Cheshire-based wealth management firm Equilibrium Asset Management is aiming to boost headcount to a record high of 110 within two years.
The firm has also outlined a number of other targets in its ‘Vivid Vision 2021’, which has been created to illustrate how the business will grow into its next chapter while continuing to help clients achieve financial confidence.
Colin Lawson, who founded Equilibrium more than 23 years ago, said the 2021 vision has been carefully curated over several months, and comes after the firm recently grew its turnover for the eighth year running to a record GBP8.9 million.
Lawson says: “In our Vivid Vision we have clearly set out exactly where we intend to be in 2021. We aim to be the largest and most trusted independently owned wealth management firm in Cheshire – with GBP1.4 billion in assets – and want to continue to transform the way people think about retirement and managing their wealth. “
“To help people gain financial freedom and the confidence to make better decisions, so they can create a bigger future, we intend to hire the very best employees who fit in with our unique culture. We anticipate headcount at Equilibrium rising to 110 by 2021.”
Headquartered in Wilmslow, with an additional office in Chester, Equilibrium specialises in all areas of wealth management, investment, pensions, tax planning and estate planning. Headcount now stands at 81, an increase of 14 during the financial year to September 2018. The new ‘Vivid Vision’ also includes four pillars based on ‘what Equilibrium stands for’; integrity and always doing the right thing; innovation and seeking solutions and new ideas; simplicity and simplifying the complex and growth and the willingness to never stop learning.
Lawson says: “The work we do at Equilibrium is not simply about the success of one person or the success of a company. We don’t just manage money. We help people gain financial freedom and the confidence to make better decisions, so they can create a bigger future. And we wanted to make this absolutely crystal clear when creating our vision for the coming years.
“Our clients have worked hard to achieve the wealth and lifestyle they enjoy. They want sound advice so they can enjoy financial freedom to buy a second home, to travel, or to leave behind something for their children.
“We believe we are very well placed as a company to help people manage their finances and give them confidence to make better decisions and live their lives to the full.”