Colin is the managing partner of Equilibrium Asset Management; he founded the Wilmslow-based wealth management firm more than 18 years ago. The business has now grown to a team of 30 staff who manage more than £300 million worth of assets for 500 clients.
Equilibrium offers a genuinely personalised financial and investment management service, providing expertise on wealth and investment planning, pensions and inheritance tax strategies from its Wilmslow, Knutsford and Chester offices.
Colin has over 20 years’ experience in the financial services market and holds a Diploma in Financial Planning and advanced papers in Personal Investments and Pensions.
In June 2013 Equilibrium was ranked in the top five performing UK wealth management companies in the Financial Times Private Client Wealth Management Survey. It was also named Best Wealth Manager in the UK at the 2013 Money Marketing Awards.
The company also holds New Model Adviser Firm of the Year 2010 (Northern Region); New Breed Adviser Awards Best Pensions, Retirement & Post Retirement Planner 2009; New Breed Adviser Awards Best Paraplanner 2009; Money Management Investing for Income Award 2008 and New Breed Adviser Award Best Support Team 2008.
For more information visit: www.eqllp.co.uk or follow Equilibrium on twitter: @EquilibriumAM