Friendly, professional and very comfortable to deal with.
— Anonymous
Verified review (1227251)
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?
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Welcoming receptionist, great hospitality
Helpful pre meeting confirmation and info. Welcoming receptionist, great hospitality. Patient, no rush, comprehensive explanations, useful charts, wholistic approach to me and my personal circumstances. Good results to date on my portfolio.
— Lynn K
Verified review (1227250)
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:
01625 585563
How helpful do you find Equilibrium?
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Good rapport
Initially a bit apprehensive about another new adviser but Paul and Chloe soon demonstrated their ability and we struck up a good rapport between the four of us.
— Anonymous
Verified review (1227249)
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 485 4920
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
Clarity of explanation and rationale. Give me the feeling that you actually matter int he process. Take on board any reservation and discuss ways forward. Friendly and good listeners.
— Anonymous
Verified review (1227248)
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:
0161 440 8096
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
Always prepares thoroughly thus making the annual review most useful for both parties. Friendly, personal approach. Good returns after all costs, unlike some companies. Newsletters and mailings keep me in touch throughout the year.
— Liz S
Verified review (1227247)
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:
0151 342 5606
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?
Open, honest, reliable
Open, honest, reliable.
— Anonymous
Verified review (1227246)
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?
Personal, responsive and helpful
The service is personal, responsive and helpful. The staff are all friendly.
— Anonymous
Verified review (1227245)
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?
Explained all details very clearly
Explained all details very clearly so I could understand, plenty of time to make sure all was covered. Friendly service.
— Hilly P
Verified review (1225629)
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:
07747 630481
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 well prepared for all review meetings
Andrew and Richard are very well prepared for all review meetings. We have a strong sense that they work well together as a team. They know us well and understand our personalities which results in a very personal and tailored service.
— Richard T
Verified review (1225624)
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:
0777 308 4937
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 very personal service
Andrew delivers a very personal service with much attention to detail. Good communication and much thought to my requirements.
— David B
Verified review (1225623)
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 was clear and useful
Information was clear and useful.
— Anonymous
Verified review (1225621)
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
They are well informed and supply clients with information and advice promptly. They ensure that lines of communication remain open. They have breadth of vision. They act promptly. They are always available to contact. Their telephones are never answered by recorded voices inviting you to choose from a menu or menus. They are realistic in giving advice and identifying targets, they do not promise the earth.
— Alan H
Verified review (1225620)
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 427 4772
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?
Helpful explanations
Impressed by the civility and clarity of the changes taking place, his helpful explanations regarding student fees and decisions regarding any will changes. It was a fruitful meeting, well conducted, Andy always very pleasant and helpful.
— Anonymous
Verified review (1225618)
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?
Thoroughly professional, friendly, constructive
Thoroughly professional, friendly, constructive, willing to listen and advise without feeling pressurised. Exceptionally happy with the service provided, from receptionist to advisers. Also very impressive surroundings. Totally confident in their professional skills.
— Lawrence M
Verified review (1225626)
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:
01744 886372
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 personal, proactive and informative
Very personal, proactive and informative. Also very relevant to our situation and circumstances.
— Roger H
Verified review (1225614)
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:
01564 792273
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
My wife and I have been clients of Equilibrium for over 13 years and have found the service they provide to be excellent. Any questions are dealt with immediately and all answers are full and concise. We have always felt comfortable with the way that they manage our investments and know that they are working in our best interests and always available if and when needed. The annual reviews and quarterly statements are easy to understand and we have always been impressed with the service that we receive.
— Bill P
Verified review (1223660)
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 599270
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?
Treated with utmost respect
We feel we are treated with the utmost respect in what is a very personal, friendly service. Specialist expertise, clear communication and a genuine client focus has enabled us to enjoy an improving quality of life, we no longer have to sweat over the day to day analysis and decision making of managing our investments. As Equilibrium clients we also enjoy engagement in the company's activities and feel we have a meaningful stake in the organisation.
— DAA
Verified review (1223659)
Review left 8 years ago
This review was collected via postage-paid feedback card.
Who is your adviser?
na
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 528067
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?
Efficient, friendly
Efficient, expertise, results and friendly.
— Anonymous
Verified review (1223658)
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?
Excellent communication
Excellent communication both from Andrew and Nilesh. Clear explanations, good overview of all our different options.
— D H
Verified review (1223657)
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:
01832 720002
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, attentive, knowledgeable
At all times both David and Kevin have always been professional, attentive and extremely knowledgeable. The yearly meetings are always good with sound advice, yearly updates which include progress reports both for the past and the coming year's intentions. After being with David and Kevin for quite some time, now we feel completely at home and able to talk quite openly about all aspects both financial and private. Great lads!
— Keith L
Verified review (1223656)
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:
0161 330 1110
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?
