Carly Rushton
Director / Financial Consultant at Excellence Financial Consulting Limited | Altrincham, England, United Kingdom
Carly Rushton’s Email & Phone Number
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Director / Financial Consultant at Excellence Financial Consulting Limited in December 2017 - Present
Financial Director at Equilibrium Financial Planning in November 2023 - Present
Director of Finance & Commercial Insight at OpenMoney in September 2022 - May 2023
Head of Commercial Insight & Planning at OpenMoney in February 2021 - November 2022
Interim Finance Director at Sense Network Ltd in February 2019 - February 2021
Finance Consultant at VISION UNIQUE EQUIPMENT LIMITED in February 2018 - January 2019
Finance Manager at Tuxedo Money Solutions in April 2011 - December 2017
Business Analyst at Co-operative Life Planning in August 2010 - April 2011
Commercial Accountant / Financial Analyst at Sesame Bankhall Group in January 2006 - December 2010
Assistant Business Accountant (Various roles) at Bankhall in April 1996 - December 2006
Chartered Institute of Management Accountants
BPP Manchester, July 2026
Association of Accounting Technicians
Data Engineer
Data Engineer at Equilibrium Financial Planning
(January 2025 – Present)
Chartered Financial Planner at Equilibrium Financial Planning
Chartered Financial Planner at Equilibrium Financial Planning
(August 2025 – Present)
Head of Organisational Development at Equilibrium Financial Planning | Chartered Financial Planner | Coach | Developing confident, capable people for the best client outcomes.
Head Organisational Development at Equilibrium Financial Planning
(October 2007 – Present)
Head of Proposition at Equilibrium Financial Planning. Director & Head of Mentoring at The Paraplanner Club. PFS POWER Panel member.
Company Director at The Patterson Group
(Jun 2022 – Present)
Head of Culture at Equilibrium Financial Planning
As financial wellbeing specialists, we not only talk the talk, we walk the walk as well.
We don't see financial planning as a process, we see it as being as unique as each of us are. Our financial planners start by asking our clients: "How can your money help you to live the...
Head of Marketing Operations @ Equilibrium Financial Planning
As financial wellbeing specialists, we not only talk the talk, we walk the walk as well.
We don't see financial planning as a process, we see it as being as unique as each of us are. Our financial planners start by asking our clients: "How can your money help you to live the ...
What is Carly Rushton email address?
Email Carly Rushton at [email protected], [email protected] and [email protected]. This email is the most updated Carly Rushton's email found in 2026.
What is Carly Rushton phone number?
Carly Rushton phone number is 07795566394.
How to contact Carly Rushton?
To contact Carly Rushton send an email to [email protected], [email protected] or [email protected]. If you want to call Carly Rushton try calling on 07795566394. (updated on October 31, 2025)
What industry does Carly Rushton work in?
Carly Rushton works in the Financial Services industry.
