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.

Highlights and features

Independent financial planning with comprehensive service range
Beyond financial plans: education, insight and clarity
Empowering confident decisions about your money
Guiding powerful choices to improve your life
Integrity-driven advice with fee guarantee promise
Helping you protect loved ones and legacy

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Trailer for Equilibrium on Youtube

Brian Harris

Sep 03, 2025

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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.

John Gray

Nov 24, 2021

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Been a client for 7 years, best financial decision I have ever made.

Gill

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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.

Equilibrium Asset Management LLP