Equilibrium Financial Planning LLP

Highly recommend

Overall excellent service from Equilibrium Asset Management, highly recommend.

— Anonymous

Verified review (801316) Review left 11 years ago
This review was collected via online systems.

Was the service carried out to the time promised?

Do they offer value for money?

Are they considerate / helpful?

Was the service carried out to a high standard?

Valued judgement

I very much value the investment judgements given to me by David McKendrick at Equilibrium Asset Management.

— Ken B

Verified review (801315) Review left 11 years ago
This review was collected via online systems.

Was the service carried out to the time promised?

Do they offer value for money?

Are they considerate / helpful?

Was the service carried out to a high standard?

Friendly and helpful

Andrew Hirst at Equilibrium took time to discuss my portfolio and answer my questions. At the end of the meeting I felt more reassured about my financial future.

— Margaret S

Verified review (801239) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

Clear, practical

Andrew Hirst at Equilibrium Asset Management gave clear explanations and practical advice on savings.

— Jill J

Verified review (801104) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

Clear, no pressure

Andrew Hirst at Equilibrium Asset Management gave clear information as to possible courses of action, but there was no pressure to take up the options.

— Brenda C

Verified review (801027) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

Very open and competant

The advisors at Equilibrium Asset Management show outstanding technical competence and the ability to communicate to clients at the right level of understanding and the ability to carry out clients wishes. They are also very open to show what they are doing and on going achievements.

— Jeff N

Verified review (801010) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

Clear and understanding

Andrew Hirst at Equilibrium Asset Management delivered advice in a clear manner. He was very understanding of my needs and aspirations.

— Mike G

Verified review (801009) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

Recommended

I was impressed with the way that Equilibrium Asset Management explained how my portfolio had been managed over a twelve month period.


Mr Snook

— Snook

Verified review (800883) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

Friendly and efficient

Andrew Hirst at Equilibrium is friendly and efficient.


Anne R

— Anne R

Verified review (800882) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

They do what they say they will do

Andy Baker at Equilibrium does what he says he will do without bluff and bluster and in a timely, business like manner.


Elizabeth S

— Elizabeth S

Verified review (800881) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

What really stands out at Equilibrium is their attitude and professionalism.


Jean D

— Jean D

Verified review (776428) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

Very happy with the service I received from Andy Baker at Equilibrium.

— Anonymous

Verified review (776427) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

Jason Lowe at Equilibrium showed knowledge and expertise.
David W

— David W

Verified review (776426) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

Any Baker at Equilibrium Asset Management provided a very personal and friendly service tailored to my own circumstances and requirements.
Mike R

— Mike R

Verified review (776425) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

Balanced portfolio resilience to falling FTSE.


Frank N

— Frank N

Verified review (776209) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

Andrew Hirst at Equilibrium is honest, trustworthy and knowledgeable. I felt very comfortable with their advice.
W Pilkington

— W P

Verified review (776207) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

Andy Baker at Equilibrium offers a thorough approach and attention to detail.


M Avill

— M A

Verified review (776213) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

Excellent communication and results from Equilibrium Asset Management.


J Sonner

— J S

Verified review (776212) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

Equilibrium Asset Management show impressive preparation for annual review.

— Anonymous

Verified review (776211) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?

Andrew Hirst at Equilibrium Asset Management pays attention to detail, very good communication.

— Anonymous

Verified review (776210) Review left 11 years ago
This review was collected via online systems.

Would you recommend this company to friends & family?

Was the service carried out to the time promised?

Are they value for money?

Are they considerate/helpful?

Was the service carried out to a high standard?