Sam Patterson

Joined Equilibrium in 2017

I joined Equilibrium after working at a Chartered Financial Planners in Northamptonshire. I chose Equilibrium due to its excellent reputation within the industry and its strong emphasis on culture and wellbeing within the company which results in a friendly and vibrant atmosphere.

I have a good knowledge of financial planning and I really enjoy working closely with clients to understand their particular needs and what is important to them.

Outside of work I am a keen sportsman, having played rugby at a number of clubs. I also enjoy travelling to new places, dining out and socialising with friends.

What clients say about Diana:

“Jason and Diana care as much about our finances as we do.”