Equilibrium Financial Planning LLP

Friendly, personal approach

Friendly, personal approach, checking I understand the terms used and the graphs. I have been a client for many years and the service I have received has been consistently good.

— Mary J

Verified review (1199140) 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 7574

Your adviser: Paul Farrugia

Exceptional, personal service

The personal service we receive is exceptional. We never feel rushed at a meeting. We are very impressed with Jason's knowledge of our personal circumstances and requirements with regards to financial planning. Equilibrium's management of our portfolio inspires confidence that they have our interests at heart and we are reassured by the cautious approach taken with our investments.

— Harvey L

Verified review (1199139) 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! 07976 945811

Your adviser: Jason Lowe

Clear, concise, understandable

Clear, concise, understandable advice, especially for those of us who struggle with the whole world of financial investment. Planning well ahead into our futures has made me able to relax more knowing Inheritance Tax has been reduced as much as possible for our children along with allowances for future projects and old age. I just feel that since I moved to Equilibrium 4 or 5 years ago they have exceeded my expectations. I am more than happy with their hard work and the services offered.

— Beverley J

Verified review (1198398) 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! 01926 842622

Your adviser: Andrew Hirst

Looking after our financial interests

We always feel that Equilibrium are looking after our financial interests enthusiastically and achieve the best possible outcomes when managing our portfolio. In addition Andy and Richard are always helpful and knowledgeable.

— Peter F

Verified review (1198396) 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

Efficient service

The service and communication is efficient.

— Peter L

Verified review (1198393) 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: Colin Lawson

Clear, up to date information

Up to date information provided, very clearly. Change of adviser successfully achieved. Financial objectives achieved for the year. Kept up to date by communications including emails. Advice given regarding bank closure as a possible alternative.

— Peter A

Verified review (1198391) 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 270 8726

Your adviser: Paul Farrugia

Professional and efficient

Clear explanation of investment rationale and future outcomes.

— Colin B

Verified review (1198389) 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

Personal, well explained

Gave advice on finances outside nucleus portfolio.

— Malcolm T

Verified review (1198395) 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 228074

Your adviser: Andrew Hirst

Very good service

I have had very good service from everyone so far.

— Jennifer N

Verified review (1198387) 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

Clear, well explained

Clear and very well explained.

— Robert T

Verified review (1198386) 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

Generating a profit

In spite of Brexit uncertainties Equilibrium have succeeded in generating a profit which gives me the confidence to believe they will continue to do so on my behalf.

— Neil R

Verified review (1198388) 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

Surpassed our expectations

At our meetings, from the start, we have been listened to and their actions and results have surpassed our expectations.

— Anonymous

Verified review (1198089) 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! Peter Wilson 01457 865248

Your adviser: Paul Farrugia

Friendly and relaxed

Friendly and relaxed. Personalised. Professional, well prepared, informative with well evidenced advice.

— Anonymous

Verified review (1198088) 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 helpful

Very helpful in making us aware of things that needed to be considered in the longer term and advice as to ways to address such considerations. Always focused and friendly.

— Anonymous

Verified review (1198086) 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! 0789 126 2288

Your adviser: Jason Lowe

Excellent service

Excellent service.

— Julian D

Verified review (1198085) 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! 07563 327576

Your adviser: Jason Lowe

Very good service

Very good service and straight talking. Very happy with the meeting we had and good advice given.

— Keith P

Verified review (1198087) 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 601282

Your adviser: Jason Lowe

Equilibrium Asset Management

Regular quarter updates on my investments. Newsletters and updates on the markets and strategy. Friendly and welcoming, professional staff.Staff always follow through on what was agreed and answers any queries promptly.

— David M

Verified review (1197894) 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 877580

Your adviser: David McKendrick

Open, honest and efficient

Everything I want Equilibrium to do and more is being undertaken to a high standard.

— Tony V

Verified review (1197893) 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! 07849 421168

Your adviser: Jason Lowe

Helpful, accommodating

Paul and Tim are helpful, accommodating and always deliver a personal service. Paul knows the product inside out and his knowledge on all of the matters that we discuss is impeccable. Paul and Tim respond to queries quickly and with a full answer whilst keeping us up to date with all we need to know. Paul is incredibly friendly and polite making it an absolute pleasure to interact with him. The same can be said about Tim. All in all an outstanding service delivered by a best in class team.

— Matthew W

Verified review (1197891) 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

Very happy

Very happy with service.

— Anonymous

Verified review (1197888) 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! Yvonne Hopkin 07788 454380

Your adviser: David McKendrick