Equilibrium Financial Planning

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.

26/06/2026

It can feel like there is always something to worry about at the moment.

The news, the markets, the unknowns ahead.

But what if a crisis is not something to fear, but a moment to pause and decide what really matters.

In our latest Equinox article, Portfolio Manager, Neal Foundly, shares a calmer way to think about it:

• Markets have always faced uncertainty, this is nothing new
• Headlines can feel overwhelming but rarely tell the full story
• Thoughtful, steady decisions often matter more than quick reactions

Sometimes the most powerful thing you can do is take a step back
If you are feeling unsure, you might find this helpful.

Read more:

Almost constantly throughout my nearly four decades in investments, commentators have complained the markets “have never been so difficult to call” or “the most uncertain they have ever been”.

12/06/2026

At Equilibrium, events are about more than filling a room.

They are a chance to bring people together, share ideas and have real conversations with the people who make up our community.

In our latest article, we look at why events are such an important part of the Equilibrium experience, from investment updates and educational sessions to the moments that help us connect in person.

Read more:

Events have always been at the heart of what we do, and they will continue to be. For us, they are not just dates in the diary. They are opportunities to connect and strengthen the relationships that matter most. Client-centric experiences are not an “add-on” to our work; they are a priority and...

11/06/2026

A few photos from today’s Investment Insights event at Alderley Park. Thank you to everyone who ventured out on a very wet morning.

With Investment Manager, Mike Deverell, and Portfolio Manager, Nathan Lingham, providing the latest thinking from our investment team, it was a great opportunity to bring the Equilibrium community together to talk through what is happening in the markets.

Our next Investment Insights will take place in November. Booking details will be shared nearer to the time on our events page here - https://equilibrium.co.uk/events/ . We look forward to seeing you soon!

05/06/2026

What comes after selling a business?

For one of our clients, Richard Coope, it was the start of something new.

After selling Point Progress, Richard worked with financial planner, Andy Baker, at Equilibrium to plan what came next…creating the space to build Zeropath.

Read the full story here: https://equilibrium.co.uk/library/from-exit-to-evo…uilding-zeropath/

04/06/2026

Last chance to book for our upcoming Investment Insights events at Apiary Alderley Park on Thursday 11 June and The Shard on Wednesday 17 June.

Join our investment experts for the latest market updates and insight into the global events shaping the outlook for investors. We would love to welcome you for a morning in Alderley Park or an afternoon in London.

Book here: https://equilibrium.co.uk/events/investment-insights/