Explains very well, covers all aspects, firm yet polite!
— Anonymous
Verified review (2163109)
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?
Spent more!
When does your feedback relate to?
feb 2025
Great sevice
We trust Andy and the advice he gives. He often gives us a perspective we hadn't thought of. If you want more detailed info it is there for you to download and use. He explains our finances and gives us confidence in our position.
— Anonymous
Verified review (2163102)
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?
Andy gives us confidence in our financial situation. It takes some getting used to that you are giving off investment and pension and having the confidence to live your life rather the count the pennies all the time.
When does your feedback relate to?
jan/feb 2025
Review from Google
Equilibrium have looked after our investments well for many years now and keep us informed of the market changes & opportunities to maximise our portfolio.
— Andrew Freeth
T248615
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Hi Andrew, thanks for the review, and great to hear that we are meeting our high standards.
Review from Google
I have been with Equilibrium for nearly 9 years now and their service is exemplary. I've had the same financial advisor during that time (which is much appreciated) and feel that the service is very personal, so much so that I rang my financial advisor when considering a major career change. They also offer a range of masterclasses and I have attended ones about Power of Attorney and Care, which were very useful. Overall I find my interactions with Equilibrium very thought provoking as they focus on how your pension/investments can support the lifestyle you want.
— H M
T245832
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thank you for such a lovely review and the details into all of the services we offer. We truly do aim to stand by the goal of 'Making people's lives better.'
Review from Google
Very informative and relaxed environment to leave
— Caroline Wilson
T242819
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks for the 5 star review Caroline, it's appreciated.
Review from Google
Just been to an Equilibrium Master Class on “The Care Conundrum” presented by Haydn Barlow. It was very informative and has inspired me to start work on preparing a written Care Plan for my wife and I something I probably wouldn’t have done if I had not attended this event. So big thanks to Equilibrium and Hayden
— Leslie Ireland
T242755
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks for the feedback on the Masterclass. I'm glad you found it so useful and I'll pass on your comments to Haydn.
Review from Google
I have been a client of Equilibrium for around 4 years. They are extremely helpful and approachable. I have attended a few of their master classes which have been excellent and very relevant to the current economic situation.
— Karen Jessop
T242756
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks for the Karen, it's appreciated. I'm also glad you enjoy the Masterclasses.
Review from Google
Great service
— Hugh Devlin
T242757
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks Hugh, always nice to hear that the service we offer is appreciated.
Review from Google
Very informative seminar with clear explanations
— Graham Ward
T242643
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
The feedback is really appreciated Graham, and glad to know the seminar hit the spot.
Review from Google
A very informative master class on Power of Attorneys. Worth attending. Now need to act on his advice!. Thanks.
— June Blank
T242438
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks, June. If you need any further help setting up your power of attorney, you know where to find us.
Review from Google
very informative and helpful masterclass on power of attorneys. Thank you
— Richard Blank
T242439
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Great to hear Richard, and I'll pass on your feedback to Jon.
Review from Google
This person left a star rating but no comment.
— IanandMarie Bruce
T242002
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks for the the 5 star rating Ian & Marie. It's great to know we're meeting your expectations.
Review from Google
This person left a star rating but no comment.
— Judy Mosscrop
T241146
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks for the 5 star review Judy, it's appreciated.
Review from Google
I attended 2 Equilibrium presentations today - ‘The Power of Conversation’ and ‘Right People, Right Money, Right Time’ both were for approximately for 1 hour with 30 mins for question at the end of each. My time was well spent. Both were very informative and professionally given and gave me exactly the information I was seeking. I highly recommend these presentations from Equilibrium a valuable addition to anyone wanting help with investment planning.
— Mervyn Jessop
T241056
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks Mervyn, great to hear that you enjoyed Ben's presentation and found it useful.
Review from Google
I have used Equilibrium for a number of years now; I have always valued their advice and especially value their inter-generational and tax mitigation planning.
— Geoff Little
T241057
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks Geoff, it's great to hear of the value we add to our clients be it financial planning, intergenerational and tax planning, or through the investments decisiona.
Review from Google
This person left a star rating but no comment.
— Richard Mason
T240922
Review left 1 year ago
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Reply from Equilibrium Financial Planning LLP
Thanks for the review Richard, your rating is highly appreciated.
Review from Google
Attended a wonderfully interesting & informative event, held at the inspirational location of Jodrell Bank & delivered eloquently by Colin Lawson, covering the effects of changes in the recent Budget & new Givernment, Trump & AI on our finances & future planning strategies
— Fiona Matthewson
T240923
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Hi Fiona, we're so glad you enjoyed the event especially as it was a new venue for ourselves so your feedback is highly important. I'll also pass on your feedback to Colin, and I must agree he gave an amazingly informative presentation which was also highly entertaining and engaging. Great picture as well.
Review from Google
This person left a star rating but no comment.
— Bryn Roberts
T240780
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks for the 5 star review Bryn.
Review from Google
Can't praise Equilibrium enough. Excellent customer service. Friendly, professional staff. Always made to feel valued. Feel that we are in safe hands. Thank you. Can certainly recommend.
— Alice Brown
T240781
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks Alice for the lovely review, and recommendations from our clients are always hugely appreciated.
Review from Google
Just brilliant. Huge depth of knowledge, trust them completely to look after my money and my best interests. They have taken all the worry out of investing. Plenty of really interesting events to keep clients abreast of what's happening in the financial world.
— C E R
T240782
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks for the review, and it's amazing to hear that you are living our mantra of 'Making people's lives better'!
