Equilibrium Financial Planning LLP - Wilmslow

Address: Ascot House, Epsom Ave, Handforth, Wilmslow SK9 3DF, United Kingdom.
Phone: 1613833335.
Website: equilibrium.co.uk
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required.
Opinions: This company has 32 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Equilibrium Financial Planning LLP

☎️1613833335

⏰ Open Hours of Equilibrium Financial Planning LLP

Monday: 8:45 AM–5:15 PM
Tuesday: 8:45 AM–5:15 PM
Wednesday: 8:45 AM–5:15 PM
Thursday: 8:45 AM–5:15 PM
Friday: 8:45 AM–5:15 PM
Saturday: Closed
Sunday: Closed

Equilibrium Financial Planning LLP: Your Trusted Financial Partner

Located at the prestigious Ascot House, Epsom Ave, Handforth, Wilmslow SK9 3DF, United Kingdom, Equilibrium Financial Planning LLP is a leading financial services provider. With a phone number 1613833335, and a user-friendly website at equilibrium.co.uk, the company is easily accessible to clients seeking expert financial advice.

Specialties and Services

Equilibrium Financial Planning LLP specializes in providing comprehensive financial planning and investment services. Their team of experienced professionals work closely with clients to develop tailored financial strategies, ensuring clients are well-prepared for their financial future.

Accessibility and Appointment Requirements

Understanding the needs of all clients, Equilibrium Financial Planning LLP offers a range of accessibility features, including wheelchair-accessible parking, entrance, and toilets. It is recommended to book an appointment prior to visiting the office to ensure personalized attention and optimal service.

Client Reviews and Testimonials

With a stellar reputation, Equilibrium Financial Planning LLP has garnered 32 reviews on Google My Business, boasting an impressive average rating of 4.9/5. Clients consistently praise the company's exceptional service, knowledgeable staff, and comprehensive financial solutions.

For example, one satisfied client shared their experience at a recent event, "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." This testimonial exemplifies the high-quality, engaging, and informative services provided by Equilibrium Financial Planning LLP.

Final Recommendation

If you are seeking a reliable and professional financial planning partner, look no further than Equilibrium Financial Planning LLP. With their exceptional track record, comprehensive services, and commitment to client satisfaction, they are the perfect choice for individuals looking to secure their financial future.

We highly recommend visiting their website at equilibrium.co.uk to explore their services and learn more about how they can assist you in achieving your financial goals. Don't hesitate to contact them today and take the first step towards a secure and prosperous financial future.

👍 Reviews of Equilibrium Financial Planning LLP

Equilibrium Financial Planning LLP - Wilmslow

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.

Anna B.

5/5

Equilibrium have looked after my families finances for several years and have made the transition into retirement for my parents smooth and stress free ensuring they can live their best life.

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.

David K.

5/5

We have had a long and successful relationship with Equilibrium as our financial advisors/ wealth managers. Performance of our investment portfolio has been strong based on clear and consistent investment strategies. More broadly we have received top class financial advice leading to our making the best utilisation of our financial resources. Communication and analysis by EQ is excellent and we very much feel ‘part of the team’