The information was given with precision and clarity.
— M R
Verified review (1178726)
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A personal service
Jason Lowe at Equilibrium Asset Management provided a personal service, aware of our family circumstances and financial objectives.
— I P
Verified review (1178727)
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Andrew Hirst has a good knowledge of the subject
Andrew Hirst has a good knowledge of the subject and an understanding of our situation with a genuine interest in our future planning.
— A B
Verified review (1178542)
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Balanced and objective review
We always feel we receive a balanced and objective review, Andrew is very aware of all aspects of our investment, especially in relation to tax, trusts etc.
— N B
Verified review (1178491)
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They go the extra mile
David at Equilibrium is very good at explaining investment considerations, options and performance and most importantly he listens. He is a pleasure to work with. In addition we have found the seminars and magazine well presented and informative. Overall the company is considerate, respectful and willing to go the extra mile for its clients. I look forward to an investment return to match.
— D A
Verified review (1178319)
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Regular communication
Regular communication and good, clear investment performance information and statistics.
— A B
Verified review (1178318)
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Excellent review
Jason Lowe at Equilibrium Asset Management provided an excellent review of potential options relating to pensions for forthcoming retirement and the option of taking a transfer from a secure final salary scheme not previously considered.
— Anonymous
Verified review (1178317)
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Clear explanations
Equilibrium give clear explanations of all the investment decisions that were made in the last year, and a comprehensive discussion of our financial needs and planning over the next few years.
— B S
Verified review (1178005)
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Open and free communication
Equilibrium provide open and free communication on our investments and what we should do without any pressure and very understandable. We are told what has gone well and not so well and an update of the appropriate financial world. I do talk about our experience with Equilibrium with our friends and recommend them when appropriate.
— J N
Verified review (1178004)
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Highly professional
I consider the staff at Equilibrium to be highly professional together with good communication skills. As far as the financial service that they provide I am happy to say all my expectations have been met. At our last meeting Andy Baker presented at my request some on screen graphics which perfectly answered my questions on my future finances. Andy is very capable of explaining financial information which sometimes require difficult concepts to be put into terms I can understand which is much appreciated.
— A B
Verified review (1178003)
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Enquiries are dealt with promptly
The phone is always answered straight away and enquiries are dealt with promptly. Staff are excellent and Andy and Catherine always have time to deal with whatever you ask.
— P B
Verified review (1177796)
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Detailed presentation
The detailed graphic presentation was simple to follow, probably easy to plan with modern technology but useful information presented.
— B C
Verified review (1177795)
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Easy to understand
Updates and forecasts are easy to understand.
— J C
Verified review (1177739)
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Fully explained
David has been my adviser for a long time and has become a trusted friend and adviser regarding financial matters. All details are fully explained, guidance given is accurate and we never feel we are forced in to any decisions relating to our portfolio. My wife and I are very happy with the comprehensive service we feel we are given by Equilibrium, our adviser David McKendrick and client manager Mark Barlow.
— L M
Verified review (1177738)
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Consistently professional
David McKendrick at Equilibrium provides a consistently professional service, personally focused and delivered in a friendly, supportive manner.
— R D
Verified review (1177737)
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The usual high standard
We have had the usual high standard form Equilibrium Asset Management and expect the same going forward. Excellent to see an expanding workforce and the training opportunities being provided to your graduates.
— M N
Verified review (1177330)
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Very clear, regular feedback
Very clear and well explained. Regular feedback at convenient intervals. Flexibility of advice to suit my circumstances and any changes I might want to make.
— M R
Verified review (1177328)
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Very satisfied
Equilibrium Asset Management provide good communication and everything is explained in simple terms. Help is always available when and if needed.
— J G
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No hard sell
Equilibrium Asset Management take time to understand your situation and offer comprehensive reporting in an understandable manner. They show a willingness to want to work with you at your pace. Overall professional approach.
— J P
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Nilesh Patel
Everything is as it should be.
— R H
Verified review (1177335)
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