Money Marketing Awards Best Wealth Manager 2013 - Winner
The Money Marketing Awards is regarded as an important diary date for all major financial services organisations to celebrate the industry's finest.
We were exceptionally pleased to be awarded this prestigious title as it shows testament to our expertise even when up against national firms.
Please click here for more information on the Money Marketing Awards on their website.
The Cheshire Business Awards 2012 Community Award
The Cheshire Business Awards celebrate the achievements and successes of companies of all sizes based within the Cheshire region.
The Cheshire Business Awards Community Award was awarded to Equilibrium Asset Management to reward the charitable efforts of The Equilibrium Foundation in 2012. Please click here for more information on the Cheshire Business Awards on their website.
Investor in Customers - 3 Star Accreditation 2011
This award was given to us to mark the quality of client service and relationships, grading the results at one, two or three stars. The assessment involved a series of rigorous benchmarking exercises to show customer satisfaction levels for businesses.
We were extremely pleased with the final result as it shows how both staff and clients rate our level of customer service so highly.
You can find further information on Investor in Customers on their website.
Macclesfield & Wilmslow Business Adviser of the Year 2011 - Winner
We were exceptionally pleased to have won this award as it was given on the basis of a firm that provided first class service, whether corporate, financial, accountancy or solicitor to enable the business to meet its strategic objects in 2011.
You can find further information on this award on the Macclesfield and Wilmslow Business Awards website
New Model Adviser Firm of the Year 2010 (Northern Region)
This award is given by Citywire based on a firm’s overall expertise as well as our success as a business. This is a very prestigious award and one we really wanted to win. It’s a great reward for all the hard work by everyone in our team and many thanks to all our clients for their support.
Our Investment Manager, Mike Deverell collected the award from England Rugby World Cup winner Will Greenwood. You can find further information on the awards on the Citywire website.
New Breed Adviser Awards Best Pensions, Retirement & Post Retirement Planner 2009 - Winner
We won this award based on our ability to mix financial and investment planning disciplines, integrating this with inheritance tax and pension planning. Our investment manager, Mike Deverell submitted our entry. Click here for more details.
New Breed Adviser Awards Best Paraplanner 2009 - Winner
Paula Deary was the deserved recipient of this award. Our paraplanners are vital to our service, helping our financial planners with all aspects of our clients affairs. Click here for more details.
Money Management Investing for Income Award 2008 - Winner
We were delighted to win first place with our first-ever award entry. Our investment manager, Mike Deverell, submitted the entry which was based on our key investment principles and the standards of service that all of our clients enjoy.
New Breed Adviser Award Best Support Team 2008 - Winner
This was an amazing award to win and provided a great boost for our teams during an incredibly difficult year. Trying to stay positive in difficult markets is as challenging for our staff as it is for our clients. The great thing about this award is that we wouldn’t have won it if it hadn’t have been for the support of our clients.
We also were runner up in the Best Adviser Firm – Treating Customers Fairly category. Click here to learn more.
Money Marketing Investment IFA of the Year 2009 – Runner Up
This was probably the most comprehensive of all the awards as it covered not only our investment process, but also took into account how our business has developed over the last few years. Both the judging process and the competition were incredibly tough and we felt that runner up (behind joint winners) was the best we could have hoped for in this category, bearing in mind our boutique approach. Click here to learn more.