Equilibrium Financial Planning LLP

Anticipates issues

Clear, understands family context, anticipates issues

— Pete W

Verified review (2220053) Review left 1 year ago
This review was collected via postage-paid feedback card.

Who was your adviser? Paul Farrugia

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? Investment for grandchildren decrease salary hour business more relaxed about spending

When does your feedback relate to? may 2025

Realistic approach

Realistic approach to age vs money left

— Pj C

Verified review (2219975) Review left 1 year ago
This review was collected via postage-paid feedback card.

Who was your adviser? Please choose here

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 with an easier mind.

When does your feedback relate to? may 2025

Good understanding

Good understanding of my financial position and future intentions

— John D

Verified review (2218032) Review left 1 year ago
This review was collected via postage-paid feedback card.

Who was your adviser? Paul Farrugia

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? Perhaps I am going to spend more on myself...

When does your feedback relate to? may 2025

Personal approach

Personal approach and attention to detail.

— Judy O

Verified review (2218028) Review left 1 year ago
This review was collected via postage-paid feedback card.

Who was your adviser? Paul Farrugia

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? Assisted family Reassured to gift/spend after becoming widowed Financial confidence

When does your feedback relate to? 0

First class

They are clearly efficient and capable, right on top of things. First class.

— Colin C

Verified review (2218021) Review left 1 year ago
This review was collected via postage-paid feedback card.

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? 1) we will be amending our wills as a result of their advice 2) we feel confident that our level of spending is sustainable

When does your feedback relate to? 2024-2025

Open, professional, trustworthy

Openness and professional approach. Most importantly a personal and trustworthy attitude.

— Paul B

Verified review (2218014) Review left 1 year ago
This review was collected via postage-paid feedback card.

Who was your adviser? Andrew Hirst

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? Paid for a spinal operation

When does your feedback relate to? 0

Review from Google

This person left a star rating but no comment.

— John Steward

T279187 Review left 1 year ago
This review complies with Google's policies.

Reply from Equilibrium Financial Planning LLP

Thanks John, always nice to get a 5 star review.

Another great meeting.

Emma on the front desk and the whole team made me feel like a VIP.

— Christopher J

Verified review (2214145) Review left 1 year ago
This review was collected via QR code.

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? No

When does your feedback relate to? May 2025

Valued as a customer

They are friendly, approachable and easy to communicate with. I feel valued as a customer and received good advice and recommendations. Advice is tailored to my circumstances and I never feel pressured to take a particular course of action.

— Stephen C

Verified review (2202975) Review left 1 year ago
This review was collected via postage-paid feedback card.

Who was your adviser? Paul Farrugia

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? I have paid more attention to budgeting and what I would like to spend my money on in the future. They have given me more confidence to commit myself to do things I want to do.

When does your feedback relate to? April 2025

They know us

Personal, they know us.

— Nigbh L

Verified review (2202950) Review left 1 year ago
This review was collected via postage-paid feedback card.

Who was your adviser? Paul Farrugia

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 far more careful with our spending this year because the fund has lost money.

When does your feedback relate to? 0

Very organised

Always good, always well organised and suits my needs. Haydn and Leal Dewsnep seem very organised and often good service.

— Amanda F

Verified review (2202929) Review left 1 year ago
This review was collected via postage-paid feedback card.

Who was your adviser? Haydn Barlow

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 so far. I now have confidence to plan my finances in the knowledge I am keeping my spending at a sensible level.

When does your feedback relate to? april 2025

Very informative

Very informative with a personal touch

— Susan W

Verified review (2202924) Review left 1 year ago
This review was collected via postage-paid feedback card.

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? Helped my family

When does your feedback relate to? 2025

Very welcome

We were made very welcome (as always). Tim and Jardelle were friendly & informative and issues were explained clearly. I felt they put the client's interests at the 'heart' of their advice.

— Gill B

Verified review (2202918) Review left 1 year ago
This review was collected via postage-paid feedback card.

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? Equilibrium ( Tim + Robert Owen) have provided invaluable support and advice during a difficult time ( dad passed away in sept 24). My mum + myself now feel more confident and have a clear plan going forward.

When does your feedback relate to? April 2025

Very caring

Gemma and Ben were so helpful and explained how our investments are developing. Due to the recent political influences on the market, I was very reassured by the long term picture. Also Gemma & Ben were again very supportive concerning a member of my family, very caring.

— Peter T

Verified review (2201099) Review left 1 year ago
This review was collected via postage-paid feedback card.

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? From meeting Gemma and Ben last year, Anne & I have made plans and decisions on how we will help our family in the long term. We had a difficult & sensitive family matter, Gemma & Ben were incredibly kind and helpful.

When does your feedback relate to? April 2025

Genuine desire

A genuine desire to understand (and keep up to date with) our family's needs and circumstances. Innovative suggestions and a willingness to take on board and act on suggestions and feedback. The minutes by Ryan are the best, in all regards, I've received in 40 years.

— Graeme S

Verified review (2197909) Review left 1 year ago
This review was collected via postage-paid feedback card.

Who was your adviser? Paul Farrugia

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? Relax. Consolidate other family finances with Equilibrium. Confidence to take holidays we wouldn't have otherwise.

When does your feedback relate to? 0

Very knowledgeable

Ben is very knowledgeable! I enjoy our catch ups & find what he has to say very interesting (although if I'm completely honest I don't always understand everything he's saying!). I would, however, love more time to discuss the markets with him, but there isn't always time!!!

— David B

Verified review (2197554) Review left 1 year ago
This review was collected via postage-paid feedback card.

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? 0

When does your feedback relate to? 0

Total trust

Tim explains everything very clearly to me, always answers my questions but most importantly I have total trust in him.

— Gwyneth R

Verified review (2197545) Review left 1 year ago
This review was collected via postage-paid feedback card.

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? We have helped our grandchildren and we were advised to spend more on ourselves! Tim explained our finances to me + my husband, so we have decorated our home + bought nre furniture. I am travelling business class to see my family in Denver Colorado for the very first time!

When does your feedback relate to? 0

Good performance

Clear explanations
Good performance over the past 12 months
Future planning discussed + agreed

— Alison R

Verified review (2196738) Review left 1 year ago
This review was collected via postage-paid feedback card.

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? Felt comfortable booking yet another big trip to australia! Continuing to help my nieces + nephews.

When does your feedback relate to? 0

Competent guidance

Clear and competent guidance

— Janet B

Verified review (2195496) Review left 1 year ago
This review was collected via postage-paid feedback card.

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? Travelled business class on long haul flights

When does your feedback relate to? march 2025

Personal & friendly

Personal & friendly - caring & compassionate

— Peter B

Verified review (2195472) Review left 1 year ago
This review was collected via postage-paid feedback card.

Who was your adviser? Paul Farrugia

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? Introduced my grandson to equilibrium via rapid responsibility masterclass together with my daughter in June 2024. Also compared both financial & health/welfare power of attorney.

When does your feedback relate to? 0