Taking Stock January 2012
Happy New Year or “Hung Hei Fat Choi” as we enter the Chinese year of the Dragon! In Chinese astrology it is said that the Dragon is a major symbol of
good fortune and is known to bring in wealth, virtue, harmony and longevity. Here at Equilibrium we’d like to wish the same to all our clients and staff for 2012. We hope you enjoy this edition and as always, would welcome any feedback. We’d also like to feature client stories in future editions so if you’ve been involved in anything of interest, please let Olivia (Olivia@eqasset.co.uk) know. Kind regards
Colin Lawson
Managing Partner
Recent Achievements Equilibrium was crowned ‘Business Adviser of the Year’ at the Macclesfield and Wilmslow Business Awards 2011 in November. The award was given on the basis of a firm that provided first class service, whether corporate, financial, accountancy or legal to enable the business to meet its strategic objects in 2011. Colin said, “We’re exceptionally pleased to have won, its excellent news for our industry to be portrayed in a positive light in these troubled times. We have long lasting relationships with our clients which I feel is the foundation of our success” Just a few weeks later we were awarded by Investor in Customers (IIC) for customer service and were given their highest three star accreditation in recognition of this. The feedback from our clients has been so positive that we have received the IIC’s fifth highest score ever since the programme first began in 2007. We would like to thank all our clients who participated and for sharing their thoughts, “It’s an honour to know that both our clients and staff rate Equilibrium’s level of customer service so highly,” says Debbie Jukes. “We have worked hard to develop an approach to financial planning which puts our customers’ needs first and foremost.” Not only do we have cause for celebration, but it appears our clients do as well. Rosie Stead and the community of St. Georges Church, Stockport has achieved Guinness world record status by creating the largest ever ‘coat of many colours’ for a Summer Festival. The idea behind this was to create a backdrop for a 20 minute production of Joseph’s Technicolour Dreamcoat musical during a Sunday morning service.
The final garment weighed approximately 30 stone and was tailored together using almost 9000 6’’knitted/crocheted woollen squares which in total measured a staggering 42’6’’ long and 18’2’’ wide! The coat was supported by a specially made wooden beam which held up the coat by 40ft throughout the Festival. The coat has now been carefully taken apart and sent to the Feed the Children Charity in Africa as 96 single bed sized blankets. From all of us at Equilibrium we’d like to congratulate Mrs Stead and all those who helped to achieve this gigantic feat!
Equilibrium Asset Management LLP (a limited liability partnership) is authorised and regulated by the Financial Services Authority. Equilibrium Asset Management is entered on the FSA register under reference 452261. The FSA regulates advice which we provide on investment and insurance business; however it does not regulate advice which we provide purely in respect of taxation matters. Copyright Equilibrium Asset Management LLP. Not to be reproduced without permission