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

Transact platform net inflows hit £1.3bn

Transact platform net inflows hit £1.3bn

Client numbers grew to more than 250,000

Isabel Baxter
clock 21 April 2026 • 3 min read
Norfolk advice firm declared failed

Norfolk advice firm declared failed

One claim upheld against Skipbo so far

Isabel Baxter
clock 20 April 2026 • 2 min read
Schroders shareholders overwhelmingly greenlight Nuveen takeover

Schroders shareholders overwhelmingly greenlight Nuveen takeover

Seen as a foregone conclusion

Linus Uhlig
clock 17 April 2026 • 1 min read