Equilibrium Asset Management is launching a bespoke Financial Planning service for working investors. The Cheshire-based firm was established in 1995 and provides wealth management services such as investment management and inheritance tax planning. Colin Lawson CFPCM, managing partner, said the firm had been streamlined over the past 12 months and developed added-value services. The Financial Planning service will target working investors and savers in the accumulation phase of their lives and the firm is looking for new Financial Planners.
It already has three Financial Planners, Jason Lowe, Andrew Hirst and Andy Baker, but is looking to expand, especially with the opening of a second office. Mr Lawson said: "The business has been on quite a journey over the past 12 months. We've taken a long hard look at ourselves, how we operate and the services we offer. "From this we've streamlined the business operations and developed bespoke added-value services for our clients, such as a cash-flow forecasting tool." The firm is also celebrating adding £40m in funds under management during 2011/12. This has meant the firm has now passed £200m in assets under management and has 400 clients on its books. It now hopes to achieve a further £50m in assets during the next year.
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