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Equilibrium Financial Planning LLP

Ascot House, Epsom Avenue, Handforth, Wilmslow, Cheshire, SK9 3DF

Excellent rating from 1779 reviews

5 out of 5 stars

1829 total reviews

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Latest Reviews by Working Feedback

A personalised approach

5 out of 5 stars
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Equilibrium Asset Management have a personalised approach, at my review Andrew Hirst addressed all the things I had indicated prior to the meeting. Andrew explained the way my investments are being managed simply so I could understand. I felt confident and reassured that my investments are in safe hands.

— A R

Verified review (1173995) Review left 11 years ago
This review was collected via online systems.
Was the service carried out to the time promised? 5 out of 5 stars
Do they offer value for money? 3 out of 5 stars
Are they considerate / helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Friendly and knowledgeable

4 out of 5 stars
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Andrew Hirst at Equilibrium Asset Management is friendly, knowledgeable and down to earth. He is good at explaining things and answering my queries.

— A C

Verified review (1173994) Review left 11 years ago
This review was collected via online systems.
Was the service carried out to the time promised? 5 out of 5 stars
Do they offer value for money? 3 out of 5 stars
Are they considerate / helpful? 3 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Nothing is too much trouble

5 out of 5 stars
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Nothing is too much trouble for Andy Baker at Equilibrium Asset Management. My cautious attitude to investment has been achieved with an annual saving percentage of 7percent average over the last ten years.

— A H

Verified review (1173831) Review left 11 years ago
This review was collected via online systems.
Was the service carried out to the time promised? 5 out of 5 stars
Do they offer value for money? 4 out of 5 stars
Are they considerate / helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Good advice, very helpful

5 out of 5 stars
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Paul at Equilibrium Asset Management was very friendly and interested in my needs and wants. He gave some good advice and answered all questions satisfactorily. I have met Rebecca a number of times and she is very helpful when I ring with queries.

— Anne S

Verified review (1173830) Review left 11 years ago
This review was collected via online systems.
Was the service carried out to the time promised? 5 out of 5 stars
Do they offer value for money? 4 out of 5 stars
Are they considerate / helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

No pressure, relaxed

4 out of 5 stars
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My discussions with Equilibrium Asset Management have been relaxed, no pressure. I felt free to ask any questions and their explanation of market fluctuations was kept simple and easy to understand.

— M W

Verified review (1173833) Review left 11 years ago
This review was collected via online systems.
Was the service carried out to the time promised? 3 out of 5 stars
Do they offer value for money? 3 out of 5 stars
Are they considerate / helpful? 4 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Easy to understand

5 out of 5 stars
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Andy Baker at Equilibrium Asset Management gives good, easy to understand advice along with a very accessible and personalised service. Great care is taken to assess our financial situation and thorough planning for the present and the future. We find that they compare very favourably with other financial advisors we have previously met.

— C M

Verified review (1173832) Review left 11 years ago
This review was collected via online systems.
Was the service carried out to the time promised? 5 out of 5 stars
Do they offer value for money? 4 out of 5 stars
Are they considerate / helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Specific to our exact needs

5 out of 5 stars
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Equilibrium Asset Management provide a very personal service which is specific to our exact needs. Jason Lowe has always been excellent from the initial meeting, Catherine has also exceeded our expectations. She was helpful in arranging the money transfer for the deposit on our son's house and for my wife's car. Catherine has also given excellent advice and Emma on reception is a treasure.

— N R

Verified review (1173737) Review left 11 years ago
This review was collected via online systems.
Would you recommend this company to friends & family? 5 out of 5 stars
Was the service carried out to the time promised? 5 out of 5 stars
Are they value for money? 5 out of 5 stars
Are they considerate/helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

A helpful financial service

5 out of 5 stars
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Equilibrium Asset Management are helpful and I have complete confidence in them. The service is carried out to a high standard.

— Anon

Verified review (1173736) Review left 11 years ago
This review was collected via online systems.
Would you recommend this company to friends & family? 5 out of 5 stars
Was the service carried out to the time promised? 5 out of 5 stars
Are they value for money? 5 out of 5 stars
Are they considerate/helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Calm, straight forward

5 out of 5 stars
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Andrew Hirst at Equilibrium Asset Management is calm, straight forward and easily understood.

— A M

Verified review (1173735) Review left 11 years ago
This review was collected via online systems.
Would you recommend this company to friends & family? 5 out of 5 stars
Was the service carried out to the time promised? 5 out of 5 stars
Are they value for money? 4 out of 5 stars
Are they considerate/helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Excellent communication

5 out of 5 stars
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Jason Lowe at Equilibrium Asset Management has shown excellent communication at presentation with full full attention paid to our perceived needs.

— J C

Verified review (1173740) Review left 11 years ago
This review was collected via online systems.
Would you recommend this company to friends & family? 5 out of 5 stars
Was the service carried out to the time promised? 5 out of 5 stars
Are they value for money? 4 out of 5 stars
Are they considerate/helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Relationship Management

5 out of 5 stars
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What stands out for us at Equilibrium Asset Management is their relationship management and attention to detail.

— D R

Verified review (1173739) Review left 11 years ago
This review was collected via online systems.
Would you recommend this company to friends & family? 5 out of 5 stars
Was the service carried out to the time promised? 5 out of 5 stars
Are they value for money? 4 out of 5 stars
Are they considerate/helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Expertise, attention to detail

5 out of 5 stars
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Jason at Equilibrium Asset Management provides good attention to detail, communication and expertise.

— M J

Verified review (1173738) Review left 11 years ago
This review was collected via online systems.
Would you recommend this company to friends & family? 5 out of 5 stars
Was the service carried out to the time promised? 5 out of 5 stars
Are they value for money? 4 out of 5 stars
Are they considerate/helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Always wiling to help

5 out of 5 stars
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Jason Lowe at Equilibrium Asset Management is always willing to help and give advice on financially related matters. They always show an interest in our life and various activities.

— Janet H

Verified review (1173157) Review left 11 years ago
This review was collected via online systems.
Was the service carried out to the time promised? 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
Are they considerate / helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Very professional

5 out of 5 stars
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Andrew Hirst at Equilibrium Asset Management is very professional.

— N R

Verified review (1173156) Review left 11 years ago
This review was collected via online systems.
Was the service carried out to the time promised? 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
Are they considerate / helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Most thorough

5 out of 5 stars
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Andrew Hirst is most thorough in his approach. At the moment we are involved with the sale of a family business. Equilibrium are involved with advising and investment strategy for our share of funds derived from the sale. We feel confident that al possible problems have been considered for this major event concerning a future income stream from capitol.

— Ian W

Verified review (1173155) Review left 11 years ago
This review was collected via online systems.
Was the service carried out to the time promised? 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
Are they considerate / helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Honest and trustworthy

5 out of 5 stars
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David McKendrick at Equilibrium Asset Management gives a clear and strategic investment strategy, they stick to their guns and do not waiver. They take a sincere and friendly interest in myself and my family and have an honest and trustworthy approach, an ethical culture. They do not talk down to you so it is a meeting of minds.

— David K

Verified review (1173153) Review left 11 years ago
This review was collected via online systems.
Was the service carried out to the time promised? 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
Are they considerate / helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Friendly and professional

5 out of 5 stars
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Paul at Equilibrium is friendly and professional, he explains things in simple terms.

— B R

Verified review (1173145) Review left 11 years ago
This review was collected via online systems.
Was the service carried out to the time promised? 5 out of 5 stars
Do they offer value for money? 4 out of 5 stars
Are they considerate / helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Friendly and clear

4 out of 5 stars
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We appreciate that Andrew at Equilibrium comes to us as it is difficult for us to get out. His service is friendly and he explains everything clearly, answering our queries with reassuring expertise.

— Ps D

Verified review (1173144) Review left 11 years ago
This review was collected via online systems.
Was the service carried out to the time promised? 4 out of 5 stars
Do they offer value for money? 2 out of 5 stars
Are they considerate / helpful? 4 out of 5 stars
Was the service carried out to a high standard? 4 out of 5 stars

Excellent financial advice

5 out of 5 stars
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Excellent financial advice and service received from Equilibrium Asset Management.

— H H

Verified review (1173143) Review left 11 years ago
This review was collected via online systems.
Was the service carried out to the time promised? 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
Are they considerate / helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars

Professional, personal

4 out of 5 stars
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The service provided by Equilibrium is professional, personal and geared towards our needs.

— Roger H

Verified review (1173141) Review left 11 years ago
This review was collected via online systems.
Was the service carried out to the time promised? 3 out of 5 stars
Do they offer value for money? 4 out of 5 stars
Are they considerate / helpful? 5 out of 5 stars
Was the service carried out to a high standard? 5 out of 5 stars