Client reviews

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Working Feedback

Excellent rating from over 1600 reviews

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Google Reviews

Rated 4.9 on average across all Google reviews

Our accreditations

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Investors in Customers

Gold accreditation and recognised as 'A Company That Cares'

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Neurodiversity in Business

We educate, support and unlock the unique contribution that neurodiverse people bring.

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Consumer Duty Alliance

We deliver and support the delivery of constantly good outcomes to inspire confidence and trust.

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Financial Vulnerability Charter

We commit to a respectful, inclusive, and transparent service for clients in vulnerable circumstances.

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Diamond status – Payroll Giving

We create lasting positive change in our payroll giving programme through the generosity of our team and The Equilibrium Foundation.

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Institute for Financial Wellbeing Corporate member

We focus on understanding what our clients truly want from their money to help them feel happier, more fulfilled, not just wealthier.

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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.