Joined Equilibrium in 2010
My specialisms are bringing clients on board and transitioning their portfolios to us. I focus particularly on risk, tax planning and trusts. I’ve helped transition client portfolios with significant equity exposure during a rising equity market. I was also a finalist for IFP Paraplanner of the Year 2014. I am a Fellow of the Personal Finance Society, the highest qualification awarded by the CII – to find out more about this qualification, and how this is achieved, watch a video here.
Even before I joined, I admired Equilibrium for their forward-thinking attitude and focus on putting client needs first, rather than the firm’s. Since becoming part of the team, I’m happy to say I’ve helped identify how to save many clients significant amounts of inheritance tax liabilities. Clients also benefit from cash flow modelling which gives them the confidence to make gifts to the family at a time when they are most needed.
Outside of work I enjoy going to gigs, watching football and going to the gym.