2010

Gaynor Rigby came on board as a consultant to help shape the strategy of the business. 

The Equilibrium Foundation was launched, with the goal to raise £250,000 for local charities and organisations by 2020. To date, The Foundation has successfully raised over £100,000 for 50 worthy causes.

One of the favourite moments of the year was picking up the ‘Firm of the Year – The North’ at the Citywire New Model Adviser Awards. The annual awards celebrate the UK’s best financial planning firms and serve to recognise wealth management firms committed to delivering forward thinking investment advice and financial planning services. We were delighted to be recognised as delivering excellent service to our clients and have since picked up the award a further two times. To see all of our latest awards and achievements please click here.

Key events

  • Gaynor Rigby joined the business
  • The Equilibrium Foundation was launched
  • Winner of the Firm of the Year (The North) at the Citywire New Model Adviser Awards