Financial Planning in Cheshire - Equilibrium

Call us on 0808 156 1176

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Call us on 0808 156 1176

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    Our purpose

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

    Investing people’s money 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 core services consist of financial planning, investment management and tax mitigation working hand in hand to create what we call successful lifetime 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

    Our core services consist of financial planning, investment management and tax mitigation working hand in hand to create what we call successful lifetime 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
    testimonial sue
    Engaging with 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
    testimonial gill
    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
    testimonial brian
    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
    testimonial mike
    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
    testimonial ray and sylvia
    When we sold our business, we had some investments with another company which we weren’t happy with. They were not performing as we thought they should perform and that’s when we were recommended Equilibrium. Ray and Sylvia, clients since 1997

    1,200+
    clients helped

    We'll help you find confidence and clarity with your finances

    Target of £4m
    to charity

    We’re aiming to raise £4m for worthwhile causes by August 2028

    90+ team
    members

    Our friendly experts will look after you and your finances
    Awards &achievements
    Find out more
    Accreditations
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