- 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.
We triumphed at the North East Cheshire Business awards recently, picking up the prize for ‘Excellence in Customer Service’ – an award recognising exceptional customer service, which is central to our ethos.

We triumphed at the North East Cheshire Business awards recently, picking up the prize for ‘Excellence in Customer Service’ – an award recognising exceptional customer service, which is central to our ethos.
The annual awards ceremony, held at The Mere in Knutsford, celebrates the achievements of businesses across North East Cheshire.
Speaking about the award win Debbie Jukes, partner at Equilibrium, said:
To be recognised as a firm which offers excellence in customer service is absolutely fantastic. We pride ourselves on the fact that we have always placed outstanding customer service at the centre of our business. When dealing with clients who entrust us to help manage their finances, it’s absolutely essential.
When looking at how we work with our clients we’re guided by three key principles: to make a positive difference, to help provide future financial confidence and that life should be enjoyed. Keeping these aims in mind helps ensure we meet the requirements of our clients and provide a service which is personalised and of real value to them.
We also came second place in the Best Use of Social Media category, why not visit our Facebook and Twitter pages to see what we’ve been up to.
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.