Verified review (2184186)
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?
Spent more on myself as instructed by Haydn
When does your feedback relate to?
March 2025
Good infomation
Friendly discussions encouraging intersection and ideas. Clarifying details and any questions relating to our personal tax situation.
— Phil G
Verified review (2184173)
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 much discussion, we now have a good understanding of inheritance tax planning enabling us to begin drawing down out pensions.
When does your feedback relate to?
March 2025
Good information
Prompt response with complete information.
— Bill J
Verified review (2184170)
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?
Have a little more confidence that my excessive expenditure can be financially tolerated - in the short term anyway!
When does your feedback relate to?
Jan/Feb 2025
Very helpful
Friendly, professional, and honest. He is also very knowledgeable and explains all our options in a clear and easy manner.
— Nick B
Verified review (2184163)
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?
Confidence spending more on ourselves and family.
When does your feedback relate to?
March 2024-2025
Lovely people
Business like, friendly, assuming, reassuring.
— S G
Verified review (2184155)
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?
More confidence with my finances
When does your feedback relate to?
March 2025
Always able to contact
Tim always explains our options very clearly and Deborah is always contactable for assistance.
— John S
Verified review (2184147)
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?
Nothing as we are happy so far with where we are at.
When does your feedback relate to?
March 2025
Feel valued
Tailored, personalised, made to feel like a valued customer.
— Julie W
Verified review (2184145)
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?
Been able to maintain our lifestyle (including support charities) and been given reassurance and peace of mind about that.
When does your feedback relate to?
march 2025
Amazing to us and family.
Excellent communication, advice, support, service from Steve M and Paul F - for us and our family members who have also now become Equilibrium clients.
— Anonymous
Verified review (2184139)
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?
-contintue to help family
-Good advice/support/service for our 3 family trusts
-Good advice/monitoring of our IHT situations
Good advice/monitoring of our total finances
When does your feedback relate to?
2024/2025
Amazing so far
I haven't been with EQ a full year yet, but I am very pleased with the service I have had
— Anonymous
Verified review (2184143)
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?
Previously my finnancial advisor's role was to maximise the growth of my assets, I am now starting to consider the long-term future, and to make provisions for my children.
When does your feedback relate to?
2024/25
Review from Google
Very informative presentation delivered professionally today adding to my confidence in Equilibrium as a financial advice provider.
— Andrew Moss
T261622
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks for the review Andrew, and great to hear the Masterclass with Jon hit the mark.
Equilibrium Financial Planning
We feel we receive good service, advice and clear explanation. Paul listens to us carefully and takes on board our concerns.
— Rosalind S
Verified review (2181038)
Review left 1 year ago
This review was collected via online systems.
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?
We have paid for family holidays
When does your feedback relate to?
March 2025
Meeting
Well prepared, professionally presented and both Andrew and Julie are very personable.
— Anonymous
Verified review (2174375)
Review left 1 year ago
This review was collected via QR code.
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?
Helped daughters
When does your feedback relate to?
3/25
Always good
We've been clients since 2009. The service is consistently high and the investment performance is exceptional compared to their peers/competitors. Of late I've really appreciated the financial modelling Richard has carried out to support financial planning decisions.
— David I
Verified review (2166144)
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?
Difficult to take the time frame "this year" because it's been an accumulation since 2009 leading to us having the confidence to enjoy our money to the full. This has resulted in many holidays, new cars, and home in present project. We have also taken steps to release more money from discretionary Trusts to our children.
When does your feedback relate to?
0
The intensity
The intensity
— Anonymous
Verified review (2166016)
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?
nothing
When does your feedback relate to?
2024
Review from Google
We have been a client of Equilibrium for many years. During that time they have kept us well informed of market and legislation changes as well as recommending portfolio changes to meet the agreed strategy. Masterclasses are educational, informative and well presented. They are a safe pair of hands!
— Sheena Leonard
T251931
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks Sheena for the review, and great to hear the Masterclasses are hitting the spot.
Review from Google
This person left a star rating but no comment.
— David Morris
T251563
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks David, always nice to get a 5 star review.
Review from Google
Equilibrium have looked after my families finances for several years and have made the transition into retirement for my parents smooth and stress free ensuring they can live their best life.
— Anna Barlow
T251564
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks Anna, it' s great to hear that we are living our purpose of 'Making People's Lives Better'.
Described things with clarity.
Tim was well prepared. Described things with clarity. Good sound advice in a relaxed and friendly environment.
— Peter E
Verified review (2164037)
Review left 1 year ago
This review was collected via QR code.
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?
Helped our children with some finacial assistance for home improvement s
When does your feedback relate to?
2024/25
More confidence
Friendly, personalise & advice that made me think differently about my financial affairs.
— Keith S
Verified review (2163120)
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?
We have had much increased confidence to plan our retirement
When does your feedback relate to?
Feb 2025
Professional yet friendly
Always professional but at the same time friendly.
— Chris R
Verified review (2163114)
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?
Reduce potential IHT through diversifying investment plan.
