Equilibrium Financial Planning gets PE-backing from Sovereign

Sovereign Capital Partners acquires majority stake

Jenna Brown
clock • 2 min read

Sovereign Capital Partners has acquired a majority stake in north west wealth manager Equilibrium Financial Planning.

The advisory business said its existing management team will retain a significant minority stake and continue to lead the business on a day-to-day basis. Equilibrium will retain its Handforth headquarters and branding under the terms of the investment. The investment will support a national buy-and-build programme, the business explained, using Equilibrium as the "platform to expand into new regions, while migrating future acquisitions onto Equilibrium's proven client experience, systems and operating model". Equilibrium founder and managing partner Colin Lawson said: "Our clients ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Verso transfers investment management arm custody to Third Financial

Verso transfers investment management arm custody to Third Financial

Extends partnership with Nucleus in a five-year deal

Isabel Baxter
clock 06 November 2025 • 1 min read
Titan in 'strong position' to integrate IWP within four months

Titan in 'strong position' to integrate IWP within four months

Co-CEOs Fearon and Kaberry on getting the IWP integration ‘right’

Isabel Baxter
clock 05 November 2025 • 2 min read
Five Wealth looks to double AUM as it exceeds £1bn for the first time

Five Wealth looks to double AUM as it exceeds £1bn for the first time

Driven by ‘organic growth’ and adviser team expansion

Isabel Baxter
clock 05 November 2025 • 1 min read