Jack Williams
Client Manager

Joined Equilibrium in 2018

While completing my final year at the University of Leeds studying accounting & finance, I came across the Equilibrium Diploma Academy which I subsequently applied for, and I was delighted to be accepted.

The main reason I applied to the scheme was the chance to continue my personal development while learning the skills needed to progress within the wealth management industry, and I also felt that the company’s emphasis on culture would make for a very friendly work environment which I felt from my first day. Equilibrium are also a very forward thinking and innovative company which always looks to deliver the best possible outcomes for their clients.

Outside of work I enjoy playing golf and am a supporter of Liverpool FC. I also enjoy dinning out and socialising with friends.

What clients say about Jack:

Very pleasant manner. Clear explanations, Paul and Jack had obviously prepared well for the meeting. I felt they understood my outlook on life but made some thought-provoking suggestions. Very satisfied with the meeting.