I have always found David helpful and considerate. He explains carefully what he thinks is applicable to my circumstances without ever pressuring me. The advice he gives is well thought out although I do not always take it. I feel confident with him as my adviser.
— Anonymous
Verified review (1200226)
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 252470
Your adviser:
David McKendrick
Impressed by the clarity
At a recent meeting with Mr Farrugia my wife and I were particularly impressed by the clarity of this summary of our present financial position and what steps if any we should take.
— ACR
Verified review (1199972)
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
Understanding of my personal needs
Understanding of my personal needs and recommendations made to suit them, particularly with regard to income.
— Anonymous
Verified review (1199970)
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
Very warm and friendly
Jason is very warm and friendly. He takes his time and makes you feel like a valued client. I like the way that he explains things in a simple, understandable way. His communication skills are excellent and I trust him 100 percent.
— Tracey J
Verified review (1199971)
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 618372
Your adviser:
Jason Lowe
Equilibrium Asset Management
I was looking for financial advice for retirement. I was skeptical of FA's, wondering what returns they could realistically achieve and at what cost. I have now been with Equilibrium for over 3 years and have appreciated their holistic views of my financial needs, assessment of my current assets and advice, appreciation of my attitude towards risk, minimising tax, appreciation of my changing circumstances. Since 2014 Andy has won over my confidence and I would be happy to recommend Equilibrium to others.
— Rajir D
Verified review (1199969)
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!
07566 236084
Your adviser:
Andy Baker
Excellent communications
Excellent communication eg news letters, seminars and reports. All on a very regular basis. They come to you on a one to one basis, if felt necessary. Very well handled transition from previous financial managers.
— Anonymous
Verified review (1199694)
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!
0151 632 4637
Your adviser:
Andrew Hirst
Understanding
Understanding of my requirements.
— Anonymous
Verified review (1199693)
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
Personally tailored
It was personally tailored at the meeting and very detailed. Contact between meetings is replied to immediately with the on point information required. They care about you and the service you get.
— Andrea K
Verified review (1199308)
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!
0795 144 0326
Your adviser:
Andy Baker
Friendly, informative
Friendly, informative and professional. Good presentation.
— Anonymous
Verified review (1199306)
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 6620
Your adviser:
Paul Farrugia
Diligent, professional
Diligent, professional and with an easy going manner. This together with his research and thoroughness goes a long way in giving clients confidence, in the way Equilibrium go about their business. As I have stated before my wife and I have been with three other financial advisers before Equilibrium. However the thing which impresses us the most is the firm willingness to mix clients socially, giving them the chance to discuss the service offered with their expectations, this transparency to us shows absolute confidence in their services.
— Colin N
Verified review (1199305)
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 858495
Your adviser:
Paul Farrugia
Client meeting
The recent meeting with Andrew and Rob was conducted in a friendly manner but the preparation for the meeting was excellent and feedback was given in a very professional manner, supported by relevant hand outs and charts. I find that communications with Equilibrium in face to face meetings, telephone contact and written correspondence is excellent.
— Anonymous
Verified review (1199307)
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
Everything, excellent as always.
— Caroline C
Verified review (1199304)
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!
07831 857 577
Your adviser:
Jason Lowe
High quality, clear presentation
High quality, clear presentation that was easy to understand. Reassurance +++. Covered all my areas on concern and queries. Forecasting addressed several scenarios including a significant fall in the markets but demonstrated my investments should be safe.
— Alison R
Verified review (1199303)
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!
07771 996496
Your adviser:
Andrew Hirst
Equilibrium Asset Management
I became a client of Equilibrium 5 years ago because I was very impressed with the rigorous manner in which they construct and manage their model portfolios to cater for individual's requirements. My experience of Equilibrium during the ensuing years has further confirmed this view, as evident from regular review meetings and attendance at their seminars and updating presentations which keep one in touch with Equilibrium's strategy and tactics for coping with the challenges of a turbulent and unsettled market. Communication of the organisation's ethos could hardly be bettered with excellently designed and presented printed material - Equinox - supplemented by web blogs written by the senior partners, as an ongoing commentary on the markets.
— Anonymous
Verified review (1199302)
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 538 401
Your adviser:
David McKendrick
Very satisfied
Been going here for so long, I take their service for granted and have no new expectations. Very satisfied.
— Anonymous
Verified review (1199301)
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
Everything is about making the client comfortable
Information is explained in a clear manner encouraging discussion, presentation, accommodation, reception and personnel are great. Notes taken and actions registered. Nobody is rushing, everything is about making the client comfortable in all aspects and it works.
— Chris R
Verified review (1199145)
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!
077866 93816
Your adviser:
Andy Baker
Friendly, welcoming
Generally friendly and welcoming atmosphere at the meeting. I am probably not the average Equilibrium client in that I do not aspire to drive a Lamborghini.
— Ian R
Verified review (1199144)
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 486 0326
Your adviser:
Paul Farrugia
Equilibrium Asset Management
Friendly, engaged and interested. Well informed and well prepared. Thank you.
— M B
Verified review (1199143)
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!
07770 430871
Your adviser:
Paul Farrugia
Very professional, great clarity
Very professional, great clarity, full document back up and visual presentation of our account details. We appreciated the warm welcome and refreshments after a long journey.
— Simon S
Verified review (1199142)
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!
01525 717294
Your adviser:
Andy Baker/Robert Douglas
Pension
Pension advice etc.
— John S
Verified review (1199141)
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 277575
