testimonial brian

Comfortable and confident

Brian shares his financial journey and why he feels comfortable trusting Equilibrium with his money and confident that his financial goals are in safe hands.

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testimonial caroline

Life without worry

Caroline explains how Equilibrium has allowed her to enjoy the finer things in life without worrying about her capital being eroded.

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testimonial ray & sylvia

Confidence in investments

Ray and Sylvia discuss how they’d like their money to help their children and how Equilibrium has made them feel comfortable with their investments.

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testimonial sue 2

Enjoy the important things

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.

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testimonial mike 2

Make the complex simple

Mike was thoroughly impressed by Equilibrium during one of our events. In this video, he reflects on how Equilibrium genuinely prioritises helping clients understand their finances, and shares the meaningful impact their support has had on both his and his wife’s lives.

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testimonial louise

Equilibrium transparency

Louise talks about her experience of joining Equilibrium as a client and how impressed she was with our transparency, from the reports she received to the charging structure, which helped build trust right from the beginning.

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testimonial judy

Confidence in turbulence

Judy shares her financial journey and how, now that she’s with Equilibrium, she has peace of mind in turbulent times because she knows her financial future is in good hands.

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Take the leap

The financial confidence Helen found after joining Equilibrium allowed her to move to a part-time role and turn one of her hobbies into a business.

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testimonial jon

Long-term planning

Here, Jon discusses how Equilibrium built a financial plan that allowed him to enjoy his life and make the most of his money without the stress of managing it.

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Transform financial futures

David was no stranger to managing his finances but, with advice from Equilibrium, has been able to transform his financial plan.

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Live the good life

When Andy and Carol decided to retire, they wanted to ensure they could maintain the lifestyle they'd worked hard for.

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A dream come true

Discover how, with a little financial planning, our clients changed their son’s life.

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Start your journey to financial freedom

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Equilibrium © Equilibrium Financial Planning.
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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.