Website & contact details
- Website
Equilibrium Financial Planning LLP
- Incorporated
- 6 December 2005 (20 years)
- Previously known as
- Equilibrium Asset Management LLP (until 23 January 2020)Applewood Asset Management LLP (until 5 May 2009)This list may be incomplete. See all names on Companies House
- Industry
- None Supplied (None Supplied)
- Accounts type
- Small
- Region
- North West
- Address
- Ascot House Epsom AvenueHandforthWilmslowSK9 3DF
Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 19 February 2027
- Last conf. stmt
- 5 February 2026
Charges
- Total
- 5
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 5
Officers 2 active
Officer details are public data from the Companies House register.
Corporate LLP Designated Member · Appointed 23 September 2025
Corporate LLP Designated Member · Appointed 23 September 2025
Officer history (13 former)
23 September 2025
23 September 2025
23 September 2025
23 September 2025
23 September 2025
23 September 2025
Resigned Baker, Andrew John Mark as LLP Member
23 September 2025
23 September 2025
23 September 2025
23 September 2025
16 October 2024
2 October 2023
31 August 2021
28 February 2018
1 November 2016
1 June 2016
Resigned Lawson, Paula Ann as LLP Member
1 September 2014
1 September 2014
Appointed Baker, Andrew John Mark as LLP Member
1 September 2013
1 September 2012
1 September 2010
Appointed Lawson, Paula Ann as LLP Member
1 September 2010
1 September 2010
22 April 2009
Resigned Clarey, Andrew Christian as LLP Designated Member
4 April 2008
6 December 2005
6 December 2005
Appointed Clarey, Andrew Christian as LLP Designated Member
6 December 2005
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 23 September 2025
Holds 75–100% of voting rights
Right to 75–100% of surplus assets
Right to appoint and remove members
Limited Liability Partnership
Reg. no. 16444442
Former controllers (1)
23 September 2025
Group structure 4 companies
Ownership group derived from the Companies House PSC register
Equilibrium Financial Planning LLP This company Holds 75–100% of voting rights
Gresham Wealth Management (FS) Limited Owns 75–100% of shares
Gresham Wealth Management Holdings Limited Holds 75–100% of voting rights
Financials
Balance sheet as at 31 March 2026 · small accounts
Balance sheet detail
| 2026 | 2023 | |
|---|---|---|
| Fixed Assets | £383,824 | |
| Creditors (< 1 year) | £1,319,574 | |
| Creditors (> 1 year) | £617,165 | |
| Net Current Assets | £4,217,278 | £2,499,839 |
| Net Assets | £2,245,432 |
What Equilibrium Financial Planning say about themselves
“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.”
Filings
Filing history not loaded yet. See it on Companies House
Some other companies at this address
Other companies in this industry
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →