EIM specifically deals with managing our clients' investments while the two firms work together to combine this with a range of financial planning services. With markets volatile and unpredictable, it has never been more important for clients to protect their assets and secure their financial future. With a client retention rate of 99%, Equilibrium endeavours to ensure clients have the peace of mind that their finances are in safe hands. Equilibrium goes beyond just providing advice on investments, instead developing long-term financial plans for clients and making a positive difference to people so that life can be enjoyed.
Equilibrium is built on an ethos of transparency. There is no bias in management of money with fees calculated on a value-added and strictly fair basis. Clients are allocated their own adviser, each with a team of client managers on hand for day-to-day assistance and regular reporting requirements. Having already collected a number of both regional and national awards, Equilibrium is well on its journey to becoming the go-to wealth management firm in the North West.
*AUM as at 01/09/2018