Awards and achievements

Our commitment to excellence and the high standards of service

Our commitment to excellence and the high standards of service we aim for are reflected in the awards we have won. Various organisations have recognised our achievements on multiple occasions.

International Adviser Best Practice Awards Best Adviser Firm UK

The International Adviser Awards are designed to recognised those financial advisers within the industry that are, or have made, the transition towards best practice.

The Sunday Times Top 100 Small Companies to Work for 2017

769 UK companies entered The Times’ prestigious best small companies to work for list. Just short of 450,000 employees were surveyed, with more than 270,000 responding. Equilibrium Asset Management was named as the fifth best company to work for and was the highest-ranking wealth management company in the UK-wide list, as well as being the only north west-headquartered firm in the top 20. 

Mark of Excellence for Client Experience 2016

The independent assessment organisation CX awards use a series of online questionnaires with clients and staff to assess their experience, satisfaction and trust. Equilibrium Asset Management achieved a score of 9.31 out of 10 and was awarded the Mark of Excellence for Client Experience.

North East Cheshire Business Entrepreneur of the Year 2016

The North East Cheshire Business Awards are dedicated to celebrating the success, talent and, indeed, all that’s good about business in North East Cheshire.

Money Marketing Awards Adviser Firm of the Year 2016

The Money Marketing Financial Services Awards are regarded as a key event in the financial services industry calendar where the UK's major financial service organisations come together to celebrate the industry's finest. 

New Model Adviser Firm of the Year 2016

The New Model Adviser awards are one of the leading awards in the wealth management industry, celebrating the UK’s best financial planning firms. They recognise wealth management firms who are committed to delivering forward thinking investment advice and financial planning services. 

North East Cheshire Business Excellence in Customer Service Award 2015

The North East Cheshire Business Awards are dedicated to celebrating the success, talent and, indeed, all that’s good about business in North East Cheshire.

Financial & Professional Services Entrepreneur of the Year 2015

The Entrepreneur of the Year Awards are the opportunity to formally recognise the outstanding contribution that the region's business people make. See Colin Lawson's video from the awards night here.

New Model Adviser Firm of the Year 2015

The New Model Adviser awards are one of the leading awards in the wealth management industry, celebrating the UK’s best financial planning firms. They recognise wealth management firms who are committed to delivering forward thinking investment advice and financial planning services. 

 

Previous awards

Over the past eight years we have won a host of other awards and accreditations including:

  • Money Marketing Awards Best Wealth Manager 2013
  • Cheshire Business Awards 2012 Community Award
  • Investor in Customers - 3 Star Accreditation 2011
  • Macclesfield & Wilmslow Business Adviser of the Year 2011
  • New Model Adviser Firm of the Year 2010 (Northern Region)
  • New Breed Adviser Awards Best Pensions, Retirement & Post Retirement Planner 2009
  • New Breed Adviser Awards Best Paraplanner 2009
  • Money Management Investing for Income Award 2008
  • New Breed Adviser Award Best Support Team 2008
  • Money Marketing Investment IFA of the Year Runner Up 2009

We hope this list helps demonstrate our ability to deliver results for our clients on a consistent basis – and we will work towards continuing our success. We are committed to helping you get the best out of your money, and the recognition we receive as a team motivates us to maintain a high standard of service. 

To get in touch with our award-winning team, call 0808 156 1176 or complete our contact form