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Tuesday 18th August, 2026
Two heads are better than one
Client Services Director Lucy Woolrich shares how technical expertise and trusted relationships come together to create a more personal, positive client experience.
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LucyW

Written by Lucy Woolrich

Friday 22nd May, 2026
Growing with Purpose
As Equilibrium expands into new regions, we’re creating exciting opportunities for people who want to grow their careers with purpose. Discover how we’re building for the future while staying true to the culture and values that define us.
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KellyEJ

Written by Kelly Eyton-Jones

Thursday 8th May, 2025
“Trust me, I’m a Fellow”
Serving Equilibrium veteran, Fellow of the Association of Chartered Certified Accountants and Personal Finance Society, Chartered Financial Planner, and font of all knowledge… meet Nilesh Patel.
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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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Our team will always treat you with courtesy and respect, and we ask the same in return. We do not accept abusive, threatening, discriminatory or harassing behaviour towards anyone within the Equilibrium Group, whether in person, on the phone, by email or online. Where we need to, we will take account of individual circumstances and if you have a concern about how a member of our team has treated you, please use our ⁠complaints process.

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