Paul and Chloe were well prepared in advance of our meeting and went through the agenda and answered our queries very efficiently. We look forward to our review meetings.
— Anonymous
Verified review (1231479)
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?
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Friendly, knowledgeable, helpful
Friendly, knowledgeable, helpful.
— WStead
Verified review (1230556)
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 430 2449
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
Made me feel secure about my future financial circumstances. Explained clearly plans to be carried out during next financial year including plans for grandchildren.
— Anonymous
Verified review (1230553)
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:
01744 883041
How helpful do you find Equilibrium?
How confident do you feel with Equilibrium managing your money?
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Was the service carried out to a high standard?
Good comprehensive checklist and agenda
Good comprehensive checklist and agenda. Addressed the issues and questions I had. Explained the switch to new investment accounts and reasoning behind it.
— Mike R
Verified review (1230551)
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:
07540 707649
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 professional, knowledgeable
Very professional, knowledgeable and personalised service. Clare Haywood was also very organised and efficient and I am sorry we will not be dealing with her moving forward.
— Chris S
Verified review (1230550)
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?
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Was the service carried out to a high standard?
Professionalism, knowledge and understanding
Professionalism, knowledge and understanding of my mother's individual portfolio, honesty of presentation of Paul and David for the meeting. A very pleasant and informative meeting. Many thanks.
— Anonymous
Verified review (1230546)
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 highest standards of professionalism and integrity
From all the advisers I spoke to whilst looking for one to help me with my pension, Paul stood out as the only one who asked questions and was interested in understanding me before looking at the finances. Equilibrium have continued to do this, along with demonstrating the highest standards of professionalism and integrity. I would have no reservations whatsoever in recommending them to anyone.
— Neil W
Verified review (1230548)
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:
07894 898877
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?
My husband and I are very satisfied
At our recent review with Andy various issues regarding our investments were described and discussed in a clear and concise manner. Any questions were answered fully and understandably in a polite and friendly way. My husband and I are very satisfied with the relationship maintained between ourselves and Andy Baker and his client manager Barney Kilroy.
— D B
Verified review (1228845)
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:
0161 439 5717
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, as with Andy Baker previously, gave me the impression that he was interested in myself as an individual rather than as a numbered client within his remit.
— Alan S
Verified review (1228844)
Review left 8 years ago
This review was collected via postage-paid feedback card.
Who is your adviser?
Benjamin 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:
01925 816311
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?
First class
Everything is first class, well done.
— Russell F
Verified review (1228849)
Review left 8 years ago
This review was collected via postage-paid feedback card.
Who is your adviser?
Benjamin 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:
01625 829650
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?
Productive, informative and enjoyable
Paul's understanding of our family dynamics and history, very knowledgeable, able in all aspects of our financials. Great meetings which are very productive, informative and enjoyable.
— Anonymous
Verified review (1228843)
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:
07780 n708030
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
Personal situation a priority and advice given accordingly.
— Anonymous
Verified review (1228842)
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
The service is always wiling, friendly and efficient. Highest professional standards are always maintained. Issues are thoroughly discussed and willingly analysed. It is clear that Andy's experience and background knowledge are considerable. Makes for confidence.
— Frank O
Verified review (1228840)
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:
01925 754667
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, supportive and courteous service
Prompt responses and follow up to all queried and requests. Clear explanation is of financial matters and of all advice given. Friendly, supportive and courteous service at all times.
— Anonymous
Verified review (1228848)
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:
0777 5552424
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?
Well prepared. Clear presentation.
Well prepared. Clear presentation. Personal, understands our position and needs, listens and responds, not a standard corporate response. Not rushed. Responded to our specific questions. Great support from Kevin with an exceptionally prompt record of meeting.
— Brian H
Verified review (1228839)
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?
yes
If yes then please provide your email address or telephone number:[email protected]
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 supportive and reassuring
Very supportive and reassuring in a complex transfer process. Always felt we could ask about anything we were not sure about.
— Anonymous
Verified review (1228838)
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?
Knowledge and ability to explain
Jason is interested in us and it is clear in our dealing with him. His knowledge and ability to explain things to us is excellent. We trust him.
— Anonymous
Verified review (1228841)
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:
07785 952934
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
Good understanding of my current situation and likely future needs.
— John W
Verified review (1228837)
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?
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?
Information is always clearly explained
In face to face meetings information is always clearly explained in terms that are easily understood. Equilibrium also have a good understanding of what I am looking to achieve from any investment portfolio.
— Anonymous
Verified review (1228847)
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?
Service, professionalism and financial expertise
As always, service, professionalism and financial expertise and advice was excellent and we were very happy with all of their services.
— Ken B
Verified review (1228836)
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?
yes
If yes then please provide your email address or telephone number:
01766 522916
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?
