Equilibrium Financial Planning LLP - Wilmslow

Equilibrium Financial Planning LLP

Equilibrium Financial Planning LLP is a highly regarded financial planning firm located in the United Kingdom. Established with a commitment to providing exceptional financial advice and services, the company has grown significantly since its inception. Their dedication to client satisfaction and their comprehensive range of services make them a top choice for individuals and families seeking financial guidance.

Location and Contact Information

Address: Ascot House, Epsom Ave, Handforth, Wilmslow SK9 3DF, United Kingdom.

Phone: 1613833335.

Website: equilibrium.co.uk.

Specialties and Services

• Financial planner
• Investment service

Additional Information

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended

Customer Opinions and Reviews

With an impressive 4.9 out of 5-star rating based on 43 reviews, Equilibrium Financial Planning LLP has garnered a strong reputation among its clients. Many customers have praised the firm for its personalized service, comprehensive financial planning, and excellent investment advice. One long-standing client, for example, has been with the company for over 20 years and has consistently received top-notch support and advice throughout their partnership.

Equilibrium Financial Planning LLP's commitment to maintaining a strong, personal connection with their clients, even as the company has grown, sets them apart from other financial planning firms. Their ability to provide tailored advice and support while offering a wide range of services makes them a trusted choice for individuals and families seeking financial guidance.

👍 Reviews of Equilibrium Financial Planning LLP

Brian H.

5/5

My wife and I have been clients since for over 20 years (January 2005); that speaks for itself. Throughout that time we have received excellent advice and support. In spite of Equilibrium growing from a very small base, (as Applewood), excellent personal service has been maintained and the overall 'offer' has been significantly enhanced. Our children and other members of the family have become clients and, while individual confidence is never breached, the overview so provided enables a better insight and enhanced advice.

Michelle M.

5/5

Equilibrium have been fantastic over the time we’ve been with them. I was so new to this and they’ve been super patient, taking lots of time to explain everything. The team are knowledgeable, professional, caring and pro-active. Nothing is too much trouble. It’s made me feel safe.

Dena L.

5/5

Thorough holistic view of savings, income and preparation for inheritance tax and Power of attorney. Have helped us to get our finances in much better shape through a range of diversified investments. Experienced helpful teams who support and provide guidance with good ROI. The best company I have worked with compared to two previous. Equilibrium has been an excellent experience

Fiona M.

5/5

Attended a wonderfully interesting & informative event, held at the inspirational location of Jodrell Bank & delivered eloquently by Colin Lawson, covering the effects of changes in the recent Budget & new Givernment, Trump & AI on our finances & future planning strategies

Janet H.

5/5

I have been with Equilibrium for 10 years and I can honestly say that they have been brilliant. Through all the trials and tribulations they have consistently performed well. The customer is definitely King.

Mervyn J.

5/5

I attended 2 Equilibrium presentations today - ‘The Power of Conversation’ and ‘Right People, Right Money, Right Time’ both were for approximately for 1 hour with 30 mins for question at the end of each. My time was well spent. Both were very informative and professionally given and gave me exactly the information I was seeking. I highly recommend these presentations from Equilibrium a valuable addition to anyone wanting help with investment planning.

H M.

5/5

I have been with Equilibrium for nearly 9 years now and their service is exemplary. I've had the same financial advisor during that time (which is much appreciated) and feel that the service is very personal, so much so that I rang my financial advisor when considering a major career change. They also offer a range of masterclasses and I have attended ones about Power of Attorney and Care, which were very useful. Overall I find my interactions with Equilibrium very thought provoking as they focus on how your pension/investments can support the lifestyle you want.

Sheena L.

4/5

We have been a client of Equilibrium for many years. During that time they have kept us well informed of market and legislation changes as well as recommending portfolio changes to meet the agreed strategy. Masterclasses are educational, informative and well presented. They are a safe pair of hands!