Equilibrium Wealth Management Overview
- Year Founded
-
1995

- Status
-
Acquired/Merged
- Employees
-
16

- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
Equilibrium Wealth Management General Information
Description
Provider of financial advisory services. The company offers different type of wealth management services including saving, investment and tax planning, retirement planning, financial planning for individual and corporate, independent residential and corporate mortgage advice and set up planning for small business and related services.
Contact Information
Website
www.equilibrium-wm.co.uk
Formerly Known As
Buick Mitchell Avery
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Primary Office
- 1 Pelhams Court
- London Road
- Marlborough SN8 2AG
- England, United Kingdom
Equilibrium Wealth Management Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Equilibrium Wealth Management Executive Team (1)
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Tony Apps | Financial Planner |