O gerenciamento de ativos de equilíbrio aumentou mais uma vez sua força de trabalho e experiência com a contratação de cinco recrutas, como o Mike Mike Manager, como o Mike Manager, como o Mike Manager, como o Mike Manager, como o Mike Manager, como o Mike Manager, como o Mike Manager, como o Mium Manager. Bloomfield como assistente de PA e Diana Majko como gerente de clientes fretados. até uma oferta perfeita. Se não sabemos para onde um cliente está indo ou que está tentando alcançar, não temos idéia de qual estratégia precisamos implementá -los lá. Fundamentalmente, é muito mais fácil reduzir o nível de imposto pago em um portfólio do que simplesmente aumentar os retornos para pagar esse nível de imposto. ”
The Wilmslow-based wealth management company has taken on Mike Phillips as Compliance and Risk Manager, Ben Alves as Client Manager, Tom Worthington as Trainee Client Manager, Lucie Bloomfield as Assistant PA and Diana Majko as Chartered Client Manager.
Headcount at Equilibrium now stands at 86 and comes just after the company announced that it had delivered a record-breaking £8.9m turnover in the financial year to September 2018.
Explaining Equilibrium’s offering Colin said: “We ultimately have three services that we provide for our clients, that we try to roll up in to one seamless offering.
“It starts off with financial planning. If we don’t know where a client is heading orwhat they’re trying to achieve, then we have no idea what strategy we need to implement get them there.
He added: “Once we know exactly what the client is looking for we go on to create the investment plan, which all have specific targets relevant to their objectives.
We then think about the third level of service very carefully, which is the tax mitigation.
“We believe fundamentally that it is a lot easier to reduce the level of tax paid on a portfolio than it is simply to increase the returns in order to pay that level of tax.”
Mike Phillips, que trabalhou em serviços financeiros por quase 20 anos, unindo -se a um paradigma em que trabalhava em uma equipe de consultoria técnica por sete anos. Uma cirurgia de GP ocupada, enquanto Tom Worthington se juntou à equipe depois de obter experiência em um ambiente que enfrenta um ambiente que lida com esquemas de pensões de contribuição definida. Anos atrás, disseram que os recrutas 'ingressaram na empresa após oito anos de crescimento consecutivo de rotatividade'. Downtown in Business
Lucie Bloomfield was hired by Equilibrium following a spell working as a deputy practice manager at a busy GP surgery, while Tom Worthington joined the team after gaining experience in a customer facing environment dealing with defined contribution pensions schemes.
Ben Alves had spent two years as a financial adviser at Evestor before joining Equilibrium while Diana Majko is joining us from Astute Wealth Management and has 5 years’ experience in the industry.
Colin Lawson, who founded Equilibrium 23 years ago, said the recruits have ‘joined the company following eight years of consecutive turnover growth’.
He said: “Mike, Ben, Tom, Lucie and Diana will boost our offering considerably and have already proven how well they fit into our company and its forward-thinking culture.”
