The advice is tailored not only to my financial but to my wider personal needs. Paul is very wise generally and very empathetic. Everyone i deal with is very efficient.
— Anonymous
Verified review (1245134)
Review left 8 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?
06/2018
Very reliable, friendly and competent
Very reliable, friendly and competent financial advice received at all times.
— Joachim T
Verified review (1245012)
Review left 8 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?
06/2018
Equilibrium Asset Management
We were impressed with the very professional way the advice was given and they way it was in an easy and understandable manner.
— Keith L
Verified review (1244851)
Review left 8 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?
06/2018
Clear understanding of our circumstances
Clear understanding of our circumstances, clear explanations of options. Diplomatic, courteous. Offer to provide a report on a specific scenario.
— Brian K
Verified review (1244217)
Review left 8 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?
06/2018
Outstanding level of service
Even though I must be one of your least wealthy clients, the level of service form you is outstanding.
— Dorothy M
Verified review (1244216)
Review left 8 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?
06/2018
Equilibrium Asset Management
I was pleased to receive reassurance regarding my concerns for care home fees. Ben was happy to discuss anything that needed clarification and I felt comfortable in talking about my family and issues around that.
— Anonymous
Verified review (1243345)
Review left 8 years ago
This review was collected via email feedback service.
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?
05/2018
Equilibrium Asset Management
I always look forward to meeting up with Paul. It gives me the opportunity to have a focused discussion about our financial planning with knowledgeable, relaxed guys. I always get something out of our meetings, many thanks.
— Stephen W
Verified review (1243085)
Review left 8 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?
05/2018
Equilibrium Asset Management
The very informative meeting with Andy Baker was, as always, doe in a very professional manner with clarity at all times.
— Robert S
Verified review (1243084)
Review left 8 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?
05/2018
The meeting was informal and relaxed
As usual, the meeting was informal and relaxed. I got all the facts and figures I needed pitched at just the right level for me. All my questions were answered. I feel happy asking them anything. The most important outcome of the review is that I leave well informed about the progress and performance of my investments over the year, that valuations are going up and that I feel confident that Equilibrium know what they are doing.
— Anonymous
Verified review (1243083)
Review left 8 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?
05/2018
All my questions were answered fully
All my questions were answered fully. Clear explanation of where things are going and future projections. Increased my understanding and confidence.
— Anonymous
Verified review (1241678)
Review left 8 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
Would you be happy for them to contact you to discuss this further?
yes
If yes then please provide your email address or telephone number:
07879 644944
How helpful do you find 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?
Very transparent
Very transparent. I feel that they try and understand my situation. They take a very broad view of a clients finances. They do what they say they will do. They seem to have a strategy they stick to.
— Peter W
Verified review (1241677)
Review left 8 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
Would you be happy for them to contact you to discuss this further?
no
If yes then please provide your email address or telephone number:
How helpful do you find 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?
Equilibrium Asset Management
Professionalism of personal finance modelling and result reporting. Knowledge of adviser in financial matters.
— Anonymous
Verified review (1241676)
Review left 8 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
Would you be happy for them to contact you to discuss this further?
no
If yes then please provide your email address or telephone number:
How helpful do you find 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?
Delighted with the service Equilibrium provide
From arrival to departure all staff were welcoming, friendly and accommodating. Paul is exceptionally good, easy going, very knowledgeable, gives an excellent presentation and is thorough. Preparation is very good. We are delighted with the service Equilibrium provide.
— Anonymous
Verified review (1241675)
Review left 8 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
Would you be happy for them to contact you to discuss this further?
yes
If yes then please provide your email address or telephone number:
01610 456 2395
How helpful do you find 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?
Equilibrium Asset Management
Impressed by the friendliness of all Equilibrium staff. Family orientated with all. Simplistic financial information, easily understood by non financial personnel.
— PJC
Verified review (1241673)
Review left 8 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
Would you be happy for them to contact you to discuss this further?
yes
If yes then please provide your email address or telephone number:
0161 456 4158
How helpful do you find 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?
Personal attention to our particular needs
Personal attention to our particular needs, a professional approach. Quality of service, felt at ease and pitched at our requirements. Frequent updates and progress reports. Well explained updates and progress reports. Excellent product.
— Nigel R
Verified review (1241163)
Review left 8 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
Would you be happy for them to contact you to discuss this further?
yes
If yes then please provide your email address or telephone number:
01625 423883
How helpful do you find 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?
Excellent
Excellent personal manner, investment knowledge, advice, communication and reporting.
— Anonymous
Verified review (1241159)
Review left 8 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
Would you be happy for them to contact you to discuss this further?
yes
If yes then please provide your email address or telephone number:
01625 961488
How helpful do you find 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?
Focused, clear
Focused, clear, expansive, friendly and helpful.
— Anonymous
Verified review (1241157)
Review left 8 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
Would you be happy for them to contact you to discuss this further?
yes
If yes then please provide your email address or telephone number:
07913 244773
How helpful do you find 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?
Equilibrium Asset Management
We did not feel pressure to invest more unless the time was right. Also the advice we received on IHT was clear and informative.
— Barbara M
Verified review (1241156)
Review left 8 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
Would you be happy for them to contact you to discuss this further?
no
If yes then please provide your email address or telephone number:
How helpful do you find 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?
Reliable advice
We were brought up to date on our financial position clearly and concisely. We also received reliable advice about further investment.
— Anonymous
Verified review (1240004)
Review left 8 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
Would you be happy for them to contact you to discuss this further?
no
If yes then please provide your email address or telephone number:
How helpful do you find 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?
Equilibrium Asset Management
We feel that Paul understands us as people and not just financed. He genuinely seems interested in us and our circumstances, creating a comfortable and friendly environment in which to discuss quite sensitive subjects.
— Sue S
Verified review (1240003)
Review left 8 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
Would you be happy for them to contact you to discuss this further?
yes
If yes then please provide your email address or telephone number:
01260 223356
How helpful do you find Equilibrium?
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
