Toby Ellington & Mark Hird explain why they decided to use moneyinfo with their clients at Equilibrium!
Equilibrium Asset Management is the award winning Chartered wealth management company that offers genuinely personalised financial planning, giving clients confidence now and in the future. Headquartered in Wilmslow, Cheshire, they oversee more than £750 million worth of assets and are committed to delivering an exceptional service to all their clients.
"We've been using moneyinfo for a while now and our clients love it!"
"Since 1995, Equilibrium has been providing friendly expertise on wealth management, pensions and estate planning strategies. We develop long-term financial plans for clients, making a positive difference to people so that life can be enjoyed. We are very proud of the numerous awards we have won. As well as being included in New Model Adviser's Top 100 firms and gaining a Mark of Excellence for Client Experience, we have ranked in the top ten of the Sunday Times 100 Best Small Companies to work for two years in a row."
Equilibrium's moneyinfo portal is branded as MyEQ .