David Mckendrick

Partner and Chartered Financial Planner at Equilibrium

David Mckendrick is a Partner and Chartered Financial Planner at Equilibrium. David has over 20 years of experience in the financial planning industry.

David started their career in 1996 as a Paraplanner at The Elwy Partnership. David then moved to Aviva UK in 1999, where they worked as a Consultant for six years. In 2005, David joined RPG Financial Planning as Director and Chartered Financial Planner. David remained with the company for eight years before joining Equilibrium in 2013.

David is a highly experienced financial planner with a wealth of knowledge in the industry. David is well-respected by their peers and is a trusted advisor to their clients. David takes a personal interest in each of their clients and works hard to ensure they reach their financial goals.

David McKendrick was educated at Prestatyn High School, Mosshead Primary School and The University of Manchester, where they studied computer science.

Some direct reports include Laura Robinson - Marketing Operations Manager, Toby Ellington - Head of Transformation, and Lucy Woolrich - Head of Talent.


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Equilibrium

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Equilibrium is an award-winning wealth management company offering personalised financial planning services such as investment management, IHT planning and retirement planning.


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51-200

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