We are qualified, local professionals with the expertise, personality and experience to provide you with a bespoke wealth management service that still leaves you in control. Our intention is to build a reputation and be known as the ‘Intelligent Alternative’ Wealth Management Specialist in the North West.
The company was established in 1995 by Colin Lawson as Applewood Financial, later becoming Applewood Asset Management LLP, changing our name to Equilibrium in 2009. Since then, the partnership has expanded to include two former colleagues of Colin - Debbie and Gareth. They lead the total team of over 20 staff and we now look after around £150 million of assets on behalf of our clients.
What makes us different?
Whereas the vast majority of IFAs are general practitioners dealing with a variety of different classes of clients and a wide range of products, Equilibrium is a 'specialist wealth manager':
- Combining financial planning with investment planning
- Offering bespoke portfolio services
- Leaving control with the client
- Giving you ‘our promise’
In fact, we don’t consider IFAs to be our competition! We do however aim to compete with the best that private banks have to offer by combining lower costs with a more personal service.