Joined Equilibrium in 2015
I have over eight years’ experience in the financial services industry, all gained within the asset servicing sector. During this time I have completed industry recognised qualifications, including the Investment Operations Certificate, and more recently a BA (Hons) Degree in Financial Services, Planning and Management.
What I really enjoy at Equilibrium is developing and maintaining strong client relationships to secure the best outcome for the client. I am currently studying for my my Diploma in Financial Planning and I am enjoying developing my knowledge further and bringing this expertise to client meetings.
I thoroughly enjoy working at Equilibrium. There is a fantastic sense of comradery between colleagues and a really positive culture that runs throughout the company.
Outside of work I like to keep active – I am a keen runner and cyclist, play football three times a week and in 2014 I completed the three peaks challenge for charity raising £1000. If I do manage to get any time to relax you can usually find me sat watching a film with a glass of wine or two.
What clients say about Richard:
“Andrew and Richard are very well prepared for all review meetings. We have a strong sense that they work well together as a team. They know us well and understand our personalities which results in a very personal and tailored service.”
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