David McKendrick

I joined Equilibrium so I could concentrate on what I am qualified for and enjoy doing – providing financial planning for clients. From my first contact, right up until now, the enthusiasm and energy within the firm to get the right outcome for our clients has been impressive. The quality of staff allows everyone to have confidence and focus on their own particular role.

Most of my time is centred on pensions and inheritance tax planning. The real enjoyment of being a financial planner is providing clients with bespoke, holistic advice that allows them to enjoy their lives, instead of worrying about what’s going on in the world financially. Often, we meet clients that have worked hard and saved, but don’t really know how to use their money. The best feeling is when you highlight what options they have in retirement, semi-retirement, helping other family members or just enjoying themselves more. All the technicalities behind this are for us to solve and provide a solution which in turn achieves our purpose of making our people’s lives better through better financial decision making.

Outside of work is mainly time with my family and friends, on the golf course, occasional ski trip or an infrequent cycle.

“David was extremely helpful in explaining how our investments are working for us and of how they should look in the next 20 years. He is always friendly and kindly explains the answers to our questions in layman’s terms which we require.” – Mrs. Freeman