Equilibrium is the award winning Chartered wealth management company that offers a genuinely personalised financial planning and investment management service, giving clients confidence now and in the future.
Headquartered in Wilmslow, Cheshire, we oversee more than £500 million worth of assets and are committed to delivering an exceptional service to all our clients. We also have an office in Chester.
Since 1995, Equilibrium has been providing friendly expertise on wealth and investment management, pensions and estate planning strategies. Going beyond just providing advice on investments, we develop long-term financial plans for clients, making a positive difference to people so that life can be enjoyed.
We believe transparency is paramount, which is reflected in our fee structure. Our face-to-face service draws on the strength of our in-house investment team while offering dedicated support for every client and we are pleased to say we're going from strength to strength.
We are proud of the awards we have won - including one of the recent additions to the growing collection in our trophy cabinet was after being named 'Firm of The Year' at the New Model Adviser Awards 2016, an accolade we are delighted to have picked up.