My meeting with Andy Baker at Equilibrium Asset Management was well organised and managed. Thorough preparation had been carried out beforehand, statements were backed up by explanation and data previously assembled. The meeting was professionally conducted yet carried out in a friendly manner and not rushed. I enjoy the meetings and feel I learn a lot, Andy is excellent.
— Chris R
Verified review (1171632)
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Professional and thorough with a friendly approach
Thus far Andy and Claire at Equilibrium Asset Management have impressed me with their professional yet friendly approach. Preparation has been thorough and masses of data has been available. Dialogue has been good, in language that I can understand. My project is a long term one, thus have not marked higher as only one year in.
— Sim H
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Very happy with the service
We have been very happy with all aspects of the service provided by Jason Lowe at Equilibrium Asset Management.
— Peter B
Verified review (1171581)
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A professional company that strives to provide an excellent service
Equilibrium Asset Management is a professional company which strives to provide an excellent service to it's clients. In particular I find that they are not content to stand still but are willing to progress and innovative within their field. At no time have I felt pressured by the service I have received and I do appreciate this.
— D K
Verified review (1171584)
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Very focused on my needs
Andy Baker at Equilibrium Asset Management has been very focused on my needs and my situation and has answered every question properly.
— Pamela L
Verified review (1171583)
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Courteous, clear and fairly priced
Equilibrium Asset Management give succinct feedback and clear explanations of investment decisions. I am pleased with the return on investment, in view of risk profile. Their charges are fair and we are always given plenty of time and treated courteously. I wish I had found them at the start of my career.
— Geoff L
Verified review (1171345)
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Clear information
Andy Baker at Equilibrium Asset Management has provided clear information.
— Judith E
Verified review (1171344)
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Recommended
I would recommend the services of Jason Lowe at Equilibrium Asset Management to others.
— Graham B
Verified review (1171339)
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We have great confidence in them
We are impressed with the service and advice from David McKendrick at Equilibrium Asset Management which we feel is tailored to suit our particular needs. We have known David for several years now and we have great confidence in him. All contact and service we have had has been very professional.
— Roger D
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A professional organisation
Equilibrium Asset Management is a very friendly but professional organisation.
— K F
Verified review (1171343)
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I cannot fault their knowledge and advice
I cannot fault the knowledge and advice given to me by Jason Lowe at Equilibrium Asset Management over the last two years since moving my investments to Equilibrium.
— Tony V
Verified review (1171342)
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Confidence in the expertise
I have confidence in the ability and expertise of Andrew Hirst at Equilibrium Asset Management.
— Donald S
Verified review (1171341)
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Professional, friendly and helpful
Jason Lowe and Catherine Dooley at Equilibrium Asset Management have shown superb professionalism, yet are friendly and always helpful.
— Caroline C
Verified review (1171340)
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Professional but friendly
Jason Lowe at Equilibrium Asset Management is professional but friendly. Claire and Jason make a good team.
— Ian N
Verified review (922012)
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We continue to be impressed with the financial performance
We have been with Equilibrium Asset Management for ten years and continue to be impressed with the financial performance. They provide care and attention, and the pleasure of meeting our advisers and other staff.
— Pip M
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Clear and understandable presentation
Andrew Hirst at Equilibrium Asset Management had done his preparation and presented it in a clear and understandable manner. When given some information that he had been previously unaware of he quickly summed up how this might change what he had prepared and offered to consider if this would present a new opportunity and respond in due course with his thoughts.
— Malcolm T
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More than just an investment service
Equilibrium Asset Management show genuine interest in us as a client. Everything is tailored to our needs, they are pro-active. They offer more than just an investment service, a great team and a great product.
— Mike H
Verified review (873928)
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Very helpful
I have confidence in Equilibrium Asset Management, very helpful people.
— Trevor H
Verified review (873927)
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Attention to detail
At Equilibrium Asset Management I receive a quarterly face to face meeting to discuss financial matters. David McKendrick has shown attention to detail so as to maximise use of allowances (ISAs) as well as IHT, etc.
— Frank B
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Good financial performance
Jason Lowe at Equilibrium Asset Management provided exactly what I expected. The financial performance is good and the personal contact is professional but friendly.
— Iain P
Verified review (871259)
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