Lucy Woolrich
Head of Training & Development

Joined Equilibrium in 2007

I joined Equilibrium because I wanted to expand my knowledge into all aspects of financial planning and wealth management. I’m pleased I did, as I like the people, the forward-thinking attitude (and the holiday entitlement!).

My role involves developing and equipping the team with the appropriate training, resources and support to be able to deliver an excellent service to our clients. One of my recent successes has been embedding a comprehensive training and competency framework for our client manager team to be able to develop and grow. 

I have additionally been heavily involved with the introduction of our graduate training programme. I immensely enjoy working with such a great group of people and coaching the team to be able to achieve their best. It’s great to be able to see someone really flourish in their role.

Outside of work, I enjoy travelling (my recent favourites were New York and Portugal), pilates, shopping, good food and wine!