David at Equilibrium Asset Management continues to instil confidence in the portfolio supporting our lifestyle now, in the future and in our childrens future. Finger firmly on the pulse.
— N F
Verified review (1177336)
Review left 10 years ago
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Professional yet friendly
Equilibrium Asset Management are professional while still being friendly. Everything is explained clearly and openly which leads to total confidence.
— J S
Verified review (1177332)
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A personal service
Personal, tailored to our needs. We believe the service is just right for us.
— Bill P
Verified review (1177333)
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Helpful and friendlly
Helpful and friendly advice, and they listen to and discuss clients views.
— Anonymous
Verified review (1177334)
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David McKendrick
I happy with the service I receive from David McKendrick at Equilibrium Asset Management.
— Anonymous
Verified review (1177061)
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Andrew Hirst
Equilibrium Asset Management continually keep us updated on current economic status and how they are reacting to it to maximise gains without the required risk limits.
— F N
Verified review (1177062)
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Excellent service
Equilibrium Asset Management supply prompt, accurate and clear responses to queries and advice.
— Bill J
Verified review (1177063)
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Very well prepared
It was apparent that the meeting had been very well prepared. A friendly and relaxed atmosphere.
— G P
Verified review (1176965)
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Very approachable and informative
My wife and I find Jason and Lucy very approachable and informative. Jason's annual feedback review meetings are very good, they are informative and explanatory. We feel that they have a very easy way of presenting and making clients feel at ease which is an extremely important factor for financial advisors etc.
— G C
Verified review (1176967)
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Pleasant
Very easy explanations, pleasant personality.
— A M
Verified review (1176968)
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Verified review (1176833)
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Aligned with your needs
Equilibrium are fully open in providing all information necessary to understand fully their decision making. Every action is aligned with your needs, and our future plans are fully explained and amply agreed before action. Excellent.
— J S
Verified review (1176832)
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Personalised service
The service we received from Equilibrium Asset Management was very personalised, understandable and gave us confidence in our financial situation, in Andrew himself and in Equilibrium as a whole.
— S P
Verified review (1176831)
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Attention to detail
In general I feel as a partner in a partnership, able to have my wishes heard. Specifically I like the attention to detail; the ball is rarely if ever dropped.
— D B
Verified review (1176830)
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Professional, courteous, friendly
Andy Baker at Equilibrium Asset Management is professional with a courteous and friendly approach and is thoroughly preparation for annual reviews. I am delighted to hear they are about to open a permanent office on the Wirral side of Chester. I like the fact that their performance figures are quoted after the fees.
— L S
Verified review (1176668)
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Equilibrium Asset Management
Thorough and detailed.
— Anonymous
Verified review (1176633)
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Andy Baker
We are happy with the service provided by Equilibrium Asset Management.
— A H
Verified review (1176518)
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Easy to follow advice
Ross Davies at Equilibrium Asset Management gives me confidence that everything is under control. Advice provided is easy to follow and of a high quality.
— G B
Verified review (1176517)
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Andrew Hirst
Andrew at Equilibrium Asset Management has assimilated our responses to the pie meeting questionnaire and prepared a detailed and personalised response to all the issues raised.
— R T
Verified review (1176516)
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Friendly, understandable
Jason and Barnley at Equilibrium Asset Management are friendly, very business like and understandable in all aspects. Very, very happy with the whole set up.
— J M
Verified review (1176515)
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