About Equilibrium

An award winning wealth management company

Equilibrium Asset Management is the award winning Chartered wealth management company that offers genuinely personalised financial planning, giving clients confidence now and in the future.

Who are we

Equilibrium Asset Management is the award winning Chartered wealth management company that offers genuinely personalised financial planning, giving clients confidence now and in the future. Headquartered in Wilmslow, Cheshire, we oversee more than £850 million worth of assets and are committed to delivering an exceptional service to all our clients. We also have an office in Chester.

What we do

We specialize in developing long-term financial plans that make a positive difference to clients, ensuring that they can enjoy life to the full.

We offer services in:

  • Financial planning
  • Inheritance tax planning
  • Intergenerational planning
  • Retirement planning
  • Tax planning
  • Defined benefit pension reviews

To find out more about the many ways we can help you, visit our services page.

How we work

Rarely for our industry, our adviser to paraplanner ratio is 5:1, enabling us to provide our clients with a fully personalised service.

We believe transparency is paramount, which is reflected in our fee structure. Our face-to-face service draws on the strength of our sister company, Equilibrium Investment Management while offering dedicated support for every client and we are pleased to say we're going from strength to strength.

Our background

Since 1995, Equilibrium has been providing friendly expertise on wealth management, pensions and estate planning strategies. We develop long-term financial plans for clients, making a positive difference to people so that life can be enjoyed.

We are very proud of the numerous awards we have won. As well as being included in New Model Adviser's Top 100 firms and gaining a Mark of Excellence for Client Experience, we have ranked in the top ten of the Sunday Times 100 Best Small Companies to work for two years in a row.