Equilibrium Financial Planning @EquilibriumFP
With financial wellbeing at the heart of what we do, it’s about people, not process. Authorised & regulated by the FCA (information purposes only, not advice). equilibrium.co.uk Wilmslow, Cheshire, UK Joined March 2009-
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We're thrilled to announce the latest winners of our Community Support Scheme grants! These amazing organisations are making a real difference in the North West: 💚Platform for Life 💚Reddish Men in Sheds 💚Basically Cheer CIC 💚Gaydio Find out more: equilibrium.co.uk/the-latest-win…
Unlock the power of understanding your financial DNA! Just as our genes shape our physical traits, our financial DNA shapes our attitudes and behaviours towards money. Discover how decoding yours can help you make smarter financial decisions 👇 equilibrium.co.uk/library/unlock…
Is financial planning the key to a future you dream of? Learn how creating a life plan can make managing your finances engaging and motivating👇 equilibrium.co.uk/library/this-i…
Following today's #inflation update, we look to Roger Douglas who ignited a revolution in how central banks fight inflation. This economist's remark in 1988 sparked a global shift. Now, most economies aim for 2% inflation, but is it the magic number? equilibrium.co.uk/library/the-ro…
Plant the seeds of financial security for future generations. Discover how pensions for kids, Lifetime ISAs & Junior ISAs can grow into a million-pound legacy. Plus, the importance of financial literacy for a bright financial future. Read here: equilibrium.co.uk/library/planti…
Did you know that for most people, their #pension is their most significant asset after their home? Shockingly, there are currently over £26 billion in lost pension pots. If you are unsure about your pension potential, take control now. Learn how: equilibrium.co.uk/library/unlock…
Chancellor Jeremy Hunt's proposal for a new British ISA aims to incentivise investment in UK companies, promising additional tax benefits and the potential for financial growth. Discover the key details, uncertainties, and potential impacts. 👇 equilibrium.co.uk/library/britis…
Curious about our masterclasses? So far, we've delved into the care conundrum, cyber security, and establishing your power of attorney, with more subjects to be added soon. Discover the benefits from financial planner and masterclass host Tim Latham: equilibrium.co.uk/library/master…
Being a responsible investor is one thing, but are you truly response-able? Mastering the six attributes of a response-able investor equips you to navigate market changes with clarity and balance. Learn how to thrive in changing financial landscapes 👇 equilibrium.co.uk/library/a-resp…
Our latest Diploma Academy cohort has been with us for less than six months, and they are already making their Equilibrium mark. Having already passed the first of their diploma exams, find out more about their journey so far. Read here: equilibrium.co.uk/deep-dive-into…
Protect your investments against fraud! 🛡️ This month, we've partnered with @AgeUKCE to spotlight common investment scams and provide essential tips to safeguard your hard-earned money. Stay informed and vigilant. Learn more: ageuk.org.uk/bp-assets/glob…
"A deeper dive into what abolishing the LTA means meant my hopes for simplification were short-lived," writes @Financialoptswm, a chartered financial planner at @EquilibriumFP #retirement #FinancialPlanning #retirementPlanning moneymarketing.co.uk/opinion/lifeti…
Fortify your Finances Against the Fraudsters! The March edition of our scams awareness update is out now. Our guest editor @EquilibriumFP highlights common investment frauds to look out for as the financial year comes to an end, and how to avoid them: 👉 ageuk.org.uk/bp-assets/glob…
On this #InternationalDayOfHappiness, let's reflect on what brings us lasting contentment. While money offers fleeting joy, true wellbeing stems from a harmonious relationship with finances aligned with intrinsic motivations. Learn more: equilibrium.co.uk/library/invest…
It’s #NeurodiversityCelebrationWeek and as proud members of the Neurodiversity in Business forum, we champion the inclusion of neurodivergent talent. Together, we're unlocking the potential of a diverse workforce. Find out more 👇 equilibrium.co.uk/we-are-now-a-m…
🔔 Important Update! 🔔 Discover the upcoming changes to pension rules starting next month. As we bid farewell to the lifetime allowance, delve into the details of the new lump-sum allowances and transitional rules. 👉equilibrium.co.uk/library/abolis…
Meet Nilesh Patel, a financial expert at Equilibrium for over 14 years! Clients love his responsiveness and ability to explain complex financial matters clearly. Learn more about his journey with us 👇equilibrium.co.uk/library/trust-…
Norbrook Youth Club upgrades their kitchen with support from the Equilibrium Foundation grant awards! Find out more about the impact this renovation has had on the children benefiting from the club's services. 👉equilibrium.co.uk/norbrook-youth…
Dosbarth Berwyn had a great time this afternoon learning about the importance of managing money with @davidleighevans @EquilibriumFP and Peter. We discussed career aspirations, budgeting and the difference between ‘wants’ and ‘needs’. Our numeracy skills came in very handy!
Attention North West-based charities - you have three days to apply for our community support scheme! 💚Apply to receive a grant of up to £500 💚Five winners chosen ⏰ Deadline: Sunday 3 March Apply: equilibrium.co.uk/charity/commun…
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646 Followers 366 Following Co-founder of @femaleinvest l Forbes 30 under 30 On a mission to close the financial gender gapFortify your Finances Against the Fraudsters! The March edition of our scams awareness update is out now. Our guest editor @EquilibriumFP highlights common investment frauds to look out for as the financial year comes to an end, and how to avoid them: 👉 ageuk.org.uk/bp-assets/glob…
@CaerNant @EquilibriumFP It was such a pleasure to visit @CaerNant where I once had the privilege to be Headteacher (Custom House Lane back then). The learners helped us develop the “Libby” Project @EquilibriumFP
Dosbarth Berwyn had a great time this afternoon learning about the importance of managing money with @davidleighevans @EquilibriumFP and Peter. We discussed career aspirations, budgeting and the difference between ‘wants’ and ‘needs’. Our numeracy skills came in very handy!
This morning the lovely Lucy Woolrich at @EquilibriumFP put on a session for our @nucleuswrap We Are Change cohort looking at different ways of studying & sharing top tips 🙏 It's a daunting time for our newbies, so it's great to offer additional support and encouragement 🫶
Thank you so much for your time today Lucy (@EquilibriumFP) your insights and support are so valuable to our students 🫶
This morning the lovely Lucy Woolrich at @EquilibriumFP put on a session for our @nucleuswrap We Are Change cohort looking at different ways of studying & sharing top tips 🙏 It's a daunting time for our newbies, so it's great to offer additional support and encouragement 🫶
For 'Financial Adviser of the Year' sponsored by Fintel @wearefintel we have 'One to Watch' from... @EquilibriumFP It's Tim Latham, Equilibrium Financial Planning Congratulations Tim! 🥳🎉 #ImpactBeyondInvestment #GIAwards23
This year we have introduced a new award to celebrate the inspirational leadership shown by a very special sports team. Join us in saying a big congratulations to the Lionesses on being awarded The Inspirational Leadership Award. #BBEA23 @Lionesses @LloydsBankBiz
Tonight we will be live posting the award winners for this year's @bbexawards - make sure you turn notifications on to be the first to be notified #BBEA23 #Awards
Today's the day! We're counting down the hours until #BBEA23 begins. Follow us on Instagram as we give you a sneak-peak behind the scenes and announce the worthy winners of our awards. bit.ly/49DasWq @LloydsBankBiz
…This is made significantly harder during school holidays. 124 food parcels were distributed this week to local families thanks to @EquilibriumFP
Thank you @EquilibriumFP for sharing our work on your charity news blog, we've enjoyed making lots of music with children and young people with additional needs in the North West this year: equilibrium.co.uk/jessies-fund/
Pleased to have been selected for a home World Championships #GlasgowScotland2023 It’s been a very difficult 8 months, I’m making progress though bit by bit @BritishCycling @StoreyRT #bestversionofyou
Fundraising Champion @CouldingShan got to thank the fabulous Jason & Mark from @EquilibriumFP yesterday 💙 They raised a staggering £8690 reaching the roof of Africa, Kilimanjaro for Reuben’s 🗻 Thank you 🙏
Jason Lowe, Partner and #FinancialPlanner at @EquilibriumFP in #Wilmslow, has completed the epic challenge of climbing #MountKilimanjaro, raising over £32,000 for four chosen #charities. Read more: businesscheshire.co.uk/2023/03/30/fin… @ReubensRetreat @ECHospice @CR_UK @NightingaleHH
Good luck to our special friend @jay_lowe_ from @EquilibriumFP who is heading to Tanzania tomorrow to take on Mount Kilimanjaro for Reuben’s! We are all rooting for you! You can support Jason here: justgiving.com/campaign/Kilim…
Great visit from @davidleighevans and Grandad who through story telling engaged the children in an important discussion about financial responsibility and budgets💵 Thank you! @EquilibriumFP @YsgolMaesglas
Every single toy sack here represents a child that without our support would have nothing for Christmas. Over 10,000 sacks here ready for distribution over the next few days. It doesn't end here, we always have urgent referrals so pls help if you can justgiving.com/campaign/TheTo…
Falcons loving the financial planning lesson from @davidleighevans, grandad and @EquilibriumFP. Really mature and sensible responses to expertly crafted scenarios #financialskills
A massive thank you to @EquilibriumFP for the very kind & generous donation of £500. Self-care matters is run ENTIRELY by volunteers so every penny donated or fundraised goes directly to our free hospital packs/ self-care boxes for women in NHS mother & baby units 🙌 Thank you!
Proceedings well underway at #necbawards
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