The advisor returns your call or answers your email promptly.
— Simon S
Verified review (1579390)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Andy Baker
Would you recommend Equilibrium and/or their seminars 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?
reviewed my long term objectives re my retirement and family
When does your feedback relate to?
december 2021
Happy
A great deal of work by Ben Harrison to transfer our portfolio combined with regular information about our assets and the company as a whole.
— Andrew T
Verified review (1578814)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Andrew Hirst
Would you recommend Equilibrium and/or their seminars 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?
More confidence in sharing wealth
When does your feedback relate to?
2021
Consistent and Clear Financial planning and Advice
We are always very pleased with both the clarity and detailed content, with good explanations, both in the monthly fund Reports and our annual review.
Information is presented in an "easy to understand and digest" format.
We feel confident that our finances are both well managed to meet our needs, and that the expert investment staff are working as pre-emptively as possible to be proactive and provide protection to both lower risk and try to achieve possible gains, it what must be a fragile or meta-stable market.
We remain confident that Equilibrium are giving us the financial stability we sought when we joined over 11 years ago.
— Martyn P
Verified review (1578712)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Jason Lowe
Would you recommend Equilibrium and/or their seminars 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?
Confidence to spend more of our finance "pot" on enjoying life as fully ass possible, and planning one off trips and cruises whilst we are both in good health
When does your feedback relate to?
June - December 2021
Equilibrium Financial Planning LLP
This person left a star rating but no comment.
— Barry B
Verified review (1578515)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Colin Lawson
Would you recommend Equilibrium and/or their seminars 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?
0
When does your feedback relate to?
Before and after September 2021
Six Month Review
Once again both David and Nick Champ provided a thorough and clear summary of the recent past performance of our portfolio and clearly explained proposals, plans and ideas for the future.
— Duncan S
Verified review (1578731)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
David McKendrick
Would you recommend Equilibrium and/or their seminars 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?
Thought about future plans in a much clearer manner and begun to work through our impending retirement with a greater degree of knowledge and understanding
When does your feedback relate to?
June/July 2021
Great service!
The quick, honest and open feedback to various financial questions. Also, including my fian?e within EQ is really appreciated.
— Richard A
Verified review (1578465)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Tim Latham
Would you recommend Equilibrium and/or their seminars 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?
Built up a better understanding of the combined finances of myself and my fianće
When does your feedback relate to?
2021
Every reason to stay put.
Plenty of informed communication and always willing and able to speak. Performance continues to exceed expectations.
— Ken W
Verified review (1578408)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Paul Farrugia
Would you recommend Equilibrium and/or their seminars 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?
Confidence to spend a bit more on luxuries and essentials
When does your feedback relate to?
Dec. 2021
Six Month Review Meeting
Post Code of the New Offices did not lead me to them !! I had a good meeting with Jason and took on board his advice to move some of my portfolio in to more Adventurous funds. The charts and new surroundings were very impressive. The decision to move some of the fund from Cautious to Adventurous was not an easy one and I look forward to our next meeting in April to see how it has turned out.
— Peter H
Verified review (1573906)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Jason Lowe
Would you recommend Equilibrium and/or their seminars 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 differently but the meeting helps one to take a fresh look at the portfolio.
When does your feedback relate to?
6 October 2021
6 month review
Good open communication.
— Anonymous
Verified review (1573864)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Paul Farrugia
Would you recommend Equilibrium and/or their seminars 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?
0
When does your feedback relate to?
11/2021
Caring personal service
Always supportive timely and excellent personal contact. Professional and really fully engage in providing services and advise that is relevant and helpful. Always feel my interests are important.
— Anonymous
Verified review (1573054)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Andrew Hirst
Would you recommend Equilibrium and/or their seminars 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 have gained confidence in dealing with difficult matters that Andrew & Hayden have advised me on
When does your feedback relate to?
October/November 2021
Equilibrium Financial Planning LLP
As being with you for over 20 yrs.
Reviews are pretty straight forward.
Colin has always had our best interest at heart, we have complete confidence in his advice and we are sure we could not do better with anybody else. It would be nice to see more of him, but understand the financial implications to do that.
As we are approaching our 80 years our financial stability is more important to us.
So in conclusion. He has looked after us and our family and have nothing but praise and thanks.
— Ray S
Verified review (1572858)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Colin Lawson
Would you recommend Equilibrium and/or their seminars 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?
To be free of financial worries
When does your feedback relate to?
The last 20 years
Equilibrium's performance
I received regular updates and advise on my investments.
— Anonymous
Verified review (1572837)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Jason Lowe
Would you recommend Equilibrium and/or their seminars 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 have helped my family (3 married children and 6 grandchildren) but due to Covid and lockdowns I havn't done very much travelling with my partner which we normally do.
When does your feedback relate to?
May to October 2021
Top Man
You can talk to Paul with ease and he understands the real world.
— Grahamberry
Verified review (1572719)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Paul Farrugia
Would you recommend Equilibrium and/or their seminars 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?
None whatsoever
When does your feedback relate to?
May 2021
Courteous, Caring, Helpful, Professional
Paul, as ever the perfect advisor, enquiring into our life including families, holidays and expenditure thereby helping us reflect and directing our discussion around ensuring our investment potential meets, as far as possible, those goals.
— Peter And Lesley
Verified review (1572718)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Paul Farrugia
Would you recommend Equilibrium and/or their seminars 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?
Increased income drawdown from Equilibrium funds to optimise tax free allowance following interest on bank savings dropping to practically nothing.
Reflected more on optimising benefits for children and grandchildren today rather than leaving it all unill death.
When does your feedback relate to?
June 2021
Very responsive, caring
Very responsive, caring, and competent service demonstrating significant initiative.
— Mike A
Verified review (1572714)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Andrew Hirst
Would you recommend Equilibrium and/or their seminars 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?
Continued the process of passing down wealth to our children in a controlled, planned, tax efficient manner.
When does your feedback relate to?
Year to October, 2021.
All connections with Equilibrium work well.
Website accessible to give values of our portfolios.
Immediate friendly help and advice on possible further investments.
— Roger W
Verified review (1572706)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Mickey Armstrong
Would you recommend Equilibrium and/or their seminars 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?
Added further investments. Still considering transfers to children/grandchildren
When does your feedback relate to?
0
A Very Good Service
You are not the cheapest advisors but you do provide the service that you stated when I joined. You have more than reached the 5% growth and so have looked after my capital to my satisfaction. When I have any queries they are dealt with rapidly. Everyone is very helpful and friendly.
— David A
Verified review (1572708)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Tim Latham
Would you recommend Equilibrium and/or their seminars 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?
They provide more information and seminars than other providers and as a client I get to meet many of your staff
When does your feedback relate to?
November 2021
Review from Google
Been a client for 7 years,best financial decision I have ever made.
— John Gray
T59121
Review left 4 years ago
This review complies with Google's policies.
6 Month Review
It was well structured and it addressed all aspects of our relationship with Equilibrium. Having received up to date reports two weeks previously, we had all of the information to enable a factual review of our Portfolio performance at the meeting.
— Roger H
Verified review (1570332)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Andrew Hirst
Would you recommend Equilibrium and/or their seminars 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 Portfolio has outperformed our monthly drawdown amounts during the current year and this has given us the confidence to maintain our spending plans without adjustment.
When does your feedback relate to?
30th September 2021
Initial meeting via Teams
I had my first meeting with Jason at the start of 2021, in January. He summarised my situation and answered my questions. He was friendly and clear with the information. It is difficult for me to comment on some of the star ratings below due to only having one meeting so far.
— Anonymous
Verified review (1570115)
Review left 4 years ago
This review was collected via email feedback service.
Who was your adviser?
Jason Lowe
Would you recommend Equilibrium and/or their seminars 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?
Planned building work on our home, donated more to charity.
