Joined Equilibrium in 2011
After researching several other independent financial advisory firms, Equilibrium stood out as a forward-thinking business which focused on client needs and building long term relationships. The staff are well rewarded with bonuses, enhanced holidays and additional treats throughout the year, which is also great.
I’ve worked in various roles within financial services, and when I faced redundancy, Equilibrium offered me a trainee position which helped me develop my knowledge and skills. I’m now an APFS Chartered financial planner, and I try to provide my clients with an informative, professional and friendly service.
In my spare time I enjoy keeping fit, running, horse riding and martial arts. I love travelling in the UK and abroad as often as possible.
“As always, we found Andy, Catherine and the rest of the Equilibrium team to be excellent. We particularly value the continuity of staff, their professionalism and sense of humour. Even dealing with a modest portfolio you are felt to be important clients where every effort is made to explain the various financial options available. We value the experience of the team and the recommendations that are presented. We would definitely recommend Equilibrium; in fact we joined them on a recommendation from friends.”
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