admin.bgn

We’re only happy when our clients are happy. So, we’re really happy to announce that once again we’ve been awarded the Mark of Excellence for Client Experience by the CX awards, an independent assessment organisation.

Equilibrium receives the Mark of Excellence for client experience

We’re only happy when our clients are happy. So, we’re really, really happy to announce that once again we’ve been awarded the Mark of Excellence for Client Experience by the CX awards, an independent assessment organisation.

The accreditation is awarded following an in-depth assessment of our client experience. All Equilibrium clients were surveyed on the below areas:

  • How easy is it to deal with Equilibrium?
  • How satisfied are they with the service provided?
  • Do they trust Equilibrium?

Staff were also surveyed to capture a full picture of the client journey

Our response rate of questionnaires from clients was 38%, which is double the average for this type of survey, meaning that our results are considered to be fully representative.

The overall unweighted score from respondents was 9.12/10. This is an extraordinary score for surveys of this nature and size. This breaks down to be an average of 9.08 from clients and an average of 9.36 from staff.

At Equilibrium we pride ourselves on the fact that we have always placed outstanding customer service at the centre of what we do. After 23 years in business it is fantastic to see that this is still recognised and that our clients value us as much as we value them.

We are extremely grateful to all our clients and staff who completed the survey and we look forward to continuing to build on our success!

Events

event masterclass the care conundrum
  • 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.

Find out more
10:00 – 12:00
Wilmslow
Book your place
event masterclass law in order lasting power of attorney
  • Masterclass

Lasting Power of Attorney

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.

Find out more
10:00 – 12:00
Wilmslow
Book your place
event masterclass cyber security
  • Masterclass

Cyber Security

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.

Find out more
10:00 – 12:00
Wilmslow
Book your place
event masterclass law in order lasting power of attorney
  • Masterclass

Right People, Right Money, Right Time

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.

Find out more
Find out when new events are added by joining our mailing list
event masterclass rapid responsibility
  • Masterclass

Rapid Responsibility

Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.

Find out more
Find out when new events are added by joining our mailing list

Start your journey to financial freedom

Book a consultation call
Equilibrium © Equilibrium Financial Planning.
All rights reserved

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.