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Adviser firm of the year: Equilibrium Asset Management

Adviser of the year

A total of nine firms were shortlisted for adviser firm of the year, the biggest and most prestigious adviser award of the night. The judges were presented with an array of different business models and commended the quality of firms seen through the interview process.

After much deliberation, Equilibrium Asset Management was crowned the winner thanks to its attitude to client service, its clear strategy around client communications and disclosure, and the time it has invested in client reports.

Judges praised the way Equilbrium makes its advice easy to understand through the use of regular investment briefings, weekly blogs and its client magazine. It was clear the firm had consistently built up its business over the years through client referrals with a clear sense of its target market. Judges liked the way the business “takes a very complex subject and humanises it”, and the firm was similarly praised for its ethos of trying to “democratise the advice process”.

Judges were also impressed with the 35 client managers employed within the firm, saying Equilibrium is “surrounding the client with service”.

One judge said the award was great recognition for a firm dubbed “the people’s adviser.” Another added: “This was the most innovative proposition I saw.”

Shortlist:

Cullen Wealth

Chadney Bulgin

Epoch Wealth Management

Almary Green Investments

Westminister Wealth Management

Saunderson House

True Potential

Paradigm Norton Financial Planning

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