A little bit about you...

I've worked in financial services for around 7 years now. I spent the start of my career as a mortgage and protection expert for one of the UK's largest mortgage brokers. It was great helping clients, especially first time buyers getting on the property ladder. I wanted to move into more holistic financial services so I could help a broader range of clients. I found a paraplanning role in a small IFA practice to start developing my knowledge, but I was soon keen to learn more and that's where I was so happy to be able to join Equilibrium.

Why did you choose Equilibrium and what do you think you are going to enjoy the most while working here?

I chose Equilibrium after doing some research, and finding out that not only are they so well reviewed by their clients, but also by the own members of staff. I could see they were on the Sunday Times list for top 100 small companies to work for, the decision to apply was a no brainer! The culture here is excellent, in particular the encouragement to learn and develop. Learning and working towards further qualifications is what I'm most looking forward to.

Favourite Sandwich

  • Keep it simply with a Ham and Pease pudding sandwich.

Death Row Meal

  • Scallops and black pudding starter, rare fillet steak and chips for main and some kind of chocolate orange flavoured cake for dessert!

What animal would you be and why?

  • Probably and eagle or a Hawk, who wouldn't want to soar through the sky?

Ultimate dinner party guests, past or present?

  • Stephen Fry, Jimmy Carr and Natalie Dormer

If you could have one super power what would it be and why?

  • It would have to be flight for the same reason as the animal.

What is your favourite quote?

  • The only difference between a problem and an opportunity is in the mind.
     

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Equilibrium is a trading style of Equilibrium Financial Planning LLP and Equilibrium Investment Management LLP (Limited Liability Partnerships). 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.


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