Equilibrium Financial Planning passes £10m turnover
- Tuesday, 22 September 2020
- Articles
Equilibrium Financial Planning has surpassed £10m annual turnover for the first time in the company’s history with recorded turnover of £10.25m, an 8% increase on last year.
Read more...'FOS decision makers should be as qualified as advisers'
- Tuesday, 17 May 2016
- Articles
Adjudicators and ombudsmen at the FOS should be qualified to the same basic level as advisers, the head of a firm of Chartered Financial Planners says.
Read more...Chartered Financial Planners may develop ‘robo-process’
- Monday, 16 May 2016
- Articles
Chartered Financial Planners may develop ‘robo-process’
A firm of Chartered Financial Planners is looking at introducing some form of ‘robo-process’ to be used prior to a first client meeting.
Read more...Equilibrium Asset Management expands team with new recruits
- Monday, 15 July 2013
- Articles
Equilibrium Asset Management has hired three new staff members as it expands its team.
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