Equilibrium Financial Planning LLP

• Principal Place of Business

  Ascot House

  Epsom Avenue

  Handforth

  Wilmslow

  Cheshire

  SK9 3DF

  UNITED KINGDOM

  Phone

  +4401614862250

  Web

  https://www.equilibrium.co.uk

• Complaints Contact

  Ascot House

  Epsom Avenue

  Handforth

  Wilmslow

  Cheshire

  SK9 3DF

  UNITED KINGDOM

  Phone

  +4401614862250

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Deborah Louise Jukes

  IRN DLJ01039

  • SMF3 Executive Director (since 20 Nov 2025)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF27 Partner (9 Dec 2019 to 20 Nov 2025)
  • CF10 Compliance Oversight (15 Apr 2010 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (15 Apr 2010 to 8 Dec 2019)
  • CF4 Partner (25 Aug 2006 to 8 Dec 2019)
• Diana Majko

  IRN DXM01199

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 19 Jun 2025)
  • [FCA CF] Functions requiring qualifications (since 19 Jun 2025)
• Gareth Jameson

  IRN GXJ01110

  • CF4 Partner (12 May 2008 to 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 27 Nov 2012)
  • CF21 Investment Adviser (25 Aug 2006 to 31 Oct 2007)
• Gaynor Rigby

  IRN GAB01143

  • SMF27 Partner (9 Dec 2019 to 1 Sep 2021)
  • CF4 Partner (9 May 2011 to 8 Dec 2019)
• Grace Burgin

  IRN GXB00465

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 17 Feb 2025)
  • [FCA CF] Client dealing (since 17 Feb 2025)
• Graeme Black

  IRN GRB01139

  • CF30 Customer (17 Jul 2012 to 6 Nov 2017)
• Haydn Robert Barlow

  IRN HXB01348

  • [FCA CF] Client dealing (4 May 2022 to 5 Aug 2025)
  • [FCA CF] Functions requiring qualifications (4 May 2022 to 5 Aug 2025)
• Jason Lowe

  IRN JXL01307

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 9 Dec 2020)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF4 Partner (21 Feb 2011 to 9 Dec 2019)
  • CF30 Customer (6 Mar 2008 to 8 Dec 2019)
• Jonathan Brusell

  IRN JXB03274

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 15 Dec 2023)
• Katy Littler

  IRN KXL00172

  • [FCA CF] Functions requiring qualifications (16 Nov 2021 to 6 Jun 2023)
  • [FCA CF] Client dealing (16 Nov 2021 to 6 Jun 2023)

No changes recorded yet.