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.
As an experienced financial adviser, John is responsible for advising private, corporate and trustee clients on their financial planning needs. He spends time with his clients to better understand what they want their financial future to look like and works with them to make that a reality. John is married with a daughter and outside of work spends the majority of his time with his family and friends or playing tennis at his local club.
Simon has worked in Financial Services since 2007 having worked for a number of household providers and pursued his career as a Financial Planner in 2015. Simon is a sports enthusiast with a love for golf, playing (or attempting to at least!) at Reigate Heath.
As our Head of Operations, Nicola is an experienced professional in all areas of managing and operating a financial services business and is also a member of the Institute of Leadership and Management. Outside of work, when her Daughter is not keeping her busy, Nicola enjoys spending time with her family and friends and particularly loves to travel.
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.
With 13 years experience in the finance sector, Natalie brings her international expertise to the team at Equanimity. A keen runner, she puts the rest of us to shame.
Ben has been working in Financial Services since 2010 working for various IFA’s, with a short sabbatical in 2018 to 2020 where he resided in Australia on a temporary basis. Ben’s passion outside of Financial services include Music, Culture & Sport, and is especially passionate about his now local team The Arsenal.
Christina has a Business Management degree and several years of administrative experience. She is recognised for her exceptional customer service and organisational skills. Outside of work, she enjoys spending time with her family and friends, with passions for traveling, cooking and trying new cuisines.