Had a very good meeting with Paul. I had emailed him previously with some things I wished to discuss. He covered them all in a clear, concise and very professional manner. Friendly as ever, he had clearly done his homework prior to the meeting. The result was all my questions answered, and a clear view of the direction we were taking in the future. Well done Paul!
— David F
Verified review (1269881)
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?
12/2018
Nothing is rushed
He explains in detail the current situation with funds, and takes a real interest in the account (as if it was their own investment). Nothing is rushed, leaving plenty of time to listen, absorb and ask questions if required.
— Anonymous
Verified review (1269879)
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
Equilibrium
The communication and services in general were good and helpful. Thank you.
— Stephen W
Verified review (1269876)
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?
11/2018
Clear and concise
Clear, concise analysis of our financial position. There was an excellent explanation of investment options and funds, and a thorough understanding of our current and future requirements and expectations.
— Bob S
Verified review (1269873)
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?
12/2018
Equilibrium
I was very impressed with the forward planning and client knowledge / understanding.
— Anonymous
Verified review (1269871)
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?
12/2018
Always friendly
David was extremely helpful in explaining how our investments are working for us and of how they should look in the next 20 years. He is always friendly, and kindly explains the answers to our questions in layman's terms which we require.
— Jacky F
Verified review (1269867)
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?
12/2018
Professional approach
We were impressed with the professional approach to those at meeting and his ability to explain things in layman's language. He had a reassuring approach - 'No question is a silly one', and knowledge around the subject. Many thanks for all you do for us!
— Anonymous
Verified review (1269865)
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?
12/2018
Courteous and kind
The service we receive is and always has been excellent. They make us feel valued as clients and treat us courteously and kindly. The advice we receive is always sound and clearly explained.
— Bell
Verified review (1269863)
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?
12/2002
Honest and friendly
With an honest and friendly approach, Ben is knowledgeable across relevant (to us) financial areas, and has great listening skills. Takes ones views on board then provides information/options to consider, without pressures to make quick decisions.
— John S
Verified review (1266956)
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
Equilibrium
Detailed future planning.
— Brenda C
Verified review (1266955)
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?
11/2018
Open, honest and clear explanations
I have known David for many years and have always found him to be open, honest and clear in his explanations of often complex issues. He is truly a pleasure to work with and nothing ever seems too much trouble.
— John S
Verified review (1266739)
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?
11/2018
Sound and reassuring advice
We feel that we receive a very personal service where our needs are fully understood. Our adviser has developed with us a strong personal relationship - we feel he knows ourselves and our family circumstances well and his advice is sound and reassuring.
— Marc And Kim M
Verified review (1266738)
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?
08/2018
Professional, friendly and dedicated
A very professional, friendly and dedicated team.
— CD
Verified review (1266258)
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
Impressed by Equilibrium's innovation and desire to achieve maximum return with minimum risk.
— Frank N
Verified review (1266260)
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?
10/2018
Equilibrium Asset Management
Honesty, friendliness and patience.
— Elaine D
Verified review (1266257)
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?
10/2018
Excellent advice
Friendly and excellent advice.
— Anonymous
Verified review (1266259)
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?
11/2018
Good practical service
Good practical service that listens to your needs and views.
— David B
Verified review (1266256)
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?
11/2018
Good advice and friendly attitude
Good advice and friendly attitude to any questions which were sometimes a bit vague. Information concerning Brexit was informative and balanced.
— Anonymous
Verified review (1266255)
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
Professional advice, excellent explanation
Professional advice, excellent explanation and understanding of current market conditions.
— Anonymous
Verified review (1266254)
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?
10/2018
Could not be happier
Could not be happier with the understanding care and service I am getting from the Equilibrium team.
— Helga A
Verified review (1266253)
Review left 7 years ago
This review was collected via postage-paid feedback card.
Who is your adviser?
Paul F
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?
