I have always found Equilibrium to offer a focused and accessible service. Clear communications are much appreciated. Paul takes time to ensure I can raise any relevant issues and problems and offers a very supportive 'talk through'. The feeling of trust is very important to me.
— Linden A
Verified review (1237257)
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?
Friendly, easy to understand
Friendly, easy to understand, care about me as the client.
— Anonymous
Verified review (1236808)
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?
Warm, friendly and competent
Once again it was delivered in a warm, friendly and competent manner to which we are accustomed.
— Peter F
Verified review (1236806)
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?
Equilibrium Asset Management
There was no feeling of being rushed at our review meetings. In between meetings phone calls were returned promptly and actions dealt with quickly. Jason and Barney explained the performance of our portfolio clearly and in simple terms making it easy to understand. The graphics were very helpful and Voyant in particular is an excellent software tool to help easily understand the projections for how our portfolio will aid our lifestyle requirements.
— Harvey L
Verified review (1236805)
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:
07976 945811
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?
Understanding of my goals
Equilibrium show an understanding of my goals and requirements.
— Judith E
Verified review (1236118)
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?
Fully satisfied with the services
The enthusiasm of the employees of Equilibrium with whom I have contact always impresses me. I am fully satisfied with the services provided by Equilibrium at present.
— Anonymous
Verified review (1236117)
Review left 8 years ago
This review was collected via postage-paid feedback card.
Who is your adviser?
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
Openners, flow of information from you to us, clarity of business structure. Offers of help and advice from Paul and Tim. Forward planning, ie new seminars and potential VAT threat.
— Peter W
Verified review (1236116)
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:
01457 865248
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?
A personal touch
A very professional company with the personal touch.
— Ken F
Verified review (1235522)
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?
Detailed and expert knowledge
Detailed and expert knowledge, feedback and advice. Excellent support from the support team.
— C R
Verified review (1235521)
Review left 8 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
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:
01752 513031
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?
Honest, timely and clear communications
Honest, timely and clear communications about your investments. You feel like your investments are consistently and closely managed on an individual basis in light of your goals and circumstances.
— David N
Verified review (1235520)
Review left 8 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
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:
07748 644450
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?
A thoroughly competent adviser
Andrew is a thoroughly competent adviser. He articulates himself well and has a thorough grasp of our affairs. He is easy to get hold of and quick to respond to emails.
— James G
Verified review (1235519)
Review left 8 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
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:
1829733472
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?
Providing confidence
Providing confidence in management of pension funds in a clear, transparent way, giving peace of mind that there is a structural, proactive approach to portfolio management. Emphasis on client management with practical advice, without undue pressure to make change without careful consideration of risk. Clear fee structure without hidden transaction costs/commission payment.
— Mike S
Verified review (1235518)
Review left 8 years ago
This review was collected via online systems.
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?
yes
If yes then please provide your email address or telephone number:
07899 986231
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?
Everything is explained clearly
Everything is explained clearly and concisely.
— Paul W
Verified review (1235182)
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:
01200 441935
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
The usual competent service.
— Anonymous
Verified review (1235181)
Review left 8 years ago
This review was collected via postage-paid feedback card.
Who is your adviser?
Jaon 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?
Tailored advice
Genuine interest in tailoring advice to ones own personal circumstances.
— Pamela L
Verified review (1235007)
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?
Professional advice and service
The usual professional advice and service.
— Tony V
Verified review (1235005)
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
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:
07849 421168
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 patient
Very patient, appreciate you taking the time to run through a variety of what-if scenarios. Feel we are really listened to at the review meetings and things are clearly explained, more than once of needed.
— SC
Verified review (1235004)
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?
The diversity of portfolio is excellent.
Without doubt the diversity of portfolio is excellent. The use of so many products/types of investment is educational even to an amateur investor like myself. In particular the defined returns is something that should be highlighted to new clients. Most do not understand it.
— Anonymous
Verified review (1235003)
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:
07771 794478
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 clear summary, very helpful
Very clear summary, very helpful in answering all my questions. Graphs 'going forward' very helpful.
— Geoff L
Verified review (1233662)
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:
0161 440 7954
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
Ben explained something we had previously not been confident about.
— Richard B
Verified review (1233661)
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
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?
