- 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.
Colin Lawson, Managing Partner, was crowned ‘Financial & Professional Services Entrepreneur of the Year 2015’ at the EN North West Entrepreneur of the Year Awards last night.
Colin Lawson, Managing Partner, was crowned ‘Financial & Professional Services Entrepreneur of the Year 2015’ at the EN North West Entrepreneur of the Year Awards last night.
Colin founded Equilibrium 20 years ago from his back bedroom and has grown the firm to a £5 million turnover business with a team of more 50 financial planning experts. The judges commended Colin’s entrepreneurial approach to a process-driven industry. Under Colin’s guidance, we were one of the first wealth management companies to introduce a fee-only format for fee structure.
Colin said:
I’m honoured to have received this accolade from my peers in the region. The North West is becoming a hotbed for financial services and it’s fantastic that Equilibrium is being recognised for leading the way when it comes to transparent and no-nonsense wealth management advice. We’re committed to providing our clients with future financial confidence by helping them maximise their wealth and make the right investment choices.
Now in their 14th year, the EN North West Entrepreneur of the Year Awards recognise and celebrate the outstanding contribution which owner-managed businesses make to both the North West and UK’s economy. The award ceremony took place at The Mere in Knutsford on 21 October 2015.
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.