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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.”

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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.