Equilibrium Financial Planning LLP

We are an award-winning wealth management company specialising in personalised financial planning, tax mitigation and investment management.
Hidden mission statement
http://www.equilibrium.co.uk

Officially a Very Good
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Officially a Very Good
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Officially an Outstanding
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Officially an Outstanding
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Officially a World Class
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Officially a World Class
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Officially a Good
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Officially a Global*
Good Company
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Officially a Good
Company to Work For
Globally*

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7
Best Company to work for in the UK
May 2021
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Best Company
to work for

Making people's lives better is the mission at wealth management company, Equilibrium Financial Planning LLP, and that goes for its team and the community as well as clients.

During the pandemic the company's charitable foundation donated more than £60,000 to good causes to support issues made worse by the crisis including homelessness and food poverty. And to make employees' lives better Equilibrium sent plants, positivity pins, care packages with multi vitamins, happiness journals for their children and chocolate Oscars to say “well done for being awesome”.

Based in Wilmslow, Equilibrium specialises in financial planning, tax mitigation and investment management.

Staff are guided by four core principles: Excellence, Simplicity, Integrity and Growth and in terms of the latter they are encouraged to keep developing personally as well as professionally.

To keep the team feeling connected and engaged remotely Equilibrium created a weekly schedule of activities and social events from games and quizzes, including one hosted by The Chase's Shaun Wallace, to podcasts, TED Talks and competitions. Managing partner, Gaynor Rigby, appeared in daily videos to keep everyone in the loop, talking about how she was feeling and the highs and lows of the pandemic.

The firm used resilience questionnaires and happiness surveys to find out how employees were feeling during lockdown. Instead of the annual get together to celebrate the end of year results, Equilibrium hosted a virtual briefing and gifted everyone the afternoon off, sending them a take-out meal voucher so dinner was on the house.

Featured Workplace Factors

My Company

100% of staff agreed

I believe I can make a valuable contribution to the success of this organisation

Every quarter staff nominate the person they believe is a great addition to the team for something they have done for a client, a colleague or the community at large. The senior leadership team also nominate a person with the winners receiving a gift voucher and points for their house team.

Wellbeing

95% of staff agreed

I am happy with the balance between my work and home life

Wellbeing initiatives included talks from Ollie Ollerton from Channel 4's SAS Who Dares Wins and workplace psychologist, Liggy Webb, as well as meditation classes and exercise sessions. Equilibrium also held a corporate charity challenge to walk four million steps collectively for a local hospice which the team totally smashed.

Giving Something Back

100% of staff agreed

My organisation encourages charitable activities

Equilibrium is setting up an Eco Council to focus on initiatives to reduce its impact on the planet. To promote greener modes of transport parking spaces are limited and employees are encouraged to car share. The office has a bike shed, cycle repair kits, pumps and showers.

Quick Facts

Organisation established in
1995
Total number of employees
2
Number of UK locations
37
Employee average age
57% : 43%
Male : Female employee ratio
52%
Employees earning £35k+
11%
Employee turnover (voluntary)

Benefits

Holidays

Companies offering a minimum of 26 days annual leave to all employees.

Women in Senior Management

At least 40% of senior managers are women.

List Positions

National Ranking
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7
Best Small Companies to work for in the UK
National Ranking
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7
Best Mid-Sized Companies to work for in the UK
National Ranking
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7
Best Mid-Sized Companies to work for in the UK
National Ranking
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7
Best Large Companies to work for in the UK
National Ranking
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7
Best Big Companies to work for in the UK
National Ranking
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7
Best NFP Organisations to work for in the UK
Sector Ranking
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1
Best Companies to work for in the UK
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1
Best Companies to work for in the UK
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1
Best Companies to work for in the UK
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1
Best Companies to work for in the UK
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1
Best Companies to work for in the UK
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1
Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
Sector Ranking
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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1
Best Companies to work for in the UK
London
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Best Small Companies to work for in London
London
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Best Mid Sized Companies to work for in London
London
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Best Mid Sized Companies to work for in London
London
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Best Large Companies to work for in London
London
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Best Big Companies to work for in London
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East of England
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The North West
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10
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The South East
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Wales
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Yorkshire & The Humber
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Best Companies to work for in Yorkshire & The Humber
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