Reviews & Ratings 

Captured and collated by Working Feedback

Helpfulness

Confidence

Communication

Level of Service

Review left 1 week ago

We've been clients since 2009. The service is consistently high and the investment performance is exceptional compared to their peers/competitors. Of late I've really appreciated the financial modelling Richard has carried out to support financial planning decisions.

- David I

Helpfulness

Confidence

Communication

Level of Service

Review left 1 week ago

The intensity

- Anonymous

Review left 1 week ago

We have been a client of Equilibrium for many years. During that time they have kept us well informed of market and legislation changes as well as recommending portfolio changes to meet the agreed strategy. Masterclasses are educational, informative and well presented. They are a safe pair of hands!

- Sheena L

Equilibrium Financial Planning LLP replied:

Thanks Sheena for the review, and great to hear the Masterclasses are hitting the spot.

 This review was published on Google.

Review left 2 weeks ago

This person left a star rating but no comments.

- David M

Equilibrium Financial Planning LLP replied:

Thanks David, always nice to get a 5 star review.

 This review was published on Google.

Review left 2 weeks ago

Equilibrium have looked after my families finances for several years and have made the transition into retirement for my parents smooth and stress free ensuring they can live their best life.

- Anna B

Equilibrium Financial Planning LLP replied:

Thanks Anna, it' s great to hear that we are living our purpose of 'Making People's Lives Better'.

 This review was published on Google.

Review left 2 weeks ago

Tim was well prepared. Described things with clarity. Good sound advice in a relaxed and friendly environment.

- Peter E

Helpfulness

Confidence

Communication

Level of Service

Review left 2 weeks ago

Friendly, personalise & advice that made me think differently about my financial affairs.

- Keith And Sue Becket

Helpfulness

Confidence

Communication

Level of Service

Review left 2 weeks ago

Always professional but at the same time friendly.

- Chris R

Helpfulness

Confidence

Communication

Level of Service

Review left 2 weeks ago

Explains very well, covers all aspects, firm yet polite!

- Anonymous

Helpfulness

Confidence

Communication

Level of Service

Review left 2 weeks ago

We trust Andy and the advice he gives. He often gives us a perspective we hadn't thought of. If you want more detailed info it is there for you to download and use. He explains our finances and gives us confidence in our position.

- Anonymous

Review left 3 weeks ago

Equilibrium have looked after our investments well for many years now and keep us informed of the market changes & opportunities to maximise our portfolio.

- Andrew F

Equilibrium Financial Planning LLP replied:

Hi Andrew, thanks for the review, and great to hear that we are meeting our high standards.

 This review was published on Google.

Review left 1 month ago

I have been with Equilibrium for nearly 9 years now and their service is exemplary. I've had the same financial advisor during that time (which is much appreciated) and feel that the service is very personal, so much so that I rang my financial advisor when considering a major career change. They also offer a range of masterclasses and I have attended ones about Power of Attorney and Care, which were very useful. Overall I find my interactions with Equilibrium very thought provoking as they focus on how your pension/investments can support the lifestyle you want.

- H M

Equilibrium Financial Planning LLP replied:

Thank you for such a lovely review and the details into all of the services we offer. We truly do aim to stand by the goal of 'Making people's lives better.'

 This review was published on Google.

Review left 1 month ago

Very informative and relaxed environment to leave

- Caroline W

Equilibrium Financial Planning LLP replied:

Thanks for the 5 star review Caroline, it's appreciated.

 This review was published on Google.

Review left 1 month ago

Just been to an Equilibrium Master Class on “The Care Conundrum” presented by Haydn Barlow. It was very informative and has inspired me to start work on preparing a written Care Plan for my wife and I something I probably wouldn’t have done if I had not attended this event. So big thanks to Equilibrium and Hayden

- Leslie I

Equilibrium Financial Planning LLP replied:

Thanks for the feedback on the Masterclass. I'm glad you found it so useful and I'll pass on your comments to Haydn.

 This review was published on Google.

Review left 1 month ago

I have been a client of Equilibrium for around 4 years. They are extremely helpful and approachable. I have attended a few of their master classes which have been excellent and very relevant to the current economic situation.

- Karen J

Equilibrium Financial Planning LLP replied:

Thanks for the Karen, it's appreciated. I'm also glad you enjoy the Masterclasses.

 This review was published on Google.

Review left 1 month ago

Great service

- Hugh D

Equilibrium Financial Planning LLP replied:

Thanks Hugh, always nice to hear that the service we offer is appreciated.

 This review was published on Google.

Review left 1 month ago

Very informative seminar with clear explanations

- Graham W

Equilibrium Financial Planning LLP replied:

The feedback is really appreciated Graham, and glad to know the seminar hit the spot.

 This review was published on Google.

Review left 1 month ago

A very informative master class on Power of Attorneys. Worth attending. Now need to act on his advice!. Thanks.

- June B

Equilibrium Financial Planning LLP replied:

Thanks, June. If you need any further help setting up your power of attorney, you know where to find us.

 This review was published on Google.

Review left 1 month ago

very informative and helpful masterclass on power of attorneys. Thank you

- Richard B

Equilibrium Financial Planning LLP replied:

Great to hear Richard, and I'll pass on your feedback to Jon.

 This review was published on Google.

Review left 1 month ago

This person left a star rating but no comments.

- Ianandmarie B

Equilibrium Financial Planning LLP replied:

Thanks for the the 5 star rating Ian & Marie. It's great to know we're meeting your expectations.

 This review was published on Google.

Review left 1 month ago

This person left a star rating but no comments.

- Judy M

Equilibrium Financial Planning LLP replied:

Thanks for the 5 star review Judy, it's appreciated.

 This review was published on Google.

Review left 1 month ago

Really enjoyed the presentation, the information given was right on the button.

- Mervyn J

Equilibrium Financial Planning LLP replied:

Thanks Mervyn, Colin's presentation certainly hit the mark as to where the world currently is after the budget, the US elections and the evolution of AI.

 This review was published on Google.

Review left 1 month ago

I have used Equilibrium for a number of years now; I have always valued their advice and especially value their inter-generational and tax mitigation planning.

- Geoff L

Equilibrium Financial Planning LLP replied:

Thanks Geoff, it's great to hear of the value we add to our clients be it financial planning, intergenerational and tax planning, or through the investments decisiona.

 This review was published on Google.

Review left 1 month ago

This person left a star rating but no comments.

- Richard M

Equilibrium Financial Planning LLP replied:

Thanks for the review Richard, your rating is highly appreciated.

 This review was published on Google.

Review left 1 month ago

Attended a wonderfully interesting & informative event, held at the inspirational location of Jodrell Bank & delivered eloquently by Colin Lawson, covering the effects of changes in the recent Budget & new Givernment, Trump & AI on our finances & future planning strategies

- Fiona M

Equilibrium Financial Planning LLP replied:

Hi Fiona, we're so glad you enjoyed the event especially as it was a new venue for ourselves so your feedback is highly important. I'll also pass on your feedback to Colin, and I must agree he gave an amazingly informative presentation which was also highly entertaining and engaging. Great picture as well.

 This review was published on Google.