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.

Website, phone number and address

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.

In the full report: 3 background checks

  • When equilibrium.co.uk first appeared online, and whether it can receive email
  • What kind of line 0161 486 2250 is, and the other firm that gives it
  • Who else gives the postcode SK9 3DF
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • Equilibrium Trading name
  • Applewood Asset Management LLP Former name
  • Equilibrium Asset Management LLP Former name

FCA permissions and consumer protection

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

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

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

Directors and company secretaries

Name Role Born Appointed Other companies
EQUILIBRIUM INVESTMENT MANAGEMENT HOLDCO LTD Corporate LLP designated member Not published 23 Sep 2025 1 other company
EQUILIBRIUM FINANCIAL PLANNING HOLDCO LTD Corporate LLP designated member Not published 23 Sep 2025 1 other company

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1
is FCA-registered
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 1 company these 2 directors run together
  • All 15 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 August 2023Small company accountsAudited

Net assets

£2.25m

No earlier figure to compare

Employees (average)

77

No earlier figure to compare

Owed within a year

£1.32m

No earlier figure to compare

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company OC316532. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Equilibrium Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (10) All events (40)

2025

23 September 2025

  • Board replaced: all 8 directors left and 2 new directors took over
  • Colin Antony Lawson no longer holds 50–75% of the votes
  • Equilibrium Financial Planning Holdco Ltd took control (75–100% of shares)

Companies House

2020

27 January 2020

  • Changed its registered name from "Equilibrium Asset Management LLP"

FCA register

2016

6 April 2016

  • Colin Antony Lawson gained 50–75% of the votes

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

11 May 2009

  • Changed its registered name from "Applewood Asset Management LLP"

FCA register

2006

25 August 2006

  • Became authorised by the FCA

FCA register

18 May 2006

  • Regulated by the Financial Services Authority from this date

FCA register

2005

6 December 2005

  • Incorporated at Companies House

Companies House

In the full report: all 40 events

  • All 40 events in its history (10 shown here)
  • Every director appointment and resignation: 26
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Firms connected to Equilibrium Financial Planning

Other FCA-listed firms that share a director, phone number or address with Equilibrium Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its phone number
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Equilibrium Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Cheshire

Leading Edge Wealth Planning LtdCheshireAuthorisedMendy & Watt Financial Advisers LimitedCheshireAuthorisedMichael EatonCheshireAuthorisedSebright Financial Services LimitedCheshireAuthorisedMAE Property Finance LtdCheshireAppointed representativePhelps & Co LtdCheshireAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Equilibrium Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • All 40 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Equilibrium Financial Planning LLP FCA authorised?
Yes, Equilibrium Financial Planning LLP (FRN 452261) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Equilibrium Financial Planning’s phone number and website?
The FCA register lists the phone number 0161 486 2250 and the website equilibrium.co.uk for Equilibrium Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Equilibrium Financial Planning a scam or clone?
Equilibrium Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Equilibrium Financial Planning?
Its FCA permissions do not allow it to hold or control client money. 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.
Who owns Equilibrium Financial Planning?
Equilibrium Financial Planning is owned by Equilibrium Financial Planning Holdco Ltd, which holds 75–100% of votes, 75–100% of surplus assets and can appoint and remove the board, since 23 September 2025. Before that, it was controlled by Mr Colin Antony Lawson.
Who runs Equilibrium Financial Planning?
Companies House lists 2 directors of Equilibrium Financial Planning: Equilibrium Investment Management Holdco Ltd and Equilibrium Financial Planning Holdco Ltd.
How long has Equilibrium Financial Planning been in business?
The company was formed on 6 December 2005, and has held its current FCA authorisation since August 2006.
What do Equilibrium Financial Planning’s latest accounts show?
Its latest accounts, to 31 August 2023, show net assets of £2.25m (no earlier figure to compare).
Does Equilibrium Financial Planning use any other names?
It trades as Equilibrium. It has previously used 2 other names: Applewood Asset Management LLP and Equilibrium Asset Management LLP.

Sources and links

The full report on Equilibrium Financial Planning LLP

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