Business Details
Trusted Financial Advisers in Wilmslow
Equilibrium Financial Planning Services has established itself as a leader in comprehensive financial advisory solutions, combining over three decades of industry expertise with a client-centric approach. Our team of certified professionals specialises in integrating financial planning, investment management, and tax mitigation strategies to create tailored solutions we call 'successful lifetime investing'. With a 99% client retention rate and recognition through multiple industry awards, we demonstrate our commitment to excellence through our FCA-authorised framework and transparent fee structures. Our unique value proposition lies in our educational approach, empowering clients with the knowledge to make informed financial decisions while ensuring compliance with the highest regulatory standards. Through the Equilibrium Foundation, we extend our commitment to community development, having donated over 1.1m to charitable causes since 2010.
Services
Financial planning
Investment management
Tax mitigation
Inheritance tax planning
Business owner strategy
Highlights and features
- We maintain a 99% client retention rate through consistent service excellence
- Our FCA-authorised framework ensures compliance with financial regulations
- We offer a unique fee guarantee with refunds if service standards aren't met
- Our team includes award-winning professionals with decades of collective experience
- We provide ongoing client education through masterclasses and investment updates
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Peace of mind
Transparent approach
Expertise and professionalism
Positive impact
People
Colin Lawson
Managing Partner
Colin leads our strategic direction with over 30 years' experience in financial services. He champions our educational approach to client relationships and maintains active involvement in service delivery.
Mike Deverell
Partner and Investment Manager
Mike oversees investment strategy with specialist expertise in portfolio construction. He brings technical depth to our investment management services and client portfolio reviews.
Debbie Jukes
Partner and Head of Client Care
Debbie leads our client service team with focus on relationship management. She ensures consistent service quality and oversees client onboarding and ongoing support processes.
Questions
What financial services do you specialise in?
We specialise in integrated financial planning, investment management, and tax mitigation strategies. Our unique 'successful lifetime investing' approach combines these core services to create comprehensive wealth solutions.
How do you ensure client satisfaction?
We maintain a 99% client retention rate through our fee guarantee, transparent processes, and regular service reviews. If you're dissatisfied, we offer partial or full fee refunds since your last planning meeting.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (FCA) under reference numbers 452261 and 776977 for our two LLP entities.
How do you support community initiatives?
Through the Equilibrium Foundation, we've donated over £1.1m to charitable causes since 2010, focusing on local community support and educational initiatives.
Videos
Reviews (11)
Brian Harris
Sep 03, 2025
Report
My wife and I have been clients since for over 20 years (January 2005); that speaks for itself. Throughout that time we have received excellent advice and support. In spite of Equilibrium growing from a very small base, (as Applewood), excellent personal service has been maintained and the overall 'offer' has been significantly enhanced. Our children and other members of the family have become clients and, while individual confidence is never breached, the overview so provided enables a better insight and enhanced advice.
Gill
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
Dave Nesbit
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.
Hafwen Davies
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.
Dr Finch
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.
Nigel & Caroline Freelove
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.
Mike Ratcliffe
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.
Christopher Drake
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.
Tess Johns
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.
Richard May
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.
Geoffrey Lyon
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.