Taking StockNewsletter February 2015

Debbie JukesPartner

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

It may be a little late to wish all of our readers a happy new year by way of UK tradition; however, as we’re approaching the Chinese New Year and start of the year of the Goat on 19 February, I will take this opportunity to wish you happiness and good health in Chinese (I hope!).

For Equilibrium, the year couldn’t have gotten off to a better start as we scooped the Citywire New Model Adviser award for Firm of the Year (North).

Our spring seminars start again this month so please let me know if you would like to attend. We’re also supporting the Knutsford Community Champion campaign again, for the fourth year running and in addition, we’ve just established a community support scheme in Chester where local non-profit groups or organisations can apply for grants (see our website for details).

For the creative clients amongst you, we have launched a photography competition so if you’ve a passion for taking pictures, please get snapping and submit your entry (see page 4 for more information).

In the wider world, we’ve got the General Election campaigns to look forward(?) to, the introduction of the new pension rules and the freedom they bring, and the unfolding of the relationship between Greece and the rest of the Eurozone.

Meanwhile, all that remains is for me to say that I hope you enjoy this issue of Taking Stock. As always, please don’t be shy about letting me have any comments, feedback or ideas for inclusion – debbie@eqllp.co.uk.

祝您 喜洋洋 身体健康

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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

Taking Stock Newsletter February 2015

Cash for Kids

As many of you are aware, we were involved in raising money for Key 103’s Mission Christmas in the lead up to Christmas. It is a charity which donates toys and gifts to the less fortunate children of Manchester, hoping to bring a smile to their faces on Christmas morning!

As well as donating, we wanted to help a little more so some of the EQ team spent a day at the Mission Christmas HQ in December where they helped with tidying the warehouse to ensure it was ready for the gift sorting to begin, then started to organise the toys into age categories, ready to give to the children.

We would like to thank you for all of your contributions, which included thoughtfully selected gifts, gift cards and generous cash donations. We are pleased to announce that we raised a huge £4,655.85 which we used to purchase a great range of presents for those children who may have otherwise received nothing on Christmas morning.

We’re delighted to have supported this great appeal to which the total amount raised for Key 103 Mission Christmas this year was an astonishing £1,610,484.40 – meaning over 50,000 children got a surprise on Christmas Day!

Client Christmas Parties

We hoped the 450 clients who attended our Christmas lunch this year had a great time and from the feedback received it would certainly seem that way. The overwhelming response this year meant that we held four separate parties in two different venues, Adlington Hall in Macclesfield and The Mere Resort in Knutsford. Both venues offered a delicious three course lunch in beautifully decorated function rooms, which were commented on by several clients.

Congratulations

We would like to congratulate Client Manager Cleo Fisher and her now fiancé Andy after recently becoming engaged and buying their first home together. We wish them the very best and we hope they are both enjoying their trip to Rome, where they are currently celebrating this fantastic news.

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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

Taking Stock Newsletter February 2015

Upcoming Events

Kick your 2015 off by attending our educational seminars, a great way to understand what we do, how we do it and most importantly why we do it.

Investing For Income

Wednesday 11th February - The Hunting Lodge, Adlington Hall, Macclesfield

Wednesday 25th February- The Mere, Mere, Knutsford

Thursday 5th March - Doubletree by Hilton, Hoole, Chester

Successful Lifetime Investing

Tuesday 17th March - The Hunting Lodge, Adlington Hall, Macclesfield

Tuesday 24th March - The Mere, Mere, Knutsford

Tuesday 31st March- Doubletree by Hilton, Hoole, Chester

We are pleased to announce that we were once again crowned ‘Firm of the Year’ in Northern England, after winning the award previously in 2010. The New Model Adviser awards are one of the leading awards in the wealth management industry, celebrating the UK’s best financial planning firms. They recognise wealth management firms who are committed to delivering forward thinking investment advice and financial planning services.

Managing Risk & Meeting Expectations

Thursday 23rd April - The Hunting Lodge, Adlington Hall, Macclesfield

Thursday 30th April - The Mere, Mere, Knutsford

Wednesday 6th May - Doubletree by Hilton, Hoole, Chester

Demand is expected to be high so RSVP as soon as possible to avoid disappointment by simply emailing rsvp@eqllp.co.uk or calling Emma on 0161 486 2250.

New Model Adviser of the Year Award

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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

Taking Stock Newsletter February 2015

FTSE Competition Winner

New Photo Competition for Equinox

As many of you are probably aware we ran a Santa Rally competition throughout November and December. We had lots of guesses and a few very close indeed; however the winning guess came from Dr Dawes. He predicted that the FTSE 100 would close on 31st December at 6565.00 and it actually closed at 6566.10 (he was only 1.1 away!) Dr Dawes has won himself £100 restaurant voucher of choice.

After the success of our competitions in 2014, we are starting off 2015 with another chance to win an exciting prize! We are running a photography competition which means it’s time to get creative and put your photography skills to test!

We are inviting all photography lovers, whether an expert or an amateur, to use your imagination to take and send us a photograph that represents one of our three company mottos below;

• Your future financial confidence

• Life should be enjoyed

• Making a positive difference

To find out more please visit http://eqllp.co.uk/blog/photography-competition

Alternatively you can send us your photograph along with your chosen motto, email address (or phone number) and return address to our Wilmslow office.

6566.10

Experience to date at Equilibrium…

EQ is a really nice place to work and has a family feel about it. I can honestly say I don’t think I’ve ever worked with a friendlier bunch of people.

What have you most enjoyed about joining Equilibrium?

The vision and enthusiasm that the team have here is contagious. It’s great to be part of a business that has a clear vision for the future and wants to adapt, change and move forwards, really exciting.

Tell us a bit about your background:

I started in financial services 18 years ago as a cashier in a building society and worked my way up through the ranks to be a Financial Planner, then in 2008 I decided to change direction and moved into the world of compliance where I have been ever since.

60 Seconds with...

Victoria Pearce

What would you be if you weren’t a Compliance Manager?

Probably a dog walker as I love to be outdoors with my two adorable cocker spaniels.

And finally, tell us something we don’t know about you!

I have a blue belt in Tae Kwon Do.

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