Everything was explained in simple jargon free terms, easy to understand so there were no grey areas. A fruitful discussion.
— C L
Verified review (1175589)
Review left 10 years ago
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True professionalism
We were impressed by the true professionalism of the staff at Equilibrium, and the way they explain everything in detail. An exceptional service.
— W G
Verified review (1175523)
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Superb
Equilibrium Asset Management offer a superb service, five star.
— A S
Verified review (1175522)
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Confident and calm
We were very impressed by the level of expertise in dealing with very complex financial matters, but being able to explain matters in simple terms. There was no effort to blind us with science or lapse into financial jargon. Equilibrium Asset Management have very nice offices and there is an air of confidence and calmness. The administration is second to none and everything of importance is recorded for easy reference.
— E B
Verified review (1175521)
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Knowledgeable and well prepared
Andrew Hirst at Equilibrium Asset Management has an awareness and knowledge of my requirements. The documents are well prepared and presented and he shows an interest in me and my family.
— R B
Verified review (1175282)
Review left 11 years ago
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Helpful and patient
Andy Baker from Equilibrium Asset Management was extremely helpful and patient as he explained my investments and the impact on them through events elsewhere. All in all this was a very gratifying meeting and successful.
— A M
Verified review (1175112)
Review left 11 years ago
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Clear and concise
My husband and I were given a lovely welcome to Equilibrium Asset Management by Emma with an offer of coffee, and then by Jason and Catherine. Jason explained everything re our portfolios clearly and concisely and my questions were answered pleasantly and in a way I could understand.
— A C
Verified review (1175111)
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Informative, punctual, helpful
The service from Andy Baker at Equilibrium Asset Management is always informative. The staff are always punctual and helpful.
— J D
Verified review (1175110)
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Precise and clear
Jason Lowe at Equilibrium Asset Management provided precise and clear information.
— B F
Verified review (1174990)
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A friendly, warm environment
We were impressed with the individual approach of Andrew Hirst and Simon Lister , also the preparation work they had undertaken prior to the meeting. Equilibrium Asset Management provided a friendly and warn environment for the meeting.
— J S
Verified review (1174989)
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A thorough approach
We both found Andrew Hirst at Equilibrium Asset Management to be very easy to deal with and also appreciate his depth of knowledge and thorough approach to our investments.
— A S
Verified review (1174988)
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Relaxed and professional
Andrew Hirst at Equilibrium Asset Management is relaxed, professional and very informative. Very up to date with our financial circumstances and the details of our children and grandchildren living abroad.
— P H
Verified review (1174840)
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Andy Was Very Professional
The thing that stood out about Equilibrium's service was the very professional way in which the business is conducted. The manner was easily understandable and all of the advisers are very friendly and helpful.
— Keith L
Verified review (1174751)
Review left 11 years ago
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A service tailored to our needs
Equilibrium Asset Management provide a personal service tailored to our specific needs and wishes. The financial details are always explained clearly and in understandable language. Their software allowed us to explore lifestyle options and their affordability very clearly. It was both helpful and reassuring.
— Martyn P
Verified review (1174445)
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Very professional yet personal touch
Andrew Hirst at Equilibrium Asset Management has a very professional yet personal approach, the service is well balanced and effective and gives us both confidence in Andrew and the organisation. The financial software was very revealing and informative. I enjoy reading the investment updates and note again that the organisation is very proactive and in the moment.
— Anonymous
Verified review (1174444)
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A very well run company
Equilibrium Asset Management seems to be a very well run company, they are easy to contact if required and offer a good flow of information. They have performed better than my previous experiences.
— Ralph S
Verified review (1174279)
Review left 11 years ago
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Friendly approach, clear and understandable
Paul Farrugia at Equilibrium Asset Management has a friendly approach and a keenness to impart information in a clear and understandable manner. Also, their premises are very comfortable.
— G N
Verified review (1174278)
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Very good service
The service we receive form Paul Farrugia at Equilibrium Asset Management is very good.
— B K
Verified review (1174277)
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Personal and friendly
Equilibrium Asset Management have provided me with a personal yet friendly service with a quick response. Their explanations are pitched at a suitable level, the recent annual review meeting was clear and helpful as always.
— G H
Verified review (1174052)
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Tailor made service
I feel that the advice I have been given by Equilibrium Asset Management over the past two years has been tailor made to my own individual circumstances. I think the planners take the time ot get to know each of their clients irrespective of the amount they have under management.
— D M
Verified review (1174051)
Review left 11 years ago
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