Enabling Business Continuity for Equilibrium Financial Planning

How a flexible communications platform supported hybrid working at a critical time

The Company

Equilibrium Financial Planning LLP is a UK-based wealth management and financial planning firm, supporting clients with trusted advice through long-term financial decisions. Clear, consistent communication is central to the firm’s client relationships - particularly during periods of uncertainty.

The Challenge

In March 2020, as the COVID-19 pandemic unfolded, Equilibrium Financial Planning LLP was in the middle of relocating office premises. Almost overnight, nearly 100 employees were required to work from home, while neither the existing nor the new office location was operational.

At a time when clients needed reassurance and continuity, the business faced the risk of disrupted communication. Maintaining uninterrupted access to advisers and ensuring service continuity became an immediate priority.

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The Solution

A cloud-based Voice over Internet Protocol (VoIP) system was introduced to move all client communications online. This enabled employees to make and receive calls from any location, ensuring the firm remained fully accessible despite the sudden shift to remote working.

The solution was designed to provide resilience and flexibility, allowing the business to operate without reliance on a physical office and supporting a new hybrid working model as restrictions evolved.

The Result

Equilibrium Financial Planning LLP was able to continue operating without interruption during a period of significant uncertainty. Employees transitioned smoothly to remote working, while clients experienced consistent, reliable communication throughout the pandemic and subsequent lockdowns.

The flexibility introduced has delivered lasting benefits, enabling the firm to operate confidently across both home and office environments while maintaining strong client relationships.

  • Uninterrupted client communication during office relocation and lockdown
  • Rapid enablement of remote working for nearly 100 employees
  • Increased organisational resilience during a critical period
  • Long-term flexibility through a hybrid working model 

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