Equilibrium Financial Planning LLP

Clarity

Clarity & information/explanation.

— Anonymous

Verified review (2431819) Review left 3 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? Increased gifts from income

When does your feedback relate to? May 2026

Very personalised

Very personalised advice, taking into consideration my personal circumstances and preferences.

— Keith B

Verified review (2431802) Review left 3 months ago
This review was collected via online systems.

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? Thought more about generational planning

When does your feedback relate to? 2025/6

Sound advice

Sound advice, clear, forward direction.

— Simon C

Verified review (2431690) Review left 3 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? Retained funds within business envelope

When does your feedback relate to? May 2026

Friendly approach

Professional, friendly approach & felt geared to our particular requirements & situation.

— Anonymous

Verified review (2431687) Review left 3 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? Separated off the family account & they now have their own advisers which they appreciate Got out of AIM in a timely & weld managed way Given more thought to future planning of our estates

When does your feedback relate to? April 2026

Financial expertise

Friendly, professional, financial expertise. Andy is excellent.

— Anonymous

Verified review (2431807) Review left 3 months ago
This review was collected via online systems.

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? Confidence to spend more on holidays

When does your feedback relate to? April 2026

Clear explanation

Clear explanation of financial landscape, our portfolio performance and suggestions for going forward, consistent with our objectives

— Keith J

Verified review (2429683) Review left 3 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? .

When does your feedback relate to? 2025

Professional and friendly

Good trustworthy advice. Responsive, friendly but professional! Excellent returns to date.

— Anthony B

Verified review (2426800) Review left 3 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? We have invested more funds and considered different opportunities.

When does your feedback relate to? 2023 to present

Approachable staff

Staff are approachable, listen and recommend options in a timely manner for matters to be addressed. The focus is on inheritance tax planning rather Ethan performance. The structure is expensive for mature portfolios.

— Peter L

Verified review (2426795) Review left 3 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? Quarterly meetings ensures we review our portfolio and possible charges on a regular basis.

When does your feedback relate to? Nov 2025

Excellent and friendly

Always excellent, in depth, friendly service, keeping finances on track and accessible.

— Amanada F

Verified review (2426444) Review left 3 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? Nothing

When does your feedback relate to? 2025 / 2026

Professional Service

Their professionalism

— David H

Verified review (2426418) Review left 3 months ago
This review was collected via online systems.

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? Not applicable

When does your feedback relate to? March 2026

Personal and reassuring

Personal, reassuring, tailored for our situation. Good to have new thoughts on potential future choices.

— June W

Verified review (2426458) Review left 3 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? Had greater confidence in future provision Been able to change the car without angst. Now considering new way forward re: house and downsizing.

When does your feedback relate to? March 2026

Annual review

I enjoyed the compilation and explanation of the financial / asset model which was compiled from my assumptions and well explained.

— Richard D

Verified review (2420495) Review left 3 months ago
This review was collected via QR code.

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 now organised a will and power of attorney, I am now planning to fund my ISA account from my gains on my general account for reasons of tax efficiency .

When does your feedback relate to? April 2026

Exceptional financial knowledge

Exceptional financial knowledge was tailored to our financial objectives.

Excellent advice and results over the last 2 years.

— John And Liz Reid

Verified review (2419404) Review left 3 months ago
This review was collected via QR code.

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? All of the above Due to more financial security

When does your feedback relate to? April 2026

Annual Review

I had a very relaxed detailed review of what happens with funds now I am 75. He explained the various options of how best to withdraw funds optimising the tax free pension sum and minimising Capital Gains Tax to make the most of my different funds.

I had been worried about having to pay top rate tax and how to manage my drawdowns. Ben did exceptionally well to provide information and demonstrate how to proceed happily this year enjoying my savings.

— Anonymous

Verified review (2419250) Review left 3 months ago
This review was collected via QR code.

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? Maintain a balanced portfolio that met my needs to continue spending money on holidays

When does your feedback relate to? April 2026

Peace of mind

A clear and well illustrated review and explanation of our financial position over the foreseeable future - giving us peace of mind.

— Anonymous

Verified review (2426466) Review left 3 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? Monitor my (our) income and outgoings against living needs and providing care both in our own home / or a care home.

When does your feedback relate to? March 2026

Very professional

As usual, the service was very professional. Ben was very clear and helpful, explaining the details in a manner which I was able to understand. I really appreciate his style, patience and honesty.

— Peter H

Verified review (2429624) Review left 3 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? House improvement consider projects for my children

When does your feedback relate to? April 2026

Client-oriented

Clear explanation and good advice.
Client-oriented and excellent results

— Peter C

Verified review (2431106) Review left 3 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? Confidence in semi retire

When does your feedback relate to? April 2026

Carefully thought-out and personalised

Carefully thought-out and personalised information/advice for my personal circumstances

— Anonymous

Verified review (2426344) Review left 4 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? Have supported family move and feel confident carrying on with home improvements

When does your feedback relate to? April 2026

Friendly and Efficient

Friendly and Efficient

— Pam M

Verified review (2410420) Review left 4 months ago
This review was collected via QR code.

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? Confidence and freedom to spend

When does your feedback relate to? April 2026

Clear and practical advice

Understanding of our situation. Clear practical advice for managing inheritance.

— Anonymous

Verified review (2426353) Review left 4 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? Reworking our wills. Management of my brother's affairs through POA.

When does your feedback relate to? April 2026