Equilibrium Financial Planning
Initial consultation free
Independent
Our wealth management experts specialise in financial planning, tax mitigation and investment management. Our purpose is to make people’s lives better by helping them to live the life they want; look after those they love and leave a powerful legacy.
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£500k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr David McKendrick
Partner & Chartered Financial Planner
Mr Paul Farrugia
Chartered Financial Planner
Mr Colin Lawson
Founder
Mr Jason Lowe
Partner & Financial Planner
Contact us
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