At Equilibrium, we specialise in financial planning, tax mitigation and investment management – but so do plenty of other firms. So, what makes us different?

Making wealthy people wealthier is part of what we do, but it’s not our purpose. Our purpose is to make our clients’ lives better by giving them the confidence to make better financial decisions.

The team at Equilibrium is critical to our success. We want all our staff to feel motivated, happy and that the work they do adds value and has a direct impact on our clients and business. 

As an employer, we hold our key values at the heart of everything we do:






With our award-winning culture, we provide a positive and open environment for people to thrive in and get the best they can from each day. Our team is constantly offered support and training opportunities, encouraged to speak up, add value and be the best they can be. Our 92% staff retention shows that this isn’t just something we talk about and promote to outsiders - it's reality. Find out more about our vision here.

We have a designated 'Spirit Team' that is responsible for making Equilibrium a fun place to work. The Spirit Team is a group of volunteers who arrange activities throughout the year. These range from popcorn Wednesdays to pub quizzes and various other internal competitions to get a fun rivalry going between team houses (think Harry Potter only less dangerous).

However, we know that benefits don’t make a culture, people do. So, we empower people to be the best they can be every day, giving them opportunities for growth, a collaborative environment and plenty of feedback. Click here to read Sarah Warburton's blog on creating a great workplace culture.

Find out what you can expect from working with Equilibrium

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Equilibrium is a trading style of Equilibrium Financial Planning LLP and Equilibrium Investment Management LLP (Limited Liability Partnerships). 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.

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