Wealth management firm relocates to new HQ as it continues growth streak

A wealth management firm has relocated to a new HQ in Cheshire to aid its “continued growth streak”.

Equilibrium Financial Planning, which has £1bn of assets with a turnover of over £10m, has moved to its new base at Ascot House in Handforth.

89 staff moved from the old offices at nearby Brooke Court to the 23,000sq ft building on a 15-year lease during the lockdown earlier this year.

Managing partner Gaynor Rigby, said the relocation will accommodate further expansion and innovation within the team.

She said: “We’ve been in our old office for nearly 15 years, and we really made it our home – the whole team has some great memories there, and we’ve celebrated numerous brilliant achievements there over the years.

“However, as we’re accelerating into a new era, we’re excited to make new memories in a brand-new, purpose-built space.

“Our team was split between two buildings at our previous HQ, so it will be fantastic to have everyone under one roof in the new office once the team returns full-time. We’ll also be benefitting from upgraded client meeting rooms and we’ll have lots of space to grow.”

Sarah Warburton, Equilibrium’s head of culture, added: “We’re confident our clients will love our new office, but what’s really important to us is that we’re designing the space to support the wellbeing of our staff as a priority.”

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The move comes after an extended growth period for Equilibrium, which saw the team grow to nearly 90 people, turnover rise to record-breaking levels, and a pledge made to donate £4m to charitable causes and organisations.

More recently, the company was named in the top 10 of the Sunday Times Best Small Companies To Work For list for the fourth consecutive year – the only business on the list to have done so.

It also received a special award for workplace wellbeing and ranked second and fifth in the regional North West list in 2019 and 2020 respectively.

Inside the new Equilibrium offices at Ascot House in Handforth

Ms Rigby added: “We have a brilliant culture at Equilibrium, which is no happy accident – we’ve worked very hard to ensure that not only are we making our clients’ lives better but that we’re also making our team’s lives better.

“Our new headquarters will help us to take the momentum we’ve created and run with it. It’s a hugely exciting time for the business, and we can’t wait to see what the future holds.”

Equilibrium Financial Planning was founded in 1995 by Colin Lawson, and specialises in all areas of wealth management, including financial planning, investment management, pensions, tax planning and estate planning. 

Business Live – North West

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