Joined Equilibrium in 2015
I have worked in the finance sector for many years and have nine years of experience as a Paraplanner, where I developed expertise in inheritance tax planning and pension analysis in particular.
I joined Equilibrium because they do things differently. Working in the client manager team provides me with a great deal of interesting and diverse financial planning work, and I really enjoy the client interaction and the vast variety that the job entails.
Outside of work I enjoy pub quizzes, going to the theatre, playing tennis and cooking for dinner parties. I have been on television on three occasions, including a fly-on-the-wall documentary in Japan of all places!