Equilibrium is an award-winning wealth management company offering personalised financial planning services such as investment management, IHT planning and retirement planning.

Finance

Equilibrium

Equilibrium's headquarters in Wilmslow, United Kingdom

This department focuses on optimizing processes and ensuring effective delivery of services.

Operational Excellence

The Client Management team at Equilibrium is responsible for building and maintaining strong relationships with clients, ensuring their financial goals and needs are met through personalized wealth management services. They manage client portfolios, provide timely updates, and offer expert advice on investment strategies, inheritance tax planning, and retirement planning.

Client Management

The Financial Planning Team at Equilibrium is responsible for crafting tailored financial strategies to meet clients' individual needs. This includes investment management, inheritance tax (IHT) planning, and retirement planning, ensuring clients' wealth is optimized and secure for the future.

Financial Planning Team

The Marketing and Client Care team at Equilibrium focuses on developing and executing strategic marketing initiatives to attract and retain clients while ensuring exceptional client service. This includes overseeing marketing operations, branding, client communications, and maintaining best practices in client management to uphold the company's award-winning reputation.

Marketing and Client Care

The Investment and Portfolio Management team at Equilibrium is responsible for developing and overseeing tailored investment strategies for clients. They analyze market trends, manage investment portfolios, and ensure optimal asset allocation to achieve personalized financial goals.

Investment and Portfolio Management

This department oversees budgeting, forecasting, and financial planning processes to ensure organizational financial health.

Financial Management

This department analyzes data and provides insights to support investment decisions and business strategies.

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Other teams

Client Management

Financial Planning Team

Marketing and Client Care

Investment and Portfolio Management

Financial Management

Analytical Services