lives better
Our purpose
At Equilibrium, we 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 service consists 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 service consists 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.
1,000+
clients helped
We'll help you find confidence and clarity with your finances
£4m pledged
to charity
We’re committed to raising £4m for worthwhile causes by August 2028
