Jonathan Molloy
Client Manager

Joined Equilibrium in 2018

Since leaving university in 2009, I’ve worked in technical roles within financial advisory companies expanding my skills and knowledge. Having recently taken a career break to go travelling the world, I had time to stand back and reflect on what areas I enjoy most. I enjoy building relationships with clients and helping them to make sense of their finances, so I felt that Equilibrium would be a perfect match.

My particular expertise is in cashflow/lifestyle planning. In a previous role I was the company’s ‘subject matter expert’ for estate planning and inheritance tax planning. I’m also great at problem solving.

I chose Equilibrium due to its excellent reputation and friendly working environment. The company has a great team and I wanted to join an innovative company that was on the forefront of financial planning.

Outside of work, my interests include travelling, keeping fit, hiking, motorbikes and brewing craft beers.