- 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 is on track for its biggest year ever after reaching £130 million in net asset wins.
Equilibrium Asset Management is on track for its biggest year ever after reaching £130 million in net asset wins.
The Wilmslow-based wealth management company has taken just over eight months to surpass its annual target of £100m.
Managing Partner Gaynor Rigby described smashing the net asset wins aim by £30m as a ‘fantastic achievement’.
She said: “Equilibrium has had an exceptional year so far and we still have a few months left before fiscal year end. This is a fantastic achievement and we are currently expecting to exceed £150m in net asset wins for the year, based on current progress.
“As it stands it looks like we are set for our biggest year of growth in our 23-year history, which means it is a great time to be a part of Equilibrium. With six recent hires taking our total headcount to 78 we also feel extremely well positioned to continue providing the best possible service to our growing client base.”
Chartered financial planner, Ben Harrison, outlines the five fundamental pillars of constructing a sound financial plan.
Our latest quarterly investment report dives into the details behind these impressive figures, including 10-year performance comparisons, sector outperformance, and insights into why we favoured fixed interest over equities in a high-valuation environment.
Colin Lawson, entrepreneur, founder, and managing partner, shares the lessons he has gained throughout his career.
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.
A relaxed padel event bringing clients together for friendly competition in a sociable informal setting.
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.