Equilibrium Financial Planning

07/08/2026

Selling a business is a big decision, and there is plenty to think about before the time comes.

In our article Ready, set, sell, Jeremy Cole of Cole Associates Corporate Finance explores six important questions for business owners, including when to sell, how much a business may be worth and what life could look like afterwards.

If selling your business is part of your future plans, take a look: https://equilibrium.co.uk/library/ready-set-sell/

I like to use Rudyard Kipling’s “six honest serving men” to set the scene when I’m talking to business owners for whom the sale of their business is probably the most significant business transaction they will undertake in their life.

31/07/2026

Many of life's biggest financial decisions happen when you're young.

Buying your first home. Starting a family. Building your career. Wondering whether you're saving enough for the future.
Yet these are often the times when getting financial advice feels out of reach.

That's why we created Equilibrium Essentials. Designed for people at the start of their financial journey, it makes professional financial planning more accessible by removing traditional barriers and tailoring support to what each person needs.

We believe financial advice shouldn't be something you think about later in life. It should be available when it can make the biggest difference.

Read more: https://equilibrium.co.uk/library/making-financial-advice-truly-essential/

23/07/2026

What a lovely afternoon at Prestbury Bowling Club for our first crown green bowling event!

Yesterday, our clients and guests enjoyed lunch, plenty of laughs and some friendly competition in the sunshine.

Thank you to everyone who joined us and to the wonderful team at Prestbury Bowling Club for making us feel so welcome. We hope you enjoyed the day as much as we did!

17/07/2026

Markets had a lot to deal with this quarter.

Conflict in the Middle East, energy prices and inflation were all making headlines. Yet markets still managed to look ahead, helped by continued growth in AI and technology.

In our latest Quarterly Investment Report, we look at what drove performance, why markets stayed resilient and how our portfolios navigated recent ups and downs.

📖 Read or watch here: https://equilibrium.co.uk/library/quarterly-investment-report-july-2026/

16/07/2026

What kind of crown green bowler are you?

• The strategist: studies the green like it’s a market chart
• The natural: claims they’ve never played before, then wins
• The socialiser: here for the chat, stays for the competition
• The wildcard: no one knows where the bowl is going, least of all them

Next week, we’ll be putting this to the test at our bowling event at Prestbury Bowling Club.

Whether you’re competitive, curious or just coming along for good company, we have the last few spaces remaining if you fancy joining?

Book now: https://equilibrium.co.uk/events/crown-green-bowling/

09/07/2026

Grandparents often do so much more than we realise, whether that is helping with childcare, supporting education costs or giving younger generations a step onto the property ladder.

In his latest article, Mark Barlow reflects on the support his own family has received from grandparents and looks at why more families are choosing to pass on wealth while they can see the difference it makes.

It is a thoughtful piece on family, support and the modern role grandparents can play in financial planning.

Read more: https://equilibrium.co.uk/library/beyond-inheritance-the-modern-role-of-grandparents/

Many moons ago, just a few months into dating my now wife, a friend made a remark that stopped me in my tracks, questioning whether I had really thought through the long-term financial implications of my choice of girlfriend.

03/07/2026

Money means different things at different stages of life.

For some, it’s about getting started. For others, it’s about making plans, supporting family or thinking ahead to retirement.

In our latest Equinox article, Mark Barlow looks at how financial priorities can change over time, using stories and reflections from our own team members.

It’s a simple reminder that good financial planning is not just about numbers. It’s about real lives, real decisions and being ready for whatever comes next.

Read article:

“Every generation blames the one before”, sang Mike & the Mechanics in 1988, but when it comes to financial planning, we should surely learn from the experiences of our elders.

03/07/2026

Money means different things at different stages of life.

For some, it’s about getting started. For others, it’s about making plans, supporting family or thinking ahead to retirement.

In our latest Equinox article, Mark Barlow looks at how financial priorities can change over time, using stories and reflections from our own team members.

It’s a simple reminder that good financial planning is not just about numbers. It’s about real lives, real decisions and being ready for whatever comes next.

Read more: https://equilibrium.co.uk/library/the-living-years/

02/07/2026

A brilliant day out at Prestbury Golf Club.

Thanks to everyone who joined us for our Golf Day. It was a great chance to get out on the course, enjoy some friendly competition and catch up away from the usual setting.

Also, a big thank you to Prestbury Golf Club for hosting us.

01/07/2026

Fancy an afternoon outdoors, trying something new and meeting friendly faces?

We’re hosting our first-ever Crown Green Bowling event on Wednesday 22 July at the beautiful Prestbury Bowling Club, and we’d love you to join us.

You don’t need to have played before. Beginners can come along for a training session at 11am, or you can join us for lunch at 12.30pm before an afternoon of friendly bowling.

You’re also welcome to bring a friend, colleague or neighbour who’d like to learn more about Equilibrium.

Request your place here:

Set in beautiful surroundings, this is a relaxed and enjoyable way to spend time outdoors, meet new people and try something a little different.