Equilibrium Financial Planning moves to new head office to facilitate growth plans

Equilibrium Financial Planning has relocated its head office to facilitate the company’s continued growth streak.

The wealth management firm, which boasts £1bn worth of assets under management and a turnover exceeding £10m, has moved its 89 staff to brand new premises in Ascot House, Handforth.

Equilibrium has taken a 15-year lease on the 23,000 sq ft building during the lockdown period earlier in 2020.

The company’s managing partner, Gaynor Rigby, believes that the relocation will accommodate further expansion and innovation within the team.

“We’ve been in our old office for nearly 15 years, and we really made it our home – the whole team has some great memories there, and we’ve celebrated numerous brilliant achievements there over the years.

“However, as we’re accelerating into a new era, we’re excited to make new memories in a brand-new, purpose-built space.

“Our team was split between two buildings at our previous HQ, so it will be fantastic to have everyone under one roof in the new office once the team returns full-time. We’ll also be benefitting from upgraded client meeting rooms and we’ll have lots of space to grow.”

Sarah Warburton, Equilibrium’s head of culture, added: “We’re confident our clients will love our new office, but what’s really important to us is that we’re designing the space to support the wellbeing of our staff as a priority.”

The move comes hot off the heels of an extended growth period for Equilibrium, which saw the team grow to nearly 90 people, turnover rise to record-breaking levels and a pledge made to donate £4m to charitable causes and organisations.

This charity target is part of Equilibrium’s four ‘BHAGs’ – big hairy audacious goals. Along with the fundraising target, the company have revealed their goals to reach £4bn assets under management, 4,000 clients and a £40m turnover, all by August 2028.

More recently, the company was named in the top 10 of the Sunday Times Best Small Companies To Work For list for the fourth consecutive year – the only business on the list to have done so. It also received a special award for workplace wellbeing and ranked second and fifth in the regional North West list in 2019 and 2020 respectively.

Gaynor added: “We have a brilliant culture at Equilibrium, which is no happy accident – we’ve worked very hard to ensure that not only are we making our clients’ lives better but that we’re also making our team’s lives better.

“Our new headquarters will help us to take the momentum we’ve created and run with it. It’s a hugely exciting time for the business, and we can’t wait to see what the future holds.”