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  • About Equilibrium
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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
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  • Financial Planning

The importance of staying calm during Pension Panic

Mark Barlow
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  • Financial Planning

AI financial advice hits the US

Mark Barlow
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  • Financial Planning

The billion pound pension fund up for grabs

Mark Barlow
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  • Financial Planning

Planting trees you will never see

Ben Harrison
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  • Financial Planning

Plan for the pursuit of happiness

Laura Stewart
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piggy bank in a life ring
  • Financial Planning

Pension Credit – a missed lifeline for many

Mark Barlow
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laptop with arm coming out which is holding a piggy bank
  • Financial Planning

Pensions dashboard – Less dash, more of a stroll

Mark Barlow
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an elderley couple sat at a kitchen table conversing with a younger female
  • Financial Planning

Rethinking the bank of mum and dad

Ben Rogers
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coins in a babies bottle
  • Financial Planning

Childcare benefits with retirement perks!

Mark Barlow
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egg timer smashed up
  • Financial Planning
  • IHT & estate planning

The Payne of not having a Will

Mark Barlow
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hands holding up black umbrellas with one green umbrealla standing out
  • Financial Planning

Finding shelter amidst Budget shifts

Lucy Dolan
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a man surfing alongside a large wave
  • Financial Planning
  • IHT & estate planning
  • Tax planning

Riding the waves

Sam Patterson
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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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Mark barlow and two children
  • Financial Planning

University costs – My reality

Mark Barlow
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  • Financial Planning
  • Tax planning

Inheritance tax planning: Use it or lose it?!

Mark Barlow
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two people sat on a bench mirrored
  • Financial Planning
  • Financial Wellbeing

Retirement villages: can I afford it?

Haydn Barlow
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  • About Equilibrium
  • Financial Planning
  • Investment

The clue is in the name. Or is it?

Mark Barlow
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simplistic bedroom layout
  • Financial Planning

When less is more

Mark Barlow
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  • Financial Planning

Sitting on a goldmine

Mark Barlow
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  • Financial Planning
  • IHT & estate planning
  • Investment

Changing times

Debbie Jukes
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  • 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
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  • Financial Planning
  • IHT & estate planning

The great wealth transfer

Mark Barlow
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  • Financial Planning

State Pension magic!

Mark Barlow
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  • Financial Planning
  • IHT & estate planning
  • Tax planning

Budget bombshells?

Colin Lawson
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  • About Equilibrium
  • Financial Planning
  • Investment

Quintessentially Equilibrium

Mark Barlow
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  • Financial Planning

A very real child benefit

Mark Barlow
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  • About Equilibrium
  • Financial Planning
  • Financial Wellbeing

Money equals happiness, or does it?

Haydn Barlow
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  • About Equilibrium
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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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  • Financial Planning

The hidden value of the Tesco ‘meal deal’

Mark Barlow
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  • Financial Planning

Student loan or student tax?

Sam Patterson
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  • Financial Planning

The “Rogernomics” effect

Mark Barlow
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  • Financial Planning
  • Financial Wellbeing

Bank of Mum and Dad

Mark Barlow
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  • Financial Planning
  • IHT & estate planning

Probate done properly

Paul Farrugia
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  • Financial Planning

Unlocking your financial DNA

Laura Stewart
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  • Financial Planning

Abolishing the lifetime allowance: Simplifying or complicating pensions?

Haydn Barlow
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  • Financial Planning
  • Other

Planning for care

Tim Latham
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  • Financial Planning
  • Financial Wellbeing
  • IHT & estate planning

This is your life plan

Catherine Dooley
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  • About Equilibrium
  • Financial Planning
  • Financial Wellbeing

Diagnose and prescribe

Mark Barlow
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  • About Equilibrium
  • Financial Planning
  • Financial Wellbeing

Experience Equilibrium

Colin Lawson
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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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  • Financial Planning

Unlocking your pension potential

Ben Rogers
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  • Financial Planning

Courageous conversation

Ben Rogers
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  • Financial Planning
  • IHT & estate planning

Good grief

Rachel Griffiths
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  • Financial Planning

Back to the future II: Annuities 101

Ben Harrison
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  • Financial Planning

Annuity – FAQs

Ben Harrison
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  • Financial Planning

Consumer duty

Sarah Hammond
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  • Financial Planning

Law in order

Colin Lawson
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  • Financial Planning

The care conundrum

Tim Latham
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  • Financial Planning

Money. Life. Dreams.

Rachel Griffiths
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  • Financial Planning
  • Tax planning

Don’t get caught in the child benefit trap!

Laura Stewart
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  • 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
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  • Financial Planning

Why does it always rain on me?

Ben Rogers
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  • Financial Planning

Class 3 National Insurance contributions

Andrew Houghton
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  • Financial Planning

Planning for changes to Capital Gains Tax (CGT)

Haydn Barlow
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  • Financial Planning
  • Tax planning

Are cash rates interesting or taxing?

Ben Rogers
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  • Financial Planning

A guide to annuities

Ben Harrison
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  • Financial Planning

Could equity release now be a valid option?

Equilibrium
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  • Financial Planning
  • Investment

Legislation change….helping not hindering the investor

Sarah Hammond
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  • Financial Planning

Retirement villages: the balance of cost and comfort

Fiona Whitfield
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  • Financial Planning
  • Financial Wellbeing

The Equilibrium way

Rachel Griffiths
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  • Financial Planning

How to plan for the future

Equilibrium
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  • Financial Planning
  • Investment

Insignis – our new cash management solution

Equilibrium
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  • Financial Planning

2022 Budget Response – Everything you need to know

Haydn Barlow
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  • Financial Planning
  • Financial Wellbeing

Investing in your wellbeing

Chris Budd
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  • Financial Planning
  • Financial Wellbeing

Saving our financial wellbeing from our energy-saving brain

James O'Loughlin
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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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  • Financial Planning

Unlock the power of your VCT

Ben Rogers
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  • Financial Planning
  • Investment

Keep calm and don’t panic

Paul Farrugia
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  • Financial Planning

What do you want your money for?

Paul Farrugia
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  • Financial Planning
  • IHT & estate planning

What’s the meaning behind your money?

Ben Rogers
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  • Financial Planning
  • IHT & estate planning

Letters of love

Colin Lawson
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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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  • Financial Planning
  • Investment

Risk and sex

Equilibrium
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  • Financial Planning
  • Investment

The rollercoaster, ice swan and turkey farm

Andy Baker
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  • Financial Planning
  • IHT & estate planning

Family Investment Companies – protecting your family wealth

Equilibrium
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  • Financial Planning
  • IHT & estate planning

The power of conversation

Colin Lawson
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  • Financial Planning
  • IHT & estate planning

Beware the inheritance tax sledgehammer

Ben Rogers
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  • Financial Planning
  • IHT & estate planning

Mum. Dad. Let’s talk.

Ben Rogers
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  • Financial Planning
  • Investment
  • Tax planning

VCT conveyor belt – a new string to your retirement bow

Ben Rogers
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  • Financial Planning
  • IHT & estate planning
  • Tax planning

New year, new start – know your financial checklist

Ben Rogers
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  • Financial Planning
  • Other

Get your kids invested in investing

Equilibrium
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  • 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
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  • Financial Planning
  • Other

How to live the life you want: your financial plan

Equilibrium
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  • Financial Planning
  • Other

Everything you need to know about the state pension

Equilibrium
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  • Financial Planning

Beginner’s guide to wealth management

Equilibrium
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  • Financial Planning
  • IHT & estate planning

Inheritance tax: look after those you love and leave a powerful legacy

Equilibrium
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  • Financial Planning
  • IHT & estate planning

Live the life you want: your financial plan

Equilibrium
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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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  • Financial Planning
  • IHT & estate planning
  • Tax planning

Working together

Colin Lawson
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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
  • 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
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  • Financial Planning
  • IHT & estate planning

Reasons to be proactive – specific actions

Equilibrium
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  • About Equilibrium
  • Financial Planning
  • Other

Creating certainty in an uncertain world

Equilibrium
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  • About Equilibrium
  • Financial Planning
  • Investment

Human doings video series

Equilibrium
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  • Financial Planning
  • Investment

Long term planning and short term uncertainty

Ben Rogers
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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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  • Financial Planning

Keep your finances shipshape

Ben Rogers
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  • About Equilibrium
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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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  • Financial Planning
  • Investment

Future fortunes

Debbie Jukes
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  • Financial Planning
  • IHT & estate planning

Are your kids ready for your money?

Colin Lawson
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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
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
  • Financial Planning

Retirement planning for millennials

Equilibrium
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  • Financial Planning
  • IHT & estate planning

Preparing for your children’s future

Equilibrium
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  • Financial Planning

Pension planning for millennials

Equilibrium
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  • 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
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  • About Equilibrium
  • Charity
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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
  • Financial Planning

What can voyant do for you? – Part 2

Colin Lawson
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  • Financial Planning

What can voyant do for you? – Part 1

Equilibrium
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  • 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.

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10:00 – 12:00
Wilmslow
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event masterclass law in order lasting power of attorney
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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
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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.

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