Equilibrium Financial Planning

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/

29/05/2026

Meet the two newly appointed senior members of the Equilibrium team:

David Campbell (Chair) and David Chennell (Chief Financial Officer) are playing a central role in shaping the firm’s growth and strategic direction.

In our latest article “In conversation with…”, they share:

• their priorities
• their perspective on growth
• how they plan to move the business forward

👉 Read more:

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 Aut...

28/05/2026

Our Investment Insights seminars are just around the corner, and we would love you to join us on:

Thursday 11 June
09:45 – 11:15
Apiary, Alderley Park, Cheshire

or

Wednesday 17 June
15:00 – 16:30
The Shard, London

Here, Investment Manager, Mike Deverell, will share the latest thinking on markets and the global events shaping them.

Book your place:

Join us for our next Investment Insights, where Investment Manager Mike Deverell, alongside Portfolio Managers Nathan Lingham and Harry Topping, will share their latest thinking on markets and the global events shaping them.

27/05/2026

What would happen if life changed tomorrow?

In our latest article, "Rehearse before the hearse", Mark Barlow explores why a financial dress rehearsal can make difficult moments feel a little less overwhelming.

It’s about more than paperwork, it’s about helping your loved ones understand what happens next, where key documents are, and how decisions could play out before they ever need to be made.

If you would like to feel more prepared for the future, this article is a good place to start.

Read here:

When someone loses a loved one, the world can quickly become overwhelming. Important decisions arrive at the very moment clarity feels hardest to find.

22/05/2026

Markets are rising but the picture beneath the surface tells a different story.

In May’s edition of The Pulse, Mike Deverell explores what is really driving returns right now.

• Markets bounced back despite global uncertainty
• Energy and food prices could stay higher for longer
• US gains led by a small group of AI driven stocks
• Narrow leadership highlights the need for diversification

Read or watch here:

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 Aut...

21/05/2026

Bringing people together is a big part of what we do at Equilibrium.

Our events play an important role in that. They create space for people to connect, share experiences and feel part of a wider community.

This podcast episode offers a glimpse into that, with Nick Bianchi from Padel Stories Podcast speaking to our very own Julie-Anne Jackson (Events Manager), alongside team members and guests, about the connections and shared experiences that have grown through our recent padel event.

Have a listen here: https://open.spotify.com/episode/6CPZglOX5CAcAA0naOCWxi?si=3LNagvQrQ1eHaZR6OISIiw

Padel Stories · Episode

15/05/2026

Six months on from our partnership with Sovereign Capital Partners, one thing is clear: for clients, it is business as usual.

In the headline article of Equinox, our Chief of Staff Debbie Jukes, reflects on what has changed behind the scenes and what has not: the same adviser, the same relationship-led service, and the same focus on doing the right thing for you.

Read the full article: https://equilibrium.co.uk/library/business-as-usual/