As strange as it may sound, the process of becoming a client of Equilibrium can be likened to a courtship or a job interview. It is not something that can be rushed and it is a process that we are prepared to invest considerable time in. Both parties are trying to establish if there is a ‘good’ personal fit, whether we can work well together and whether we will all enjoy the experience – not just initially, but in the years ahead.
At the first meeting, we want to find out as much about you and your circumstances as we can. The second meeting is when we tell you about us and how we work. At the third meeting, we discuss what we could achieve by working together. During this three-meeting process there is no obligation on either your or our part and if you subsequently decide not to proceed with us, then no fees will be payable.
About the competition
You may have consulted an IFA in the past and realised that the knowledge, the service and the firm’s infrastructure simply wasn’t capable of giving you what you want. Perhaps you have been advised by a stockbroker and realised that the nature of advice on offer wasn’t broad enough for your needs. Perhaps you have been guided by a bank and realised that it is still just a bank charging high fees for a limited and mediocre service.
If you have taken financial advice in the past we know that you will find the Equilibrium experience refreshing, it is a truly bespoke service that guarantees to make a difference to your life.
You will be an independent thinker, someone who is just as inclined to question advice, as you are to accept it! Like everyone else, you seek financial security and you want your money to generate good returns for you.
You may wish to be involved in, or even direct your investment strategy, but be released from the day-to-day burdens of managing your portfolio.
Ideally, you will want to delegate important financial decisions to a team you can trust; to people who you know have the knowledge and skills to provide the service you need.
We can’t make you wealthy – you will have already done that yourself – but we can help you to stay that way, by preserving your wealth and making it work hard for you in the same way that you worked to get it. And when the time comes, we can make sure that it is passed on to your beneficiaries.