Our purpose

At Equilibrium, our wealth management experts specialise in financial planning, tax mitigation and investment management – but so do plenty of other firms. So, what makes us different?

Making wealthy people wealthier is part of what we do, but it’s not our purpose. Our purpose is to make our clients’ lives better by giving them the confidence to make better financial decisions.

Our wealth management services consist of financial planning, investment management and tax mitigation working hand in hand to create what we call successful lifetime wealth management investing. These components are inextricably linked, that’s why we combine all three into one first-class service.

Learn more about our services and how our experts bring each of these areas together to create your financial future.

Our services

Investment management

Financial planning

Tax mitigation

Learn more about our services and how our experts bring each of these areas together to create your financial future.

Our services

Engaging Equilibrium has meant that I don’t have to worry about my finances and that I can concentrate on all the good things in life. Sue, client since 2014

They actually care. They aren’t there just to feather their own nest. They’re interested in making everybody happier, wealthier people. Mike, client since 2018

The main benefit for us moving to Equilibrium has meant my husband and I are more relaxed about money and have peace of mind. Gill, client since 2009

If I’ve found something through the media or through other contacts and I raise it with Equilibrium, I find they’ve been there already, they’ve realised the situation, they’ve realised the opportunity. Brian, client since 2005

When we sold our business we had got some investments with another investment company that we weren’t very happy with. They were not performing as we thought that they should perform and that's when we were recommended Equilibrium. Ray and Sylvia, clients since 1997