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Gareth's Team


Gareth Jameson, Partner

Gareth has nearly 16 years of financial services experience since leaving college. He worked for 5 years for a large insurance company, with a break to work in Cyprus, and this year will be celebrating 10 years with Equilibrium. More
 


Lucy Woolrich, Paraplanner

Lucy has been in the financial services industry since 2003, and has worked for Equilibrium since October 2007. Lucy holds several financial qualifications, including the Diploma in Financial Planning and has recently passed an additional Diploma paper on Trusts.

Lucy is a keen rugby fan and Sale Sharks supporter and also loves travelling, having recently been to Thailand and ridden on an elephant. An animal lover, her cat Mr. Milo has his own page on Facebook!
 

Dean Walker, Paraplanner

Dean has been with the company since August 2007 after completing a Politics and Economics degree. Since joining the company Dean has successfully passed his Certificate in Financial Planning and has been awarded the Certificate in Life & Pensions.  Dean is currently studying towards the Diploma in Financial Planning and recently passed the Personal Taxation examination.

Dean enjoys playing and watching football and is usually the first to be involved in any social event. Dean’s father won the British Championship for freestyle wrestling 18 times in a row, so it is worth keeping on Dean’s good side!

Rebecca Johnson-Townley, Client Support

Rebecca started her career in financial services when she joined Equilibrium in April 2007. Since then she has achieved her Certificate in Financial Planning and is preparing to study for the Diploma.

 

In her spare time, Rebecca enjoys keeping fit and she competes in equestrian events on her horse Scots Stone, known affectionately to Rebecca as Barney.


 

Mark Barlow, Paraplanner

Mark has worked in the Financial Services industry since 1998 both for Financial Advisers and product providers. Mark holds the Diploma in Financial Planning and is studying towards the Advanced Diploma, having recently passed the Pension element of the syllabus.

In his spare time Mark likes to play and watch football, and spend time with his two young children. 

 

 


 


Equilibrium Asset Management (A Limited Liability Partnership) is authorised and regulated by the Financial Services Authority. Equilibrium Asset Management is entered on the FSA register (www.fsa.gov.uk/register/) under reference 452261. The FSA regulate advice which we provide on Investment and Insurance business, however they do not regulate advice which we provide purely in respect of taxation matters. Registered Office: Equilibrium Asset Management LLP, Brooke Court, Lower Meadow Road, Handforth Dean, Wilmslow, Cheshire SK9 3ND. Registered in England and Wales, No: OC316532. VAT Registration No. 884 1704 09.