Equilibrium Financial Planning LLP

Thoroughly professional

Thoroughly professional, committed to client care, friendly and highly knowledgeable in their field. I have complete confidence that our financial affairs are in very capable hands.

— Al B

Verified review (1192292) Review left 9 years ago
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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: Andrew Hirst

Understandable

Andrew's summary of the current situation was understood by both if us.

— Don M

Verified review (1192291) 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: Andrew Hirst

Excellent communication

Excellent communication with regular updates on the financial situation affecting the investments and their ability to assess these situations in a positive way for our investments.

— Alan B

Verified review (1192290) 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: Jason Lowe

Professional, open and clear

I have worked with David for many years and always found him to be professional, open and clear in all our dealings.

— JS

Verified review (1192294) 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: David McKendrick

Enjoy retirement without financial worries

They have been managing our savings and investments for the last thirteen years. All professionally administered with year on year increase in funds way above bank interest or inflation. This has now provided a substantial reserve that will allow us to enjoy retirement without any financial worries.

— Michael N

Verified review (1192289) 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: David McKendrick

Well prepared

The meeting was well prepared and all questions fully answered. All staff were friendly and reassuring. A pleasure to be with Equilibrium.

— Jim S

Verified review (1192288) 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 good presentation

As usual a very good presentation by Jason. Always clear with his explanations, never tries to waffle his way, his assistant makes very precise notes.

— John G

Verified review (1192287) 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: Jason Lowe

Professional, proactive and comprehensive

Professional, proactive and comprehensive.

— David S

Verified review (1191749) 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: Andrew Hirst

Professional and competent

A very professional and competent explanation of our portfolio investments.

— Anonymous

Verified review (1191748) 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

Honest and friendly

Straight forward and honest explanations, friendly.

— June D

Verified review (1191392) 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

Competent, knowledgeable and trustworthy

We are very happy to entrust our saving to Equilibrium to manage because Andrew is so competent, knowledgeable and trustworthy. We are always made to feel relaxed and welcome, our questions are answered openly and we receive full information about all our investments. This advice is invaluable to us and enables us to face old age with fewer worries.

— Jan H

Verified review (1191391) 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: Andrew Hirst

Straight forward, honest

Straight forward and honest, explanations and friendliness.

— Anonymous

Verified review (1191390) 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

Efficient feedback

Well organised meetings which start on time. Quick answers to our questions. I am very happy with their service.

— D H

Verified review (1191040) 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 and Nilesh

Friendly, knowledgeable, understanding

We have been seeing Jason and Barney now for many years and as always they are friendly, knowledgeable and understand our needs.

— Ben S

Verified review (1191039) 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: Jason Lowe

Friendly and efficient

Friendly and efficient over the many years we have been with them.

— Anonymous

Verified review (1191060) 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: Jason Lowe

Clarity of presentation

Clarity of presentation. Ability to communicate in layman language.

— Robert H

Verified review (1191041) 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: Andrew Hirst

Totally satisfied

Always a comprehensive report on our investments. We are totally satisfied.

— Neil B

Verified review (1191038) 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: Andrew Hirst

A clear plan of action

Confident that they have a clear plan of action to manage the portfolio through general market turmoil to achieve performance aligned to my requirements.

— Nigel W

Verified review (1191037) 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: Jason Lowe

Our 10th anniversary with EQ

They have done us proud and achieved all the things we asked of them and more .

— Anonymous

Verified review (1191029) Review left 9 years ago
This review was collected via online systems.

Would you recommend Equilibrium and/or their seminars to others? yes

Would you be happy for them to contact you to discuss this further?/x980P! no

If yes then please provide your Email Address / Telephone Number./x980P!

How helpful do you find Equilibrium?

How confident do you feel with Equilibrium managing your money?

How would you rate the clarity of client communication and reporting?

Was the service carried out to a high standard?

Your adviser: Andrew

Proactive

Want to work with you to achieve objectives. Try hard to be proactive in a volatile financial market. Listens to what is being said.

— John S

Verified review (1190752) 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: Andy Baker