David West
Client Manager

Joined Equilibrium in 2017

I joined Equilibrium due to its friendly working environment as colleagues are always willing to help and support each other. The role of client manager specifically appealed to me because of the opportunity to meet a variety of clients and build relationships.

In my previous role I managed a portfolio of clients’ defined contribution pension schemes and specialised in pension scheme lending which provided me with a valuable insight into retirement planning.

In my spare time I like to keep active and enjoy table tennis, squash and snooker with friends. I also enjoy playing the piano and practice as often as I can.

What clients say about David:

From the moment I walked in both Paul and David made sure we were both comfortable and had everything we needed. They treat us as friends, interested in all we do and are so easy to talk to. I feel they are working in my best interest and I can totally put my trust in them to do the best possible for me and my future. - Mrs Bowett