Listened to our thoughts & needs, providing considered advice & options that we may not have been aware of
— Anonymous
Verified review (2479191)
Review left 1 week ago
This review was collected via online systems.
Who was your adviser?
Andy Baker
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Started to pass gifts & children & cleared our 'buy to let' mortgage
When does your feedback relate to?
July 2026
Individual advice
Individual advice, personal to my circumstances, listened, explained
— Anonymous
Verified review (2479187)
Review left 1 week ago
This review was collected via online systems.
Who was your adviser?
Tim Latham
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Confident to spend on a quality of life that is great in retirement
When does your feedback relate to?
July 2026
Annual review
For us, the annual review is an event to look forward to. Always informative, conducted in a friendly atmosphere
— Anonymous
Verified review (2479181)
Review left 1 week ago
This review was collected via online systems.
Who was your adviser?
Jason Lowe
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Yes helped the family, enjoyed long haul holidays. All with the confidence that with equilibriums help and direction we can continue
When does your feedback relate to?
July 2026
Clear and thorough
Clear and thorough: formation of portfolio and future options
— Hafwen D
Verified review (2479167)
Review left 1 week ago
This review was collected via online systems.
Who was your adviser?
Grace Burgin
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Gave me confidence to manage my money in a way that I had planned.
When does your feedback relate to?
June 2026
Efficiently & effectively
Regular update tonight on my aspirations, timely advice given & followed through efficiently & effectively. Always friendly & approachable & always addressing my questions ( to assist my understanding), often in depth, with clear technical & up-to-date knowledge.
— Anonymous
Verified review (2472716)
Review left 3 weeks ago
This review was collected via online systems.
Who was your adviser?
David McKendrick
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Confidence to spend more on updating home maintenance. What Equilibrium could do better? still a less cohisive approach to performance reporting of investments & action taken/investment & must imagines of investment then previous years
When does your feedback relate to?
May 2026
Always very convivial
Always very convivial in meetings. Explains things in a way I can understand (almost)(cakes + pens are good too)
— Rachel
Verified review (2472696)
Review left 3 weeks ago
This review was collected via online systems.
Who was your adviser?
Andy Baker
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Cut down on work, spent money on home improvement, new car (+ new van last year)
When does your feedback relate to?
2025 to 2026
Helpful
Helpful, friendly, informative and professional
— Kath P
Verified review (2472681)
Review left 3 weeks ago
This review was collected via online systems.
Who was your adviser?
Grace Burgin
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Taken stock finances and how to help family when needed
When does your feedback relate to?
July 2026
Highly capable
They are highly capable and trustworthy
— Anonymous
Verified review (2472620)
Review left 3 weeks ago
This review was collected via online systems.
Who was your adviser?
Jason Lowe
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
We have a better understanding of our financial outlook which helps us in our decision making
When does your feedback relate to?
July 2026
Knowledge of everything
Friendliness of all the staff. Knowledge of everything concerned with our meeting
— Anonymous
Verified review (2472616)
Review left 3 weeks ago
This review was collected via online systems.
Who was your adviser?
Tim Latham
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Relaxed over out money & lifestyle
When does your feedback relate to?
July 2026
Good, clear, constructive advice
Andy, George, and the whole team at Equilibrium are a pleasure to deal with. They are approachable, knowledgeable and always have our best interests at heart. They give good, clear, constructive advice
— Duncan S
Verified review (2472614)
Review left 3 weeks ago
This review was collected via online systems.
Who was your adviser?
Andy Baker
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Used my financial resources in a more positive and proactive fashion with the confidence of knowing that my portfolio is in safe hands
When does your feedback relate to?
July 2026
Pleasant
Very pleasant
— Anonymous
Verified review (2472661)
Review left 3 weeks ago
This review was collected via online systems.
Who was your adviser?
Grace Burgin
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Nothing
When does your feedback relate to?
July 2026
Friendly, professional
Friendly professional. Ben and Rob are so easy to get along with and listen to us. I am very pleased with the performance achieved by Equilibrium
— Janet H
Verified review (2472630)
Review left 3 weeks ago
This review was collected via online systems.
Who was your adviser?
Ben Rogers
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
This year I have been able to help my family
When does your feedback relate to?
July 2026
Intuitive, patient, well-informed
We've always found Ben Rogers to be intuitive, patient, well-informed and able to contextualise what I, at least, find abstruse detail. Ably assisted by Rob, we enjoy a level of trust and look forward to our meetings.
— Neil R
Verified review (2467390)
Review left 1 month ago
This review was collected via online systems.
Who was your adviser?
Ben Rogers
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
We've been able to navigate a number of financial requirements, relating to our children, tex house movey, eto. The dependability factor is and has always been very important to us.
When does your feedback relate to?
June 2026
Very helpful
Very helpful, clear and comprehensive service outlining some useful suggestions. Very welcoming and positive approach.
— Sarah S
Verified review (2467389)
Review left 1 month ago
This review was collected via online systems.
Who was your adviser?
Ben Rogers
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Addressing inheritance tax issues and most effective way of investing flak sale proceeds
When does your feedback relate to?
June 2026
Reassuring
Ben answered all my questions in a way I could understand. I particularly liked the reassuring way in which financial projections for the future were presented
— Anonymous
Verified review (2467387)
Review left 1 month ago
This review was collected via online systems.
Who was your adviser?
Ben Rogers
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Have been able to manage house sale whilst planning to help familt
When does your feedback relate to?
June 2026
Very prompt service
Holistic support for family wealth management
Always very prompt service
— Anonymous
Verified review (2467380)
Review left 1 month ago
This review was collected via online systems.
Who was your adviser?
Colin Lawson
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Helped Daughter to buy house
When does your feedback relate to?
June 2026
Good visuals
A nice, relaxed meeting covering lots of areas with good visuals on the portfolio and things going well
— Anonymous
Verified review (2467373)
Review left 1 month ago
This review was collected via online systems.
Who was your adviser?
Ben Rogers
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Spent more money (raised the monthly withdrawls). Just feel generally more relaxed about life, finances and the future, despite all the turmoil going on. Your expertise and philosophy contribute to peace of mind
When does your feedback relate to?
June 2026
Very pleasant
Grace was very helpful, professional, and reassuring. The other staff I encountered were very pleasant to deal with
— Anonymous
Verified review (2455842)
Review left 1 month ago
This review was collected via online systems.
Who was your adviser?
Grace Burgin
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Relaxed!
When does your feedback relate to?
June 2026
Strong relational attitude
Advice that is relevant and strong relational attitude
— Gordon H
Verified review (2455838)
Review left 1 month ago
This review was collected via online systems.
Who was your adviser?
Jason Lowe
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Considered overall family issues not just personal. Overall I have a better understanding of my pension etc.
When does your feedback relate to?
June 2026
Reassurance
His knowledge of me and my financial needs, and reassurance, stood out.
— Janice O
Verified review (2455829)
Review left 1 month ago
This review was collected via online systems.
Who was your adviser?
Ben Harrison
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Have set up ISA's for my great Niece and Nephew
