Equilibrium Financial Planning LLP - Wilmslow

Introduction to Equilibrium Financial Planning LLP

Equilibrium Financial Planning LLP, located at Ascot House, Epsom Ave, Handforth, Wilmslow SK9 3DF, United Kingdom, is a highly regarded financial planning firm that has been assisting clients with their financial needs for many years. Their expertise and dedication to providing top-notch service have earned them a strong reputation in the industry. Phone: 1613833335. Website: equilibrium.co.uk.

Specialties and Services Offered

Equilibrium Financial Planning LLP specializes in financial planning and investment services. Their team of experienced professionals works closely with clients to develop personalized strategies that cater to their unique financial goals and circumstances. Some of their key areas of expertise include retirement planning, tax-efficient investing, and estate planning.

Accessibility and Appointment Information

Recognizing the importance of accessibility, Equilibrium Financial Planning LLP offers a wheelchair accessible entrance, parking lot, and restroom. As their services are personalized and in-depth, appointments are required to ensure dedicated attention to each client's needs.

Client Reviews and Testimonials

With a strong focus on client satisfaction, Equilibrium Financial Planning LLP has garnered 29 reviews on Google My Business, boasting an impressive average rating of 5/5. Clients have praised the firm for delivering "wonderfully interesting & informative" events and providing "eloquent" guidance on various financial topics, such as changes in the budget, government policies, and the impact of AI on financial planning strategies. This commitment to education and exceptional service has been instrumental in building their excellent reputation.

Final Recommendation

For those seeking a reliable and knowledgeable financial planning partner, Equilibrium Financial Planning LLP stands out as an excellent choice. With their expertise in financial planning and investment services, along with their commitment to accessibility and client satisfaction, they have earned their place among the top financial planning firms in the United Kingdom. We highly recommend reaching out to them through their website to explore how their services can help you achieve your financial goals.

👍 Reviews of Equilibrium Financial Planning LLP

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

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.

Leslie I.

5/5

Just been to an Equilibrium Master Class on “The Care Conundrum” presented by Haydn Barlow. It was very informative and has inspired me to start work on preparing a written Care Plan for my wife and I something I probably wouldn’t have done if I had not attended this event. So big thanks to Equilibrium and Hayden

Alice B.

5/5

Can't praise Equilibrium enough. Excellent customer service. Friendly, professional staff. Always made to feel valued. Feel that we are in safe hands. Thank you. Can certainly recommend.

Karen J.

5/5

I have been a client of Equilibrium for around 4 years. They are extremely helpful and approachable. I have attended a few of their master classes which have been excellent and very relevant to the current economic situation.

C E. R.

5/5

Just brilliant. Huge depth of knowledge, trust them completely to look after my money and my best interests. They have taken all the worry out of investing. Plenty of really interesting events to keep clients abreast of what's happening in the financial world.

William W.

5/5

Excellent. What a great choice Merrydale Manor was. Enjoyed every moment of the afternoon. But can I kindly ask you to pass on a suggestion that somehow or other, the management need to endeavour to introduce some baffle boards/more soft furnishings to absorb the noise of chatter, that's the beauty of "old fashioned carpets".
Also the food was very good, but for my wife and I found the serving of roast potatoes just too generous and we hate leaving good food.
So we look forward to revisiting Merrydale Manor in 2025...very enjoyable.

Andrew F.

4/5

Equilibrium have looked after our investments well for many years now and keep us informed of the market changes & opportunities to maximise our portfolio.