Marcus Bond
Client Manager

Joined Equilibrium in 2018

When I became aware of Equilibrium a few months before joining, I was immediately impressed by the brand. I was just beginning my journey towards achieving my Diploma in Regulated Financial Planning at the time and had very recently started working for my previous employer. When the opportunity came up to work here I had to go for it, and here I am.

My previous direct experience was in a very similar role which I hoped would help me to hit the ground running at EQ. My wider experience includes working in a well-regarded compliance team where we were responsible for looking after the advisers and performing file reviews, so I have seen the business from the ‘other side’. I am an effective relationship builder with a keen analytical mind and head for numbers.

Equilibrium fits perfectly into how I believe a financial planning company should function, both in terms of the client experience and the way in which the team operate to promote a friendly and inviting working environment. Everything about the way the company is set up makes the experience for both clients and employees as rewarding as possible.

Outside of work I am a family man with a wife and two fantastic kids which takes up the vast majority of my time alongside studying for my exams.