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shortlisted for 13 awards, including advice firm of the year, employer of the year and customer service excellence.

Also included is Money Marketing’s coveted rising adviser star of the year, which Chartered Financial Planner, Ben Rogers, has been shortlisted for. The firm’s innovative use of technology has also been acknowledged by the Nintex Solution Innovation Awards.

Colin Lawson, Founder of Equilibrium, was thrilled with the results: “We aim to provide excellence for our clients at all times which is one of our core values, so it’s fantastic to be recognised in this and so many different areas. Our purpose as a company is making people’s lives better, and that applies to our clients, our team and the community, so we are thrilled to have been shortlisted for awards in all those areas and more.”

Money marketing (announced summer 2020)

  • Advice firm of the year
  • Next generation advice firm of the year
  • Best financial education initiative
  • Rising adviser star of the year (Chartered Financial Planner, Ben Rogers)

Greater Manchester Business Awards (announced September 4)

  • Wellbeing in the workplace
  • Employer of the year
  • Customer service excellence
  • Community and social responsibility

North West Business Awards (announced September 18)

  • Business of the year
  • Employer of the year
  • Best customer service
  • Community and social responsibility

Nintex Solution Innovation Awards (announced June 16)

  • Industry Breakthroughs: financial services

Equilibrium’s financial skills initiative, Libby’s Big Aeroplane Adventure, has been shortlisted for Money Marketing’s best financial education initiative after helping over 3,000 primary school children learn financial skills such as budgeting and currency conversion.

Despite the ceremony being cancelled due to COVID-19, the adjudication process involving over 50 judges has been conducted in full remotely. The winners will be announced in a live broadcast this summer from Money Marketing TV which can be followed on social media.

The Greater Manchester Business Awards will be announcing their winner on September 4 in a live broadcast, following the judges’ deliberation over the finalists’ Q&A videos which will see them answer questions on each category they have been shortlisted for.

The North West Business Awards will also be hosting a live broadcast to announce their winners on September 18. After a comprehensive initial submission, the finalists were asked to take part in an interview which was filmed for the judges to appraise.

The Nintex Solution Innovation Awards recognize commercial enterprises and government agencies from around the world. The 2020 award finalists were selected based on nominations submitted by Nintex customers or Nintex partners, on behalf of a customer, for a solution they designed and implemented.

Equilibrium has used Nintex’s ProMapp software to document processes from every department in the business, ensuring that, no matter what happens, there will always be a clear guide to all operations and business will be able to continue as usual.

The winners will be announced on Tuesday, June 16, 2020.

Events

  • Experience

Investment Safety Briefing

During this exclusive Masterclass, Equilibrium Portfolio Manager Harry Topping will reveal common investment mistakes, share practical ways to avoid them, and explain the strategies Equilibrium uses to help investors stay on track.

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12:15 – 14:00
Wilmslow
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  • Experience

The Care Conundrum

Care costs can be significant, but planning ahead can help you stay in control. This thought-provoking masterclass will help you understand your options, challenge assumptions, and take practical steps to prepare for future care needs.

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10:00 – 11:30
Wilmslow
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  • Experience

Road to Responsibility

Financial Planners, Ben Harrison and Grace Burgin, will provide a gentle introduction to the world of financial planning and investment by sharing their expertise and insights.

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10:00 – 11:30
Head office
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  • Experience

IHT By Numbers

Inheritance tax planning is becoming increasingly complex, particularly with pensions expected to fall within the scope of inheritance tax from 2027. While these decisions are often influenced by family circumstances and emotions, this experience focuses on the financial impact of the options available, helping you understand the numbers first so you can make more informed decisions alongside your financial planner.

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12:15 – 14:00
Head office
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  • Experience

Right People, Right Money, Right Time

How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.

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10:00 – 11:30
Head office
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  • Experience

Lasting Power of Attorney

Everyone should have a Lasting Power of Attorney in place, regardless of age or health. In this masterclass you'll gain a clear understanding of the terminology, legal requirements, risks of not having an LPA, and have the opportunity to ask questions throughout. Even if your circumstances are more complex, you'll leave better equipped to work with a solicitor.

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10:00 – 11:30
Wilmslow
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  • Experience

Relishing or Resisting Retirement

Go beyond pensions and savings to explore retirement's financial, emotional and practical realities, helping you plan with greater confidence and purpose.

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12:15 – 14:00
Wilmslow
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  • Experience

Cyber Security

In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.

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10:00 – 11:30
Wilmslow
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  • Investment

Investment Insights

Markets move fast. The world moves faster. Join Mike Deverell, Nathan Lingham and Harry Topping at our next Investment Insights as they cut through the noise and tell you exactly what it all means for your money.

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09:45 – 11:15
The Elm at Alderley Park, Cheshire
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15:00 – 16:30
The Shard, London
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Equilibrium © Equilibrium Financial Planning.
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Equilibrium is a trading style of Equilibrium Financial Planning LLP (Limited Liability Partnership) and Equilibrium Investment Management LLP. Equilibrium Financial Planning LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Office: Ascot House, Epsom Avenue, Handforth, Wilmslow SK9 3DF. Both companies are registered in England and Wales.

The information contained in this website should not be looked upon as advice or recommendation, clients should seek appropriate guidance from their financial planner. The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. The FCA regulates advice which we provide on investment and insurance business; however it does not regulate advice which we provide purely in respect of taxation matters.

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