Jason Lowe, Financial Planner

Jason brings with him a wealth of knowledge and experience in financial services and is now into his third successful year at Equilibrium.  Prior to this Jason has worked as a Financial Planner for both Royal London and HBOS (however he denies any responsibility for their recent predicament!!). More

Barney Kilroy, Paraplanner

Barney has been with Equilibrium since 2006 having completed a degree in Financial Services. He holds the Financial Planning Certificate as well as the Investment Principles, Markets and Environment paper and Personal Taxation paper of the Diploma in Financial Planning.  Barney also holds the Certificate in Life & Pensions.

Prior to joining the company, Barney travelled the globe, which included working on a ranch in Australia for three months, as well as a short stint on a prawn trawler! He enjoys football and live music.
 

Cleo Fisher, Client Support

Cleo joined Equilibrium in August 2008 after graduating in mathematics from the University of Nottingham. Cleo now holds the Certificate in Financial Planning and aims to become a paraplanner in the next couple of years.

In her spare time Cleo enjoys keeping fit, travelling and hiking. Her next venture is to Vietnam in January 2011.
 

Catherine Snailham, Client Support

Catherine has worked in Financial Services for over 12 years, firstly with a major life assurance company, joining Equilibrium in 2005.

Catherine has a wealth of experience in Financial Administration and Compliance, and holds the FP1 paper of the Financial Planning Certificate.

Catherine has a young daughter who takes up most of her time outside work!

Steven Price, Paraplanner

Steven joined Equilibrium in 2007 having previously worked in banking and stockbroking. Steven holds the Certificate in Financial Planning and is currently working towards completing the Diploma.  He also holds the Securities Institute Certificate.

In his spare time, Steven enjoys football and running. A Port Vale fan (yes, there is one), Steven’s use of colourful Staffordshire phrases mean he is known as “the bard of Biddulph” amongst colleagues.