Joined Equilibrium in 2014
I’d heard positive things about Equilibrium even before I was approached about the role here. What I was most struck with when I came for my interview was the friendliness of the staff and their enthusiasm about the firm. I enjoy being part of an evolving, dynamic team which places clients at the core of everything we do.
I’ve worked in financial services for many years, and as a chartered wealth manager, I bring investment management knowledge and experience to Equilibrium and its clients. As part of the implementation team, I’m involved in the migration of new clients from their existing providers and policies into Equilibrium. This is often complex and involves a lot of client contact. It’s always rewarding to see the satisfaction on the faces of clients who have perhaps had concerns or worries about their circumstances, when we’re able to put in place a financial plan to alleviate their concerns.
I have a young family and enjoy spending time with them at home in Snowdonia. I enjoy golf, playing guitar and, weather permitting, sea kayaking.