Joined Equilibrium 2016
I joined the Equilibrium graduate scheme (now known as the Equilibrium Diploma Academy) after completing a BA (Hons) Degree in Business Management and Finance at Manchester Metropolitan University. I successfully completed the programme in 2018, achieving the CII Diploma in Regulated Financial Planning, and I am now working towards becoming Chartered.
I was attracted to Equilibrium’s commitment to the ongoing personal development and training of its team. The graduate scheme also provided the opportunity to work in a client-facing role from day one, allowing me to to gain a thorough understanding of how to tailor financial planning services to each client. I was also particularly keen to study towards further financial qualifications and the programme helped me to achieve that.
Outside of work I love spending time with my friends and travelling to new places
What clients say about Chloe:
“Paul and Chloe were well prepared in advance of our meeting and went through the agenda and answered our queries very efficiently. We look forward to our review meetings.”
“Great accessibility and response times of Andy and Chloe. ‘No question is stupid’ environment, you can ask anything. Equilibrium have always prepared well for our meetings with a clear agenda and rapid distribution of minutes after the meeting. Meetings are light hearted but business like and professional as well, we enjoy our meetings. When we requested a meeting it was made possible in 2 days.”
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