Joined Equilibrium in 2018
I previously worked as a restricted financial adviser for an online financial advice and wealth management company. While it was a great experience, I was eager to work with a company that provided a more holistic approach to financial planning.
I have gained the Diploma for Financial Advisers (DipFA) and the Investment Management Certificate (IMC) and aim to become chartered in the future.
My real passion lies in investment management and investor behaviour. I’m fascinated by how the human mind can lead to suboptimal investment outcomes and how financial advisers can provide coaching to influence behaviour and consequently improve returns.
For me, the most important aspect of financial planning is positively influencing the lives of clients. Equilibrium embody this philosophy, and so joining them was a very easy choice. With the knowledge and experience of the team at Equilibrium, I hope to further enhance my expertise in all areas of the business.
Outside of work I enjoy spending time walking or biking around the Peak District. I’m also a pretty decent cook!
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