admin.bgn

Equilibrium Financial Planning has been named the number one financial services company to work for in the UK. The firm was also named the seventh best mid-sized company to work for across all sectors, marking the fifth consecutive year that the Wilmslow-based business has been recognised in the top 10.

The firm’s purpose is to make people’s lives better, whether that is their clients, their staff or the community. This purpose is embedded in the company’s culture, meaning that throughout the pandemic the team always had a clear goal to strive for and could support each other where needed.

Potted plants, wellbeing kits and vouchers for takeaways are just some of the gifts the Equilibrium team received over the lockdown period to keep spirits high. The culture team also organised online quizzes, bingo games and wine tasting nights to keep everyone feeling connected to each other.

Wellbeing, leadership and personal growth are some of the metrics used in the survey, in which staff anonymously score their employers.

Debbie Jukes, Partner, said: “It’s amazing to be number one in our sector given the competition. I’m so proud of Sarah and Kelly who make up our culture department, and all the rest of the team who have helped us reach the top spot. It’s a brilliant achievement.”

Colin Lawson started the business in his bedroom in 1995 and has overseen nearly 26 years of success and growth at the helm of the company.

He said: “Today’s results are truly amazing. To be the number one financial services company in the UK and the seventh mid-sized company to work for is an amazing achievement.

“To think that we’ve now been in the top 10 for five years running is fantastic. A huge thank you to the team as it’s each and everyone of us that builds the culture, shares those smiles and gives that support that we all need from time to time.”

Headquartered in Wilmslow and with an office in Chester, Equilibrium now employs over 90 staff and reported a turnover in excess of £10m at the end of its last financial year in 2020.

 

Events

event masterclass the care conundrum
  • Masterclass

The Care Conundrum

Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.

Find out more
10:00 – 12:00
Wilmslow
Book your place
event masterclass law in order lasting power of attorney
  • Masterclass

Lasting Power of Attorney

Part of our Law in Order series, this masterclass will provide you with step-by-step guidance on how to create a power of attorney document yourself.

Find out more
10:00 – 12:00
Wilmslow
Book your place
event masterclass cyber security
  • Masterclass

Cyber Security

In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.

Find out more
10:00 – 12:00
Wilmslow
Book your place
event masterclass law in order lasting power of attorney
  • Masterclass

Right People, Right Money, Right Time

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.

Find out more
Find out when new events are added by joining our mailing list
event masterclass rapid responsibility
  • Masterclass

Rapid Responsibility

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

Find out more
Find out when new events are added by joining our mailing list

Start your journey to financial freedom

Book a consultation call
Equilibrium © Equilibrium Financial Planning.
All rights reserved

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.