management firm

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  • Charity
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Cheshire-based ‘friend matching’ service receives £500 boost from local financial services firm

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  • Charity
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£7,500 raised for the Toy Appeal by Equilibrium clients

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  • Charity
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Equilibrium gives local children’s charity £500 funding boost

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  • Charity
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The Lighted stage donated £500 by Equilibrium

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  • Charity
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Equilibrium shows support for LGBT Foundation with £500 grant

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  • Charity
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Equilibrium gives local children’s charity £500 funding boost

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  • Charity

Recycling lives

Sam Richards
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  • About Equilibrium
  • Charity
  • Financial Planning

Equinox – autumn 2019

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics such as the widening wealth gap, ethical investing and even travel!

Equilibrium
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  • Charity
  • Tax planning

Giving your best

Debbie Jukes
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  • Charity
  • News

Grant handed over to The End of Life Partnership

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  • Charity
  • News

Manchester’s ReflecTeen Hub wins funding boost

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  • Charity
  • News

Soul Kitchen wins £500 grant

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  • About Equilibrium
  • Charity
  • Financial Planning

Equinox – spring 2019

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • Charity
  • News

Making a positive difference

admin.bgn
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  • About Equilibrium
  • Charity
  • Financial Planning

Equinox – autumn 2018

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • Charity
  • News

Equilibrium awards East Cheshire Musical Theatre Company £500

admin.bgn
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  • Charity
  • IHT & estate planning
  • Tax planning

Knowing about charitable giving

Colin Lawson
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  • Charity
  • News

Equilibrium funds grow by £500 AUM in six months

admin.bgn
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  • Charity
  • News

Food bank scoops £500 as Equilibrium community support scheme offers its first Greater Manchester grant

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  • About Equilibrium
  • Charity
  • Financial Planning

Equinox – autumn 2017

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • Charity
  • News

School to buy batch of lifejackets after landing Equilibrium Asset Management grant

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  • Charity
  • News

Community support scheme which gives Cheshire East and Chester organisations chance to win grants of £500 is now open

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  • Charity
  • News

Macclesfield Seals Disabled Swimming Club awarded £500

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  • Charity
  • News

Sports equipment boost for Chester primary school after it lands £500 grant

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  • About Equilibrium
  • Charity
  • Financial Planning

Equinox – spring 2017

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • Charity
  • News

Catch22 awarded £500

admin.bgn
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  • Charity
  • News

Wilmslow community group awarded £500 grant

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  • Charity
  • News

All ears granted £500

admin.bgn
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  • Charity
  • News

Winsford charity awarded £500 grant

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  • Charity
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£500 grant for Congleton perinatal support group

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  • Charity
  • News

We have launched our community scheme for 2017

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  • Charity
  • News

Singing group awarded £500 grant

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  • About Equilibrium
  • Charity
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Equinox – spring 2016

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • About Equilibrium
  • Charity
  • Financial Planning

Equinox – autumn 2015

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
Read more
  • About Equilibrium
  • Charity
  • Financial Planning

Equinox – spring 2015

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • Charity
  • News

Chester Community Support Scheme

admin.bgn
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  • About Equilibrium
  • Charity
  • Financial Planning

Equinox – autumn 2014

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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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.