Jason is second to none in his helpful way of explaining details and is very knowledgeable on all financial matters. We look forward to seeing him as a friend as well as an adviser. Once again we are very pleased with the service we receive from Equilibrium and they deserve the awards they have won.
— Anonymous
Verified review (1207944)
Review left 9 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 483 1297
Your adviser:
Jason Lowe
Very welcoming
All staff very welcoming and meeting started in time. Drinks offered and coffee very good. Good overview of where we are at and plenty of time for questions, without feeling we were being hurried. Paul was very easy to listen to and patient with our queries.
— K P
Verified review (1207531)
Review left 9 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
A clear understanding
The team have a clear understanding of our financial requirements, both for now, forward planning to provide income and plan for tax efficient savings and Inheritance Tax. They ensure they are up dated to our changing current needs and circumstances. The financial information is presented clearly both in reports and using software for graphical illustration. Well done.
— Martyn P
Verified review (1207530)
Review left 9 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!
01392 879463
Your adviser:
Jason Lowe
Impressed and encouraged
We have been impressed and encouraged by Paul's, and others we have spoken to, professionalism and expertise. Paul's enthusiasm for our best interest as well as his ability to address our concerns are really impressive.
— Rosalind S
Verified review (1207533)
Review left 9 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 520723
Your adviser:
Paul Farrugia
Simplicity
Its simplicity, easy to understand and the performance of my investments, also Paul's attitude in explaining to us our options has been outstanding.
— Harry B
Verified review (1206593)
Review left 9 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!
01925 659896
Your adviser:
Paul Farrugia
Always friendly and efficient
Always friendly and efficient and pitched at my level. Great returns from the last year, so especially pleased with the management of my portfolio.
— Gail H
Verified review (1206591)
Review left 9 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 470203
Your adviser:
Jason Lowe
Courtesy, clarity
Courteous staff and excellent clarity of explanation. We consider today's meeting to be the most beneficial we have experiences since we joined Equilibrium.
— George N
Verified review (1206590)
Review left 9 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 service
Friendly service, good advice and very good returns on investments.
— Anne S
Verified review (1206588)
Review left 9 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 494 5699
Your adviser:
Paul Farrugia
Extremely polite and welcoming
As always, all staff are extremely polite welcoming. All matters are put to us in simple, straightforward terms which are understandable. Equilibrium staff make the complex world of finance much easier to understand and we never feel under pressure to bring a meeting to an end. Thank you all for all of your work on our behalf.
— Brian M
Verified review (1206586)
Review left 9 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 872102
Your adviser:
Andy Baker
Professional and well prepared
I recently had my annual review and found it, as ever, to be a professional and well prepared update. I am in no doubt as to the advice offered and indeed the reassurance I often. As a relative novice to the investment arena I feel I am gaining a real understanding of why and how it is important to have sound financial planning. Thanks to Paul and the team.
— JC
Verified review (1206584)
Review left 9 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
Equilibrium Asset Management
Relaxed and well structured and informative meeting. Very productive discussion.
— Peter H
Verified review (1206581)
Review left 9 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
Excellent expertise
Excellent expertise delivered in a friendly way. I am confident in the advice I receive and also the high level of background knowledge and resources at my adviser's disposal. Client manager provides an excellent service.
— David B
Verified review (1206576)
Review left 9 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 144062
Your adviser:
David McKendrick
Tuned into our needs
Andy is well tuned into our needs and is always very helpful and responsive.
— John J
Verified review (1205781)
Review left 9 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!
07580 375532
Your adviser:
Andy Baker
Sensible, balanced, secure
Not ego driven, sensible, balanced, secure rather than flashy.
— Ian R
Verified review (1205780)
Review left 9 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 212709
Your adviser:
David McKendrick
Equilibrium Asset Management
Although Equilibrium is now a large company, Paul makes you feel that he knows who you are and shows an interest in the family and your personal circumstances. You leave knowing that they would be there to help if you had any financial problems to sort out. Also very willing to explain and discuss financial strategy which I find interesting.
— Anonymous
Verified review (1205779)
Review left 9 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 439 6318
Your adviser:
Paul Farrugia
Equilibrium Asset Management
Close attention paid to my own requirement and careful, straightforward way of answering my questions.
— Jean F
Verified review (1205778)
Review left 9 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
Punctual, organised
Punctual, very organised with all info to hand. Paul, as always, had a really good grasp of where we were up to with our financial situation and investments.
— Richard M
Verified review (1205777)
Review left 9 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
Equilibrium Asset Management
We are always dealt with in a courteous manner. Quite happy with everything.
— Anonymous
Verified review (1205410)
Review left 9 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
Courteous
Impressed with the courtesy of Equilibrium staff during my visit and the clarity and explanation of information provided.
— FWild
Verified review (1205409)
Review left 9 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:
Paul Farrugia
Equilibrium Asset Management
Adviser was well prepared for annual review. Very happy with Equilibrium over the past 6 years. I am entirely satisfied with performance, treatment, advice etc.
— Dj M
Verified review (1205408)
Review left 9 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!
