Transparency, personal financial management and tax planning. Confidence instilled by prompt service levels, compliance, and explanations of markets, products and decisions. Financial performance consistently above/better than benchmarks when measured in value and risk management.
— Steven T
Verified review (1283763)
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?
12/2018
So welcoming and helpful
All the staff are always so welcoming and helpful. Paul had researched our comment about care home fees to help us understand about financing them (if need be) from our finances. We always feel Equilibrium has our interests at heart and do their best for us.
— Peter W
Verified review (1283898)
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?
02/2019
I felt really positive
They were impartial. Covered multiple areas including investment, tax, pension advice, family situation and insurance. I felt really positive.
— David W
Verified review (1283762)
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
Equilibrium
Having enjoyed some nine years or so of Equilibrium advice and guidance along with mainly positive returns on our investments, we recently sought advice on our intended relocation from Cheshire to Surrey. Always up-to-date with the economic situation and its potential effect on us average mortals the Equilibrium opinion seemed well worth having. If we supplemented the equity from our house sale with a portion of our invested capital, how safe would our longer term security be? What optimum would still allow a good standard of living in a more expensive southern location? The Equilibrium team obliged by considering our ideas and needs in a modelling framework, using their projection tools and expertise to maintain a sensible balance.
— Richard T
Verified review (1283887)
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?
11/2018
Open, knowledgeable
Open, knowledgeable, invested in me and sought to give clarity.
— Pete W
Verified review (1283760)
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?
02/2019
We feel valued by them
The team at Equilibrium are always happy to spend lots of time with us, explaining things clearly and answering any of our questions. We feel valued by them and find the meetings useful to ensure we fully understand how our assets are being managed.
— Anonymous
Verified review (1283759)
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?
02/2019
Gave us confidence long term
Jason and Chris had done their homework before we got to the meeting. They are both very pleasant and gave us any information which we required. Even though the shares have dropped he gave us confidence long term we were doing the right thing.
— Celia P
Verified review (1283758)
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?
02/2019
Knew his stuff
Ben obviously knew his stuff and was very good at informing me all about the market activity. Ably assisted by Laura.
— Donald S
Verified review (1280545)
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?
01/2019
Always willing and very able to answer my questions
I was impressed by the support advice on how to help my sons grandchildren in the future, including reducing the possible inheritance tax liability. I have confidence in Andrews advice about the best ways to invest my money, and supported by Belinda they are always willing and very able to answer my questions and explain matters clearly e.g. explaining how Equilibrium is able to offer personal and individual services, even though the company is continually expanding.
— Anonymous
Verified review (1279574)
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?
12/2018
Thorough preparation
Very thorough preparation for our annual meeting, which enabled us to clearly see how our finances are progressing and make plans for our retirement.
— Martin B
Verified review (1278774)
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?
01/2019
Friendly and professional
Personal, friendly and professional. Showed genuine interest in our particular circumstances.
— Phil P
Verified review (1278130)
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?
01/2019
Personalised care
Personalised care and professional assistance. Many thanks.
— Janet C
Verified review (1278129)
Review left 7 years ago
This review was collected via postage-paid feedback card.
Who is your adviser?
Andrew Hirst/Richard Higgs
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?
01/2019
Informative
I was impressed by the facility to ask any question and get an informative answer.
— Alan C
Verified review (1278127)
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?
01/2019
Take the worry out of financial affairs
I joined Equilibrium in 2014 after a recommendation from a friend. I only wish my husband and I had joined earlier as so much worry could have been avoided. When my husband died almost everything was in place for an easier transition to my new situation. I have no idea how I would have managed without Andy and his team. Since then I have enjoyed all our intelligent and informative meetings and have a clear idea of where I stand asset-wise and in terms of Inheritance Tax. Intergenerational support has been excellent so all the children and grandchildren are under the same aegis. Latterly, I have particularly appreciated help with finding French legal advice for my assets abroad. I also enjoyed the Equinox Live event and always watch the monthly market updates on video.
— Eileen F
Verified review (1277962)
Review left 7 years ago
This review was collected via online systems.
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?
since late 2014
Excellent and timely
David presented a good overview, was transparent and straight talking, and helpful and knowledgeable. Communication is excellent and timely - you get what's on the label.
— Anonymous
Verified review (1278128)
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?
01/2019
Equilibrium
Clear and concise.
— Andrew H
Verified review (1275952)
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?
12/2018
Inspire confidence
Great coffee and friendly reception. Competent professional service and advice from people who inspire confidence and I feel will look after my wife's money matters after she is gone.
— Anthony W
Verified review (1271903)
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?
12/2018
Equilibrium
The high level of communication and attention has remained constant for many years.
— Ken W
Verified review (1271902)
Review left 7 years ago
This review was collected via postage-paid feedback card.
Who is your adviser?
Marcus Bond
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?
12/2018
Equilibrium
Despite the organisations rapid growth, they have managed to retain the culture and ethos of the smaller company, and continue to deliver their services with the right mix of friendliness, approach-ability and professionalism.
— Nick V
Verified review (1271901)
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?
11/2018
Excellent
As always, we found Andy Baker / Catherine Dooley and the rest of the Equilibrium team to be excellent. We particularly value the continuity of staff, their professionalism and sense of humour. Even dealing with a modest portfolio you are felt to be important clients where every effort is made to explain the various financial options available. We value the experience of the team and the recommendations that are presented. We would definitely recommend Equilibrium; in fact we joined them on a recommendation from friends.
— Peter B
Verified review (1269882)
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?
