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.

New Model Adviser Top 100

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. 

75 Best Companies to Work For in the North West 2018

The 'Best Companies to Work For in the North West' list recognises the organisations that are leading the field in creating engaging and exciting workplaces.

CEOs and senior teams understand that now, more than ever, engaging their people is the most effective way to improve performance and keep and attract the best staff in challenging markets. 

The Sunday Times Top 100 Small Companies to Work for 2018

367 UK companies entered The Times’ prestigious best small companies to work for list. Just short of 30,000 employees were surveyed. Equilibrium Asset Management was named as the ninth best company to work for and was the highest-ranking wealth management company in the UK-wide list once again.

Equilibrium Asset Management also received an Innovation in Engagement Practice award.

Greater Manchester Business Awards Employer of the Year 2018

The Greater Manchester Business Awards recognise the achievements of some of the best businesses in Greater Manchester. The judging panel is made up of nine successful business leaders from the area who assessed the entries and decided on the worthy winners.

Real Business Philanthropic 30 2017

Believing there is more to business than profits, Real Business put together a list of the 30 most caring companies in Britain. Those on the list are chosen because they care about more than just making money and are judged by a panel including representatives from the Tottenham Hotspur Foundation and the Centre for Acceleration of technology.

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.

AdvisoryHQ top ranking UK IFA 2017

AdvisoryHQ have put together their list of best UK IFAs and wealth management firms in the UK which helps their readers identify best financial advisers with the right skills to meet their needs and expectations. 

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. 

 

Previous awards

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

  • North East Cheshire Business Excellence in Customer Service Award 2015
  • Financial & Professional Services Entrepreneur of the Year 2015
  • New Model Adviser Firm of the Year 2015
  • 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 1999

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