We’re purpose-driven and people-centred, focused on using financial planning to positively impact the lives of our clients and their families.

The people
we work with

Families

Aspiring
professionals

Those approaching retirement

Business
owners

Sophisticated
investors

Your Equilibrium journey

Embark on your Equilibrium journey - a pathway designed to bring you clarity, confidence, and lasting positive impact.

carousel gain clarity
carousel financially confident
carousel live the life you want
carousel look after those you love
carousel leave a powerful legacy

Gain clarity

Your financial plan starts with clear and actionable steps empowering you to make informed decisions throughout your journey with us.

Feel financially confident

Your dedicated financial planner and client manager will meet with you regularly to ensure you have a clear picture of your financial health now and in the future.

You can live the life you want

We help you to understand what you really want to achieve with your money. Looking beyond the basics, your financial plan is built with your hopes and aspirations in mind.

Look after those you love

Ensure the right people receive the right money at the right time. We help you support your loved ones and make meaningful contributions to their lives.

Leave a powerful legacy

Make an impact that lasts for future generations. Your legacy will reflect your values and bring benefit to your family and community.

We are committed to making the lives of our clients better. This guides every aspect of our work.

We are people centric, and purpose driven as continually look for ways in which financial planning can have a meaningful impact on the lives of our clients and those they love.

Find out more

What we can do to help you

Financial Services

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

Investment

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

Essentials

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

Don’t just take our word for it

testimonial sue 2
Sue Robinson, client since 2014

When Sue had health issues, she found comfort in knowing that she could afford private healthcare. Here she explains how Equilibrium take away the stress of managing finances, so that she’s free to enjoy the important things in life.

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

Events

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 – 12:00
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.

Find out more
10:00 – 12:00
Wilmslow
Book your place
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.

Find out more
Find out when new events are added by joining our mailing list
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.

Find out more
10:00 – 12:00
Wilmslow
Book your place
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.

Find out more
Find out when new events are added by joining our mailing list

Start your journey to financial freedom

Book a consultation call
Equilibrium © 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.