- 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.
shortlisted for 13 awards, including advice firm of the year, employer of the year and customer service excellence.
Also included is Money Marketing’s coveted rising adviser star of the year, which Chartered Financial Planner, Ben Rogers, has been shortlisted for. The firm’s innovative use of technology has also been acknowledged by the Nintex Solution Innovation Awards.
Colin Lawson, Founder of Equilibrium, was thrilled with the results: “We aim to provide excellence for our clients at all times which is one of our core values, so it’s fantastic to be recognised in this and so many different areas. Our purpose as a company is making people’s lives better, and that applies to our clients, our team and the community, so we are thrilled to have been shortlisted for awards in all those areas and more.”
Money marketing (announced summer 2020)
Greater Manchester Business Awards (announced September 4)
North West Business Awards (announced September 18)
Nintex Solution Innovation Awards (announced June 16)
Equilibrium’s financial skills initiative, Libby’s Big Aeroplane Adventure, has been shortlisted for Money Marketing’s best financial education initiative after helping over 3,000 primary school children learn financial skills such as budgeting and currency conversion.
Despite the ceremony being cancelled due to COVID-19, the adjudication process involving over 50 judges has been conducted in full remotely. The winners will be announced in a live broadcast this summer from Money Marketing TV which can be followed on social media.
The Greater Manchester Business Awards will be announcing their winner on September 4 in a live broadcast, following the judges’ deliberation over the finalists’ Q&A videos which will see them answer questions on each category they have been shortlisted for.
The North West Business Awards will also be hosting a live broadcast to announce their winners on September 18. After a comprehensive initial submission, the finalists were asked to take part in an interview which was filmed for the judges to appraise.
The Nintex Solution Innovation Awards recognize commercial enterprises and government agencies from around the world. The 2020 award finalists were selected based on nominations submitted by Nintex customers or Nintex partners, on behalf of a customer, for a solution they designed and implemented.
Equilibrium has used Nintex’s ProMapp software to document processes from every department in the business, ensuring that, no matter what happens, there will always be a clear guide to all operations and business will be able to continue as usual.
The winners will be announced on Tuesday, June 16, 2020.
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.