At Equanimity we put people first. At the heart of our ethos is our rapport with our customers, and that begins with our team. Our strong reputation is built on the excellence, passion and personal commitment of our highly experienced staff.
Helen is passionate about financial planning. Having lost both parents by the age of 10, she was inspired by an Adviser who helped her family. With her career starting in the early 90s, Helen founded Equanimity in 2004. She has a vast experience in all aspects of financial advice and has developed a specialism in pensions and divorce where she is a noted speaker. With a love of music, travel and culture her weekends are spent tiring out her 2 sons.
As our Head of Operations, Nicola is an experienced professional in all areas of managing and operating a financial services business and is also a member of the Institute of Leadership and Management. Outside of work, when her Daughter is not keeping her busy, Nicola enjoys spending time with her family and friends and particularly loves to travel.
Having graduated in Law, Sharmayne joined Equanimity in 2007 and now heads the paraplanning team. A highly articulate and organised individual, Sharmayne works closely with clients in order to ensure that their financial plans stay on track. A born and bred Londoner, she always has a tip for the next up and coming trend in town.
Katherine is our Office Manager as well as being Helen’s personal assistant. With over 20 year’s industry experience, she provides clients with a service that is second to none. Having 2 active sons she enjoys the peace of quiet of her garden on a Saturday afternoon to relax from the stresses of daily life.
With 13 years experience in the finance sector, Natalie brings her international expertise to the team at Equanimity. A keen runner, she puts the rest of us to shame.
Sarah joined the team in 2020 having had a career working in financial services in Australia. Sarah is an avid traveller and is making the most of visiting European countries.
Simon has worked in Financial Services since 2007 having worked for a number of household providers and pursued his career as a Financial Planner in 2015. Simon is a sports enthusiast with a love for golf, playing (or attempting to at least!) at Reigate Heath.