Equilibrium strengthens senior leadership team

Equilibrium Financial Planning, headquartered in Wilmslow, has strengthened its senior leadership team with a series of appointments across board leadership, finance, mergers and acquisitions and integration as it prepares for its next phase of growth.

The appointments follow Sovereign Capital’s investment in the business last year and are designed to support Equilibrium’s continued expansion across the wealth management sector. 

Alongside sustaining organic growth, the new team will focus on identifying like-minded firms for acquisition, investing in technology and ensuring the successful integration of future businesses.

David Campbell, chair, and David Chennell, chief financial officer, have joined the board over the past nine months, bringing extensive experience in wealth management, private equity-backed growth and mergers and acquisitions. 

More recently, Gary Lam has been appointed M&A director and Phil Heighes has joined as integrations director.

Gary brings more than 15 years’ experience in financial services, having held senior roles at EY, PwC and Fidelity International, where he specialised in corporate strategy, acquisitions and post-merger integration.

Phil joins with significant operational leadership experience in the fintech sector and will oversee the integration of future acquisitions, ensuring continuity for clients and colleagues.

Their appointments reflect Equilibrium’s continued investment in its leadership team as it builds on its long-term growth strategy.

Colin Lawson, chief executive at Equilibrium, said: “These senior appointments are an important milestone for Equilibrium as we embark on our next chapter of growth. 

“David Campbell, David Chennell, Gary and Phil each bring distinct and valuable experience to the business, positioning us for sustained growth that stays true to Equilibrium’s guiding principles.

“We want to protect the culture that has led to our success to date, while identifying the opportunities that can really move us forward. 

“I’m delighted to have them on board as we build for the future.”

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