Verified review (1204950)
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!
07774 898833
Your adviser:
Paul Farrugia
Friendly but very professional
Friendly but very professional. Easy to understand, providing reassurance for the future with visible results and charts and the ability to explore different scenarios. Both financial adviser and client manager are very approachable. Easy to contact and respond quickly and efficiently to any inquiries. Superb service with excellent results.
— Deidre T
Verified review (1204949)
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 980 2526
Your adviser:
Paul Farrugia
Very informative
Very informative and in layman's terms the numerous options that could be taken with the investment. Equilibrium are always up to date with current legislation. The friendliness of the staff goes a long way to having confidence in their ability to provide a good service.
— RMS
Verified review (1204948)
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:
Robert Douglas
Personal service
Paul and Jamie took and interest in our situation and took time to future plan our investment. Did not rush. Provided all the information we needed. Explained clearly, concisely and eloquently. Gave us detailed figures, printed out, for us to take away plus notes of meeting to follow.
— Nigel R
Verified review (1204947)
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
Competency, we have confidence in Equilibrium's expertise and were happy at our review that the service we receive is appropriate and personal.
— Anonymous
Verified review (1204946)
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:
David McKendrick
Life time financial planning
They focus on life time financial planning and through life goals of the clients. They offer an informed and honest appraisal of the on going economic picture and react quickly to changing economic stimuli to optimize wealth management. David has been very responsive to any queries I have had during what has been an interesting 3 years of political and economic change.
— Keith P
Verified review (1204945)
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:
David McKendrick
Equilibrium Asset Management
Andrew is always very polite and helpful. Everything is explained very clearly, as we are just ordinary, working class people who know very little about investments this is of great help to us. Any requests are dealt with very quickly. I am not a very confident investor but we have been with Equilibrium for 3 years and they have improved my confidence in investing and I am happy for them to manage my investments. Richard Higgs is our client manager, very polite, helpful and seems to have good knowledge of the financial industry. Overall very happy with Equilibrium.
— Marion C
Verified review (1204943)
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 423579
Your adviser:
Andrew Hirst
Clear, positive
Very clear, positive and helpful.
— Anonymous
Verified review (1204259)
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 522029 m.cox
Your adviser:
Jason Lowe
Easy to understand
Comfortable and very friendly. Easy to understand.
— Anonymous
Verified review (1204258)
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!
01260 252543
Your adviser:
Paul Farrugia
Friendly and informal
Friendly and informal however there was a huge amount of information given in a very clear and easy to understand way. All questions were answered. Very satisfied.
— Carey R
Verified review (1204255)
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!
07711 523373
Your adviser:
Jason Lowe
Friendly, knowledgeable
Friendly and very knowledgeable adviser. Good, clear explanations about investment strategy, projections and other information produced. Helpful projection of future living and care costs in relation to assets. Full responses to questions. Quarterly presentations are helpful.
— Keith W
Verified review (1203298)
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!
07940 810425
Your adviser:
Jason Lowe
Equilibrium Asset Management
We have been impressed by everyone at Equilibrium.
— Malcolm J
Verified review (1203296)
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
Clear understanding
Out adviser provided a clear understanding of our current financial position and advised us of what isl likely to happen in the near future. Our experience with Equilibrium has been excellent.
— David A
Verified review (1203294)
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!
01829 250147
Your adviser:
David McKendrick
Professional, helpful
They are professional and helpful and have explained their actions clearly.
— Ann H
Verified review (1203293)
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:
Andy Baker
Attention to detail
Attention to detail especially on how we can mitigate IHT. Also, consideration on our possible house move to the south.
— John C
Verified review (1203300)
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
Professional
Professional and advice/comments were realistic, practical and in our interest/benefit.
— Bryan E
Verified review (1202565)
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 428 5038
Your adviser:
Jason Lowe
Thorough, patient and understanding
The person who deals with my finances, Andy, is thorough, patient and understanding of my needs. The service I get from Andy is second to none, one hundred percent. Everything is perfect.
— Hafwen D
Verified review (1202563)
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 858969
Your adviser:
Andy Baker
Equilibrium Asset Management
Helpful, clear communication and reporting.
— John D
Verified review (1202562)
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!
01299 250429
Your adviser:
Colin Lawson
Equilibrium Asset Management
All round excellence.
— Anonymous
Verified review (1202564)
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!
Your adviser:
Jason Lowe
Outstanding
David's help with thinking about our long term finances has been outstanding. We are not there yet but without David's help we will never get there. Well done David and Equilibrium.
— S M
Verified review (1201773)
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!
01606 252655
