Sam Patterson

I first joined Equilibrium Financial Planning as a Client Manager and later became a Team Leader, spending close to five years servicing clients and supporting the team in delivering exceptional financial planning. After stepping away from Equilibrium to set up my own business, I had the opportunity to collaborate with a range of financial planning firms, refining their processes, developing their teams, and enhancing their service offerings. But Equilibrium has always been special to me, so when the chance came to return as Head of Delivery, I knew it was the right decision.

What I enjoy most about working at Equilibrium is our relentless drive to improve. Whether it’s making our clients’ lives better, creating opportunities for our team to thrive, or refining how we work, there’s always a focus on growth. It’s not about change for the sake of it – it’s about making a meaningful impact, and that’s what motivates me every day.

Equilibrium is unique because of the culture we’ve built. We hold ourselves to high standards, but we alsop support each other to reach them. It’s an environment where people genuinely care – about our clients, about each other, and about always striving to be better. That’s why I’m here, and why I’m excited about the future.

Outside of work, I spend my time with my wife and newborn son, learning Swedish (slowly but surely), and mentoring financial planning professionals through my role as Head of Mentoring at The Paraplanner Club. I’m also a member of the PFS POWER Panel, where I help to promote and develop good practices across the financial planning profession as a whole.