James Bancroft
Client Manager

Joined Equilibrium in 2019

I have been in financial services since 1996 and have worked at both large investment firms such as Standard Life and Friends Provident and financial advice practices. I first specialised in employee benefits and latterly with holistic advice for personal private clients, which I believe is where my heart is.

I get great satisfaction from being able to put people’s goals into action and helping them to understand the process along the way. My overall aim is for clients to understand where they are going and feel reassured that their financial plan is working for them.

I chose to work at Equilibrium because of the values they uphold with their clients and staff, and I also wanted to work somewhere which was organised and effective in its approach to this.

I had searched for companies that I thought would fit my skillset, and I found that Equilibrium put clients at the centre of everything they do. This is important to me, as I already knew from my previous role that this brings dividends in terms of strong long-term relationships with clients.

I read about the culture at Equilibrium and spoke with people who worked there, all of which backed up what a great, supportive atmosphere there is, which is why I targeted them as a place to work.

Outside of work, my passion is music and going to gigs and festivals and going away in our campervan with my family. Living in the Peak district, I also like to get out in the hills, whether this is with our beagle Paddy, or biking with friends.