A company that cares
We are thrilled to announce that Equilibrium has once again been honoured with the prestigious Investors in Customers (IIC) Gold accreditation.
21 October 2025
Laura Stewart
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Braving the Channel
Client Manager, Simon Lister, and childhood friend Jon Massey complete an inspirational swim for Andy’s Man Club.
15 October 2025
Simon Lister
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Winners of our Community support scheme – Autumn 2025
The Community support scheme continues to champion local initiatives that make a real difference to people’s lives.
8 October 2025
Laura Stewart
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Supporting our communities…from the Foundation upwards
Find out the latest charities who each received a share of the Equilibrium Foundation £30,000 Grant Awards
10 September 2025
Rachel Griffiths
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Stride by stride: one client’s London Marathon journey
5 June 2025
Laura Stewart
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Winners of our Community Support Scheme – spring 2025
Ratione at aperiam sunt consequatur sint unde dolores voluptatem tempore sed corporis obcaecati modi reprehenderit laudantium beatae.
24 April 2025
Lauren Stewart
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Winners of our Community Support Scheme – spring 2025
9 April 2025
Laura Stewart
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Cool as ice
4 April 2025
Angela Bentley
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A huge thank you
19 March 2025
Laura Stewart
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About Equilibrium
Investment
News
Staying informed on your investments
3 March 2025
Mike Deverell
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Winners of our Community Support Scheme – autumn 2024
24 October 2024
Laura Stewart
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Winners of our Community Support Scheme – spring 2024
16 April 2024
Laura Stewart
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Deep dive into our Diploma Academy!
13 March 2024
Laura Stewart
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Norbrook Youth Club puts their grant award to good use!
1 March 2024
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Most Loved Workplaces 2023
12 October 2023
Fiona Whitfield
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Equilibrium Foundation Grant Awards 2023
5 October 2023
Fiona Whitfield
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Jessie’s Fund
28 September 2023
Laura Stewart
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The Arts Society Wilmslow
7 August 2023
Graham Nicholson
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Investor in Customers – achieving gold once again!
26 July 2023
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Hollow Heart
15 May 2023
Fiona Whitfield
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Winners of our Community Support Scheme – Spring 2023
5 April 2023
Laura Stewart
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Climbing Mount Kilimanjaro
8 March 2023
Laura Stewart
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The Equilibrium Foundation makes a huge difference once again
5 January 2023
Laura Stewart
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We are now a member of Neurodiversity in Business (NiB)
1 December 2022
Sarah Warburton
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Equilibrium named ‘Best Financial Services Company to Work For’ for the third consecutive year
4 November 2022
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Q3 community support scheme winners
14 October 2022
Fiona Whitfield
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The latest winners of our Community Support Scheme
4 August 2022
Fiona Whitfield
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The latest winners of our Community Support Scheme
10 May 2022
Laura Stewart
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£21,000 raised with a 456-mile cycle ride across Portugal
22 April 2022
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The Equilibrium Foundation gives an additional £65,000 to local charities
3 February 2022
Laura Stewart
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The latest winners of the Equilibrium Foundation Community Support Scheme
25 January 2022
Laura Stewart
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The Equilibrium Foundation supports via its community support scheme
1 December 2021
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Equilibrium named best financial services company to work for in the UK
21 May 2021
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Funding boost given to two Greater Manchester-based charities
6 May 2021
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Cheshire animal sanctuary receives funding boost
16 April 2021
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Equilibrium achieves highest Investor in Customers ranking of all 2020 assessments
26 February 2021
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Equilibrium donates £1,000 to Cheshire East charities
18 February 2021
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Equilibrium ended year with donation to The Neuromuscular Centre
27 January 2021
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Equilibrium donates record amount of charitable aid in 2019/20 fiscal year
21 January 2021
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About Equilibrium
Charity
News
£10k donation allows start-up to hire first paid member of staff
13 January 2021
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Equilibrium rounds off year of giving with donation to Ronald McDonald House
8 January 2021
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Opening doors
1 December 2020
Sam Richards
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Equilibrium Financial Planning moves to new head office to facilitate growth plans
27 November 2020
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Local hospice given funding boost in community support scheme
11 November 2020
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Equilibrium helps support local families with £500 charitable donation
10 November 2020
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Local park given £500 funding boost
29 October 2020
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Equilibrium raised over £4,000 in September corporate challenge
9 October 2020
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About Equilibrium
Charity
News
Equilibrium reaches ‘diamond’ status with give-as-you-earn scheme
1 September 2020
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Local IFA calls for companies to ‘do business better’ in aftermath of COVID-19
13 August 2020
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Local wealth management firm shows support for grassroots football with latest round of donations
12 August 2020
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Two Greater Manchester charities receive funding from Equilibrium Foundation
30 July 2020
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Equilibrium introduces company-wide ‘Bank Holiday’ and details the ‘new’ new normal
15 July 2020
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Equilibrium’s financial literacy project reaches nearly 3,300 children
13 July 2020
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Equilibrium Financial Planning grants £500 to Manchester based Seashell Trust
24 June 2020
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We’re pleased to announce we’ve recently been shortlisted for 13 awards.
11 June 2020
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Equilibrium named finalist in 2020 Nintex Solution Innovation Awards
9 June 2020
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Equilibrium Financial Planning bolsters COVID-19 charitable donations with grant to Leonard Cheshire
8 June 2020
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Equilibrium seeing strong asset wins despite COVID-19
28 May 2020
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Equilibrium appoints executive board made up of clients to shape delivery strategy
21 May 2020
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Equilibrium bolsters Covid-19 charitable donations
16 April 2020
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About Equilibrium
Charity
News
FaceTime medical appointments, charitable donations and client cuppas via video conference.
30 March 2020
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Local autism charity awarded £500 by wealth management firm
11 March 2020
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Equilibrium becomes only firm to feature in Sunday Times Top 10 UK Small Companies list for past 4 years
20 February 2020
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Cheshire-based ‘friend matching’ service receives £500 boost from local financial services firm
11 February 2020
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Equilibrium reaches £1bn AUM milestone for first time in company’s history
24 January 2020
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£7,500 raised for the Toy Appeal by Equilibrium clients
10 January 2020
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Equilibrium gives local children’s charity £500 funding boost
21 December 2019
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The Lighted stage donated £500 by Equilibrium
11 November 2019
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Equilibrium shows support for LGBT Foundation with £500 grant
11 November 2019
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Equilibrium gives local children’s charity £500 funding boost
22 October 2019
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Grant handed over to The End of Life Partnership
8 August 2019
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Manchester’s ReflecTeen Hub wins funding boost
8 August 2019
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Soul Kitchen wins £500 grant
8 August 2019
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Equilibrium brings in seven new recruits
3 July 2019
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New recruitment website launched by Equilibrium Asset Management
3 July 2019
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Economist Dr John Ashcroft joins Equilibrium Asset Management in consultancy role
29 March 2019
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Tackle4MCR
15 March 2019
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Equilibrium welcomes five more recruits to growing team
5 March 2019
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£8.9m turnover outfit Equilibrium Asset Management reveals ‘Vivid Vision’
5 March 2019
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Equilibrium ranked 8th best place to work in Sunday Times Best 100 Small Companies list
5 March 2019
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EQ keeps its crown as a top company to work for
22 February 2019
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You’re only excellent if your clients think so
4 February 2019
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Flying high – Libby’s big aeroplane adventure
25 January 2019
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Making a positive difference
19 October 2018
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Equilibrium receives the Mark of Excellence for Client Experience from the CX Awards
27 September 2018
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The global dollar drought and the 3 big consequences
19 September 2018
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Greater Manchester foodbanks benefit from generous donations from Equilibrium Asset Management
19 September 2018
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That’s a wrap!
14 September 2018
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Equilibrium Asset Management delivers record-breaking £8.9m turnover
12 September 2018
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Equilibrium awards East Cheshire Musical Theatre Company £500
21 August 2018
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Equilibrium Foundation kicks off bid to fly brave Jack Mountford to America for life-changing treatment
18 July 2018
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Funds handed over to Saturday Club by Equilibrium Asset Management
3 July 2018
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Equilibrium surpasses net asset wins annual target three months before year end
3 July 2018
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Infamous rogue trader Nick Leeson and TV star Alexis Conran light up Equilibrium’s inaugural wealth conference
29 June 2018
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Equilibrium funds grow by £500 AUM in six months
29 June 2018
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Equilibrium appoint six as growth continues
29 June 2018
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Exceptional awards for exceptional staff
18 May 2018
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Top 11 financial adviser for third consecutive year
27 April 2018
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Cheshire schools take to the skies with Equilibrium Asset Management to promote financial literacy
27 April 2018
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Food bank scoops £500 as Equilibrium community support scheme offers its first Greater Manchester grant
27 April 2018
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Equilibrium is fifth in The Sunday Times 100 Best Small Companies to Work For 2017
6 March 2018
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Equilibrium ranked 9th best place to work in Sunday Times Best 100 Small Companies list
27 February 2018
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Equilibrium lands Greater Manchester Business Awards win
12 February 2018
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Firm of the Year
9 February 2018
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School to buy batch of lifejackets after landing Equilibrium Asset Management grant
15 August 2017
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Equilibrium awards The Joshua Tree charity with £300 grant
21 July 2017
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DIAL West Cheshire receives £300 donation from Equilibrium
18 July 2017
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Community support scheme which gives Cheshire East and Chester organisations chance to win grants of £500 is now open
17 July 2017
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Macclesfield Seals Disabled Swimming Club awarded £500
13 July 2017
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Equilibrium included in top ranking UK wealth adviser list
29 June 2017
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Equilibrium has donated £7,100 to Francis House Children’s Hospice
29 June 2017
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Sports equipment boost for Chester primary school after it lands £500 grant
29 June 2017
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Community Scheme previous winners
10 April 2017
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Equilibrium features in the Top 10 Best Financial Advisers in Manchester and Cheshire for the second consecutive year
6 April 2017
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Equilibrium donates £2,500 to The Alzheimer’s Society
3 April 2017
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Catch22 awarded £500
22 March 2017
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Equilibrium client raises over £9,000 for charity
22 March 2017
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Fundraising £21,000 for our 21st year of business!
22 March 2017
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Equilibrium features in Top 11 list of IFAs
22 March 2017
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Adviser Firm of the Year 2016
22 March 2017
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Equilibrium reaches £100,000 fundraising landmark
22 March 2017
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Wilmslow community group awarded £500 grant
22 March 2017
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Equilibrium graduate programme starts its second year
22 March 2017
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All ears granted £500
22 March 2017
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Winsford charity awarded £500 grant
22 March 2017
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£500 grant for Congleton perinatal support group
22 March 2017
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Colin Lawson wins Entrepreneur of the Year!
22 March 2017
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Equilibrium celebrates 21 years of business at anniversary event
22 March 2017
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We have launched our community scheme for 2017
22 March 2017
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Equilibrium donates over £7,000 to the Enthusiasm Trust
22 March 2017
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Singing group awarded £500 grant
22 March 2017
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Equilibrium donates £1,000 to charity The Flying Seagull Project
22 March 2017
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St Kentigern Hospice is the second charity to benefit from our 21st fundraising
2 March 2017
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Cash for Kids Total
2 June 2016
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Team EQ Conquered Salford 10k
16 March 2016
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The Countess of Chester Hospital were the latest to benefit from our Community Support Scheme
22 February 2016
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Success at the EN Entrepreneur of the Year Awards!
4 January 2016
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Funding saves 180-year-old Youth & Community Centre
4 January 2016
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Equilibrium Scoops ‘Excellence in Customer Service’ Award
1 December 2015
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FT Survey
21 August 2015
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Thanks – Home Form
7 August 2015
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Knutsford Community Champion Winner
7 July 2015
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Financial Times Private Client Wealth Management Survey
7 July 2015
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Chartered Status
22 May 2015
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Chester Community Support Scheme
26 February 2015
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Equilibrium Included Again in FT Wealth Management Survey
10 November 2014
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Mission Christmas
31 October 2014
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Record Year
17 September 2014
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