Our Blog - Equilibrium Financial Planning LLP

Thursday 8th May, 2025

“Trust me, I’m a Fellow”

Serving Equilibrium veteran, Fellow of the Association of Chartered Certified Accountants and Personal Finance Society, Chartered Financial Planner, and font of all knowledge… meet Nilesh Patel.

Equilibrium

Friday 25th April, 2025

University costs – What is the reality

With tuition fees set to rise on 1 August, what could this financially mean for the next generation of aspiring undergraduates and how could this be paid for?

Culture

Monday 14th October, 2024

Beyond Paraplanning: How Our Client Managers Lead Client Relationships and Support Planning Strategies

Our client managers go beyond traditional paraplanning by actively participating in client meetings, developing tailored financial strategies, and managing their own client relationships. This versatile role offers autonomy, continuous learning, and collaboration with financial planners to ensure clients' financial plans evolve with their goals.

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