EQUILIBRIUM FINANCIAL PLANNING LLP
Company number OC316532 · Monitor this company
Executive summary
EQUILIBRIUM FINANCIAL PLANNING LLP is a well-established financial planning practice with a 28-year track record and strong client loyalty metrics, warranting a conditional credit approval. While the balance sheet shows meaningful net assets of £2.25M and healthy liquidity with a 2.89x current ratio, the 16% decline in net assets and 30% cash depletion over the year are concerning trends that require ongoing monitoring. The firm's ability to maintain near-stable revenue despite falling assets under management demonstrates business resilience, but the LLP structure—with all members' interests classified as withdrawable debt—means capital preservation depends on member discipline around drawings policy.
Overview
- Company type
- Limited Liability Partnership
- Incorporated
- 2005-12-06
- Employees
- 86 (2026 accounts · was 79 in 2025)
- Registered office
- Ascot House Epsom Avenue, Handforth, Wilmslow, Cheshire, England, SK9 3DF
- Postcode
- SK9 3DF
- Accounts category
- Small
- Charges
- 1 outstanding
Accounts
- Last made up to
- 2026-03-31
- Next due by
- 2027-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2026-02-05
- Next due by
- 2027-02-19
Officers 1 current · 13 resigned
Group structure
Controlled by EQUILIBRIUM FINANCIAL PLANNING HOLDCO LTD — since 2025-09-23
From persons-with-significant-control filings on the public register.
Data protection registration
Registered with the ICO as a data protection fee payer — Z6077917 (Tier 2), registered since 2001.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- equilibrium.co.uk
- Phone
- 08081561176, 01613833335, 01614862250
For more than 30 years, we’ve supported individuals and families in achieving peace of mind through trusted financial planning and investment advice. We’re independent, award-winning, and driven by a simple purpose - to make people’s lives better.
Previous company names
| Name | Date changed |
|---|---|
| EQUILIBRIUM ASSET MANAGEMENT LLP | 2020-01-23 |
| APPLEWOOD ASSET MANAGEMENT LLP | 2009-05-05 |
The class of 2005
34%
of the 154,486 companies incorporated in 2005 are still active today; 63% have since been dissolved.
A fact about the year, not a forecast for this company.
Property in England & Wales 2 titles
- Leasehold
- 2
- Most recent registration
- 2019-12-10
- Where
- Cheshire East (2)
| Title number | County | Tenure | Registered | Price paid |
|---|---|---|---|---|
| CH690222 | Cheshire East | Leasehold | 2019-12-10 | — |
| CH690223 | Cheshire East | Leasehold | 2019-12-10 | — |
For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).
Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.