Very friendly attitude, clear, concise explanations of issues, excellent advice for the future, tea, coffee offered and biscuits and sweets. Excellent service, plenty of time to ask questions.
— Elaine D
Verified review (1190751)
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
Equilibrium Asset Management
It is easier to list elements which are absent, arrogance, subservience, pompousness, laziness, lack of follow up, lack of explanation.
— Duncan M
Verified review (1190750)
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:
colin lawson
Practical advice
Practical advice re forthcoming pension requirements and will preparation.
— Jill J
Verified review (1190204)
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!
Every confidence in Equilibrium
I have every confidence in Andrew's advice and appreciate the way in which any queries I may have are handled by Andrew and Richard.
— Christine R
Verified review (1189980)
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!
Reliable, systematic
Reliable, systematic, friendly.
— S D
Verified review (1189979)
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!
0771 311 3934
Clear, efficient, courteous
On our annual visit to Equilibrium we were treated with the usual friendliness and courtesy. All financial matters were explained to us clearly and efficiently. We have utter faith in Any Baker and his team.
— Maria C
Verified review (1189915)
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!
Professional, clear
Professional and clear explanations.
— Andrew B
Verified review (1189914)
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]
Excellent service.
An excellent service from all staff at Equilibrium, Paul, Rebecca and Chloe were thoughtful. Always a brilliant service.
— W S
Verified review (1189761)
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!
Performance and client care
This was my first important year with Equilibrium, I feel justified in my decision to move based on performance and client care from Paul, Nicola and other team members.
— Howard S
Verified review (1189573)
Review left 9 years ago
This review was collected via postage-paid feedback card.
How helpful do you find Equilibrium?
How confident do you feel with Equilibrium managing your money?
How involved in the Equilibrium community do you feel?
Was the service carried out to a high standard?
Courteous, friendly
Courteous and friendly with the ability to give more detail on financial matters as necessary.
— Philip H
Verified review (1189552)
Review left 9 years ago
This review was collected via postage-paid feedback card.
How helpful do you find Equilibrium?
How confident do you feel with Equilibrium managing your money?
How involved in the Equilibrium community do you feel?
Was the service carried out to a high standard?
Well prepared meeting
Friendly demeanor, well informed about the financial situation. Delivered info in a clear way and pitched his presentation at an easily understandable level.
— A S
Verified review (1189542)
Review left 9 years ago
This review was collected via postage-paid feedback card.
How helpful do you find Equilibrium?
How confident do you feel with Equilibrium managing your money?
How involved in the Equilibrium community do you feel?
Was the service carried out to a high standard?
Highly organised and professional
Adviser is always well prepared and able to answer all questions. Down to earth approach. We feel we have a very good rapport with Paul and Nicola.
— Sophie M
Verified review (1189541)
Review left 9 years ago
This review was collected via postage-paid feedback card.
How helpful do you find Equilibrium?
How confident do you feel with Equilibrium managing your money?
How involved in the Equilibrium community do you feel?
Was the service carried out to a high standard?
Friendly and knowledgeable
Friendly and knowledgeable.
— T C
Verified review (1189457)
Review left 9 years ago
This review was collected via postage-paid feedback card.
How helpful do you find Equilibrium?
How confident do you feel with Equilibrium managing your money?
How involved in the Equilibrium community do you feel?
Was the service carried out to a high standard?
Superb
Superb as usual.
— Anonymous
Verified review (1189456)
Review left 9 years ago
This review was collected via postage-paid feedback card.
How helpful do you find Equilibrium?
How confident do you feel with Equilibrium managing your money?
How involved in the Equilibrium community do you feel?
Was the service carried out to a high standard?
Personal circumstances
Andrew showed me that he wanted to understand my own personal circumstances and preferences. Then he advised on the options with pros and cons.
— J D
Verified review (1189239)
Review left 10 years ago
This review was collected via postage-paid feedback card.
How helpful do you find Equilibrium?
How confident do you feel with Equilibrium managing your money?
How involved in the Equilibrium community do you feel?
Was the service carried out to a high standard?
Very satisfied with current and past experience
All aspects of our investments were covered in clear and understandable terms. Positive aspect reflected for the coming year.
— P S
Verified review (1189237)
Review left 10 years ago
This review was collected via postage-paid feedback card.
How helpful do you find Equilibrium?
How confident do you feel with Equilibrium managing your money?
How involved in the Equilibrium community do you feel?
Was the service carried out to a high standard?
Wellprepared
Jason Lowe was well prepared. Relevant to our own situation, clear data analysis, continuous review, no resting on laurels.
— N J
Verified review (1189236)
Review left 10 years ago
This review was collected via postage-paid feedback card.
How helpful do you find Equilibrium?
How confident do you feel with Equilibrium managing your money?
How involved in the Equilibrium community do you feel?
Was the service carried out to a high standard?
Professional, polite
Professional, polite, good humour, well researched documentation on our situation. A positive approach giving confidence.
— G S
Verified review (1189240)
Review left 10 years ago
This review was collected via postage-paid feedback card.
How helpful do you find Equilibrium?
How confident do you feel with Equilibrium managing your money?
How involved in the Equilibrium community do you feel?
Was the service carried out to a high standard?
Very sensitive and patient manner
Very sensitive and patient manner at all our discussions.
— Anonymous
Verified review (1188936)
Review left 10 years ago
This review was collected via postage-paid feedback card.
How helpful do you find Equilibrium?
How confident do you feel with Equilibrium managing your money?
How involved in the Equilibrium community do you feel?
Was the service carried out to a high standard?
Reduced the risks
EQM have reduced the risks in my portfolio and have increased its stability. My tax position is also better. I have a lot of confidence in their advice.
— I B
Verified review (1188486)
Review left 10 years ago
This review was collected via postage-paid feedback card.
How helpful do you find Equilibrium?
How confident do you feel with Equilibrium managing your money?
How involved in the Equilibrium community do you feel?
