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Equilibrium shortlisted for 13 awards

Equilibrium Financial Planning has received recognition for its innovation and client service and has been shortlisted for 13 awards, including advice firm of the year, employer of the year and customer service excellence.

Also included is Money Marketing’s coveted rising adviser star of the year, which Chartered Financial Planner, Ben Rogers, has been shortlisted for. The firm’s innovative use of technology has also been acknowledged by the Nintex Solution Innovation Awards.

Colin Lawson, Founder of Equilibrium, was thrilled with the results: “We aim to provide excellence for our clients at all times which is one of our core values, so it’s fantastic to be recognised in this and so many different areas. Our purpose as a company is making people’s lives better, and that applies to our clients, our team and the community, so we are thrilled to have been shortlisted for awards in all those areas and more.”

Money marketing (announced summer 2020)

  • Advice firm of the year
  • Next generation advice firm of the year
  • Best financial education initiative
  • Rising adviser star of the year (Chartered Financial Planner, Ben Rogers)
 

Greater Manchester Business Awards (announced September 4)

  • Wellbeing in the workplace
  • Employer of the year
  • Customer service excellence
  • Community and social responsibility
 

North West Business Awards (announced September 18)

  • Business of the year
  • Employer of the year
  • Best customer service
  • Community and social responsibility
 

Nintex Solution Innovation Awards (announced June 16)

  • Industry Breakthroughs: financial services
 

Equilibrium’s financial skills initiative, Libby’s Big Aeroplane Adventure, has been shortlisted for Money Marketing’s best financial education initiative after helping over 3,000 primary school children learn financial skills such as budgeting and currency conversion.

Despite the ceremony being cancelled due to COVID-19, the adjudication process involving over 50 judges has been conducted in full remotely. The winners will be announced in a live broadcast this summer from Money Marketing TV which can be followed on social media.

The Greater Manchester Business Awards will be announcing their winner on September 4 in a live broadcast, following the judges’ deliberation over the finalists’ Q&A videos which will see them answer questions on each category they have been shortlisted for.

The North West Business Awards will also be hosting a live broadcast to announce their winners on September 18. After a comprehensive initial submission, the finalists were asked to take part in an interview which was filmed for the judges to appraise.

The Nintex Solution Innovation Awards recognize commercial enterprises and government agencies from around the world. The 2020 award finalists were selected based on nominations submitted by Nintex customers or Nintex partners, on behalf of a customer, for a solution they designed and implemented.

Equilibrium has used Nintex’s ProMapp software to document processes from every department in the business, ensuring that, no matter what happens, there will always be a clear guide to all operations and business will be able to continue as usual.

The winners will be announced on Tuesday, June 16, 2020.