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Company · Chorley

Equilibrium Wealth Management Limited

Financial intermediation not elsewhere classified

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Official record Companies House · updated 27th September 2026 · Sources

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The large node is Equilibrium Wealth Management Limited. Red nodes are organisations, white nodes are people. Sign in free to explore further.

Who leads it

Previous officers 13

  1. Peter Martin Craddock 2011-2013 Director View profile
  2. Anthony Jackson Morrow 2010-2012 Director View profile
  3. Philip Alexander Carr 2010-2013 Director View profile
  4. Paul Coles 2006-2010 Director View profile
  5. Sally Ann Jones 2005-2020 Director View profile
  6. Quentin Tailford 2000-2013 Director View profile
  7. Scott Hillier 1999-2010 Director View profile
  8. John Avery 1996-2000 Director View profile
  9. Graeme John Mitchell 1995-2005 Director View profile
  10. Peter Craddock 2012-2013 Secretary View profile
  11. Anthony Morrow 2010-2012 Secretary View profile
  12. Anthony Andrew Apps 1997-2021 Secretary View profile
  13. Peter Bowyer 1995-2000 Secretary View profile

Directors and secretaries as filed at Companies House.

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About

What it does
Financial intermediation not elsewhere classified
Incorporated
05/05/1995
Registered office
Chorley
Previous names
Perspective (South West) Limited (until 01/05/2026)
Equilibrium Wealth Management Limited (until 01/06/2018)

Ownership

Owned by (2) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.

Group

  1. Equilibrium Wealth Management Limited is controlled by PFM Group Limited
    Evidence
    active 75-100% shares, 75-100% voting, appoints directors · notified 2016-04-06 · source: Companies House PSC register
  2. PFM Group Limited is controlled by Perspective Financial Group Limited
    Evidence
    active 75-100% shares, 75-100% voting, appoints directors · notified 2016-04-06 · source: Companies House PSC register
  3. Perspective Financial Group Limited is controlled by Cbpe Capital IX GP LLP
    Evidence
    ceased 50-75% shares, 50-75% shares (firm) · notified 2019-12-20, ceased 2024-05-08 · source: Companies House PSC register
  4. Cbpe Capital IX GP LLP is controlled by Cbpe Limited
    Evidence
    active 25-50% voting (LLP), 75-100% surplus assets (LLP) · notified 2016-04-06 · source: Companies House PSC register
  5. Cbpe Limited is controlled by Cbpe Holdings Limited
    Evidence
    active 75-100% shares, 75-100% voting · notified 2016-04-06 · source: Companies House PSC register
  6. Cbpe Holdings Limited is controlled by Cbpe Capital LLP
    Evidence
    active 75-100% shares (firm), 75-100% voting (firm) · notified 2016-04-06 · source: Companies House PSC register
  7. Cbpe Capital LLP is controlled by Sean Michael Dinnen
    Evidence
    ceased 25-50% voting (LLP), 25-50% surplus assets (LLP) · notified 2016-04-06, ceased 2024-04-06 · source: Companies House PSC register

Ultimately controlled by Sean Michael Dinnen.

508 other companies in this group

Showing the first 50.

Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.

Board analysis

Board DNA

How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.

4 directors on the board

8.5y median 8.5y
average tenure
12.6y
longest tenure

Directors past 6 years

First-time vs portfolio directors

First-time (2)

Portfolio (2)

0
also govern a charity
0
left in the last 12 months

Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.

Finance 82Dormant 50Business services 6Professional services 5

The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.

Gaps to watch

  • Several long-serving directors could step down together

Where to look Suggested search: succession planning for long-tenured seats.

Sources

Official record from Companies House. Governance Register calculates the connections.

Record details
Company number
03053936
Status
Active
Type
Private Limited Company
Accounts next due
30/09/2027
Edition
Register edition compiled 27th September 2026
Labels
Official record from Companies House · Calculated derived by Governance Register.

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