Equilibrium were very patient when listening to our background history, which was given to enable them to appreciate where we are today. They answered our concerns very positively. The presentation of the monetary position was given in a very competent manner and in a friendly manner.
— Anonymous
Verified review (1180512)
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Outstanding service
Everything about the service from Equilibrium was outstanding.
— C C
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Annual Review Meeting
Friendly, personalised and unhurried. Excellent financial information, explanation and advice giving good understanding and confidence that Equilibrium is managing my money well. Good reception, coffee, biscuits and visitor parking.
— Sue C
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Fantastic service
Good attention to detail, effective process for planning our future. Andy and Rob make the whole process very easy and relevant. I always enjoy our meetings. They are always very friendly and efficient.
— R W
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Friendly and approachable
Very friendly, approachable and interested in their client. Well prepared for our interviews and lots of information.
— D K
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Well prepared
Andrew Hirst was well prepared for the annual meeting having reviewed my portfolio in advance.
— M T
Verified review (1180249)
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Honest, clear, friendly
We like the honesty, clarity and friendliness of our annual meeting. Also the occasional mid term information meeting is useful and keeps you well informed about your investment portfolio.
— A C
Verified review (1180252)
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Knowledgeable, professional
Knowledgeable, professional, informal, well prepared and an excellent service.
— D W
Verified review (1180181)
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Very professional and friendly
Equilibrium is a very professional and friendly organisation. They keep you up to date at all times.
— K F
Verified review (1180180)
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Excellent personal relationship
Equilibrium have a good understanding of our families needs, excellent personal relationship, clarity of explanations about strategy and a good return on the investments in difficult markets.
— Plp M
Verified review (1180179)
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Comfort with investment strategy
Equilibrium give clear explanations of the current market situation and own portfolio and as a result offer comfort with investment strategy.
— G L
Verified review (1180178)
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Impressed with the service
We have been with Equilibrium for 11 years and we have always been impressed by their service and advice, initially through Colin Lawson and later through David McKendrick and the client manager. As far as I can see they have generally performed better than their competitors by investing in a mixed portfolio including property and bank defined return products at the appropriate time. We have seen the company and its total investment assets grow significantly. This success does not come without them having satisfied its growing number of clients.
— L E
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Friendly approach
Jason Lowe at Equilibrium Asset Management provides information and explanations in an understandable way.
— W S
Verified review (1179881)
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Equilibrium Asset Management
What stands out for about the service is the comprehensive manner in which the review of my investment is managed.
— D S
Verified review (1179882)
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Helpful
I find Jason at Equilibrium Asset Management to be helpful and feel confident with them managing my finances.
— K B
Verified review (1179845)
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Friendly and informative
I find Jason Lowe at Equilibrium to be friendly and informative, he is always approachable.
— Anonymous
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Honest and plain speaking
I am confident that what I am told is what my position is, also regarding fees etc. I am able to understand the thought process behind the investment decisions and fee structure. All staff members I have come into contact with are friendly. I felt supported during my change in circumstances.
— L H
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Personal interest in the client
Equilibrium show a personal interest in the client with a good knowledge of the client and family. They pay attention to detail and provide clear explanations. They are available and are value for money.
— M H
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Very good service
I found Andrew Hirst to be helpful, I have confidence in Equilibrium and the service was carried out to a high standard.
— S T
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Clear and concise advice
Jason Lowe at Equilibrium provided clear and concise advice, he was friendly and personable.
— I M
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