Please see below our videos which are the latest additions to our online resource library.
Making a positive difference
Colin Lawson, Managing Partner, explains how Equilibrium makes a positive difference to our clients through offering combined financial planning, investment management and tax mitigation services.
AIM Portfolio
Investment Analyst, Neal Foundly, introduces the Equilibrium AIM Portfolio, a service that seeks to deliver a total return above that of the FTSE AIM Index while mitigating Inheritance Tax.
How we select funds
Investment Analyst, Graeme Black, talks through how Equilibrium selects investment funds and uses the resource, knowledge and experience of the team.
Our approach to financial planning
Andy Baker, Financial Planner, discusses how Equilibrium’s approach to financial planning can help clients achieve their aspirations.
Our focus when making recommendations
Colin Lawson, Managing Partner, introduces the 4 factors of costs, risk, return and taxation considered at Equilibrium when making all investment decisions and recommendations.
Creating a financial plan
Paul Farrugia, Chartered Financial Planner, discusses a popular quote from Warren Buffet and how Equilibrium employs a sound intellectual framework when making investment decisions and creating financial plans for clients.
Inheritance tax
David McKendrick, Partner & Chartered Financial Planner, talks through how inheritance tax can become voluntary through having a robust financial plan.
