Equilibrium Financial Planning LLP

Feel very welcome

Always made to feel very welcome and listened to

— Simon C

Verified review (2383339) Review left 5 months ago
This review was collected via online systems.

Who was your adviser? Ben Rogers

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? Simon plans to be fully retired rather than feeling he needs to take a short term contract when offered

When does your feedback relate to? 2026

Excellent Communication

Excellent communication, with clear information about the situation both present and in the future.

— Anonymous

Verified review (2426474) Review left 5 months ago
This review was collected via online systems.

Who was your adviser? Tim Latham

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? We have continued with our life, enjoying holidays, treating the family and helping people who need it.

When does your feedback relate to? March 2026

Six monthly review

I find the six-monthly reviews very helpful. I need to understand the mechanics of my portfolio and if the objectives are being achieved. I find the reviews very forward focused and so reassuring.

— Anonymous

Verified review (2381072) Review left 5 months ago
This review was collected via QR code.

Who was your adviser? Jason Lowe

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? Equilibrium's funds performance has been most pleasing.

When does your feedback relate to? Meeting 26th February 2026

Extremely efficient

Extremely efficient & professional advice. Clearly explained! Utmost confidence in their advice.

— Anonymous

Verified review (2373025) Review left 6 months ago
This review was collected via online systems.

Who was your adviser? Ben Rogers

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? Managed gift payments to our 2 daughters family.

When does your feedback relate to? 2026

Always great to see Jason.

Very friendly, informative and a good listener.
I leave our meetings feeling happy and reassured.

— Christopher J

Verified review (2374972) Review left 6 months ago
This review was collected via QR code.

Who was your adviser? Jason Lowe

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? Not worried about money.

When does your feedback relate to? 18/02/2026

Annual Review

Jason is amazing. He is so warm, friendly and helpful. He is very patient and explains everything in an easy to understand way. He is so supportive to myself and my family and makes me feel safe and reassured.

— Tracey J

Verified review (2372082) Review left 6 months ago
This review was collected via QR code.

Who was your adviser? Jason Lowe

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? Relaxed into a sense of trust that all will be ok. Sorted my POA

When does your feedback relate to? Dec 2025

General feedback for Equilibrium Financial Planning LLP

Clear and informative.

— Peter H

Verified review (2367800) Review left 6 months ago
This review was collected via QR code.

Who was your adviser? Jason Lowe

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? Nothing

When does your feedback relate to? Feb 2026

6 monthly meeting

Good, clear advice

— Anonymous

Verified review (2366629) Review left 6 months ago
This review was collected via QR code.

Who was your adviser? Jason Lowe

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? Nothing

When does your feedback relate to? Today

Friendly and nothing appears too much trouble

Friendly, and nothing appears too much trouble. Clear explanations after listening to your point of view and requirements.

— John And Chris Smith

Verified review (2357324) Review left 7 months ago
This review was collected via QR code.

Who was your adviser? Ben Rogers

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? We have tried to keep assets and tax in perspective more. Realisation that it isn’t all about saving tax when we die, but what we can do now, whilst alive, for the benefit of our family.

When does your feedback relate to? Jan 2026

Understood my needs

Ben and Rosie understood my needs based on retirement investing.

— Anonymous

Verified review (2355462) Review left 7 months ago
This review was collected via online systems.

Who was your adviser? Ben Rogers

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? All the above!

When does your feedback relate to? 2025

Helpful discussion

Helpful discussion

— Anonymous

Verified review (2355456) Review left 7 months ago
This review was collected via online systems.

Who was your adviser? Ben Rogers

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year?

When does your feedback relate to? 2025

Equilibrium Financial Planning

How well they understood our situation stood out

— Anonymous

Verified review (2355441) Review left 7 months ago
This review was collected via online systems.

Who was your adviser? Ben Rogers

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? 2025

When does your feedback relate to? Nothing

Valued client

I always feel I'm a valued client. Our meetings are reassuring, and I value the frank and honest information I am given. I feel confident dealing with Equilibrium. I feel confident dealing with equilibrium and so do my family

— Les I

Verified review (2355426) Review left 7 months ago
This review was collected via online systems.

Who was your adviser? Jason Lowe

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? Considered helping my daughters business financially. This was discussed at our recent review meeting and we reached a workable solution that I will implement.

When does your feedback relate to? 2025

Good service

Consistently good service & advice

— Anonymous

Verified review (2355505) Review left 7 months ago
This review was collected via online systems.

Who was your adviser? Please choose here

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? Generally taken their advice

When does your feedback relate to? 2025

Always explains

Andrew always explains how our pensions are invested and has made a real difference to how we use our funds to help our daughters

— Andrew T

Verified review (2355434) Review left 7 months ago
This review was collected via online systems.

Who was your adviser? Andrew Hirst

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? Helped family to buy and renovate property

When does your feedback relate to? 2025

Excellent discussion

Well prepared for the meeting. Excellent discussion addressing all our issues

— David W

Verified review (2354889) Review left 7 months ago
This review was collected via online systems.

Who was your adviser? Tim Latham

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? Helped our family through better understanding our financial position correctly and forward looking. Invested more in the market

When does your feedback relate to? January 2026

Always responsive

Always responsive
Clear explanations
Seem genuinely caring & interested

— Anne H

Verified review (2354885) Review left 7 months ago
This review was collected via online systems.

Who was your adviser? Paul Farrugia

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? Nothing. In a good way

When does your feedback relate to? Jan 2026

Received good advice

We have received good advice concerning investment and good explanations. We have great faith in Equilibrium

— Elizabeth W

Verified review (2354882) Review left 7 months ago
This review was collected via online systems.

Who was your adviser? Andrew Hirst

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? We have decided to help all our children this year. we have great faith in Equilibrium

When does your feedback relate to?

Very easy to get hold of

Our advisers are very easy to get hold of and communicate with. They respond very promptly to queries and requests.

— Jill W

Verified review (2354879) Review left 7 months ago
This review was collected via online systems.

Who was your adviser? Ben Rogers

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? We have had the confidence to draw our resources quite significantly but still have the reassurance that savings are sufficient to as required

When does your feedback relate to?

Personal and geared to our circumstances

The advice given is very personal and geared to our circumstances.

— Claire W

Verified review (2354042) Review left 7 months ago
This review was collected via QR code.

Who was your adviser? Tim Latham

Would you recommend Equilibrium and/or their events to others? Yes

I feel that they are easy to deal with

Equilibrium does what they say they are going to do

Equilibrium communicate in a language I understand

Equilibrium always fix it, if they make a mistake

Equilibrium achieves good outcomes for me

What have you done differently as a result of working with Equilibrium this year? We have explored different options to provide legacies to family members

When does your feedback relate to? January 2026