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Our Services

We provide advice in three main areas: investment planning, financial planning, and estate planning.

However, each of these areas overlaps. We do not believe that investment planning can be successful without first of all having a robust overall financial plan in place. Estate planning – otherwise known as Inheritance Tax planning – also plays an important role in an effective financial plan.

By skillfully combining these areas, we can build investment portfolios for you that will help meet your lifetime goals, and with careful estate planning, ensure that your family is well-placed financially after you’ve gone.

 See how we work with our clients


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Next event

Learn more about Equilibrium by attending one of our upcoming events.

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Our promise

We are so confident about the value of our service, that if you are not entirely satisfied with our advice, we will refund our fees in full.More

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Portfolio construction calculator

Click here to try our unique portfolio construction tool.

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Equilibrium Asset Management (A Limited Liability Partnership) is authorised and regulated by the Financial Services Authority. Equilibrium Asset Management is entered on the FSA register (www.fsa.gov.uk/register/) under reference 452261. The FSA regulate advice which we provide on Investment and Insurance business, however they do not regulate advice which we provide purely in respect of taxation matters. Registered Office: Equilibrium Asset Management LLP, Brooke Court, Lower Meadow Road, Handforth Dean, Wilmslow, Cheshire SK9 3ND. Registered in England and Wales, No: OC316532. VAT Registration No. 884 1704 09.