web equinox with mags october 2025
  • About Equilibrium
  • Financial Planning
  • Investment

Equinox – Autumn 2025

Discover the special anniversary edition of Equinox, celebrating thirty years of progress and the powerful relationships that have shaped our journey.

Equilibrium
Read more
investors in customers award logo
  • About Equilibrium
  • News

A company that cares

We are thrilled to announce that Equilibrium has once again been honoured with the prestigious Investors in Customers (IIC) Gold accreditation.

Laura Stewart
Read more
Equinox 'riding the wave' cover image
  • 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
Read more
a pound sign with a downwards arrow
  • About Equilibrium
  • Investment

Driving down costs

Mike Deverell
Read more
  • About Equilibrium
  • Investment
  • News

Staying informed on your investments

Mike Deverell
Read more
  • About Equilibrium
  • Financial Planning
  • Investment

The clue is in the name. Or is it?

Mark Barlow
Read more
white paper plane behind a yellow paper plane
  • About Equilibrium

Leading the way

Mark Barlow
Read more
  • About Equilibrium

The human touch

Lucy Woolrich
Read more
  • About Equilibrium
  • Cyber security
  • Financial Planning

Equinox – Autumn 2024

In a constantly changing world, staying informed and making smart financial choices is more important than ever. Inside, you’ll discover a variety of insightful and informative articles designed to help you confidently navigate today’s financial landscape.

Equilibrium
Read more
  • About Equilibrium
  • Investment

Trust me, I’m a Portfolio Manager

Neal Foundly
Read more
  • About Equilibrium

Joining the Consumer Duty Alliance and Financial Vulnerability Taskforce

Laura Stewart
Read more
  • About Equilibrium
  • Financial Planning
  • Investment

Quintessentially Equilibrium

Mark Barlow
Read more
  • About Equilibrium
  • Investment

Electing to invest

Mark Barlow
Read more
  • About Equilibrium
  • Financial Planning
  • Financial Wellbeing

Money equals happiness, or does it?

Haydn Barlow
Read more
  • About Equilibrium
  • Investment

Controlling the narrative?

Mike Deverell
Read more
equinox-april-2024-mag
  • About Equilibrium
  • Charity
  • Financial Planning

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
Read more
  • About Equilibrium

“Trust me, I’m a Fellow”

Laura Stewart
Read more
  • About Equilibrium
  • Other

Masterclasses in momentum

Tim Latham
Read more
  • About Equilibrium
  • Financial Planning
  • Financial Wellbeing

Diagnose and prescribe

Mark Barlow
Read more
  • About Equilibrium
  • Investment

Investment reporting and poking the Chimp

Mike Deverell
Read more
  • About Equilibrium
  • Financial Planning
  • Financial Wellbeing

Experience Equilibrium

Colin Lawson
Read more
  • 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
Read more
  • About Equilibrium
  • Charity
  • Financial Planning

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
Read more
  • 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
Read more
  • About Equilibrium
  • News

Equilibrium named ‘Best Financial Services Company to Work For’ for the third consecutive year

admin.bgn
Read more
  • 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
Read more
  • About Equilibrium

Allow us to introduce ourselves…

Equilibrium
Read more
  • About Equilibrium
  • Charity
  • Financial Planning

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
Read more
  • About Equilibrium
  • News

Equilibrium named best financial services company to work for in the UK 

admin.bgn
Read more
  • About Equilibrium
  • Investment

ESG: Discover the future of investing

Mike Deverell
Read more
  • About Equilibrium
  • Investment

A new horizon

Equilibrium
Read more
  • 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
Read more
  • About Equilibrium
  • Other

The extra mile

admin.bgn
Read more
  • About Equilibrium
  • News

Equilibrium achieves highest Investor in Customers ranking of all 2020 assessments

admin.bgn
Read more
  • About Equilibrium
  • Other

Introduction to Equilibrium series

Equilibrium
Read more
  • About Equilibrium
  • News

Equilibrium donates record amount of charitable aid in 2019/20 fiscal year

admin.bgn
Read more
  • About Equilibrium
  • Charity
  • News

£10k donation allows start-up to hire first paid member of staff

admin.bgn
Read more
  • About Equilibrium
  • Other

Culture, values and an elegant exit

Colin Lawson
Read more
  • About Equilibrium

20 ways our values guided us through 2020

admin.bgn
Read more
  • About Equilibrium
  • Charity

Think Philanthropy

Sam Richards
Read more
  • About Equilibrium
  • News

Equilibrium Financial Planning moves to new head office to facilitate growth plans

admin.bgn
Read more
  • About Equilibrium

Equilibrium out and about – November 2020

Sarah Warburton
Read more
  • About Equilibrium
  • Other

Human doings

Colin Lawson
Read more
  • About Equilibrium
  • Charity
  • Financial Planning

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!

Equilibrium
Read more
  • About Equilibrium
  • Investment

Project Phoenix

Mike Deverell
Read more
  • About Equilibrium
  • Investment

COVID-19 & market updates – October 2020

Equilibrium
Read more
  • About Equilibrium
  • Financial Planning
  • Other

Creating certainty in an uncertain world

Equilibrium
Read more
  • About Equilibrium
  • Financial Planning
  • Investment

Human doings video series

Equilibrium
Read more
  • About Equilibrium
  • Charity
  • News

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

admin.bgn
Read more
  • About Equilibrium

Making people’s lives better

Colin Lawson
Read more
  • About Equilibrium
  • News

Equilibrium introduces company-wide ‘Bank Holiday’ and details the ‘new’ new normal

admin.bgn
Read more
  • About Equilibrium
  • Other

Equilibrium: who we are, what we do and why we do it

Equilibrium
Read more
  • About Equilibrium
  • News

We’re pleased to announce we’ve recently been shortlisted for 13 awards.

admin.bgn
Read more
  • About Equilibrium
  • News

Equilibrium named finalist in 2020 Nintex Solution Innovation Awards

admin.bgn
Read more
  • About Equilibrium
  • News

Equilibrium seeing strong asset wins despite COVID-19

admin.bgn
Read more
  • About Equilibrium
  • News

Equilibrium appoints executive board made up of clients to shape delivery strategy

admin.bgn
Read more
  • About Equilibrium

Equilibrium out and about – May 2020

Sarah Warburton
Read more
  • About Equilibrium
  • Charity
  • Financial Planning

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
Read more
  • About Equilibrium

Who we are, what we do and why we do it

Equilibrium
Read more
  • About Equilibrium

Human doings part two

Equilibrium
Read more
  • About Equilibrium
  • Investment

Four factor focus

Colin Lawson
Read more
  • About Equilibrium
  • Charity
  • News

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

admin.bgn
Read more
  • About Equilibrium

Sunny sentiments in miserable markets

Equilibrium
Read more
  • About Equilibrium

Valuing uncertainty

Equilibrium
Read more
  • About Equilibrium
  • News

Equilibrium becomes only firm to feature in Sunday Times Top 10 UK Small Companies list for past 4 years

admin.bgn
Read more
  • About Equilibrium
  • Investment

Managing your investments brochure

Equilibrium
Read more
  • About Equilibrium
  • News

Equilibrium reaches £1bn AUM milestone for first time in company’s history

admin.bgn
Read more
  • 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
Read more
  • About Equilibrium
  • News

Equilibrium brings in seven new recruits

admin.bgn
Read more
  • About Equilibrium
  • News

New recruitment website launched by Equilibrium Asset Management

admin.bgn
Read more
  • 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
Read more
  • About Equilibrium
  • News

Economist Dr John Ashcroft joins Equilibrium Asset Management in consultancy role

admin.bgn
Read more
  • About Equilibrium
  • News

Equilibrium welcomes five more recruits to growing team

admin.bgn
Read more
  • About Equilibrium
  • News

£8.9m turnover outfit Equilibrium Asset Management reveals ‘Vivid Vision’

admin.bgn
Read more
  • About Equilibrium
  • News

Equilibrium ranked 8th best place to work in Sunday Times Best 100 Small Companies list

admin.bgn
Read more
  • 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
Read more
  • About Equilibrium
  • Financial Planning
  • Investment

Equinox – spring 2018

Our most comprehensive publication is Equinox, available every 6 months; it includes performance from Equilibrium portfolios along with various articles which highlight topics from the finance and business sectors.

Equilibrium
Read more
  • 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
Read more
  • 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
Read more
  • About Equilibrium
  • Investment
  • Other

Equinox – autumn 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
Read more
  • About Equilibrium
  • Charity
  • Financial Planning

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
Read more
  • 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
Read more
  • 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
Read more
  • About Equilibrium
  • Financial Planning
  • Investment

Equinox – spring 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
Read more
  • About Equilibrium
  • Financial Planning
  • Investment

Equinox – autumn 2013

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
  • Financial Planning
  • Investment

Equinox – spring 2013

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
  • Financial Planning
  • Investment

Equinox – autumn 2012

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
  • Financial Planning
  • IHT & estate planning

Equinox – spring 2012

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

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.

Find out more
10:00 – 12:00
Wilmslow
Book your place
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.

Find out more
10:00 – 12:00
Wilmslow
Book your place
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.

Find out more
10:00 – 12:00
Wilmslow
Book your place
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.

Find out more
Find out when new events are added by joining our mailing list
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.

Find out more
Find out when new events are added by joining our mailing list

Start your journey to financial freedom

Book a consultation call
Equilibrium © Equilibrium Financial Planning.
All rights reserved

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.