Very professional, informative & friendly. Nothing is too much trouble.
— A B
Verified review (2265554)
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?
We have done nothing different this year as we didnt need to.
When does your feedback relate to?
January 2010
Friendly and professional
Friendly, professional and personal
— Helen K
Verified review (2259411)
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?
I have taken time to communicate with my 2 children regarding their financial circumstances and planning the best way to use my portfolio to benefit then and my 4 grandchildren - as recommended by equilibrium
When does your feedback relate to?
July 2025
Personal and tailored
It is always personal and tailors exactly to me.
— Gwynedd M
Verified review (2258854)
Review left 1 year 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?
When does your feedback relate to?
July 2025
Explained really well
Everything was explained really well and the ability to run through different scenarios was very useful and important info to base decisions on.
— Richard S
Verified review (2258815)
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?
When does your feedback relate to?
July 2025
Review from Google
Attended a very informative and useful cyber security seminar
— Chris Stone
T300927
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks Chris, I'm glad to hear you found the Masterclass it useful.
Review from Google
This person left a star rating but no comment.
— STEVE GIBBONS
T300677
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks Steve, alawys appreciated to get a 5* review.
Review from Google
Very useful Masterclass. Speakers were clear and q and a was informative too. Overran on time which is always a good indication!
— Colette Adams
T300678
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks Colette, I'll pass on your appreciation to Amanda and Lucy who do a fantastic job presenting the Cyber Security Masterclass.
Review from Google
I have been with Equilibrium for 10 years and I can honestly say that they have been brilliant. Through all the trials and tribulations they have consistently performed well. The customer is definitely King.
— Janet Hagerty
T300679
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Thanks Janet, it's great to hear we are meeting your expectations.
Relaxed but focused
Friendly & relaxed but focused.
— Nigel L
Verified review (2246529)
Review left 1 year ago
This review was collected via postage-paid feedback card.
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?
The cash flow forecasting is a good tool to provide confidence to continue with our plans despite the turbulent markets.
When does your feedback relate to?
June 2025
Very attentive
The advice our new advisor gave us with the relative information to move forward with our investments stood out.
— Anonymous
Verified review (2246522)
Review left 1 year ago
This review was collected via postage-paid feedback card.
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?
Helped our great grandchildren with investments.
Bought a new car.
When does your feedback relate to?
June 2025
Very comprehensive
Very comprehensive, thorough, detailed - clearly explained.
— Anonymous
Verified review (2246513)
Review left 1 year ago
This review was collected via postage-paid feedback card.
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?
Provided some support for grandchildren at university
When does your feedback relate to?
0
Extremely professional
Extremely professional and informed in a related atmosphere allowing a wide ranging conversation, but covering all the essential topics.
— Peter S
Verified review (2246500)
Review left 1 year ago
This review was collected via postage-paid feedback card.
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?
Reviewed out wills & power of attorney documents. Considered our ongoing spending plans.
When does your feedback relate to?
June 2025
Good service
Good personalised service.
— Anonymous
Verified review (2246493)
Review left 1 year ago
This review was collected via postage-paid feedback card.
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?
Looked to amend risk profile.
Sorted out power of attorney.
When does your feedback relate to?
June 2025
Pleasant and welcoming
Prompt actions.
Well informed.
Pleasant and welcoming.
— Anonymous
Verified review (2246489)
Review left 1 year ago
This review was collected via postage-paid feedback card.
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?
Had confidence that my finances are on track maintaining my current standard of living.
When does your feedback relate to?
0
Helpful discussions
Helpful discussions covering issues raised by me and M arising related to present financial uncertainties. Offered suggestions and support where this would be useful. As always friendly and informal approach.
— Chris F
Verified review (2246484)
Review left 1 year ago
This review was collected via postage-paid feedback card.
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?
Addressed 2 issues of concern to me with useful advice from equilibrium even though they were not directly related to my investments with them.
When does your feedback relate to?
0
Review from Google
Thorough holistic view of savings, income and preparation for inheritance tax and Power of attorney. Have helped us to get our finances in much better shape through a range of diversified investments. Experienced helpful teams who support and provide guidance with good ROI. The best company I have worked with compared to two previous. Equilibrium has been an excellent experience
— Dena Lipman
T293880
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Hi Dena, thanks for such a wonderful review. It's always great to hear that our range of services are appreciated, and our wonderful team continue to do a great job.
Review from Google
This person left a star rating but no comment.
— PETER MCGENITY
T291942
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Hi Peter, thanks for the 5* review.
Review from Google
It’s about having the feeling that you have a safety net, knowing they are there to answer questions and give good advice. They provide a truly trusted and personal service, I can’t recommend them enough.
— Julie Bennett
T282451
Review left 1 year ago
This review complies with Google's policies.
Reply from Equilibrium Financial Planning LLP
Hi Julie, thanks for your wonderful review, it is truly appreciated.
Clear recommendations
High knowledge, personable and clear with his recommendations.
— Paul D
Verified review (2222787)
Review left 1 year 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?
Much greater clarity on my current and future financial situation enabling me to relax into retirement
When does your feedback relate to?
may 2025
It is a continuum.
We appreciate the 6 monthly reviews which keep us up to date and provide new ideas.
— John S
Verified review (2220070)
Review left 1 year 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?
On advice we have taken advantage of capital gains tax allowances to the benefit of our family. We have been reminded of the importance of password management and utility wills in joint names
