Jason Mountford
Client Manager

Joined Equilibrium in 2017

Being originally from Australia, my English wife and I decided to make the permanent move back to the UK to be close to family. After meeting with Equilibrium I was really excited to join, until the sale of our property in Australia fell through! Many months later and with an unbelievable amount of understanding from the Equilibrium team, it’s great to finally be here.

I have been in financial services for around the last 10 years, working in various roles in client services and for a number of years as an Adviser.

I am currently in the final stages of completing a Masters of Applied Finance, and investment management is my greatest area of interest. In particular, I take great satisfaction in breaking down complex concepts and making them simple and easy to understand.

Outside of work I play golf (badly) and tennis (worse) and like to watch most sports from football to the NBA. I’m also a big fan of American country music!

Equilibrium have already impressed me with how well they treat their staff and the commitment that they have to their clients. The business is big enough to offer opportunities for development while not being so big that you get lost in the crowd.