
Equilibrium Financial Planning LLP
“Our purpose is to make our clients’ lives better,” says wealth management company Equilibrium Financial Planning LLP.
The Cheshire-based business offers financial planning, tax mitigation and investment management, giving its clients the confidence to make better financial decisions.
And it wants its team of around 90 employees to live better too. They’re free to work in a way that suits them best in managing busy jobs and lives.
Staff get a generous leave allowance of 33 days a year to help them recharge their batteries. And after consultation, there’s now no minimum number of days they need to be in the office. The LLP wants their time there to be purposeful, not forced, based on learning opportunities and what support more junior team members and stakeholders may need.
The flexibility means staff are enthused for ‘everyone in the office’ days once a month, which create energy for collaborations and provide opportunities for social events. And feedback from staff has led to the LLP introducing ‘dress for your day,’ giving them the freedom to dress down in the office when they’re not with clients.
There’s a buzz to life at the company. The ‘Spirit Team’ organises fun activities, and the ‘Charity Champions’ work with local charities on initiatives that staff can get involved in, using their three paid-for volunteering days to give back to the community.
And in January, everyone got fired up for the year ahead with an all-team briefing… and firewalk, with most of the team walking across hot coals!

