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Last week we were named Adviser firm of the Year at the Money Marketing Awards 2016.

We are pleased to announce that last week we were named ‘Adviser Firm of the Year’ at the Money Marketing awards.

This is the second time we have been recognised at the Money Marketing awards, with our first triumph being in 2013, when we was named ‘Best Wealth Manager’. 

Speaking about the award Colin Lawson said:

To be recognised as the best adviser firm in the country is fantastic and adds even more gloss to what is already a momentous year for Equilibrium as we celebrate our 21st anniversary.

We’re exceptionally proud of the fact we retain 99 per cent of our clients and that the business continues to enjoy strong growth. This is in no small part down to the dedication, commitment and expertise our team of advisers bring to our clients on a daily basis.

“It’s fantastic to see these efforts recognised through this award and we look forward to continuing to offer a market-leading service to our ever-growing client base.

Adviser-of-the-year.jpg

Image source: http://www.moneymarketing.co.uk/issues/9-june-2016/46-1-of-1-adviser-firm-of-the-year-equilibrium-asset-management/ 

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How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.

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Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.

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Equilibrium is a trading style of Equilibrium Financial Planning LLP (Limited Liability Partnership) and Equilibrium Investment Management LLP. Equilibrium Financial Planning LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Office: Ascot House, Epsom Avenue, Handforth, Wilmslow SK9 3DF. Both companies are registered in England and Wales.

The information contained in this website should not be looked upon as advice or recommendation, clients should seek appropriate guidance from their financial planner. The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. The FCA regulates advice which we provide on investment and insurance business; however it does not regulate advice which we provide purely in respect of taxation matters.