Andrew is the Managing Director of Equinox Financial Planning. Having left the Royal Air Force in 1987, Andrew has worked for a variety of financial services companies including national banks and accountancy firms in the area. Andrew joined Equinox Financial Planning in 2007 and specialises in investment planning, particularly in relation to retirement planning.
Phil is a Director of Equinox Financial Planning and has been involved in financial services since 1994.
As a Chartered Financial Planner, Phil has satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support. He is qualified to give specialist pensions advice.
Iain joined Equinox Financial Planning in December 2017. Originally from York he has spent 10 years living and working in British Columbia, Canada.
He had 6 1/2 years’ experience working as a financial adviser in Canada and holds his Diploma in Regulated Financial Planning (DipPFS) status in the UK.
Why did he move to Canada? Skiing. That’s his passion. Iain’s wife Rachael and his two children Lottie & Ed all share the obsession of snow and skiing!
Originally from Durham, Alison moved to York in 1995 to go to University and she never left, and lives here now with her born and bred Yorkshire husband and two children. She has worked at Equinox Financial Planning since 2007 and her role is Senior Administrator.
I joined Equinox Financial Planning in January 2019 as an Administrator.
I am originally from Devon and have worked in financial services for 8 years. I currently hold a Certificate in Financial Services and am now studying towards achieving my Diploma as part of the St. James’s Place Paraplanning Academy.