Member Article

Wilmslow-based Equilibrium on track for a record year

Cheshire-based wealth management firm, Equilibrium Asset Management, is on track to exceed its annual growth targets as it powers through its financial year.

Despite being just over halfway through its financial year, it has already secured £61m of new assets under management, only £6m off its 12 month target.

The firm, which also has offices in Knutsford and Chester, provides expertise on wealth and investment planning, pensions and inheritance tax strategies.

This is the fourth consecutive year that the growing firm is on track to exceed its annual targets.

Equilibrium now oversees £446m worth of assets for 683 clients in the region.

Managing partner at Equilibrium, Colin Lawson, said: “Each year when we agree our targets I always know it’s a challenging goal, but the team we have developed here at Equilibrium and our personalised approach to wealth and investment management is a winning formula for growth.

“We believe in making a positive difference to people, giving them financial confidence for now and the future.

“Our clients value our honest and transparent approach and I believe it’s the secret of our success.”

This was posted in Bdaily's Members' News section by Sophia Taha .