Company
Position
Founder
Managing partner
Index
HNW Wealth Managers
Location
Cheshire
Advice type
Financial planning
Tax planning
Wealth management
Client type
HNW
Private clients
Sector Focus
Financial Services
Investments and Asset Management
Colin Lawson
Spear’s Review
Colin Lawson founded Equilibrium in 1995 with a dream to ‘build a financial planning firm that would truly put its clients first’. It’s a proposition that the firm emphasises through its four key values: integrity, excellence, simplicity and growth. These values, Lawson says, ‘align each and every one of the Equilibrium team’.
The firm specialises in wealth planning, tax structuring and mitigation, and investment management; however, its approach goes beyond just providing a simple financial plan. Advisers aim to equip clients with the right level of insight and knowledge that will enable them to confidently understand what their money can do for them.
More than a quarter of a century since it was founded, the Cheshire firm continues to deliver impressive returns.
Recommended 2025, HNW Wealth Managers