Equinox Financial Planning Ltd

15/08/2025

We would like to say a HUGE congratulations to our very own Ryan Mcgettigan for achieving his diploma in financial planning!

All the hard work really paid off we are all very proud of you! Onto the next chapter 👨🏻‍🎓.

26/03/2025

We are pleased to announce our very own Alan Broadhead has made it into VoucheFor Top adviser for 2025! 🥂

25/03/2025

We are pleased to announce our very own Iain Scott has made it into VouchedFor top rated adviser for 2025!! 🥂

15/10/2024

We would like to wish our Fantastic advisers Iain Scott & Alan Broadhead a huge congratulations for their VouchedFor scores!

Well done gents! 👏🏻🥳

18/07/2024

Welcome to the St James's Place latest insight, where there CIO, Justin Onuekwusi, offers you views from our investment team on what is currently driving the markets and the implications for your money.

Find out more by clicking the link below!

Since my last update, summer has arrived, bringing not only warmer weather but also the drama of Euro 2024. The season has also been marked by political theatre, with unexpected snap elections in both the UK and France - events that few could have predicted just two months ago.

15/07/2024

Fabulous day out at York Races last Friday! Thank you to all that joined us! 🐎 🥂

04/07/2024

We are very pleased to announce that our very own Alan Broadhead has received A 5/5 -Certificate of Excellence on VouchedFor!

Thank you to all our lovely clients for the review.

10/06/2024

Last week one of our advisers Alan Broadhead attended the First Thursday Event In York at the fabulous Impossible - York! 🥂

Great to catch up with everyone! See you soon

04/06/2024

Last month one of our wonderful directors, Phil Mutter celebrated turning 50!!! 🎂🎈!

Phil enjoyed a week in Gran Canaria celebrating with his family and friends!

Happy birthday Phil from all the team! x

12/03/2024

Congrats to Iain who made his way into the 'The Times' this weekend by ranking in VouchedFor's Top Rated Adviser 2024 list! Thanks to everyone who kindly left a review!

10/01/2024

Understanding the various tax terms and acronyms, such as IHT, CGT and the different pension allowances increases your financial wellbeing – and it could save you some tax, too.

Find out more by clicking the link below!

Why does tax seem so complicated and confusing? Seven out of ten people see financial advice as full of jargon and convoluted explanations, making us feel less than confident about our decisions. In fact, one in three of us say that we don’t understand tax1.