I enjoy the seminars. Equilibrium provide active management of the investment.
— B H
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Felt very personalised
Felt very personalised and invested in us as people and not just finances.
— S S
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Clarity of information
Friendly, concern for well being. Clarity of production of information. Clarity in replying to questions put to them.
— C B
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Knowledgeable and competent
Very knowledgeable and competent. Feel very relaxed with Andrew managing our affairs.
— J G
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Straight talking
Straight talking. The guys are on the ball and are working the market hard.
— R B
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Polite and clear
Paul at Equilibrium is polite, clear, to the the point and he listened.
— M R
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Helpful and thorough
Our adviser always listens to our requirements and is helpful and thorough in dealing with them. He then explains carefully the actions taken ensuring we understand fully the reasoning behind decisions taken. Importantly we have been very pleased with the performance of the Equilibrium Discretionary Asset Management Team over time.
— I W
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Good service
All round good service from people who have a good grasp of the issues.
— D H
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Friendly approach
Friendly approach. Very clear visual graphics.
— L O
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Diligent, professional
Andrew Hirst is diligent, professional with an easy going manner, this together with his research and thoroughness goes a long way in giving clients confidence in the way Equilibrium goes about its business. My wife and I have been with two other financial advisers before Equilibrium. The thing that impresses most is the transparency. The mixing together socially of clients so they can compare the service offered with their expectations.
— C N
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Full understanding
Andy Baker has a full understanding of my aims.
— J E
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Explains things simply
Andy really know his clients. Explains things simply, easily, without showing any sign of condescension. Above all, Equilibrium's performance stand head and shoulders above other returns. Facilities are excellent, professional without one thinking that too much of the clients fees are being spent.
— Anonymous
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Good communication
Good communication and updates regarding my portfolio. Regular newsletters and personal emails when the market is volatile to offer reassurance. Annual face to face meetings. Accessibility to my financial adviser.
— J W
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Useful
Andy at Equilibrium provided a projection of the state of my finances, under current circumstances, up to the age of 90. This was a useful exercise which made me realise I could probably spend more if I want to.
— P L
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Clarity and transparency
Equilibrium offer clarity and transparency, they are responsive to queries, friendly and are willing to explain issues.
— Anonymous
Verified review (1180519)
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Professional, friendly, personal
Equilibrium offer a professional service, good communication and a willingness to give advice on topics not directly related to our investments. We have found them to be friendly and personal.
— R B
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Equilibrium Asset Management
You can contact your advisor any time you wish. The fact that Equilibrium do not advertise in newspapers is a bonus. The lunches throughout the y ear offer you the opportunity to meet and talk to other people.
— G P
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Sound, sensible advice
Basically just sound, sensible advice. Also a very good review of the economic situation both in the UK and worldwide was given. I like the idea that nothing is fixed in stone, if Equilibrium consider another way of limiting risk etc in the way they invest our monies. They consider, they review, before they try it. But once set, they do it.
— J S
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Friendly but professional
Equilibrium are friendly but professional. Plenty of time is allocated for discussion, questions, answers etc.
— D H
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Well researched investment strategy
Equilibrium have a well researched investment strategy and measure its success, making changes where needed to improve returns. The service itself is proactive, friendly, open, pragmatic and honest. As a client you feel very welcome at Equilibrium's offices and events.
— D K
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