Our Services

We provide advice in three main areas: investment planning, financial planning, and estate planning

We do not believe that investment planning can be successful without first of all having a robust overall financial plan in place. Estate planning - otherwise known as Inheritance Tax planning - also plays an important role in an effective financial plan.

By skillfully combining these areas, we can build investment portfolios for you that will help meet your lifetime goals, and with careful estate planning, ensure that your family is well-placed financially after you've gone.

You can find out more about our services by clicking the relevant button below.

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What our clients say

Equilibrium is always first class. Their communication skills are of a high order. Individually Jason great thought to my individual position. He has very detailed recall about my position, expectations, financial strategy etc. - David Bentley

We have been clients for many years. In this time Equilibrium have grown tremendously but have not become impersonal. They know us as individuals and continue to give a very personal service, being always approachable and friendly with clear, understandable advice. - Colin Louie