I have been at Equilibrium for nearly 10 years and it still remains a great place to work. Even though the company has grown substantially over the years, it has maintained it’s culture.

Started at Equilibrium

August 2009

Current job title

Advisory Client Manager

Job title when first joined

Client Manager

What do you remember from when you first started?

I originally started on a three month contract before joining full time. My original interview was a year earlier, and I was glad that Debbie had remembered me when they were looking for staff for the wrap project.

What's the biggest positive change you've seen during your time at EQ?

The company is growing year on year, and the staff numbers have increase from around 30 when I started to around 80 now.

What's been your biggest personal challenge so far, and how did you overcome it?

I look after a number of clients who may require more complex planning. Even with this being the case I try my best to exceed their expectations each and every time.

What's your favourite EQ memory?

Some of the events at the year-end staff briefing such as going shopping at the Trafford Centre, cocktails at Cloud 23 etc.

What excites you about your future at EQ?

The company continues to grow but remains in the Sunday Times Best Companies Lists.

How did your current role come about?

My role came about as a number of client managers came to me for advice and I also perform quite a lot of the planning in advance for the clients I look after. Being authorised allows me to give advice to clients if the adviser is away on holiday for example.
 

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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 776977respectively. Registered Offices: Ascot House, Epsom Avenue, Handforth, Wilmslow, SK9 3DF. Both companies are registered in England and Wales.


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