EQUILIBRIUM WEALTH MANAGEMENT LIMITED
Company number 03053936 · Monitor this company
Executive summary
Equilibrium Wealth Management Limited is a long-established regional wealth management firm that has been fully integrated into the Pfm Group consolidator structure, with the parent entity holding over 75% of shares and voting rights. Its competitive position is defined by the tension between leveraging group-scale efficiencies (compliance, technology, investment propositions) and maintaining the local brand credibility essential for client retention in relationship-driven financial advice. The firm's multiple name changes reflect the broader industry consolidation trend, while its reversion to the Equilibrium brand signals recognition that acquired IFAs often retain more value under their established identities. Without detailed financial disclosures, performance benchmarking is limited, but the company's nearly 30-year operating history and active governance structure suggest it remains a viable contributor within the Pfm Group portfolio.
Overview
- Company type
- Private Limited Company
- Incorporated
- 1995-05-05
- Registered office
- Lancaster House Ackhurst Business Park, Foxhole Road, Chorley, England, PR7 1NY
- Postcode
- PR7 1NY
- Capital
- 237 GBP
- Accounts category
- Audit Exemption Subsidiary
- Charges
- 1 outstanding
Accounts
- Last made up to
- 2025-12-31
- Next due by
- 2027-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2026-06-07
- Next due by
- 2027-06-21
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 4 current · 22 resigned
Group structure 1 subsidiary
Controlled by PFM GROUP LIMITED — since 2016-04-06
From persons-with-significant-control filings on the public register.
Data protection registration
Registered with the ICO as a data protection fee payer — Z6192067 (Tier 2), registered since 2002.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Previous company names
| Name | Date changed |
|---|---|
| PERSPECTIVE (SOUTH WEST) LIMITED | 2026-05-01 |
| EQUILIBRIUM WEALTH MANAGEMENT LIMITED | 2018-06-01 |
| BUICK MITCHELL AVERY LIMITED | 2001-05-11 |
| BUICK MITCHELL ASSOCIATES LIMITED | 1996-03-05 |
Previous registered addresses 3
| Address | Changed on |
|---|---|
| PARADIGM HOUSE BROOKE COURT, WILMSLOW, CHESHIRE, SK9 3ND | 2020-03-17 |
| EQUILIBRIUM HOUSE, 1 PELHAMS COURT, MARLBOROUGH, WILTSHIRE, SN8 2AG | 2011-01-13 |
| 13 THE PARADE, MARLBOROUGH, WILTSHIRE SN8 1NE | 2004-03-18 |
Among its peers
Among the oldest 25%
of 219 similar companies in PR, trading since 1995
The class of 1995
44%
of the 289 companies in this sector incorporated in 1995 are still active today; 54% have since been dissolved.
A fact about the year, not a forecast for this company.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.