Investment Planning and Management Advice

Short and long-term planning

In a world where economic woe, regulatory review and market flux are standard practice, seeking investment advice and building a robust investment portfolio has never been more important.

At Equilibrium, we understand how important it is to our clients to maintain their lifestyle while also being able to plan for the future, provide for their children and look forward to the things that make life most special.

Our advisers have years of experience helping our clients with their investment planning. If you would like us to help you, get in touch with an adviser today. Call 0808 156 1176 or fill in our online contact form.

Our investment planning services

Once your tolerance for risk has been established and your chosen strategy put in place, you may wish to position your portfolio to shield against the short-term effects of market volatility, navigate the quantitative easing programmes that have poured money into world markets, or simply beat inflation. At Equilibrium, our investment planning services can help with all of the above, saving you the time and stress of managing your investments yourself.

It's widely accepted that when it comes to investing in stock markets, taking a longer-term view is more likely to deliver greater gains - but that's a huge generalisation. The sensible approach is to apply a degree of balance, considering the goings-on in the UK and overseas, and work them into your decision making.

Long-term strategies

A long-term asset allocation strategy will take into account your attitude to risk and (perhaps more importantly) propensity for loss, shielding you from the worst during the bad times while rewarding you in the good times. Your adviser may help you arrive at a 'target return' based on your requirements, and guide you on how best to achieve that.

Against a moving backdrop, the most appropriate outcome is best achieved using a blend of investment vehicles. This might be using a combination of passive and active management in the core and satellite parts of your investment portfolio, for example, balancing your risk appetite but also the costs incurred on your investments.

On this foundation, a suitable portfolio can be built including different regional characteristics, using a range of investment management styles from a selection of different fund groups. Depending on factors such as suitability, cost and individual taste, Equilibrium will endeavour to create an investment solution that is stable, sustainable, and best meets your personal objectives.

Contact us today

To ensure your investment portfolio has the best possible chance of meeting your personal and financial objectives, let Equilibrium help you today. Complete our online contact form or call 0808 156 1176.


The information contained within the website should not be looked upon as advice or recommendation. Clients should seek the appropriate guidance from their financial planner.