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Equilibrium

2 followers

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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.

Industries

Finance

Headquarters

Wilmslow, United Kingdom

Employees

51-200

Links

Org chart

Colin Lawson
Managing Partner

Colin Lawson

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David Mckendrick
Partner and Chartered Financial Planner
Jason Lowe
Partner and Financial Planner
Chris Brindley
Non-Executive Partner
Andy Baker
Partner and Chartered Financial Planner
Paul Farrugia
Partner and Chartered Financial Planner
Andrew Hirst
Partner and Chartered Financial Planner
Mike Deverell
Partner and Investment Manager
Debbie Jukes
Partner and Head of Client Care
Matt Dobson
Head of Client Manager Operations
Sarah Warburton
Head of Culture
Neal Foundly
Portfolio Manager
James Carr
Portfolio Manager
Laura Molloy
Client Manager & Team Leader
Ross Bone
Client Manager & Team Leader
Diana Majko
Client Manager & Team Leader
Rachel Griffiths
Marketing Strategist
Ben Harrison
Chartered Financial Planner
Laura Robinson
Head of Marketing Operations

Teams

+5

Financial Planning Team

8 members

+3

Marketing and Client Care

6 members

+1

Client Management

4 members

+1

Investment and Portfolio Management

4 members

Offices

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