I joined Equilibrium 14 years ago because I liked Colin, Andy and Debbie and believed I could work well with them. It was also a smaller firm than where I worked previously and nimbler.

I am motivated by helping clients reach their goals. For me, there is nothing better than a meeting where I can show clients that their future is brighter than they thought and that they can help out their wider family if they wish to do so.

I love the company and the people that I work with, plus being an equity partner means that I share in that success.

Outside of work, I am never still, whether that be meeting with friends and exploring the world or spending time with my amazing parents and daughters.

“Delighted with how you supported funding for our recent house move with a substantial encashment followed by reduced re-investment. Both the approach of the company through Jason and the specific activity by Cleo was excellent and fully supported our plans.” -  Nigel Wragg

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Equilibrium is a trading style of Equilibrium Financial Planning LLP (Limited Liability Partnership) and Equilibrium Investment Management LLP. Equilibrium Financial Planning LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Office: Ascot House, Epsom Avenue, Handforth, Wilmslow SK9 3DF. Both companies are registered in England and Wales.

The information contained in this website should not be looked upon as advice or recommendation, clients should seek appropriate guidance from their financial planner. The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. The FCA regulates advice which we provide on investment and insurance business; however it does not regulate advice which we provide purely in respect of taxation matters.