Our Blog - Equilibrium Financial Planning LLP

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.

Wednesday 14th August, 2024

The unknown relationship between financial planning & AI

Artificial Intelligence (AI) is transforming industries, and financial planning is no exception. The question is, will AI swallow up the roles of financial planners and client managers (paraplanners)?

Learning & development

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