I joined Equilibrium in 2015 as a Client Manager and quickly recognised that the power of financial advice goes far beyond just investments or tax.
Whilst I was happy to pass exams and achieve Chartered status, this was a false summit on the path to being a great adviser. It gave me the “how” but not the “why”.
Since becoming a Financial Planner in 2017, I have committed to Equilibrium’s shared purpose of “making people’s lives better”. I am passionate about providing clients with clarity and confidence around estate planning and helping them make better decisions for themselves and their families.
In my spare time, I always want to get out into nature walking with my wife and dog.