Wilmslow-based wealth management company, Equilibrium Asset Management, is set to smash its annual growth target just eight months into its financial year.
The growing company set an annual target to secure £65million of new assets under management, and has already reached the £60million mark. It now manages over £365 million worth of assets for 550 clients across Cheshire.
Equilibrium has also been able to deliver a return of 6.7 per cent on its balanced model portfolio for its clients from September 2013 to the end of May 2014.
Colin Lawson, (pictured) the company’s MD said: “Pension reform, the improving stock market, rising house prices and changes in investment regulations, means savers are taking stock of their investments and looking for clear, unbiased financial advice which is tailored to their personal needs. Our clients have tasked us to make their money work harder, giving them financial confidence now and in the future.”
Last year, Equilibrium surpassed its growth target of £50million worth of assets under management by £5million and was named Best Wealth Manager in the UK at the Money Marketing Awards.
The company has offices in Wilmslow, Knutsford and Chester.