Who we are, what we do and why we do it

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

Why do we have a client retention of over 99%, the UK Customer Experience Award’s mark of excellence and a five-star rating from over 1,000 reviews on Working Feedback? 

Why have we ranked in the top 10 of the Sunday Times Top 100 Best Small Companies to Work For four years in a row? And why should that matter to our clients? 

Filmed on 6 May 2020

The content contained on this video represents the opinions of Equilibrium Financial Planning and Equilibrium Investment Management and in no way constitutes a solicitation of investment advice. It should not be relied upon in making investment decisions and is intended solely for the entertainment of the reader. Past performance is not a guide to future returns. The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.