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.
About us
Equilibrium equips its clients with the right level of education, insight and knowledge so that they have complete confidence and clarity about their money and what it can do for them.
Whether it’s through having important conversations, ensuring all legal documents are in place, holding topical masterclasses or guiding clients into making powerful choices, we constantly look for ways to fulfil our purpose of making people’s lives better.
Only with the right level of education, insight and knowledge can Equilibrium help clients live the life they want, look after those they love and leave a powerful legacy.
In both favourable and challenging market conditions, our commitment is to guide clients with insight, integrity and consistent support – delivering genuine value for themselves and those they care about regardless of what the future brings.
30+
years in business
1,500+
clients helped
£1.4bn
assets under management
£925k
average portfolio size
The people
we work with
Families
Aspiring
professionals
Those approaching retirement
Business
owners
Experienced
investors
Our brand, our story
Colin Lawson founded our firm with a vision to nurture lasting relationships and enhance financial wellbeing. Many of our earliest clients still walk alongside us today, reflecting the trust and care at the heart of our story.
1995-1998
- Colin Lawson founded Applewood Financial.
- We opened our first office in Didsbury.
- We welcomed our first team member.
- We held our first seminar at Adlington Hall.
1998-2000
- The company evolved into The Applewood Group.
- We relocated to our new premises in Handforth.
2000-2005
- Marked by the turn of the Millennium, the client base had a growing number of millionaires.
2005-2007
- We became a Limited Liability Partnership (LLP).
- Our office relocated to Brooke Court in Handforth Dean.
- We became directly authorised by the FSA (now known as FCA).
2007-2010
- Mike Deverell’s appointment to Investment Manager marked a new era.
- Model portfolios were launched.
- We transitioned to discretionary investment management.
- We became Equilibrium Asset Management, and a new business model was launched.
2010-2013
- The Equilibrium Foundation was born.
- Equinox made its debut.
- Our presence grew with a new office in Chester.
2013-2016
- We achieved CII Corporate Chartered Status.
- We acquired new premises at Evolution House and a permanent office in Chester.
- Our 21st anniversary was marked with a special client and team event at Tatton Park.
2016-2019
- We launched our core portfolio funds.
- We introduced Libby – a financial literacy programme for primary schools.
- The Foundation reached its £100k fundraising target.
- We made our debut in the Best Companies rankings.
2019-2021
- COVID-19 struck just as we moved to Ascot House.
- We swiftly adopted technology for client meetings, communication, and online events.
- Our first client advisory group was held.
2021-2022
- We launched our Live Love Legacy proposition, closely reflecting our core values of integrity, excellence, simplicity, and growth.
- We created our bespoke customer relationship management system to streamline client data and engagement.
2022-2024
- We hosted the first of many London events for our southern-based clients.
- The Equilibrium Foundation hit a £1 million milestone in donations to good causes.
- We hosted our first-ever masterclass.
2024-2025
- We introduced a streamlined service known as ‘Essentials’ for those with less complex financial planning needs.
- Our Christmas lunches attracted a record attendance of more than 700!
- We celebrated 30 years in business!
Every decision is guided by our values
Integrity
The foundational principle to build lifelong trust.
Growth
More than just numbers, it’s about helping people thrive.
Simplicity
Reducing complexity to its simplest form.
Excellence
Striving to deliver first class, Hollywood service and results.
Our friendly experts
Our collaborative environment fosters creativity and excellence, ensuring that we deliver the best results for our clients and Equilibrium community.
Meet the team
How we can help you
Financial Planning
Our holistic approach to financial planning empowers you to secure your future, protect your legacy, and achieve your life goals.
Investment Management
Our expert team manages your investments with unmatched knowledge and experience - unlock our proven process and build your financial confidence.
Essentials service
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
Sue Robinson, client since 2014
We are extremely proud to have been consistently recognised for excellence for over 30 years.
