Equinox Wealth

 

Equinox is now part of the Skerritts Group

Skerritts’ purchase of Equinox was announced on the 5th of January 2023. Since then, we have worked on integrating work processes and making clients aware of any changes or new implementations.

If you want to read the full press release from the acquisition, click here.

 

Background and history of the company

Equinox is a firm of Financial Advisers that has been providing holistic financial planning since 2008.

Over the past couple of years, it became clear that the business needed to evolve and the team needed to grow to ensure it can thrive and expand further.

That is why Equinox decided to become part of Skerritts, one of the leading firms of Chartered Financial Planners and Wealth Managers in the UK.

Conrad Whittingham, Director of Equinox said:

“After 15 years growing a successful business and looking to plan for the next 15 years, we have made the decision that we need to be part of a larger group, with the extra resources and benefits to clients that this can bring. Skerritts has shone through as the perfect like-minded partner for us and will help us to invest in and grow the business going forward, enabling us to offer our clients an even higher level and breadth of service. This is a very exciting time for us and our clients too.”

Phone: 0345 604 7404

Address:
Great Owl Barn,
Windmill Farm,
Lamberhurst Quarter,
Kent,
TN3 8AL

 

 

     

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    The future

    With Skerritts being involved, clients will benefit from growing expertise, improved technology and software solutions, as well as access to Skerritts’ discretionary investment service.

    When it comes to using new technology, Skerritts are keen to find new, better solutions. They currently offer clients a range of services to enhance their experience such as the Personal Finance Portal (PFP), monthly newsletters, quarterly webinars and an automated meeting booking calendar.

    And with their own investment team and multi-asset portfolios, the VT Esprit Range, your money is handled with the highest level of efficiency possible.

    You can learn more about Skerritt investment proposition here.

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