As a long-term pair of clients, we continue to enjoy a personal relationship with equilibrium and the excellent outcomes
— Bob L
Verified review (2330291)
Review left 8 months ago
This review was collected via online systems.
Who was your adviser?
Ben Rogers
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Been able to support both children and grandchildren when they needed it to improve their quality of life
When does your feedback relate to?
2025
Highly personalised
Without doubt, the highly personalised financial advice we received. Ben listens, understands our goals & gives us confidence. We trust him
— Anonymous
Verified review (2330249)
Review left 8 months ago
This review was collected via online systems.
Who was your adviser?
Ben Rogers
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
We are confident of our financial security and ways of helping our family. We can gift money now rather than saving "for a rainy day" and in doing so can see our money doing good
When does your feedback relate to?
November 2025
Clear, concise
Clear, concise explanation of our financial position
— Anonymous
Verified review (2330287)
Review left 8 months ago
This review was collected via online systems.
Who was your adviser?
Jason Lowe
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Probably had the confidence to spend more because of the government's policies on inheritance tax.
When does your feedback relate to?
November 2025
Patient & polite
Consistently good advice - patient & polite
— Anonymous
Verified review (2330269)
Review left 8 months ago
This review was collected via online systems.
Who was your adviser?
Andy Baker
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
bought an aircraft
When does your feedback relate to?
November 2025
Very friendly
Very friendly, understood our financial position. Explained things in a clear and easy to understand way
— Terry C
Verified review (2330222)
Review left 8 months ago
This review was collected via online systems.
Who was your adviser?
Grace Burgin
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Helped family. Spent more on holidays for ourselves
When does your feedback relate to?
2025
Friendly and professional service
Ben is knowledgeable and approachable; always patient in listening and attuned to our needs. His explanations and advice are clear and reassuring, and we greatly appreciate the support of Gemma and the wider team too.
— Jon D
Verified review (2330088)
Review left 8 months ago
This review was collected via QR code.
Who was your adviser?
Ben Rogers
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Improved reassurance for the future
When does your feedback relate to?
November 2025
Equilibrium Financial Planning
Our money grew and they understood our needs.
— Susan T
Verified review (2328980)
Review left 8 months ago
This review was collected via online systems.
Who was your adviser?
Andrew Hirst
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
I can spend with more confidence
When does your feedback relate to?
2025
They treat us as people
They treat us as people rather than numbers
— Anonymous
Verified review (2324957)
Review left 9 months ago
This review was collected via online systems.
Who was your adviser?
Paul Farrugia
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Will be spending more on ourselves
When does your feedback relate to?
Oct 2025
Exceptionally good service
Extremely helpful, patient, listens and explains different options. Exceptionally good service
— Jan B
Verified review (2324946)
Review left 9 months ago
This review was collected via online systems.
Who was your adviser?
Andy Baker
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Been able to focus on other things
When does your feedback relate to?
2018-2025
Explains well
He explains things in a way I can understand
— Anonymous
Verified review (2324945)
Review left 9 months ago
This review was collected via online systems.
Who was your adviser?
Please choose here
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Had more confidence that I wont run out of money during my retirement. Had some good long haul holidays + travelled on business class
When does your feedback relate to?
Oct 2025
Friendly and timely service
Pitched at the level I need to maintain required comfort from the service, including technical. Friendly, responsive and timely service
— Anonymous
Verified review (2325047)
Review left 9 months ago
This review was collected via online systems.
Who was your adviser?
David McKendrick
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Gained confidence as investments returned to prior levels in line / exceeded market returns which has given me comfort to spend more & reinforce the excellent combined service of equilibrium.
When does your feedback relate to?
November 2025
So helpful
So helpful and polite and has patience to explain everything. Beautiful flowers for our anniversary! Thank you
— Graham S
Verified review (2324954)
Review left 9 months ago
This review was collected via online systems.
Who was your adviser?
Andrew Hirst
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Spent a little more
When does your feedback relate to?
October 2025
Oct 25 review - Retirement planning
The detail of financial planning from Tim, covering every aspect of my position, has been extremely helpful as I approach retirement. This coupled with the support from Simon Lister, makes the future seem much less stressful.
— Ian C
Verified review (2301179)
Review left 10 months ago
This review was collected via QR code.
Who was your adviser?
Tim Latham
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Not a lot to date as focus is on retirement planning
When does your feedback relate to?
October 2025
Very customer-based
The service is very customer-based, focusing on my situation and my needs for the future.
— Anonymous
Verified review (2299019)
Review left 10 months ago
This review was collected via online systems.
Who was your adviser?
David McKendrick
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
I have thought much more abou tmy legacy to my family, and focused on what I need to do now to improve their future
When does your feedback relate to?
September 2025
Consistent performance
No jargon, easy to understand, consistent performance
— Alan S
Verified review (2293417)
Review left 10 months ago
This review was collected via postage-paid feedback card.
Who was your adviser?
Paul Farrugia
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Have given a lump sum to our Grandson, this money is invested and will hopefully grow over the next several years.
When does your feedback relate to?
September 2025
Bespoke service
Bespoke service. Feel he really understood our current and future financial commitments. Excellent communication. Very prompt response to queries. Excellent support from Ryan.
— Abigail G
Verified review (2290994)
Review left 11 months ago
This review was collected via testimonial.
Who was your adviser?
Tim Latham
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Better understand our finances particularly. with regards to long term planning and inheritance tax planning.
When does your feedback relate to?
August 2025
Complete confidence
Confidence in the continuity of expertise of my advisor over many years. He is sensitive & informed & reactive to my current and future needs. I trust & have complete confidence in his support.
— Janet C
Verified review (2285344)
Review left 11 months ago
This review was collected via online systems.
Who was your adviser?
Andrew Hirst
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
planned better my lifestyle & expenses
When does your feedback relate to?
August 2025
Extremely thorough
Extremely thorough and comprehensive information and guidance from a very knowledgeable advisor, ably supported by an extremely conscientious client manager.
— Duncan S
Verified review (2285216)
Review left 11 months ago
This review was collected via online systems.
Who was your adviser?
Andy Baker
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
Generally felt more in controll of our financial situation which has allowed us to spend wisely and with greater confidence
When does your feedback relate to?
August 2025
Review from Google
My wife and I have been clients since for over 20 years (January 2005); that speaks for itself. Throughout that time we have received excellent advice and support. In spite of Equilibrium growing from a very small base, (as Applewood), excellent personal service has been maintained and the overall 'offer' has been significantly enhanced. Our children and other members of the family have become clients and, while individual confidence is never breached, the overview so provided enables a better insight and enhanced advice.
— Brian Harris
T311824
Review left 11 months ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks for the wonderful review Brian, it's been a pleaseure working with both yourself and the rest of your family over the last 20 years. It's also great to hear that our service has remained excellent whilst the service offering has increased.
Clear plan
Clear plan made for next 12 months
— Dean V
Verified review (2270029)
Review left 1 year ago
This review was collected via online systems.
Who was your adviser?
Ben Rogers
Would you recommend Equilibrium and/or their events to others?
Yes
I feel that they are easy to deal with
Equilibrium does what they say they are going to do
Equilibrium communicate in a language I understand
Equilibrium always fix it, if they make a mistake
Equilibrium achieves good outcomes for me
What have you done differently as a result of working with Equilibrium this year?
