- 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.
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:
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!
Chartered financial planner, Ben Harrison, outlines the five fundamental pillars of constructing a sound financial plan.
Our latest quarterly investment report dives into the details behind these impressive figures, including 10-year performance comparisons, sector outperformance, and insights into why we favoured fixed interest over equities in a high-valuation environment.
Colin Lawson, entrepreneur, founder, and managing partner, shares the lessons he has gained throughout his career.
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.
A relaxed padel event bringing clients together for friendly competition in a sociable informal setting.
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.