I was made to feel at ease with chatting about myself and family matters before discussion of finances. These were explained simply and I was given plenty of opportunity to ask any questions.
— Anonymous
Verified review (1376872)
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?
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04/2019
Affable and opaque
Professional, affable and opaque. Voyant - an excellent tool!
— Jennie J
Verified review (1373325)
Review left 7 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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04/2019
A personal touch
Very professional, thorough and focused, but with a personal touch and understanding of my individual needs.
— Ann G
Verified review (1373324)
Review left 7 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?
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04/2019
Personalised, yet careful manner
As always, Paul seems to understand what we need from him with regard to information and advice. The meetings are always conducted in a very personalised, yet careful manner.
— Anonymous
Verified review (1373321)
Review left 7 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?
03/2019
Always raising something helpful/useful/pertinent
They are always personalised to my circumstances and always raising something helpful/useful/pertinent that I should think about (and would not otherwise have thought about). I value their advice.
— Anonymous
Verified review (1370603)
Review left 7 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?
04/2019
Equilibrium Asset Management
I was impressed by your professionalism.
— David H
Verified review (1370998)
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?
03/2019
Tailored to our circumstances and sensible
Clarity! The advice was straightforward, tailored to our circumstances and sensible. The reviews are always conducted in a very pleasant and friendly manner.
— John S
Verified review (1370600)
Review left 7 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?
03/2019
Leave us with great confidence
Paul's service and sharing information is always thorough and clear with time taken to fully explain our portfolio. We only meet annually - however our meetings leave us with great confidence our funds are working well towards our retirement.
— Sue F
Verified review (1369442)
Review left 7 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?
04/2019
I have complete confidence in them
Professional, friendly and know what they are talking about. I have complete confidence in them.
— Anonymous
Verified review (1369440)
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?
04/2019
Equilibrium
Up to it's usual high standard in all aspects of the review.
— Chris R
Verified review (1369438)
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?
03/2019
High degree of professionalism, integrity and transparency
They are pro-active in dealing with difficult situations and changes and are user friendly with a high degree of professionalism, integrity and transparency. I have watched the organisation grow from 2004 and maintain the same high standards, developing staff etc. The co-ordination of investments with income tax, inheritance tax etc. to give cost effective solutions, and the consideration given to inter-generation planning. Adviser N Patel is always available for clarifications and advice. To sum up a culture of friendliness, professionalism and integrity is readily available. Regular seminars and updates end prognosis on the way ahead. Free to ask questions.
— Anonymous
Verified review (1368684)
Review left 7 years ago
This review was collected via postage-paid feedback card.
Who is your Adviser?
Colin Lawson
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?
02/2019
So much value
Paul's knowledge of our personal circumstances and the informed advice that he has, as a result, able to give. We get so much value from the opportunity to discuss our family financial futures.
— Stephen W
Verified review (1368671)
Review left 7 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?
03/2019
Answered all our questions
They gave us exactly the information we requested and answered all our questions.
— Anonymous
Verified review (1368669)
Review left 7 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?
03/2019
To the point advice
Efficient and to the point advice. They action with our clear needs in mind.
— Neil R
Verified review (1368190)
Review left 7 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?
03/2019
Clarity of information
I was impressed by the friendliness, clarity of information and the presentation of information.
— Paul W
Verified review (1368056)
Review left 7 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?
03/2019
Openness and transparency
Your openness and transparency and willingness to engage in frank discussions really stood out.
— M V
Verified review (1368026)
Review left 7 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?
02/2019
Use simple terms to make complicated issues easy
I have been a client of Equilibrium for many years. Although the company has grown in size their personal approach has thankfully continued to be excellent, as had their investment policies. They give me peace of mind to trust their advice, they use simple terms to make complicated issues easy to understand and are always available if I need to speak to someone. Well done.
— Wendy B
Verified review (1360671)
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?
02/2019
Absolutely 1st class
The attention to detail and personal service received is absolutely 1st class. Could not wish for better.
— Richard W
Verified review (1360669)
Review left 7 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?
02/2019
Constructive advice
Friendly and constructive advice on all matters financial and some personal.
— Carole B
Verified review (1360664)
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?
03/2019
Equilibrium
As ever, professional and friendly.
— Peter F
Verified review (1288682)
Review left 7 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?
