Equilibrium is an award-winning chartered wealth management company, specialising in delivering a personalised financial planning and investment management service. Headquartered in Wilmslow, Cheshire and with an office in Chester, the team of 70 oversee more than £700 million worth of assets and are committed to delivering a personalised service for each and every client. Equilibrium asset management has been offering friendly advice on wealth and investment management, pensions and estate planning since 1995, and offers clients long-term financial plans.
|Address||Ascot House Epsom Avenue Handforth|
|Phone Number||0808 156 1176|
- I would recommend this business
Excellent caring trustworthy service.
|Value for money|
|Service & support|
What impresses me most is that over the five years that we have been working with Equilibrium, you have provided a consistently good service over the whole period, including fast reaction to requests for information, attention to detail and accuracy, and follow-up with the providers, etc.
They listen carefully and are responsive. They prepare thoroughly and thoughtfully for discussions and meetings. We have open discussion on options to meet our objectives.
I rarely go to any Equilibrium seminars now but Ray and I found them very informative and the social side- meeting other clients was useful. I do attend the Christmas lunches as I have company to go to them.
Excellent communication eg news letters, seminars and reports. All on a very regular basis. They come to you on a one to one basis, if felt necessary. Very well handled transition from previous financial managers.
Very helpful in analysing my current and future financial status and plans. There was no pressure to engage Equilibrium during the initial meetings where they were discovering my financial position and how they could assist with improving the future financial planning and pensions position.
Over the past six years Equilibrium have managed our finances through a period of deep recession and have still grown the portfolio together with increasing the amounts we draw down from it. I'm not sure how much more satisfied we could be.
So far so good but still in the first year. Equilibrium staff are responsive and I appreciated the no-pressure process that led to our decision to invest.
The person who deals with my finances is thorough, patient and understanding of my needs. The service I get is second to none, one hundred percent. Everything is perfect.
Equilibrium has grown tremendously since we joined 10 years ago but they still manage to give a very personal, fun service. Colin, Mike and Nilesh make a great triple act. The information we receive, whether in review meetings, publications or newsletters is all useful, clear and incisive.
I think the main benefit for us moving to EQ is obviously they have given excellent returns and coupled with that has meant my husband and I are more relaxed about money and have peace of mind
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From Our Website
Our purpose is to make people's lives better. That includes our clients, our team and our community, from the advice we give to clients and their families, to the internal training programmes developing our team as well as the Equilibrium Foundation supporting local causes. We have four core values that underpin our approach to absolutely everything we do, from financial planning, to training and development to philanthropy. To us, integrity means always doing the right thing (even when nobody is watching), from the way we structure our fees to offering peace of mind through our fee guarantee and service promise.
There's an important difference between inheritance tax (IHT) planning and intergenerational planning. IHT is logical and prepares your money for your children and other beneficiaries. Intergenerational planning, on the other hand, is more to do with deciding when your beneficiaries will receive the money and why - in other words, preparing your children for the money. Our IHT and intergenerational planning service will ensure that both aspects are fully explored. By taking action now, you can put strategies in place to avoid a hefty tax bill and influence how your wealth helps loved ones now and in the future.