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Headcount at Wilmslow wealth management firm now stands at 86
Equilibrium Asset Management has once again increased its workforce and expertise with the hire of five recruits.
The Wilmslow-based wealth management company has taken on Mike Phillips as Compliance and Risk Manager, Ben Alves as Client Manager, Tom Worthington as Trainee Client Manager, Lucie Bloomfield as Assistant PA and Diana Majko as Chartered Client Manager.
Mike Phillips, who has worked in financial services for almost 20 years, joined from Paradigm where he worked on their technical consultancy team for seven years.
Lucie Bloomfield was hired by Equilibrium following a spell working as a deputy practice manager at a busy GP surgery, while Tom Worthington joined the team after gaining experience in a customer facing environment dealing with defined contribution pensions schemes.
Ben Alves had spent two years as a financial adviser at Evestor before joining Equilibrium while Diana Majko is joining us from Astute Wealth Management and has 5 years’ experience in the industry.
Colin Lawson, who founded Equilibrium 23 years ago, said the recruits have ‘joined the company following eight years of consecutive turnover growth’.
He said: “Mike, Ben, Tom, Lucie and Diana will boost our offering considerably and have already proven how well they fit into our company and its forward-thinking culture.
We are thrilled to announce that Equilibrium has once again been honoured with the prestigious Investors in Customers (IIC) Gold accreditation.
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