At Equanimity we put people first. At the heart of our ethos is our rapport with our customers, and that begins with our team. Our strong reputation is built on the excellence, passion and personal commitment of our highly experienced staff.
Helen is passionate about financial planning. Having lost both parents by the age of 10, she was inspired by an Adviser who helped her family. With her career starting in the early 90s, Helen founded Equanimity in 2004. She has a vast experience in all aspects of financial advice and has developed a specialism in pensions and divorce where she is a noted speaker. With a love of music, travel and culture her weekends are spent tiring out her 2 sons.
Having graduated in Law, Sharmayne joined Equanimity in 2007 and now heads the paraplanning team. A highly articulate and organised individual, Sharmayne works closely with clients in order to ensure that their financial plans stay on track. A born and bred Londoner, she always has a tip for the next up and coming trend in town.
Matthew joined the Equanimity IFA team having worked for a large high street bank for many years. With a passion for advice, he works as a paraplanner specialising in investment and tax.
In his spare time, he is a keen footballer and enjoys supporting the England rugby team at Twickenham.
Katherine is our Office Manager as well as being Helen’s personal assistant. With over 20 year’s industry experience, she provides clients with a service that is second to none. Having 2 active sons she enjoys the peace of quiet of her garden on a Saturday afternoon to relax from the stresses of daily life.