Very balanced approach to money management. Minimising risk but still delivering good results over a long period of time. We always feel very well received when visiting the offices.....even our little puppy!!!
— Martin A
Verified review (2195468)
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?
Moved house! Very stressful, but for the good in the long term- we hope! We feel more confident taking more holidays abroad each year. This is very important to both of us.
When does your feedback relate to?
March 2025
Ben listens
Ben listens to questions/queries from me and seeks to frame his response in a manner he assumes will be understood by me.
— Alan H
Verified review (2195463)
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?
No
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 contribute to a pension for my grandson. I regularly support one medical charity.
When does your feedback relate to?
calendar year 2024 and prior
Well presented
The team have kept us updated with market and legislation changes and recommended portfolio changes to meet the agreed strategy. The masterclasses are educational, informative and well presented.
— Peter S
Verified review (2195462)
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?
After attending the masterclasses and the implications of the last budget we decided to accelerate financial support to out two sons
When does your feedback relate to?
0
Always friendly
Clear, straightforward advice, personable and always friendly.
— Rj G
Verified review (2195458)
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?
0
When does your feedback relate to?
0
Excellent review
Excellent review and feedback
— David W
Verified review (2195457)
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?
Nothing! Able to continue as planned
When does your feedback relate to?
0
High standard
The usual high standard of expertise combined with personal understanding and empathy
— Jonathan M
Verified review (2195461)
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?
Very little, we largely have the plan worked out - chose to save a little more money
When does your feedback relate to?
0
Review from Google
Equilibrium have been fantastic over the time we’ve been with them. I was so new to this and they’ve been super patient, taking lots of time to explain everything. The team are knowledgeable, professional, caring and pro-active. Nothing is too much trouble. It’s made me feel safe.
— Michelle Manley
T267231
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks for the review Michelle, it means a lot to the team to get such excellent feedback.
Open and professional
Openness, professionalism, understandable explanations & the investigations undertaken as legislation changes.
— Lisa B
Verified review (2193827)
Review left 1 year ago
This review was collected via postage-paid feedback card.
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?
Knowing that my money is being looked after by experts allows me not to worry about investing allowing me to get on with my life.
When does your feedback relate to?
March 2025
Quick replies
Very prompt replies and actions from Bianca
— M R
Verified review (2193816)
Review left 1 year ago
This review was collected via postage-paid feedback card.
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?
About to help my son with his mortgage. Scope to spend more on ourselves to avoid I.T.
When does your feedback relate to?
April 2025
Very good
Good communication - clear advice
Very professional
— T E
Verified review (2193812)
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?
n/a
When does your feedback relate to?
april 2025
Really helped
They went out of their way to gain an understanding of our wants and needs, and to generate some longer term strategies.
— Norman B
Verified review (2193483)
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?
Downsized into a bungalow.
Less involvement with daughters and grandchildren investments. They now go direct to Nailesh.
When does your feedback relate to?
april 2025
Very friendly
Tim was very professional as always. The service was 'user friendly'. Graphics - very clear and informative. Very much a 'two-way' meeting where questions were welcomed and answered clearly. We left the meeting happy and reassured, even in difficult economic times.
— Gill R
Verified review (2193466)
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 had the confidence to spend more on ourselves and our retirement - knowing that our investments allow for this. We have also helped with financing our son's wedding.
When does your feedback relate to?
april 2025
Amazing communication
The level of communication we received from Equilibrium is consistently excellent, whether it be via the pulse, equals investment briefings or the masterclasses. Jason Lowe has a complete understanding of our finances and always provides clear, sensible advice in an easy to understand manner - very reassuring!
— Harvey L
Verified review (2193392)
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?
Completed a PCLS withdraw from my pension which I have gifted to my two daughters to help them with school fees and home alterations.
When does your feedback relate to?
april 2025
Help to secure my future
Thorough review of finances, distance planning, scenarios and options.
— Deia H
Verified review (2193087)
Review left 1 year ago
This review was collected via postage-paid feedback card.
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?
Investment in government gilts
When does your feedback relate to?
april 2025
Overall good experience
Professional, efficiency, friendliness
— David M
Verified review (2185489)
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?
Continued to help family. Concern about future care needs have eased.
When does your feedback relate to?
March 2025
Care about us as well
The way that Tim and Becca both know and are interested in my life as well as my financial affairs.
— Norman H
Verified review (2185462)
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?
Enjoy more holidays abroad
When does your feedback relate to?
March 2025
Always feel appreciated
Advisors were well-prepared and friendly. Always feel I am treated as a person, rather than a client. They remember minor details from previous meeting. Give clear and well-explained advice.
— Andrew B
Verified review (2184424)
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?
Investigated setting up LPOA
Invested move in my pension to benefit from tax relief.
Drawn up clear retirement plans
When does your feedback relate to?
March 2025
Big improvement
I really appreciate that 'continuity of care' throughout having some advice. My previous wealth management comnpany would quite often move me from one advisor to another. I feel my advisor really understands my goals and my money & life!
— Ve S
Verified review (2184259)
Review left 1 year ago
This review was collected via postage-paid feedback card.
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?
1- Resolved & updated my will's & LPAS
2- Revised my 'letter of wislers'
3- started a 'letter of love'
4- Fely more confident about having enough money to live my life in comfort - less stress
When does your feedback relate to?
March 2025
One step ahead
Kind, thoughtful. One step ahead. They listen and explain without judgement.
— Karen H
Verified review (2184207)
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?
Started to relax about finances
When does your feedback relate to?
March 2025
Great reassurance
Paul always explains things in a way I understand and is willing to go over anything I don't understand or need clarification around. Help is always offered when I need advice or require assistance. I feel like Paul is open and honest with me which I find reassuring.
— Rebacca H
Verified review (2184202)
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?
Being widowed and finding myself being responsible for my finances alone was difficult but working with Paul has given me more confidence in spending/ managing my finances. This has allowed me to get on with my life and not worry about my financial situation.
