Equilibrium Financial Planning has strengthened its team with a series of senior appointments across Board leadership, finance, mergers and acquisitions (M&A), and integration as the business prepares for its next phase of growth.
Following Sovereign Capital’s investment into Equilibrium last year, the appointments will support the business as it enters a new phase of growth across the wealth management sector. Their focus will include identifying firms that share Equilibrium’s values and ambition, while working collectively to sustain strong organic growth and continue investing in key support areas, including technology, alongside successful integration for clients and colleagues.
Since joining nine months ago, David Campbell, Chair, and David Chennell, Chief Financial Officer, have become integral members of Equilibrium’s Board and senior leadership team. Campbell brings extensive experience from senior roles at Deutsche Bank Wealth Management and Tilney, where he led a significant private equity backed management buyout. Chennell adds notable expertise in private equity-backed mergers and acquisitions, having been involved in more than 45 mergers during senior finance roles at Churches Fire & Security and Stackhouse Poland.
Gary Lam (M&A Director) and Phil Heighes (Integrations Director) are the latest recruits to join Equilibrium and will be crucial to supporting the next phase of Equilibrium’s growth. Collectively, they bring extensive experience across private equity-backed growth, acquisition strategy, deal execution, operational integration and financial services.
Lam joins as M&A Director following more than 15 years in financial services at EY, PwC and most recently Fidelity International. Initially qualifying as an accountant at EY, Gary advised wealth and asset management clients on performance improvement plans, before moving on to corporate strategy, deal execution, value creation and post-merger integration in more recent positions.
In his new role, Gary will lead Equilibrium’s acquisition strategy, working to identify firms that share its values, vision and ambitions.
As Integrations Director, Phil Heighes brings operational leadership and integration experience from the fintech sector. He will focus on ensuring future acquisitions run smoothly at Equilibrium, with continuity for clients and colleagues at the centre of the process.
“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.”Colin Lawson, CEO at Equilibrium
