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 £750 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.
Creating a plan to help you work towards your financial goals
Helping to remove inheritance tax from your list of financial concerns
Planning effectively for future generations
Creating an investment solution that is stable, sustainable and meets your personal objectives
Enabling you to plan for retirement with minimal stress and increase your future financial confidence
Ensuring you minimise the tax you pay and enjoy the money to which you are entitled