Equilibrium Financial Planning LLP

Good listeners

Ben H is a very good listener, good at explaining any issues I have concerns about.

— Anonymous

Verified review (2455366) Review left 1 month ago
This review was collected via online systems.

Who was your adviser? Ben Harrison

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? Made decisions to discuss more options of finance going forward with the family

When does your feedback relate to? May 2026

Annual review meeting

Well paced. Plenty of time for Q&A. Balanced perspectives always given. Personable/ friendly

— Anonymous

Verified review (2455345) Review left 1 month ago
This review was collected via online systems.

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? Had more charitable support

When does your feedback relate to? Annual Review 24 June 2026

Annual Review Meeting

Ben listens well and explains everything clearly in terms that I can understand. I feel that he really does have the client's interests at heart and is principled.

— Anonymous

Verified review (2453130) Review left 1 month 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

When does your feedback relate to? May 2026 (In the list above, the statement about making a mistake should include a not applicable, or not be compulsory)

Always professional

Always professional, personalised service. Issues raised & advice offered always helpful, & relevant

— Anonymous

Verified review (2449693) Review left 2 months 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? Some help for family. Change investment funds after advice from meeting

When does your feedback relate to? June 2026

Understanding

Understanding not only our financial circumstances but also those of our children & their families

— David B

Verified review (2449614) Review left 2 months 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? Modified our future financial strategy as we grow older. Introduced out son to Equilibrium

When does your feedback relate to? June 2026

Thank you

My annual review and telephone conversation - Ben shows a genuine interest in my life and encourages me to enjoy my money! Whilst living within my means. Thank you Ben.

— Kay F

Verified review (2449612) Review left 2 months ago
This review was collected via online systems.

Who was your adviser? Ben Harrison

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 my home and caravan. Bought a newer car

When does your feedback relate to? 2025/26

Deliver good returns

Pragmatic, practical, avoiding hype and delivering good returns

— Anonymous

Verified review (2449477) Review left 2 months 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 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? May 2026

Understanding

Ben's understanding of our financial position

— Christopher G

Verified review (2449376) Review left 2 months ago
This review was collected via online systems.

Who was your adviser? Ben Harrison

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 ben cofident about withdrawing money to pay for private consultant surgery

When does your feedback relate to? April 2026

Friendly

Individual, personalised, friendly

— Gwyned M

Verified review (2449373) Review left 2 months 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? AU

When does your feedback relate to? May 2026

Familiar

Familiar with our circumstances and the portfolio.

— Andy J

Verified review (2449364) Review left 2 months 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 achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? Going o spend less

When does your feedback relate to? May 2026

A haven of consistency and clarity in a turbulent world

Most of my financial arrangements have been settled as a result of advice over the past 17 years as a client. However, even after 17 years Colin continues to challenge and educate me and I leave every meeting with new things to think about. The financial positioning is well-explained and executed, but for me is secondary to the continued focus on the purpose and potential use of the assets.

— Nicholas M

Verified review (2447531) Review left 2 months ago
This review was collected via online systems.

Who was your adviser? Colin Lawson

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 begun to make gifts out of income to my child.

When does your feedback relate to? June 2026

Clarity

The clarity in my investments

— Robert M

Verified review (2441564) Review left 2 months 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? Made me look further into my future goals

When does your feedback relate to? Annual meeting May 2026

Always available

It is good to know they are always available if I need advice on financial matters

— Anonymous

Verified review (2441512) Review left 2 months ago
This review was collected via online systems.

Who was your adviser? Ben Harrison

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 felt more confident in spending money on myself and also helping my famiily with occasional gifts

When does your feedback relate to? May 2026

Friendly

Friendly, not rushed at all. The complexity of financial management explained in an easy-to-understand manner

— Harvey L

Verified review (2441486) Review left 2 months ago
This review was collected via online systems.

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? We have helped our two daughters by gifting and considered a number of options to reduce our IHT liability. We have also increased our ISA holdings. We always have plenty of questions ahead of our annual review with Jason, but always leave the meeting reassured.

When does your feedback relate to? April 2026

Very friendly

Very friendly and informative.
Thanks Ben

— Rowan A

Verified review (2441474) Review left 2 months 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? Helped family, our son is going to invest his money through equilibrium when he is back from Japan

When does your feedback relate to? April 2026

Friendly, efficient, capable.

Friendly, efficient, capable.
Really listen to clients' needs and could not be more helpful and available.

— Sandra C

Verified review (2441500) Review left 2 months ago
This review was collected via online systems.

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? Have given me the confidence to feel I am in a secure financial position

When does your feedback relate to? blank

Relevant and appropriate

Relevant and appropriate, delivered in a friendly manner

— Roger H

Verified review (2437258) Review left 2 months 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? Live to our budgets

When does your feedback relate to? May 2026

Reassurance

Reassurance that my investments will carry me through comfortably for the next few years

— Carole B

Verified review (2437250) Review left 2 months ago
This review was collected via online systems.

Who was your adviser? Ben Harrison

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 more

When does your feedback relate to? May 2026

Meetings are always positive

I always know that when I have my meetings things will be explained clearly and will be positive, the increase this year has been excellent. The advisers are always very friendly which is great!

— Anonymous

Verified review (2436722) Review left 2 months 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? I havnt necessarily done anything different but whatever I choose to do I know I’m confident to spend when needed and could do more when I choose to.

When does your feedback relate to? June 26

Friendly

Friendly & clear info.

— Adrian J

Verified review (2431821) Review left 3 months ago
This review was collected via online systems.

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? may 2026