Welcome to Equilibrium
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 £700 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.
Our Services
-
Financial planning
Creating a plan to help you work towards your financial goals
-
Inheritance tax planning
Helping to remove inheritance tax from your list of financial concerns
-
Intergenerational planning
Planning effectively for future generations
-
Investments
Creating an investment solution that is stable, sustainable and meets your personal objectives
-
Retirement planning
Enabling you to plan for retirement with minimal stress and increase your future financial confidence
-
Tax planning
Ensuring you minimise the tax you pay and enjoy the money to which you are entitled
Ask Us A Question
Independent Reviews
Independently sourced feedback from our clients.
Equilibrium Asset Management is rated 5 stars by Working Feedback based on over 500 reviews.
To view all our feedback from Working Feedback, please click here.
Connect with us
