Equilibrium Asset Management wins accolade for customer service
The Wilmslow-based wealth management firm was commended for its client centric approach and achieved the highest standard of three stars in the national customer services award scheme.
Investor in Customers (IIC) is an independent assessment organisation that conducts rigorous benchmarking exercises to show customer satisfaction levels for businesses. These exercises determine the quality of client service and relationships, grading the results at one, two, or three stars.
Equilibrium's customer satisfaction levels were so high they achieved the fifth highest score recorded since the award was launched in 2007.
Colin Lawson, managing partner at Equilibrium, said: "We have worked hard to develop an approach to financial planning which puts our customers' needs first and foremost.
"We don't work on a commission basis so our fees are based on the percentage of assets under our influence. This means our interests are aligned with our clients, helping us deliver great customer service. It's an honour to know that both our clients and staff rate Equilibrium's level of customer service so highly."
Neil Craig, managing director at Investor in Customers, said: "Equilibrium is clearly one of the North West's premier wealth management firms. Their high scores have placed them in the top five in the IIC database.
"More than half of their client base participated, showing the depth and strength of the relationship, and that everybody wanted to take the opportunity to share their positive experience with the company."
Equilibrium has been providing bespoke financial management services to its clients for more than 16 years. Over the past 12 months the wealth management firm has grown its client base from 320 to 370 and now oversees £185 million worth of client assets. It provides expertise on wealth and investment planning, pensions and inheritance tax strategies.