Equilibrium Financial Planning LLP

Reference number: 452261

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • Equilibrium

Company details

From the company's Companies House record.

Company number
OC316532
Company status
Active
Company type
Limited liability partnership
Incorporated
6 December 2005 (20 years old)
Registered office
Ascot House Epsom Avenue, Handforth, Wilmslow, Cheshire, SK9 3DF, England

Current directors and secretaries

Name Role Born Appointed
EQUILIBRIUM INVESTMENT MANAGEMENT HOLDCO LTD Corporate LLP designated member Not published 23 Sep 2025
EQUILIBRIUM FINANCIAL PLANNING HOLDCO LTD Corporate LLP designated member Not published 23 Sep 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Applewood Asset Management LLP
  • Equilibrium Asset Management LLP

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Common questions

Frequently asked questions

Is Equilibrium Financial Planning LLP FCA authorised?
Yes, Equilibrium Financial Planning LLP (FRN 452261) is authorised by the FCA to carry out regulated activities.
Is my money safe with Equilibrium Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Equilibrium Financial Planning to the Financial Ombudsman Service, free of charge.
Is Equilibrium Financial Planning a scam or clone?
Equilibrium Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Equilibrium Financial Planning's Firm Reference Number (FRN)?
Equilibrium Financial Planning's FRN is 452261. You can verify it on the FCA register.