Equilibrium Financial Planning LLP
Registered name: EQUILIBRIUM FINANCIAL PLANNING LLP
Part of Sovereign Capital V Limited Partnership groupEquilibrium Financial Planning LLP does not publish its revenue or profit. Its accounts to 31 Mar 2026 show 86 employees.
Equilibrium Financial Planning LLP did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 31 Mar 2026 showed 86 employees. The company is based in Wilmslow; we hold 4 years of its filed accounts.
- Status
- Active
- Location
- Wilmslow, North West
- Age
- 20 yrs · since 2005
- Type
- Limited Liability Partnership
Partnership. Profit is shown before the partners' own pay, so margins aren't comparable with a limited company. It is excluded from our opportunity lists.
Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.
Key figures
Revenue not disclosed
Equilibrium Financial Planning LLP’s accounts for the year to 31 Mar 2026 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.
We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.
- Employees
- 86
- Net assets
- —
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Aug 2022 | 31 Aug 2023 | 31 Mar 2025 | 31 Mar 2026 |
|---|---|---|---|---|
| Disclosure | No P&L | No P&L | No P&L | No P&L |
| Profit & loss | ||||
| Revenue (turnover) | — | — | — | — |
| Profit (best available) | — | — | — | — |
| Employees (average) | 78 | 77 | 79 | 86 |
| Ratios | ||||
| Profit margin | — | — | — | — |
| Growth (year on year) | ||||
| Headcount growth | — | ▼1.3% | — | ▲8.9% |
| Balance sheet — indirect signals, not revenue | ||||
| Cash at bank | £3.2m | £2.2m | £1.6m | £9.5m |
| Net assets | £2.7m | £2.2m | — | — |
| Fixed assets | £617k | £384k | — | — |
| Debtors | £9.8k | £10.4k | — | — |
| Deferred income | £698k | £508k | — | — |
| Source | FilletedAccounts · bulk data Dec 2023 | FilletedAccounts · bulk data Dec 2023 | FullAccounts · bulk data Jul 2026 | FullAccounts · bulk data Jul 2026 |
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- —
- Now —
- Cash at bank
- ▲498%
- Now £9.5m
- Headcount
- ▲9%
- Now 86
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now —
Group structure
Ownership chain
- Sovereign Capital V Limited Partnershipultimate parent75–100%
- Equilibrium Financial Planning Holdco Ltd75–100%
- Equilibrium Financial Planning LLPthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (2)
- Gresham Wealth Management (FS) LimitedFigures not disclosed
- Gresham Wealth Management Holdings LimitedFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from FullAccounts for the year to 31 Mar 2026, from the Companies House accounts bulk data published Jul 2026. Spotted an error? Request a correction.
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.