Equilibrium Asset Management LLP

Independent Financial Adviser 19a Telford Road, Chester Gates Business Park, Chester, CH1 6LT
Response rating
7.0/10
FCA verified
10th June 2019
Equilibrium is the award winning Chartered wealth management company which provides solutions to investment, financial and estate planning needs.
We can advise you on
    • ISAs
    • OEICs
    • Offshore investments
    • Healthcare
    • Stakeholder
    • Savings for children
    • Taxation planning
    • Wealth management
Meet our advisers
Colin Lawson
Founder & Partner
Jason Lowe
Partner & Financial Planner
Andrew Hirst
Partner & Chartered Financial Planner
Accreditations
Chartered Financial Planner
David McKendrick
Partner & Chartered Financial Planner
Accreditations
Chartered Financial Planner
Andrew Baker
Partner & Financial Planner
Paul Farrugia
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

19a Telford Road, Chester Gates Business Park, Chester, CH1 6LT

Make an enquiry
About us

Equilibrium is an award-winning Chartered wealth management company that inspires confidence in clients through a personalised financial planning and investment management service. We provide a range of services, including financial planning, tax planning and investment management. Headquartered in Wilmslow, Cheshire, we also have offices in Knutsford and Chester and have provided friendly, expert advice since 1995. We develop detailed, bespoke financial plans for clients, enabling them to meet and surpass their long-term goals.

Our services

Equilibrium is an award-winning Chartered firm of specialist wealth managers offering a combination of financial and investment planning. We are qualified professionals with the expertise, personality and experience to provide a bespoke service that still leaves clients in control.

We help you create a robust financial plan to meet your future goals whilst focusing on cost, tax efficiency, performance and risk management. Our discretionary investment management team help ensure our clients invest successfully throughout their lifetime.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£0
Minimum mortgage value
£0

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