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Equilibrium donates record amount of charitable aid in 2019/20 fiscal year


Financial planning firm Equilibrium, which was founded in 1995 by Colin Lawson, hit a new turnover high and GBP1 billion AUM in the 2019/20 fiscal year, and donated a record amount of money to charities across the UK.

In total, Equilibrium donated GBP133,961 to 66 charitable organisations.

Equilibrium’s strategy for donations was amplified in 2020, as it appointed a philanthropy adviser to help target charities and organisations which had been hardest hit by the pandemic and required urgent financial assistance.

The adviser, Andrew Evans of Think Philanthropy, also supports Equilibrium’s clients with their own personal philanthropic endeavours.

Debbie Jukes, partner and head of client care at Equilibrium, and trustee of The Equilibrium Foundation, said: “Donating has always been at the heart of Equilibrium’s business strategy. Through our team’s hard work and absolute commitment to our clients, we have created a very commercially successful business.

“We have always felt it our duty to pay that forward and to commit to bettering the lives of local charities, people in our community and even those based further afield who might benefit from our support.

“It’s something we take extremely seriously, and it forms part of our dedication to doing business better. Our team has dug deep to help us reach this figure, including walking the equivalent distance of Manchester to Athens to raise money for East Cheshire Hospice.

“Our purpose at Equilibrium is ‘making people’s lives better’, and our team have helped to demonstrate that this isn’t something we just pay lip service to.

“I’m very proud to reveal the total amount that we donated and raised last year and would urge any business considering upping its CSR efforts to take the plunge. It’s incredibly fulfilling and there are countless charities serving countless families and individuals that need urgent support.”

Since setting up The Equilibrium Foundation in 2010, the company has donated more than half a million pounds to charity.

Recently, it outlined its goal to donate GBP4 million to charitable causes by 2028, after realising it would comfortably hit the GBP1 million target originally set.

The foundation offers charities and organisations in its immediate vicinity ongoing support via its community support scheme, which operates across Greater Manchester, Cheshire East, and Chester and District. Causes and families can apply for funding from The Equilibrium Foundation on its website.

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