- 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.
Equilibrium Asset Management has recruited seven new members of staff.
Equilibrium Asset Management has recruited seven new members of staff.
Nathan Cameron joins the Cheshire-based company as Head of Marketing from Eddisons along with Emma Sutton as Events Co-ordinator after leaving BMW.
Amanda Jackson has also joined as Technology Manager from Kellogg Company, while Lyndsey O’Hagan has joined from Venturi Group as Assistant to the Head of Culture.
James Bancroft, from Freedom Financial, and Sarah Eckersall, from Lloyds Bank, have been hired as Client Managers, plus Stephanie Rose joins as Executive Assistant from the Body Shop.
It comes after Equilibrium last month launched a dedicated recruitment website designed to attract, train and retain new talent as it pursues its ambitious targets.
Earlier this year, company founder Colin Lawson also revealed Equilibrium’s ‘Vivid Vision 2021’, created to illustrate how the business will grow into its next chapter while continuing to help clients achieve financial confidence.
Colin said: “Equilibrium currently manages over £850 million of assets for over 1,000 families. By 2021 we are aiming to be the largest and most trusted independently owned wealth management firm in Cheshire – with £1.4bn in assets and a headcount of 110.
“Having so much new talent joining the company is fantastic.
“We feel that, with a unique company culture, we are in a great position to continue to help clients gain financial freedom and the confidence to make better decisions so they can create a bigger, better future.”
We are thrilled to announce that Equilibrium has once again been honoured with the prestigious Investors in Customers (IIC) Gold accreditation.
Client Manager, Simon Lister, and childhood friend Jon Massey complete an inspirational swim for Andy’s Man Club.
The Community support scheme continues to champion local initiatives that make a real difference to people’s lives.
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.
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.
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.
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.
Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.