Courteous and friendly, showing a genuine personal interest. Efficient access to relevant information in meetings. Helpful advice on our particular problems.
— Anonymous
Verified review (1220521)
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?
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?
Excellent service
Always very friendly as well as being efficient.
— Anonymous
Verified review (1220520)
Review left 8 years ago
This review was collected via online systems.
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?
Helpful, friendly
Constructive, helpful and delivered in a friendly manner.
— Philip
Verified review (1220532)
Review left 8 years ago
This review was collected via online systems.
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 427 4649
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?
Courtesy and professionalism
Courtesy and professionalism, efficiency and attention to detail.
— Alan S
Verified review (1218498)
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:
01625 827259
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?
Clarity of explanations
Good clarity of explanations about the strategies used to attain a constant growth of investments with low risk.
Help in understanding the tax efficient methods of passing money to our immediate family.
Ability to see financial projections on a large screen during the meeting. Open and clear presentation of fees and also having all valuations net of fees.
— David L
Verified review (1218504)
Review left 8 years ago
This review was collected via online systems.
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:
01625 827070
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 meeting went very well
The meeting went very well and everything I needed to know was explained to me very clearly. I am happy to know that my money is being well looked after.
— Anonymous
Verified review (1218505)
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?
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?
Excellent as usual
I said that I was thoroughly miserable, very fed up and flat broke. I owed thousands. Jason was very, very sympathetic saying he would sort me out. He noted all my debts and I did not want to hear the total. I left feeling quite the reverse, relaxed and quite contented that my financial problems has been solved. Thanks Jason.
— ED
Verified review (1218501)
Review left 8 years ago
This review was collected via online systems.
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 487 1299
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 everything very clearly.
Answered all the questions and queries I had. Explained everything to me very clearly.
— Anonymous
Verified review (1218496)
Review left 8 years ago
This review was collected via online systems.
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
Clarity of being able to demonstrate a complex retirement position. Willingness to investigate and resolve queries, SIP's, NHS pension for my wife, WI records.
— Anonymous
Verified review (1218506)
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:
07768 310941
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?
Our congratulations to the team
The 'Service and Investment Agreement' document is excellent int hat it is very explicit and informative. The clarity and presentation of portfolio with colourful graphs is excellent. Our congratulations to the team for the vast improvement in communications.
— D M
Verified review (1218497)
Review left 8 years ago
This review was collected via online systems.
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?
Clear information
Clear information provided by friendly staff in an understandable manner.
— Clive B
Verified review (1217653)
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?
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?
I trust them with my money
You feel like a member of the family. They didn't just discuss business, but each others lives. Nothing is too much trouble. I trust them with my money.
— FH
Verified review (1217180)
Review left 8 years ago
This review was collected via email feedback service.
Was the service carried out to a high standard?
How helpful do you find Equilibrium?
Would you be happy for them to contact you to discuss this further?/x980P!
Y
Would you recommend Equilibrium and/or their seminars to others?
Y
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
If yes then please provide your Email Address / Telephone Number./x980P!
07591 666577
Your adviser:
Andy Baker
Equilibrium Asset Management
Knowledge and professionalism.
— Andrew B
Verified review (1216539)
Review left 8 years ago
This review was collected via postage-paid feedback card.
Was the service carried out to a high standard?
How helpful do you find Equilibrium?
Would you be happy for them to contact you to discuss this further?/x980P!
Y
Would you recommend Equilibrium and/or their seminars to others?
Y
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
If yes then please provide your Email Address / Telephone Number./x980P!
not provided
Your adviser:
Andrew Hirst
Detailed understanding of our requirements
Equilibrium have a detailed understanding of our requirements. They practice proactive management in order to achieve goals. Confidence in managing money.
— Bryan B
Verified review (1216536)
Review left 8 years ago
This review was collected via postage-paid feedback card.
Was the service carried out to a high standard?
How helpful do you find Equilibrium?
Would you be happy for them to contact you to discuss this further?/x980P!
Y
Would you recommend Equilibrium and/or their seminars to others?
Y
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
If yes then please provide your Email Address / Telephone Number./x980P!
0161 929 1400
Your adviser:
Colin Lawson
Clients for many years
We have been clients for many years. In this time Equilibrium have grown tremendously but have not become impersonal. They know us as individuals and continue to give a very personal service, being always approachable and friendly with clear, understandable advice.
— Colin L
Verified review (1216535)
Review left 8 years ago
This review was collected via postage-paid feedback card.
Was the service carried out to a high standard?
How helpful do you find Equilibrium?
Would you be happy for them to contact you to discuss this further?/x980P!
N
Would you recommend Equilibrium and/or their seminars to others?
Y
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
If yes then please provide your Email Address / Telephone Number./x980P!
Your adviser:
Paul Farrugia
Good relationship with our adviser
Good relationship with our adviser and his support staff. Confidence in the way our account is being handled.
— Anonymous
Verified review (1216534)
Review left 8 years ago
This review was collected via postage-paid feedback card.
Was the service carried out to a high standard?
How helpful do you find Equilibrium?
Would you be happy for them to contact you to discuss this further?/x980P!
Y
Would you recommend Equilibrium and/or their seminars to others?
Y
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
If yes then please provide your Email Address / Telephone Number./x980P!
01565 653474
Your adviser:
Andrew Hirst
Equilibrium Asset Management
Speed of response, always quick to act and respond to queries. Comprehensive at all briefings. Thorough explanations even when there is a need to repeat previous explanation. Really like the data reporting and long term view, very reassuring. Great performance in 16/17, thanks.
— JHH
Verified review (1216533)
Review left 8 years ago
This review was collected via postage-paid feedback card.
Was the service carried out to a high standard?
How helpful do you find Equilibrium?
Would you be happy for them to contact you to discuss this further?/x980P!
Y
Would you recommend Equilibrium and/or their seminars to others?
Y
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
If yes then please provide your Email Address / Telephone Number./x980P!
01625 827261
Your adviser:
Jason Lowe
Willing to explain at length
Willing to explain at length, and again if required, in laymans terms. Open to questions, idea and challenge.
— Kevin B
Verified review (1216531)
Review left 8 years ago
This review was collected via postage-paid feedback card.
Was the service carried out to a high standard?
How helpful do you find Equilibrium?
Would you be happy for them to contact you to discuss this further?/x980P!
Y
Would you recommend Equilibrium and/or their seminars to others?
Y
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
If yes then please provide your Email Address / Telephone Number./x980P!
07789 115934
Your adviser:
Andy Baker
Annual Review
The annual review was informal but professional. All questions answered satisfactorily. All information provided after meeting.
— Jon D
Verified review (1216530)
Review left 8 years ago
This review was collected via postage-paid feedback card.
Was the service carried out to a high standard?
How helpful do you find Equilibrium?
Would you be happy for them to contact you to discuss this further?/x980P!
Y
Would you recommend Equilibrium and/or their seminars to others?
Y
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
If yes then please provide your Email Address / Telephone Number./x980P!
07939 109023
Your adviser:
Andrew Hirst
Equilibrium Asset Management
Informative and professional.
— Bob S
Verified review (1215952)
Review left 8 years ago
This review was collected via postage-paid feedback card.
Was the service carried out to a high standard?
How helpful do you find Equilibrium?
Would you be happy for them to contact you to discuss this further?/x980P!
N
Would you recommend Equilibrium and/or their seminars to others?
Y
How confident do you feel with Equilibrium managing your money?
How would you rate the clarity of client communication and reporting?
If yes then please provide your Email Address / Telephone Number./x980P!
