Equilibrium Financial Planning

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/

14/05/2026

We were delighted to meet so many new faces at yesterday’s seminar ‘How to slash your tax bill and protect your wealth’ at Arley Hall.

Thank you to everyone who joined us. Our goal was for you to leave with confidence and clarity about the changing tax environment, and to connect with the Equilibrium team. Please feel free to reach out to us on 0161 383 3335 should you have any further questions.

For those unable to make yesterday's seminar, we will be hosting more seminars like this later in the year, so if you’re interested in coming to one, please call our events team on 0161 486 2279.

08/05/2026

We are hiring a Personal Assistant to support our CEO and wider executive team at Equilibrium.

This is a key role for someone who thrives at the heart of a business and enjoys supporting senior leaders to perform at their best.

You will:

• Provide high-level support to the CEO and executive team
• Manage complex diaries meetings and priorities
• Handle sensitive information with confidence and discretion
• Bring calm structure and organisation to fast-paced days
• Act as a trusted point of contact across the business

You will be joining an award-winning independent firm with a strong values-led culture where people are trusted, supported and encouraged to grow.

If you are highly organised, proactive and enjoy working closely with senior leaders we would love to hear from you.

Find out more here:

Think you've found a role that you want to apply for? We can't wait to hear from you. Apply for roles at Equilibrium today.

07/05/2026

We are looking for a Resource Manager to join our team at Equilibrium.

This is a brand new role where you can really make your mark and help shape how we work as we grow.

In this role, you will:

• Coordinate work across our client facing teams
• Manage capacity and client onboarding
• Use insight and data to keep everything flowing smoothly
• Help improve processes as the business scales

You will be joining an award-winning independent financial planning firm based in Cheshire with a strong people-first culture.

Salary up to £60,000 plus benefits.

Find out more here: https://careers.equilibrium.co.uk/apply

06/05/2026

The latest edition of Equinox has arrived! 🌞

With the days getting longer and hopefully sunnier, we're thrilled to bring you fresh news, insightful stories and expert features.

Over the past six months, we’ve welcomed new senior leaders, expanded our events and made our financial foundations even stronger.

But one thing stays the same: we're here for you - putting your wellbeing at the heart of all we do!

Dive into Equinox and read the latest news, insights and expert features!

Download your copy today: https://equilibrium.co.uk/library/equinox-spring-2026/

Spring brings fresh perspective, and the latest edition of Equinox is here. Over the past six months, we’ve welcomed new leaders, expanded our events programme and strengthened our financial foundations. What hasn’t changed is our commitment to you: making your life better remains at the heart o...