- 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.
Equilibrium’s Founder and Partner, Colin Lawson, won ‘Entrepreneur of the Year’ at the North East Cheshire Business (NECB) Awards last Thursday evening
Equilibrium’s Founder and Partner, Colin Lawson, won ‘Entrepreneur of the Year’ at the North East Cheshire Business (NECB) Awards last Thursday evening. The award marks the second consecutive year we have won at the awards, after we picked up the accolade for ‘Excellence in Customer Service’ last year.
Colin said:
When I first had the idea to start the business, then called Applewood Financial, I had never been a financial adviser, never dealt with a client directly before, never run a business and I had no clients to my name – so to say I took a huge gamble would be an understatement. To have now been recognised as ‘Entrepreneur of the Year’ is fantastic. I’m very proud that the judges decided that I deserved the award and it’s brilliant to receive that sort of recognition.’
Equilibrium was also shortlisted for ‘Team of the Year’ and ‘Excellence in Customer Service’.
Chartered financial planner, Ben Harrison, outlines the five fundamental pillars of constructing a sound financial plan.
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.
Colin Lawson, entrepreneur, founder, and managing partner, shares the lessons he has gained throughout his career.
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.
A relaxed padel event bringing clients together for friendly competition in a sociable informal setting.
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.