Equilibrium does its bit for National Financial Planning Week

by | May 10, 2017

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We are halfway through the National Financial Planning Week, which runs until Friday, and Equilibrium Asset Management has pledged its support.

The wealth management company is writing and making videos about various aspects of financial planning, and sharing the content with a wider audience through its website and via social media platforms.

The management team of the Wilmslow-based company, which also has an office in Chester, told IFA Magazine that creating a financial plan gives people the confidence to manage their dreams, expectations and responsibilities.


Formed in 1995, Equilibrium manages over £600 million worth of assets for more than 850 families across the UK.

Partner and Chartered Financial Planner David McKendrick said: “We are pleased to help support Financial Planning Week this year.

“This is a very important national initiative organised by the Chartered Institute for Securities & Investment (CISI) which highlights the importance of financial planning in the UK.


“At Equilibrium, we are firm believers that financial planning can change lives, as done well, it can help you to create and work towards your financial goals, both over the short and long term.”

“To us, financial planning is all about understanding where a client wants to go and then work out the growth rate required to take them from A to B, over the right time horizon and using the right vehicles to get them there,” said David.

“To be successful with your investments over a lifetime you need the three following ingredients: financial planning, tax planning and investment management. It is only when these things mix together that you can achieve the objectives. As a financial planner we should captain the ship to navigate through all of these areas. As with any journey, there will be obstacles to get around and problems we have not yet thought of, hence the need to ensure there are regular reviews to check we are still on course.”


Financial Planning Week was started in 2008 by the Institute of Financial Planning, which ran the campaigns annually until the merger with the CISI in 2015.

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