Jamie Moynihan
Lead Client Manager

Joined Equilibrium in 2014

I was advised to join Equilibrium by an ex-work colleague, who mentioned the professional, expert team here. His opinion was backed up by other people I know in the industry. I could also see that the firm is very client-focussed and delivers a bespoke service to each client.

This, together with the professional yet relaxed environment, really clinched the deal for me.
My specialisms are pensions and inheritance tax planning, but I’m always up for a challenge and learning new things. Since I joined the team, I’ve received all-round positive feedback from colleagues and seniors.

I’m competitive by nature. I love playing football, running 10k races and going to the gym. I’m also keen on holidays, visiting new places and practising Spanish.

What clients say about Jamie:

Andrew amd Jamie are always extremely helpful. This is now very important, as we get older, and our children and grandchildren become more involved. We are very pleased with the way our wishes have been discussed and met, with this intergenerational planning. - Mr Whiteley

Good informative meeting with Andrew assisted by Jamie. Over the past year we have been researching LISA's for our granddaughter and Jamie has been exceptionally helpful. - Mr Mainwaring