Taking Stock June 2013
Welcome to the summer edition of Taking Stock… … although I use the word ‘summer’ very loosely! Whatever weather our changing climate brings, there are plenty of things going on within Equilibrium to bring sunny smiles to the office! Births, marriages, qualifications and personal physical challenges have provided us all with welcome distractions from the unpredictable elements. Here’s hoping Taking Stock will bring a little light relief to your day too as we share a few tit-bits about the goings on at Equilibrium. I hope you find this issue to be of interest and, as always, would welcome any feedback. If there’s anything you’d like us to feature or celebrate, please let Niall (niall@eqasset. co.uk) know.
Kind regards
Colin Lawson
Managing Partner
Exam Passes The Equilibrium team continue to demonstrate their commitment to personal development and expanding their knowledge after completing another round of financial services examinations. Huge congratulations to Client Managers, Rob Ellis and Mark Barlow, who after their exam successes are now eligible to apply for the prestigious Chartered status of the CII. By passing his exam, Rob Ellis has also become a Fellow, the highest title awarded by the CII. The great news continues as Client Manager Catherine Dooley and Trainee Client Manager Rachel Lee have also passed exams this quarter in their bid to obtain Chartered and Diploma status respectively. Whilst passing exams is not the be all and end all, qualifications do help validate the competence of
our Client Managers and improve their ability to find solutions to technically complex problems. We’re very proud that eight members of the team have now achieved Chartered status or higher.
Equilibrium Asset Management LLP (a limited liability partnership) is authorised and regulated by the Financial Conduct Authority. Equilibrium Asset Management is entered on the Financial Services Register under reference 452261. The FCA 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