Everything is explained very clearly so we could understand what was happening to the division of our money. All the staff we have encountered are polite and friendly.
— J D
Verified review (1215951)
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?
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0161 292 0197
Your adviser:
Andy Blake, Robert Douglas
Care and attention
Care and attention to customer's requirements and needs of their chosen portfolio. Their efficiency in keeping their customers in touch with circumstances and situations financially and inhouse events taking place or to take place, which produces a sense of liveliness and togetherness, working as a team. They take a personal interest in their customer and family well being, at the same time maintaining professionalism.
— Anonymous
Verified review (1215949)
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:
Andrew Hirst
Relaxed and personal to my needs.
Good relationship between Equilibrium staff members. I got what I wanted out of the meeting.
— Anonymous
Verified review (1215069)
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!
07771 367877
Your adviser:
David McKendrick
Equilibrium Asset Management
Equilibrium is like that well known swan, serene on the surface, all the hard work out of sight.
— R M
Verified review (1215071)
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:
Jason Lowe
Clarity and precision
Impressed by the clarity and precision of Colin's presentation skills.
— Robert B
Verified review (1215009)
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!
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:
Colin Lawson
Equilibrium Asset Management
All information was clear and anything I was unclear about was explained.
— Richard S
Verified review (1214241)
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:
David McKendrick
Informative
Nothing is too much trouble, very friendly and relaxed approach.
— Anonymous
Verified review (1214240)
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!
01423 755316
Your adviser:
Jason Lowe
Equilibrium Asset Management
Confidence and honesty.
— B F
Verified review (1214242)
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 427 3995
Your adviser:
Paul Farrugia
Very professional
Service is very professional. Equilibrium always keep us well informed with the latest information.
— Anonymous
Verified review (1214239)
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!
0208 529 3543
Your adviser:
Colin Lawson
Equilibrium Asset Management
Speedy response to problem resolution. Considered approach to understanding our needs. Effective and efficient communication re market change.
— David W
Verified review (1214238)
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:
David McKendrick
Friendly, knowledgeable
Paul was very friendly and knowledgeable regarding all aspects of our investment. The information provided was concise and clear. All our questions were answered well. No fault I can think of.
— Anonymous
Verified review (1214237)
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 420154
Your adviser:
Paul Farrugia
Simple, accurate advice
Very simple, accurate advice which was easy to understand. Documentation was also easy to understand, adviser and assistant always easy to contact and speak to in simple, direct way. No trouble to them at all.
— Keith H
Verified review (1214236)
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!
07710 675194
Your adviser:
Jason Lowe
Personal interest
Personal interest in us as clients. Ready to answer questions even when as non financiers they may be simple. Seem anxious to help us to make the best use of money to the benefit of the whole family.
— Anonymous
Verified review (1214234)
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![email protected]
Your adviser:
Andrew Hirst
Face to face conversation
Face to face conversation, unhurried, loads of info.
— Ralph S
Verified review (1214114)
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
Very happy with the service
Very happy with the service I receive.
— Toni H
Verified review (1214113)
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:
David McKendrick
Professional, approachable
Professional, approachable, personal and personable. Willingness to tailor and explain rather than just report. Lack of jargon.
— Andrew B
Verified review (1214112)
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
Friendly, informative, reassuring
Friendly, informative, reassuring and overall a professional and clear explanation regarding investments and the political and financial climate and how it effects investments.
— Alice S
Verified review (1214111)
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:
Andy Baker
Equilibrium Asset Management
You come away with a feeling that you are an important client whose financial health is important to your adviser. Also that your situation has been thoroughly reviewed.
— Anonymous
Verified review (1214110)
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 654285
Your adviser:
Andrew Hirst
Equilibrium Asset Management
Equilibrium has grown tremendously since we joined 10 years ago but they still manage to give a very personal, fun service. Colin, Mike and Nilesh make a great triple act. The information we receive, whether in review meetings, publications or newsletters is all useful, clear and incisive. Over 10 years they have returned and effective 5.2 percent per annum on our portfolio beating FTSE Total Return, RPIX inflation and cash returns. Very happy.
— Dave N
Verified review (1214109)
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:
Colin Lawson
Valuable advice
The advice I receive on Capital Gains and Inheritance Tax is very important to me. The advice I Have had in the setting up of a Family Trust in which to put my wife's inheritance has also been invaluable. The Voyant software which gives me a projection of my income, expenditure and assets has been key to giving me peace of mind and the confidence when making financial decisions.
— Tony W
Verified review (1214108)
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 828626
