Financial Planning Services

One of the keys to a successful future in business and in life

Creating a financial plan will give you the confidence to manage your dreams, expectations and responsibilities

Are you looking for a greater sense of financial freedom? Do you need help creating a bespoke financial plan that will allow you to manage your dreams, expectations and responsibilities? Would it help you sleep at night if the most complicated aspects of your financial management were in the hands of a team of dedicated financial advisers?

We'd be surprised if anyone reading this answered 'no' to the above questions. At Equilibrium we consider it our role to steer you towards your long-term financial freedom with our specialist financial planning services.

With a client retention rate of 99.19% and almost £600 million worth of assets overseen by our team, our clients have the peace of mind that their finances are in safe hands.

If you want our team of experts to help with your financial management, get in touch today. We have offices in both Wilmslow and Chester. Complete our online contact form or call 0808 156 1176 to find out more about the financial planning help available to you.

The importance of personal financial planning

Financial planning enables you to create and work towards financial goals, both short and long term. It encourages you to follow a balanced plan to ensure these goals are met and means you will have a better understanding and greater steer on the many different aspects of financial planning, including income, investments, cashflow and capital.

Bespoke financial management

Once you decide to put a financial plan in place, we will look at your starting point, your potential goals and work out the growth rate required to take you from point A to B, over the right time horizon and using the right vehicles to get you there, perhaps even allowing for a little additional spending on the way.
And of course, there aren't just your own requirements to consider – you may like to help your family along their own paths as well.

At Equilibrium we understand the financial worries keeping you awake at night, perhaps relating to the complexities of estate planning, or wondering how to take care of yourself in the later years. In the shorter term, the impact of inflation and its headline-grabbing threat might be the issue causing you concern.

More information

Find out more about the financial planning help and services we offer by clicking on the relevant links below:

Contact us today

Whatever your hopes or fears, we're here to help guide you through each possible option, delivering a long-term financial plan that is tailored to your needs and will help you feel in control, regardless of what the future may bring.

We understand the importance of financial planning and will provide the guidance you need to maximise your assets. To take advantage of our expertise and to find out more about our bespoke financial planning services, complete our online contact form or call 0808 156 1176. We offer our services throughout the North West, including Cheshire, Manchester, Wilmslow and Chester.