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Our purpose is to make people’s lives better. That includes our clients, our team and our community, from the advice we give to clients and their families, to the internal training programmes developing our team as well as the Equilibrium Foundation supporting local causes.
We have four core values that underpin our approach to absolutely everything we do, from financial planning to training and development to philanthropy. Read more about what these mean to us below.
These four values are the stars that guide us, the things that align each and every one of the Equilibrium team
To us, integrity means always doing the right thing (even when nobody is watching), from the way we structure our fees to offering peace of mind through our fee guarantee and service promise.
We’ll only recommend changing your portfolio if it’s in your best interest, and the Equilibrium guarantee means that if you feel that we haven’t lived and breathed our values, you can ask for some or all or your fees back since your last planning meeting.
Hear how this helped to convince our client that we were the company she wanted to work with.
Hear from a client
We strive for excellence in everything we do. This can be seen in our client retention rate of over 99%, as well as the awards and accreditations we’ve consistently been awarded over the years.
We believe in taking part in awards to put ourselves to the test, hold ourselves accountable and highlight areas for improvement. As a result, we’ve been recognised for excellence in various areas over the years. Why not take a look?
Our awards
We simplify the complex. The financial industry can be full of jargon and complicated processes, but we promise to always speak in a language you understand.
Our documents are designed to explain our processes, financial rules and regulations in an easy-to-digest way. Read our retail client agreement to see for yourself.
Retail client agreement
We never stop growing, learning and developing. Equilibrium has ambitious growth plans, which enables us to attract, retain and develop the most talented team. It also enable us to continually develop our business and find innovative ways to deliver our service to you.
When we say we want to make people’s lives better, that extends to the people in our community too. That’s why, in 2010, we established the Equilibrium Foundation and have set the target of raising £4m for charity by August 2028. Learn more about the Foundation, the people and causes we’ve helped as well as how you can get involved.
Learn moreWe combine financial planning, investing and tax planning to deliver a seamless offering that we call successful lifetime investing. We also have standalone services around inheritance tax planning, defined benefit pension transfers, and a planning service for business owners.
We combine financial planning, investing and tax planning to deliver a seamless offering that we call successful lifetime investing. We also have standalone services around inheritance tax planning, defined benefit pension transfers, and a planning service for business owners.
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This month, our Investment Manager, Mike Deverell, focuses on the positives amidst the ever-changing economic landscape.
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