Equilibrium Wealth Management Limited has provided a consistently high standard of advice and the annual reviews have provided our employees with good quality market appraisals on which to base their fund investment decisions.
I would happily recommend them as providers of sound, timely, professional advice.
Your straight forward advice has been most helpful. We will certainly be recommending you to our family and friends.
Equilibrium Wealth Management Limited is proud to be part of the Perspective Financial Group Limited.
Equilibrium Wealth Management is a firm of experienced Financial Planners, delivering a professional and specialised service to individuals and businesses throughout the UK. Our administrative base, in Marlborough, provides top quality technical and research support to a growing team of experienced advisers. Our team has considerable experience in the investment, tax planning and pensions industry. Our combined knowledge and expertise ensures our clients receive a quality of advice which they tell us is second to none.
At Equilibrium Wealth Management, we are committed to delivering outstanding customer service. This is why the business has gone from strength to strength. Since 1995, we have provided financial planning solutions to individual clients, companies, company directors and self-employed individuals. Our balance of professionalism and friendliness has a big part to play in our success. Our service is aimed at helping clients decide how best to achieve their own financial goals.
Helping to protect your financial lifestyle in retirement
Helping to arrange retirement and other benefits for the directors and employees of a business
Helping to protect your family from the unexpected
Philosophy
At Equilibrium Wealth Management Limited, we will always endeavour to provide our clients with the best possible level of service. Our objective is simple, to ensure your financial planning sees the best possible returns whilst ensuring that you are kept informed of the process at every stage. Our team consists of specialists in a variety of fields who we are confident can provide you with the best results and service.
Our Investment Philosophy
Refer you to other specialists when we believe you could benefit from their services, and do what we say we are going to do, when we say we are going to do it
