Equilibrium is the award winning Chartered wealth management company that offers a genuinely personalised financial planning and investment management service, giving clients confidence now and in the future. Headquartered in Wilmslow, Cheshire, we oversee more than £700 million worth of assets and are committed to delivering an exceptional service to all our clients. We also have an office in Chester.
|Address||Brooke Court, Lower Meadow Road, Handforth Dean|
|Phone Number||0808 156 1176|
Products & Services
Are you looking for a greater sense of financial freedom? Do you need help creating a bespoke financial plan that will allow you to manage your dreams, expectations and responsibilities? Would it help you sleep at night if the most complicated aspects of your financial management were in the hands of a team of dedicated financial advisers?
We'd be surprised if anyone reading this answered 'no' to the above questions. At Equilibrium we consider it our role to steer you towards your long-term financial freedom with our specialist financial planning services.
With a client retention rate of 99. 19% and more than £700 million worth of assets overseen by our team, our clients have the peace of mind that their finances are in safe hands.
Luckily, the team of experts here at Equilibrium do know what they're doing. Many clients turn to us and our services to help them with this essential part of their finance planning, knowing that it is often a complicated subject that can leave family members and loved ones paying significantly more in tax than necessary.
In a world where economic woe, regulatory review and market flux are standard practice, seeking investment advice and building a robust investment portfolio has never been more important.
At Equilibrium Investment Management, we understand how important it is to our clients to maintain their lifestyle while also being able to plan for the future, provide for their children and look forward to the things that make life most special.
Our professional, expert advisers have years of experience helping clients with their investment planning and strategy.
Pension planning falls into two basic categories - the accumulation and decumulation stages. Accumulation is the period of time where an individual amasses their pension savings with the anticipation of funding retirement at some point in the future. There are many pension vehicles available to you and Equilibrium can help you decide on the most suitable, this could be a personal pension or utilising your employer's pension scheme. It is important to remember that, much like any other investment, your personal pension will be exposed to investment risk and the value could fall as well as rise so a long term view needs to be considered. Planning early to ensure a longer period of accumulation and investment will held to mitigate the risk with falls in value and help you to grow your pension pot.
Once you work out how much you're going to put into your pension pot, we can advise on the most appropriate methods of accessing your money as and when you need it, and ensure you are not paying over the odds in order to do so.
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
Equilibrium Asset Management LLP (a limited liability partnership) is authorised and regulated by the Financial Conduct Authority. Equilibrium Asset Management is entered on the Financial Services Register under reference 452261. 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. Copyright Equilibrium Asset Management LLP.