WINNER: Equilibrium Asset Management LLP

EQUILIBRIUM Asset Management has its headquarters in Wilmslow with a second office in Knutsford and advises on investments, wealth management and financial planning.

Equilibrium thinks it is important to give back, given the fortunate position it is in.

It is particularly keen to support causes in the local area with whom its team and clients have an affiliation, setting up the Equilibrium Foundation to raise £250,000 for local charities by the end of 2020, supporting the Knutsford Community Hero Awards 2012 and launching The Equilibrium Community Fund, offering financial support for community groups, to name but a few of their initiatives.

Equilibrium provides advice in three main areas: investment planning, financial planning, and estate planning.

However, each of these areas overlaps. It does not believe that investment planning can be successful without first of all having a robust overall financial plan in place.

Estate planning – otherwise known as inheritance tax planning – also plays an important role in an effective financial plan.

By skilfully combining these areas, the firm can build investment portfolios that will help meet lifetime goals, and with careful estate planning, ensure that your family is well-placed financially after you’ve gone.

RUNNERS-UP: Chester & District Housing Trust; Blueleaf.