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The festive period is all about giving, and our clients certainly did that at our Christmas lunches last month. They donated over £7,500 to the Toy Appeal.

Equilibrium has featured in Advisory HQ’s 2019 Best Manchester & Cheshire Financial Advisers & Best U.K Independant Financial Advisers (UK IFAs)

A local wealth management firm has awarded a city centre-based charitable organisation a £500 grant, as part of its ongoing Community Support Scheme initiative.

FTAdviser have ranked Equilibrium Asset Management 17th in their Top 100 Financial Advisers. The list compiles the best advice companies in the UK from an in-depth data analysis.

The Wilmslow-based wealth management company added Joe Smith as an Investment Analyst and Erika Barbosa as a Data Analyst, a newly created role, to its growing workforce.