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

Colin founded the company in 1995, and his passion for helping clients live the life they want is just as strong today as it was back then. In this short video, he shares our values, who we are, what we do, and why we do it, along with what sets us apart from other financial planning firms.

We help you create a financial plan to create future financial confidence

Financial Planning

Our holistic approach to financial planning empowers you to secure your future, protect your legacy, and achieve your life goals.

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Investment Management

Our expert team manages your investments with outstanding knowledge and experience — unlock our proven process and build your financial confidence.

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Essentials service

Designed to make financial planning accessible, whether you are at the beginning of your financial journey or have simple needs.

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Helping clients is at the centre of everything we do

Events

We host several events throughout the year, all of which are free and focus on a variety of topics – there’s sure to be one of interest to you. You can see all of our upcoming events here.

Events

Topical articles

If you are short on time, take a look at these topical artciles from our experts , covering a range of topics from ‘sifting for gold’ to ‘future fortunes’.

Resources

Equinox magazine

Equinox is our half-yearly magazine providing expert commentary on a range of topics from investements to lifestyle features.

Equinox

Newsletters

Each month, our Investment Manager Mike Deverell and his team share the latest investment news, alongside their views on what’s shaping markets around the world.

Latest news

People

You may be interested in getting to know some of our people better – Click here to meet our senior leadership team and expert financial planners.

Team

Retail client agreement

Our service and fees are designed to be straightforward. This booklet sets out our terms and costs in clear, easy‑to‑understand language.

Retail Client Agreement

We’d love to meet you in the way that suits you best.
That might be at our office, in the comfort of your own home, or simply online. Whatever works for you, we’ll happily fit around it.
Your first meeting is completely free, with no obligation and no pressure. It’s a relaxed conversation with one of our Financial Planners, giving us both the chance to get to know each other and see whether we’re the right fit.

Book a meeting here

What you can expect

Other helpful pages

Frequently Asked Questions

Our Frequently Asked Questions page is designed to give you clear, straightforward answers to the things people ask us most—helping you find what you need, quickly and easily.

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Client Testimonials

Hear what our clients have to say about their experience of working with Equilibrium

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Retail Client Agreement

All the details of everything you need to know about Equilibrium.

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Events

magnifying glass over an upwards arrow
  • Investment

Investment Insights

Markets move fast. The world moves faster. Join Mike Deverell, Nathan Lingham and Harry Topping at our next Investment Insights as they cut through the noise and tell you exactly what it all means for your money.

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09:45 – 11:15
Apiary, Alderley Park, Cheshire
Book your place
15:00 – 16:30
The Shard, London
Book your place
event masterclass cyber security
  • Masterclass

Cyber Security

In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.

Find out more
10:00 – 11:30
Wilmslow
Book your place
event masterclass the care conundrum
  • Masterclass

The Care Conundrum

Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.

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Sign up to our email list to be the first to know when we add new dates
event masterclass law in order lasting power of attorney
  • Masterclass

Lasting Power of Attorney

Part of our Law in Order series, this masterclass will provide you with step-by-step guidance on how to create a power of attorney document yourself.

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  • Social

Padel

A relaxed padel event bringing clients together for friendly competition in a sociable informal setting.

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event masterclass rapid responsibility
  • Masterclass

Rapid Responsibility

Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.

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Sign up to our email list to be the first to know when we add new dates
event masterclass law in order lasting power of attorney
  • Masterclass

Right People, Right Money, Right Time

How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.

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We are extremely proud to have been consistently recognised for excellence for over 30 years.

pfs accreditation logo
consumer duty alliance award logo
investor in customers gold 2025 award logo
financial vulnerability charter logo
good business charter logo
principle of responsible investment accreditation logo
cyber essentials creditation logo
money marketing award winner best financial education initiative
pfs accreditation logo
consumer duty alliance award logo
investor in customers gold 2025 award logo
financial vulnerability charter logo
good business charter logo
principle of responsible investment accreditation logo
cyber essentials creditation logo
money marketing award winner best financial education initiative
pfs accreditation logo
consumer duty alliance award logo
investor in customers gold 2025 award logo
financial vulnerability charter logo
good business charter logo
principle of responsible investment accreditation logo
cyber essentials creditation logo
money marketing award winner best financial education initiative
pfs accreditation logo
consumer duty alliance award logo
investor in customers gold 2025 award logo
financial vulnerability charter logo
good business charter logo
principle of responsible investment accreditation logo
cyber essentials creditation logo
money marketing award winner best financial education initiative
View more awards and accreditations

Keeping you
up to date on
the latest views

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Start your journey to financial freedom

Get in touch today
Equilibrium

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Legal

© Equilibrium Financial Planning.
All rights reserved

Equilibrium is a trading style of Equilibrium Financial Planning LLP (Limited Liability Partnership) and Equilibrium Investment Management LLP. Equilibrium Financial Planning LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Office: Ascot House, Epsom Avenue, Handforth, Wilmslow SK9 3DF. Both companies are registered in England and Wales.

The information contained in this website should not be looked upon as advice or recommendation, clients should seek appropriate guidance from their financial planner. The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. The FCA regulates advice which we provide on investment and insurance business; however it does not regulate advice which we provide purely in respect of taxation matters.
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