Equilibrium Financial Planning
Our purpose is to make people's lives better. That includes our clients, our team and our community. With financial wellbeing at the heart of what we do, we not only talk the talk, we walk the walk as well. We don't see financial planning as a process, we see it as being as unique as each of us are. Our financial planners allow clients to share their hopes and dreams and ultimately, create a life plan, by asking:"How can your money help you to live the life you want, look after those you love and leave a powerful legacy?"
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Verified contacts
75
available on Kipplo
LinkedIn employees
86
51 to 200 range
Open roles
—
no listings
Distinct roles
39
indexed titles
Tech stack
1
tools in use
Monthly traffic
13
organic / mo
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Decision-makers and verified team members
75 contacts with verified email or phone · masked until revealed.
- AS
Aleesha Shah
Team Leader & Client Manager · Customer/Client Service
EmailPhone - GB
Graeme Black
Investment Analyst · Finance & Accounting
EmailPhone - JL
Jason Lowe
Partner & Financial Planner · Finance & Accounting
EmailPhone - JB
Jonathan Brusell
Associate Financial Planner · Finance & Accounting
EmailPhone - AB
Andy Baker
Partner and Financial Planner · Finance & Accounting
EmailPhone - DJ
Debbie Jukes
Partner · General Business & Management
EmailPhone - LR
Laura Robinson
Head of Marketing Operations · Advertising & Marketing
EmailPhone - MD
Matthew Dobson
Head of Client Manager Operations · Other
EmailPhone - RG
Rachel Griffiths
Head of Strategic Marketing · Advertising & Marketing
EmailPhone
Showing 9 of 75 verified contacts
Top roles at Equilibrium Financial Planning
39 distinct titles indexed · top 10 shown.
- 22client manager
- 3associate financial planner
- 3partner & chartered financial planner
- 2adviser co-ordinator
- 2culture assistant
- 2senior client manager
- 1adviser coordinator
- 1assistant to head of culture
- 1best practice associate
- 1business intelligence analyst
- +29more titles
Sign up to unlock all 75 contacts at Equilibrium Financial Planning
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 75 verified contacts at Equilibrium Financial Planning
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