The staff are friendly and the service is personalised and easy to understand.
— Noel G
Verified review (1429104)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Andy Baker
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?
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Honest appraisal
Good, friendly, but most important, honest appraisal at my financial situation.
— Guy S
Verified review (1427158)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Paul Farrugia
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?
September 2019
Knowledgeable and reassuring
This service is friendly, informal, knowledgeable and reassuring.
— John B
Verified review (1427025)
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?
September 2019
Considers all options available
Andrew Hirst is fully understanding of our inter generational planning wishes, always considers all options available and always explains those clearly. Now as rather elderly clients we consider and plan our IHT position on a regular basis. Andrew also has discussed political implications, in the present uncertain times, presenting a very flexible approach to various political possibilities.
— I D
Verified review (1423529)
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?
09/2019
Very pleasant and informative
It was a very pleasant and informative meeting as always. Andy advised me of various options open regarding taking more income and also inheritance tax etc. Although I got the timing wrong for the meeting and arrived an hour late, Andy was extremely kind and pleasant and didn't rush over the time we had but suggested a further meeting giving me time to reflect on what we had spoken about.
— Elaine S
Verified review (1422269)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Andy Baker
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?
Equilibrium Asset Management LLP
Helpful suggestions in detail.
— Anonymous
Verified review (1422265)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Paul Farrugia
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?
Equilibrium Asset Management LLP
Professional, competent, friendly as usual.
— S D
Verified review (1420739)
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?
September 2019
Knowledgeable and Informative
The understanding of what I required from the meeting and portfolio return.
The knowledgeable and informative responses to my questions.
The clear manner of the responses to my questions.
The friendly atmosphere of the service provided.
— Clive B
Verified review (1416036)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Andy Baker
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?
September 2019
Very satisfied
Very pleasant manner. Clear explanations, Paul and Jack had obviously prepared well for the meeting.
I felt they understood my outlook on life but made some thought provoking suggestions.
Very satisfied with the meeting.
— Lynn O
Verified review (1416039)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Paul Farrugia
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?
Easy for us to understand
We felt comfortable and at ease discussing our finances. They made everything easy for us to understand.
— Anonymous
Verified review (1415004)
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?
Aug 2019
Totally happy with the service I receive
Have been a client for 5 years now and I am totally happy with the service I receive, which has always been carried out in a very professional manner.
— Ann C
Verified review (1415010)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Andy Baker
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?
August 2019
A good standard of service
As normal a good standard of service and clarity.
— Anonymous
Verified review (1413641)
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?
August 2019
Very friendly, easy to understand
Very friendly, easy to understand. Happy to answer any questions. Agreed not to send me budget forms which I found offensive. Good experience, helpful.
— Anonymous
Verified review (1412660)
Review left 6 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Paul Farrugia
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?
may 2019
Broadly achieves the stated aims and returns
Clear reports and a large amount of supportive, detailed information to back-up any points of discussion. Performance of the portfolio that broadly achieves the stated aims and returns. Friendly, helpful staff.
— Anonymous
Verified review (1411204)
Review left 7 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?
Equilibrium Asset Management
I have found that the people at Equilibrium are always responsive to my requests and follow them through diligently and professionally. In particular Ben was very helpful in enabling my partner to transfer her pension under some quite challenging circumstances. Ben is also receptive tom y wider financial aspects and has provided to me information that may be useful in the future regarding my business ventures.
— Ryan
Verified review (1409684)
Review left 7 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?
August 2019
Equilibrium Asset Management
Communication and presentation are very good.
— Anonymous
Verified review (1408568)
Review left 7 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?
08/2109
Service given in a very professional manner
The service we received was informative, helpful and given in a very professional manner. As always we really appreciate the advice that Jason gives us.
— Allan R
Verified review (1408569)
Review left 7 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?
08/2019
Professional but also very approachable
Very professional but also very approachable. Willing to take time to discuss any concerns. Gave very clear answers to my questions, showing understanding of my concerns.
— Anonymous
Verified review (1407059)
Review left 7 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?
07/2019
Explain all aspects of my investments clearly
Their friendliness and the way that they explain all aspects of my investments with them in a clear way.
— June D
Verified review (1406802)
Review left 7 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?
07/2019
Very amenable and professional
Andrew is very amenable, professional and explains things thoroughly.
— Anonymous
Verified review (1406801)
Review left 7 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?
