Personal and appropriate to our circumstances, always available if needed.
— Graham C
Verified review (2136069)
Review left 1 year 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?
Relied on them instead of worrying and trying to do things myself
When does your feedback relate to?
2024
Pleasant and helpful
Ben answered my queries in a caring and helpful manner. He is easy to talk to.
— Anonymous
Verified review (2136065)
Review left 1 year 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?
I tend to just carry on as normal and know that if the event arises I am able to support my family financially.
When does your feedback relate to?
The last 12 months review
Makes us think and act
We had 2 meetings with Paul - he raised some really interesting questions which really made us think about where we were and we are now putting an action plan in place to start sharing wealth with Family, changing one of our providers to Equilibrium and amending wills as well as sorting out medical POA!!
— Peter C
Verified review (2127097)
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 has treated me fairly
What have you done differently as a result of working with Equilibrium this year?
Having conversations with family about giving them some money to help them which will be implemented as soon as those discussions are complete
When does your feedback relate to?
December 2024
Very friendly
Very friendly approach.
— Garry S
Verified review (2126617)
Review left 1 year 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 has treated me fairly
What have you done differently as a result of working with Equilibrium this year?
Nothing
When does your feedback relate to?
11/2024
A good team
I think that Ben and Robert make a good team. They are always helpful. I also think that Equilibrium have performed well in what has been a difficult few years.
— Janet H
Verified review (2118414)
Review left 1 year 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 has treated me fairly
What have you done differently as a result of working with Equilibrium this year?
Nothing specific. I’m just happy to be a client.
When does your feedback relate to?
December 2024
Review from Google
Beautiful setting for this hotel. Food wine and service were excellent. The plates were lovely and hot so the food stayed warm. Request of extra gravy was served in jugs with no delay. There was no lack of staff looking after tables and they were all friendly. Well done EQ for arranging everything.
— Wendy Bride
T228074
Review left 1 year ago
This review complies with Google's policies.
Review from Google
Only been with company for 18 months , but very happy with the service so far . No complaints .
— Dave Hewland
T228075
Review left 1 year ago
This review complies with Google's policies.
Review from Google
Thank you all for such a fabulous Christmas lunch party .we all had a great time on table 1 and made new friends .
Delighted that the raffle raised a good deal of money for the 2 charities
Joan and John Alexander
— John Alexander
T227920
Review left 1 year ago
This review complies with Google's policies.
Review from Google
This person left a star rating but no comment.
— Tony Ryan
T227921
Review left 1 year ago
This review complies with Google's policies.
Review from Google
This is a great example of a company growing with a unique family culture and providing an excellent product to its fortunate customers
— Phil Waine
T227628
Review left 1 year ago
This review complies with Google's policies.
Review from Google
Personal
Caring
Act on our best interest
Guidance given on more than investments
— Nigel Robinson
T227629
Review left 1 year ago
This review complies with Google's policies.
Delightful to deal with
Every visit has been welcoming, starting with the receptionist. Haydn and Becca are very friendly and thorough. They told me in advance what information they needed from me so were already prepared when I first met them. Becca writes articulately and clearly, making what to me is a complex topic quite understandable. It is easy to relate to them, to explain my needs and concerns, and then to know that they will work on these lines and keep me informed.
— Helen J
Verified review (2114707)
Review left 1 year ago
This review was collected via online systems.
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 has treated me fairly
What have you done differently as a result of working with Equilibrium this year?
This is the first year of working with them, but I am already more confident
When does your feedback relate to?
January 2024
Annual Review
Review took place a few weeks after my dad passed away. Tim and Rob were very sensitive, professional and informative. The meeting was particularly difficult for my mum and they treated her with real compassion and understanding.
— Gill B
Verified review (2115580)
Review left 1 year 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 has treated me fairly
What have you done differently as a result of working with Equilibrium this year?
I feel more confident
When does your feedback relate to?
October 2024
Annual review
Open discussion about my pension circumstances.
— Anonymous
Verified review (2113486)
Review left 1 year 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 has treated me fairly
What have you done differently as a result of working with Equilibrium this year?
Drew done money for next year
When does your feedback relate to?
September 2024
Annual Review
Professional and easy to understand the advice given.
— Charlie L
Verified review (2114062)
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 has treated me fairly
What have you done differently as a result of working with Equilibrium this year?
Our circumstances haven’t changed so all as previous year
When does your feedback relate to?
September 2024
Life time allowance and IHT
Proactively contacted regarding changes to LTA and potential for additional tax free cash. Interim advice regarding changes to IHT in last budget following completion of house sale in same month. David is well supported by Steve McNicholas.
— Derek B
Verified review (2113599)
Review left 1 year 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 has treated me fairly
What have you done differently as a result of working with Equilibrium this year?
Not yet done but will reassess pension goals in the coming months
When does your feedback relate to?
05/24 and 10/24
Review from Google
This person left a star rating but no comment.
— Ken Herbert
T226257
Review left 1 year ago
This review complies with Google's policies.
Review from Google
Venue: Merrydale Manor, Over Peover - great location.
The food: delicious!
Venue staff: generally good, slow at times.
Equilibrium staff: excellent
Overall experience: excellent
— Rana Das
T226258
Review left 1 year ago
This review complies with Google's policies.
Review from Google
This person left a star rating but no comment.
— Anthony Chadwick
T226059
Review left 1 year ago
This review complies with Google's policies.
Review from Google
We enjoyed the lunch very much. The venue was beautiful, the food and service excellent. Our only problem was the noise level was very high due to the low ceiling, it made it difficult to have conversations with people on our table.
We preferred the Mere golf and country club because of this.
— Elsa O'gorman
T225868
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Hi Elsa, Happy New Year. We're glad you enjoyed the meal and thanks for the feedback about the venue.
