Equilibrium Financial Planning LLP

Good financial management. Good service.


Anne Smith

— Anne S

Verified review (141665) Review left 12 years ago
This review was collected via online systems.

Would you recommend this company to friends or 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?

Courtesy, clarity, efficiency, friendliness.


George Nicholls

— George N

Verified review (141664) Review left 12 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, not blinded with facts & figures jargon.


S&T Nash

— S T

Verified review (141663) Review left 12 years ago
This review was collected via online systems.

Would you recommend this company to friends or 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 are friendly and professional and tailored to our requirements.


Richard W

— Richard W

Verified review (140806) Review left 12 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 provide clear understandable advice.

— Anonymous

Verified review (140805) Review left 12 years ago
This review was collected via online systems.

Would you recommend this company to friends or 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 maintain continuity of contact via regular review meetings, briefings and reports.


Tony W

— Tony W

Verified review (140804) Review left 12 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 is customer friendly and kept me well informed.


John Birch

— John B

Verified review (139184) Review left 12 years ago
This review was collected via online systems.

Would you recommend this company to friends or 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 was confident in assuring me that my investment was in good hands.


M Smith

— M S

Verified review (139183) Review left 12 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 & Barney at Equilibrium Asset Management gave clear, understandable explanations. They were very professional, kind and not patronising.


Molly F

— Molly F

Verified review (139182) Review left 12 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 gave a personal service very much centred on me, my family and my needs.


Carey R

— Carey R

Verified review (139181) Review left 12 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 Asset Management gave sound advice, and a strong financial model.

— Anonymous

Verified review (138052) Review left 12 years ago
This review was collected via online systems.

Would you recommend this company to friends or 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 is extremely helpful, approachable and personable. Also they offer clear, lucid advice.


Sarah Shorland

— Sarah S

Verified review (138051) Review left 12 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?

There is a very friendly atmosphere at Equilibrium Asset Management and I am more than happy with my portfolio.


Steve Franklin

— Steve F

Verified review (138050) Review left 12 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 is a well structured company. Andrew Hirst provides a proactive investment strategy and a high level personal service.


Roger Hawkins

— Roger H

Verified review (138049) Review left 12 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 and Lucas Jones at Equilibrium Asset Management inspire confidence and there is no high pressured sales activity.


D Regester

— D R

Verified review (137140) Review left 12 years ago
This review was collected via online systems.

Would you recommend this company to friends or 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?

The advisers from Equilibrium Asset Management show good attention to detail.


Mr Clayton

— Clayton

Verified review (137139) Review left 12 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 provide accessibility to adviser and manager. They sort questions immediately and offer up to date information through seminars and social lunches. Pleased that they are local and the parking is easy.


Jackie Longdon

— Jackie L

Verified review (137138) Review left 12 years ago
This review was collected via online systems.

Would you recommend this company to friends or 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 at Equilibrium provides a good, efficient service and is very friendly.


A Fisher

— A F

Verified review (136581) Review left 12 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 and Barney at Equilibrium offer clear information, informal but professional presentation.

— Anonymous

Verified review (136541) Review left 12 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 Asset Management was very pro-active relevant to market conditions and state of the economy.


Derek Turner

— Derek T

Verified review (136540) Review left 12 years ago
This review was collected via online systems.

Would you recommend this company to friends or 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?