Equilibrium Financial Planning LLP

Personal Touch

Personal touch

— Nigel L

Verified review (2426356) 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? Nothing

When does your feedback relate to? April 2026

Clear explanations provided throughout

David, supported by Karl Butler, talked openly about our financial situation and projections for the future. Different scenarios were discussed and clear explanations were provided throughout.

— Anonymous

Verified review (2426390) Review left 4 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? I have a greater understanding of our financial prospects for the future and the confidence to plan projects and support for others.

When does your feedback relate to? April 2026

Very personable and helpful

Very personable. Covers everything succinctly without loads of waffle. Future financial projections always helpful.

— Pamela L

Verified review (2426397) Review left 4 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? Have the confidence to potentially spend more on myself if I want to.

When does your feedback relate to? April 2026

Highly recommended

Equilibrium Financial Planning LLP

— Anonymous

Verified review (2426404) 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? -

When does your feedback relate to? April 2026

A pleasure to deal with

Always a positive outlook on things, professional and a pleasure to deal with.

— Rs B

Verified review (2426407) Review left 4 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? Nothing

When does your feedback relate to? April 2026

Information was easy to follow

Firstly I was given an appointment at short notice at a time and day that I requested on Tuesday. The information supplied was in an easy to follow format without jargon.

— Kathryn S

Verified review (2426416) Review left 4 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? For the last 10 years I have felt quite confident with Equilibrium and rely/expect them to be working diligently on my behalf. While it may have taken some time, I have spent more moment on myself and friends this year.

When does your feedback relate to? April 2026

Equilibrium Financial Planning LLP

Highly Recommended

— J K

Verified review (2426420) Review left 4 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? -

When does your feedback relate to? April 2026

Positive and genuine

Positive approach from Tim, introducing new ideas / processes. Genuine feeling of warmth.

— Deryck B

Verified review (2426424) Review left 4 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 the confidence to invest a little more in both our pensions.

When does your feedback relate to? April 2026

Responsive and valued service

It is responsive to my needs. I am provided with advice and options, some of which I have never thought about or considered, but never feel pressured to take a particular course or action. As my time with Equilibrium has increased, so has my level of confidence and appreciation of the value of the company to me.

— Steve C

Verified review (2426440) 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? Started to analyse my spending in much more detail to allow me to make the best decisions regarding my investment going forward and this increasing my confidence in spending more of my money, doing things on my bucket list and supporting others.

When does your feedback relate to? April 2026

Clear and thorough explanations

Very well prepared and organised. Clear and thorough explanations. Patiently explain the "technicalities"

— Hilary M

Verified review (2426453) Review left 4 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? Given us confidence to use some of our funds differently and to benefit others as well as ourselves.

When does your feedback relate to? April 2026

Good understanding

Good understanding of our lifestyle & issues

— Tony J

Verified review (2431027) 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? No

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? Increasesd confidence in financial position

When does your feedback relate to? March 2026

Great understanding

Ben has a great understanding of our situation built up over a number of years. We find him very easy to talk to, and he goes to great lengths to explain every aspect of topics under discussion

— Anonymous

Verified review (2429931) Review left 5 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? Gifted to family spent more on family experiences, transfered cash ISA into shares

When does your feedback relate to? March 2026

Very professional

I felt the service was very professional. I felt listened to and that my requirements were met at this time

— Anonymous

Verified review (2429668) Review left 5 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? Yes helped family, had the confidence to spend a little more

When does your feedback relate to? March 2026

Very professional

Very professional and efficient

— William J

Verified review (2431086) Review left 5 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? Felt confident that were in very safe hands

When does your feedback relate to? March 2026

Annual Review Meeting with Ben Rogers

An enjoyable catch-up on life in general before moving on to focus on finance.
Very helpful and easy to understand update on the financial situation given the Middle East Crisis, how portfolios are being positioned and on the benefits and opportunities for the company now they are part of Sovereign.
Overall I am very happy with Equilibrium and have full confidence in how they are managing my investment.

— Anonymous

Verified review (2393832) Review left 5 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? Having been with Equilibrium for a number of years, I have not done anything different this year - I continue to have confidence to make use of my money.

When does your feedback relate to? March 2026

This years review.

Friendly and efficient

— Trevor U

Verified review (2391323) Review left 5 months ago
This review was collected via QR code.

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? Nothing, after being with them for 25 years I just leave it to them.

When does your feedback relate to? Last 25 years

Equilibrium

I have been satisfied with the advice I have received from Equilibrium for over twenty years

— Leonard E

Verified review (2390550) Review left 5 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? Reviewed and amended our budgeted costs in line with advice from Equilibrium

When does your feedback relate to? 2026

Knowledgeable

Personal, friendly & knowledgeable, as always

— Anonymous

Verified review (2390526) Review left 5 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? Nothing has changed, I have continued to enjoy life in retirement without having to worry about my finances

When does your feedback relate to? 2026

Very clear

Tim explains things very clearly

— Gwyneth R

Verified review (2390523) Review left 5 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? We have done all of the above, thankfullyto equilibrium we have dont those things successfully at the same equilibrium has increased our wealth

When does your feedback relate to?

Tailored

Presenting tax-efficient opportunities that are tailored to my circumstances

— Anonymous

Verified review (2390516) Review left 5 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? Assessing rental property ownership options to improve tax position

When does your feedback relate to? 2026