Equilibrium Financial Planning

“Every problem exists in the absence of a good conversation” Discover how to engage in more meaningful conversations about money with your loved ones, that can shape not only your financial plan, but also theirs.

The great wealth transfer – is your family prepared? Over the next few decades, billions in wealth will pass from Baby Boomers to Gen X. With soaring house prices and rising markets, more people could become overnight millionaires. However, managing this transfer is key to avoiding conflicts and missed opportunities. Find out more 👇

Time is running out to turn £800 into £6,500 with the government’s State Pension top-up! Boost your pension by buying back missing National Insurance years before the April 2025 deadline. Learn more and see if you qualify ⬇️

Are you cyber safe? In today's digital world, cyber threats are more prevalent than ever. Join us for a free Cyber Security Masterclass and learn practical tips to protect your data and devices. 📆 Friday 20 September  📆 Friday 22 November Book your place 👇

🏃♂️ This weekend, our very own Partner and Chartered Financial Planner, Andy Baker, is taking on the #GreatNorthRun to raise vital funds for the PSP Association! The PSP Association is the only UK charity solely focused on supporting those affected by Progressive Supranuclear Palsy - a condition for which there is, sadly, no cure yet. Want to help Andy make a difference? Every single donation will be matched by the Equilibrium Foundation, meaning your contribution will go twice as far in supporting this crucial cause. Good luck Andy! Donate here 👇

The Bank of Mum and Dad has long supported children in their transition into adulthood, but the real challenge comes when they become parents themselves. Learn how using retirement savings can ease the childcare burden, benefiting both your children and grandchildren.

Budget bombshells ahead? With politicians likely to target the wealthy in the Autumn Budget, we expect significant tax rises. Capital gains tax, pensions and inheritance tax are all at risk. Now's the time to act - learn more 👇

HMRC Scam Alert! ⚠️ Scammers are targeting businesses with fake HMRC letters. Learn how to spot the red flags and protect yourself from fraud. 

Emotional investing can lead to impulsive decisions that may derail your long-term financial goals. At Equilibrium, we're committed to helping you keep your Chimp brain in check and make well-informed investment choices.

Want to understand the recent stock market volatility? In this month’s The Pulse, Investment Manager, Mike Deverell delves into the factors behind the turbulence and highlights the products that have stood strong through the storm.