Daniel Morgan
Client Manager

Joined Equilibrium in 2018

Following five years in the British Army after graduating from Lancaster University, I identified that a career in financial planning suits my strengths and interests.

As an infantry officer I gained experience in leadership and management, and by completing a degree in theoretical physics I developed excellent analytical and numerical skills. I am looking forward to applying these strengths while studying for the Level 4 Diploma and in my role as a client manager.

Equilibrium stood out to me as an innovative and enterprising company who are constantly looking to improve the way that they conduct business in order to improve client experience. This is reflected in the array of awards that the company has received over the years. Since starting, the atmosphere has been professional, friendly and incredibly welcoming.

Outside of work my interests include rugby (I am a lifelong Saracens supporter), hillwalking, running and strength and conditioning.