Wilmslow-based Equilibrium Asset Management on course for £7m turnover

Cheshire wealth management firm Equilibrium is on track for a record year.

The Wilmslow-based company is due to achieve a turnover of more than £7m, the highest in its 21-year history.

In the first three quarters of its current financial year, Equilibrium secured £75m in new assets under management, bringing its total to £600m for over 850 families across the UK.

Equilibrium Asset Management’s founder, Colin Lawson, said the company is looking to recruit new staff to accommodate its growing client base.

He said: “We have already passed our new assets under management target for the year to date by £7m, just nine months in.

“And we are also confident that we will surpass the target of £90m of new assets under management for the whole year.”

Colin continued: “After ranking fifth in the Sunday Times list and winning Best Adviser Firm UK, 2017 is officially the best year in the company’s history.

“In the period, we have also recruited a lot of talented people who are helping the firm provide the best possible service that best meets a client’s personal objectives.”

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