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You are here: FE AFI Panellists
 
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FE Adviser Fund Index: Panellist

The FE Adviser Fund index, or set of indices, are designed to act as indicators of the UK funds market. The FE AFI provides a benchmark against which the investment community can compare fund portfolio performance, as well as offering a relevant flagship index for the funds market.

Select one of the Panellist below for further information.

Company Name
AFH Wealth Management Mark Wright
Beckett Financial Services Tim Hines
Bluefin Dawn Mealing
Brown Shipley Alex Brandreth
Charles Stanley Shauna Bevan
Chelsea Financial Services Darius McDermott
City Asset Management Michael Paul
Close Brothers Asset Management James Davies
Dennehy Weller & Co Ltd Brian Dennehy
Gemmell Financial Services Limited Chris Wise
Killik & Co Mick Gilligan
Rowan Dartington Tim Cockerill
The Share Centre Andy Parsons
Whitechurch Securities Limited Ben Willis
Investec Wealth & Investment Beccie Williams
Minerva Fund Managers Limited Paul Warner
Holden & Partners Stuart Ryan
Equilibrium Asset Management LLP Mike Deverell
Brooks Macdonald Asset Management Jonathan Lau
Dart Capital Limited Richard Whitehead
Equilibrium Asset Management LLP Photo of Mike Deverell
Equilibrium is the award winning wealth management company that offers a genuinely personalised financial and investment management service, giving clients confidence now and in the future.

Head-quartered in Wilmslow, Cheshire, we oversee more than £280 million worth of assets for over 500 clients and the firm now has offices in Knutsford and Chester.

Since 1995, Equilibrium has been providing friendly expertise on wealth and investment management, pensions and estate planning strategies. Going beyond just providing advice on investments, we develop long-term financial plans for clients, making a positive difference to people so that life can be enjoyed.

The business has been built on transparency, which is reflected in our fee structure. Coupled with the face to face service, our in-house investment team and dedicated support for every client, we are pleased to be going from strength to strength.

We are proud of the awards that we have won and, adding to the growing collection in our trophy cabinet, we are delighted to have been named ‘Best Wealth Manager’ at the Money Marketing Awards 2013.
   
Company Name Equilibrium Asset Management LLP
Company Website www.eqasset.co.uk
Year Established 1995
Client Base 520
Funds Under Management (£) 280m
Number of Employees 36
Number of Offices 3
Annual Company Turnover (£) 3.15m
Area Service available
Investment Yes
Pensions Yes
Life Assurance No
Tax Planning Yes
Corporate No
Mortgages No
Healthcare No
Offshore/Expats No
SIPPs Yes
ISAs Yes
Name Job title
Mike Deverell Investment Manager
Colin Lawson Managing Partner
Jason Lowe Financial Planner & Partner
 
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