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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.”

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.

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10:00 – 12:00
Wilmslow
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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.

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10:00 – 12:00
Wilmslow
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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.

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10:00 – 12:00
Wilmslow
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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.

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  • 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.

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Equilibrium © Equilibrium Financial Planning.
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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.