Andy came up with some good ideas, which I would not have thought up myself
— Robert D
Verified review (1505228)
Review left 6 years ago
This review was collected via online systems.
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
When does your feedback relate to?
Meeting of 15.7.2020
Consistently good
Being consistently good!
— Barry B
Verified review (1505213)
Review left 6 years ago
This review was collected via online systems.
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
When does your feedback relate to?
Aug 2019 - July 2020
We were inteviewed by Colin before we made our mind up to join.
The advisors have always given the impression that they understand any problems that we might have and that they will do their best to give the best advice.
— Ron And Joan Clare
Verified review (1502869)
Review left 6 years ago
This review was collected via online systems.
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
When does your feedback relate to?
We have been with Equilibrium for many years and we haven't had a problem.
Review meeting of our product portfolio first half 2020
We had a good Zoom meeting with Paul who took us through the ups and downs of this turbulent year, we found this informative and calming as it is a very worrying time at the moment generally.
— Michael S
Verified review (1502963)
Review left 6 years ago
This review was collected via online systems.
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
When does your feedback relate to?
This year 2020
Our recent annual review
We have been with Equilbrium for quite some time and have enjoyed a very successful relationship during this period. All our objectives to maintain our original capital and provide some income have been achieved.
Although during the present difficult time this has been far from easy. We have confidence the future investment advice we will receive from Equilibrium will help turn this around.
We have also enjoyed the time with Equilibrium and the personnel acting on our behalf.
— Keith L
Verified review (1502195)
Review left 6 years ago
This review was collected via online systems.
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
When does your feedback relate to?
Our annual review
Remote meeting worked out better than expected
Remote meeting worked out rather better than we expected. Even though our Microsoft Team settings were probably responsible for the fact that we could only see Paul F. When Paul' link dropped we could then see his colleague Lewis Carthew.
We are well used to Zoom, facetime, whatsapp & Skype alternatives to 'Team' We would still prefer a face-to-face ...post Covid19 if such a time ever reappears
We liked that Paul still had the ability to tinker with the assumptions & show us the long term consequences.
Albeit everything is theoretical.
— Stephen S
Verified review (1502238)
Review left 6 years ago
This review was collected via online systems.
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
When does your feedback relate to?
18 june annual meeting
Everything in order
I had a very interesting telephone conversation with Paul but it was not the same as a personal meeting but in these strange times it sufficed.
We discussed my financial situation and came to a satisfactory conclusion.
Paul was excellent giving me all my options for 2020-2021 and we came to the conclusion that we were on the right track.
— Harry J
Verified review (1502233)
Review left 6 years ago
This review was collected via online systems.
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
When does your feedback relate to?
Annual Financial Review
Bi-annual meeting
Always friendly and professional.
— Peter And Lesley
Verified review (1502164)
Review left 6 years ago
This review was collected via online systems.
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
When does your feedback relate to?
June 2020
Annual review
Always get a concise and well thought out opinion from Jason.
Apart from helping me achieve the best outcome from my investment it is tinged with kindness reflecting my age and situation as a widow.
Have always felt cared for and that is so important to me.
— Anonymous
Verified review (1500436)
Review left 6 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
When does your feedback relate to?
Last 7years overall
First Annual Review
Both my wife and I were impressed by the comprehensive nature of our first annual review. Paul and the team took the time to explain the past (including both the ups and downs) and to help us plan for the future. A very transparent meeting which was very helpful to us both. Thank you!
Overall the communication has been excellent throughout our first year.
— Anonymous
Verified review (1500416)
Review left 6 years ago
This review was collected via online systems.
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
When does your feedback relate to?
First Annual Review Meeting - May 2020
Satisfied with their performance
We have been with Equilibrium for 15 years. In that time the company has grown but the service and efficiency have been maintained or improved. We have been satisfied with their performance accepting the ups and downs.
We particularly appreciate the way they also take interest into our next generation.
— Len E
Verified review (1494595)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
David McKendrick
Would you recommend Equilibrium and/or their seminars to others?
yes
How helpful do you find the team at Equilibrium?
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
Was the service carried out to a high standard?
When does your feedback relate to?
March 2020
Understandable, friendly and professional
Exceptional communications/information sharing. Understandable, friendly and professional. Get holdable/prompt to respond/act.
— Chris D
Verified review (1489314)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Andrew Hirst
Would you recommend Equilibrium and/or their seminars to others?
yes
How helpful do you find the team at Equilibrium?
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
Was the service carried out to a high standard?
When does your feedback relate to?
February 2020
Very helpful
Jason explained how we would be in later years financially. (in later years) if we stayed spending at the same rate. We both found this to be very helpful.
— Keith P
Verified review (1486782)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Jason Lowe
Would you recommend Equilibrium and/or their seminars to others?
yes
How helpful do you find the team at Equilibrium?
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
Was the service carried out to a high standard?
When does your feedback relate to?
Feb 2020
Detailed explanations
Detailed explanations of how the portfolio is performing - both orally and in overhead slides.
— Anonymous
Verified review (1483603)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Jason Lowe
Would you recommend Equilibrium and/or their seminars to others?
yes
How helpful do you find the team at Equilibrium?
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
Was the service carried out to a high standard?
When does your feedback relate to?
February 2020
Always friendly, efficient and client focused
Client for 10 years so my comments are based on this extended time period. Clear investment strategy based on in depth research and analysis resulting in excellent results without taking excessive risk. Excellent IHT mitigation advice and strategy. Differentiation through extensive use of defined return products and volatility trading. Always friendly, efficient and client focused. Clear and regular communications on investments.
— David K
Verified review (1483605)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
David McKendrick
Would you recommend Equilibrium and/or their seminars to others?
yes
How helpful do you find the team at Equilibrium?
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
Was the service carried out to a high standard?
When does your feedback relate to?
2009-2020
Relaxed step by step approach
A detailed annual review of our portfolio with a relaxed step by step approach. The computer program which brings all our wealth into consideration against any future needs eg. finance health care and a projection of how this can be financed over time.
— Anonymous
Verified review (1483943)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Jason Lowe
Would you recommend Equilibrium and/or their seminars to others?
yes
How helpful do you find the team at Equilibrium?
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
Was the service carried out to a high standard?
When does your feedback relate to?
February 2020
Friendly, informative
Tailor made for me, keep it simple! Friendly, informative and relaxed.
— Anonymous
Verified review (1483119)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Jason Lowe
Would you recommend Equilibrium and/or their seminars to others?
yes
How helpful do you find the team at Equilibrium?
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
Was the service carried out to a high standard?
When does your feedback relate to?
January 2020
Gives us great confidence
Ben took time at the start of the annual meeting to really drill down to what we wanted to achieve in early retirement. This enabled him to manage our accounts exactly as we needed. He gives realistic synopses without over-selling what potential benefits might be. This gives us great confidence in managing our financial future.
— Simon P
Verified review (1483604)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Ben Rogers
Would you recommend Equilibrium and/or their seminars to others?
yes
How helpful do you find the team at Equilibrium?
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
Was the service carried out to a high standard?
When does your feedback relate to?
Oct 2019
Review from Google
This person left a star rating but no comment.
— Louise Barson Cheshire Artist (Louise Barson Art)
T53032
Review left 6 years ago
This review complies with Google's policies.
Perfection in paperwork
I was able to follow and understand everything to do with my investments, as they were explained in easy to understand language. Reassured by their competence that my investments are in safe hands. Feeling comfortable in a friendly environment.
— Wendy B
Verified review (1473900)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Andrew Hirst
Would you recommend Equilibrium and/or their seminars to others?
yes
How helpful do you find the team at Equilibrium?
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
