At Equilibrium, we believe everyone deserves access to quality financial planning – no matter where you are on your financial journey. Our Essentials service is designed specifically for individuals and families who are just starting out, as well as those whose financial planning needs are straightforward. Unlike many Financial Planners, we don’t set a minimum investment threshold. If you’re looking for a straightforward, no-nonsense way to secure your future, our Essentials plan is designed with you in mind.
Individuals beginning their financial journey and seeking guidance on how to start building wealth.
We believe great financial planning should be accessible to everyone. That’s why we offer affordable, high-quality advice with no minimum investment required.
People whose financial needs are less complex, such as young professionals, new families, or anyone wanting to get their finances on track.
Providing you with financial, tax and investment advice. based on your goals and circumstances.
We help you set realistic goals - like buying a home, building an emergency fund, or planning for retirement - and review the progress every three years to make sure everything remains on track.
Learn how poensions work, how to invest and when you can access the pot.
Get started with investing, even if you have limited experience or assets.
Easily view valuations for the assets we manage and add all your holdings—from cash to property—in one place. Plus, enjoy access to events, blogs, and investment insights, all in a single hub. You will also benefit from secure messaging for effortless communication.
Our team translates financial jargon into clear, practical guidance.
You don’t need a large portfolio to work with us – Essentials is here for you from the very beginning.
Access our advisers when you need them, by phone or online using our secure portal.
We provide tools and resources to boost your financial confidence and independence.
Once onboard, you will be the first to know about our educational and topical masterclasses, Investment Insights and Christmas lunches.
An initial fee of £1,620 or 1.5% of the assets invested (whichever is higher) is payable at the outset. This fee is charged only once when you first invest. Any future investments you make will be placed without any initial fee.
Minimum ongoing fee of £1,080 with a price cap of £2,160.
Offer potentially reduced minimum fees for family members, enabling holistic and connected financial planning across generations.
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.
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.
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.
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.
Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.
