The business strengthened its team with Andrew Hirst joining as financial planner and Gaynor Rigby was made a partner. Due to increasing demand we expanded our events calendar and began to hold our popular seminars in Knutsford.
We received an accolade for customer service from Investor in Customers, achieving the highest award of a 3 star accreditation. In addition, we were thrilled to be named Business Adviser of the Year in the inaugural Macclesfield and Wilmslow Business Awards.
The year also saw us buy some of our first defined returns products for portfolios. To find out more about defined returns and how they continue to fit into our investment strategy, see a great blog from one of our investment analysts, Graeme Black, here.
- Andrew Hirst joins the business and Gaynor Rigby is made partner
- Equilibrium receives a 3 star accreditation from customer service from Investor in Customers
- We were named Business Adviser of the Year at the Macclesfield and Wilmslow Business Awards