Equilibrium Asset Management

Brooke Court, Lower Meadow Road, Handforth Dean, Wilmslow, Cheshire, SK9 3ND

 01614 862250

Quick Summary

Telephone
01614 862250
Website
Click to visit
Score
95%
Reviews
654
Rating:


5 stars (based on 654 reviews)
Rated from 1 to 5

About Equilibrium Asset Management

Equilibrium is the award winning Chartered wealth management company that offers a genuinely personalised financial planning and investment management service, giving clients confidence now and in the future. Headquartered in Wilmslow, Cheshire, we oversee more than £500 million worth of assets and are committed to delivering an exceptional service to all our clients. We also have offices in Knutsford and Chester. Since 1995, Equilibrium has been providing friendly expertise on wealth and investment management, pensions and estate planning strategies. Going beyond just providing advice on investments, we develop long-term financial plans for clients, making a positive difference to people so that life can be enjoyed.

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Testimonials

  • Excellent service
    Equilibrium Asset Management 18 Jul 17
    Rating: 1 5 5
    Written by

    We receive excellent service from everybody at Equilibrium, especially Andrew.


  • Very friendly and personal support
    Equilibrium Asset Management 18 Jul 17
    Rating: 1 5 5
    Written by

    Always professional and competent. Responsive to specific questions and diligent in the follow up. Pleasant and reliable interaction by support staff.


  • Very professional
    Equilibrium Asset Management 18 Jul 17
    Rating: 1 5 5
    Written by

    Staff are very professional and meeting times are prompt. Time and patience explaining the information.


  • The information equilibrium provide is understandable
    Equilibrium Asset Management 18 Jul 17
    Rating: 1 5 5
    Written by

    The information Equilibrium provide is understandable for persons outside the financial world. The annual review is the same and is quick, concise and to the point.


  • Given plenty of time
    Equilibrium Asset Management 18 Jul 17
    Rating: 1 5 5
    Written by

    I was given plenty of time. I felt my circumstances were well understood so any advice was tailored to me. Andrew and Laura were both friendly and welcoming. The information provided to me was pitched at the right level for my understanding.


  • Excellent
    Equilibrium Asset Management 11 Jul 17
    Rating: 1 5 5
    Written by

    Jason is second to none in his helpful way of explaining details and is very knowledgeable on all financial matters. We look forward to seeing him as a friend as well as an adviser. Once again we are very pleased with the service we receive from Equilibrium and they deserve the awards they have won.


  • Very welcoming
    Equilibrium Asset Management 06 Jul 17
    Rating: 1 5 4
    Written by

    All staff very welcoming and meeting started in time. Drinks offered and coffee very good. Good overview of where we are at and plenty of time for questions, without feeling we were being hurried. Paul was very easy to listen to and patient with our queries.


  • A clear understanding
    Equilibrium Asset Management 06 Jul 17
    Rating: 1 5 5
    Written by

    The team have a clear understanding of our financial requirements, both for now, forward planning to provide income and plan for tax efficient savings and Inheritance Tax. They ensure they are up dated to our changing current needs and circumstances. The financial information is presented clearly both in reports and using software for graphical illustration. Well done.


  • Impressed and encouraged
    Equilibrium Asset Management 06 Jul 17
    Rating: 1 5 5
    Written by

    We have been impressed and encouraged by Paul's, and others we have spoken to, professionalism and expertise. Paul's enthusiasm for our best interest as well as his ability to address our concerns are really impressive.


  • Simplicity
    Equilibrium Asset Management 27 Jun 17
    Rating: 1 5 5
    Written by

    Its simplicity, easy to understand and the performance of my investments, also Paul's attitude in explaining to us our options has been outstanding.


  • Always friendly and efficient
    Equilibrium Asset Management 27 Jun 17
    Rating: 1 5 5
    Written by

    Always friendly and efficient and pitched at my level. Great returns from the last year, so especially pleased with the management of my portfolio.


  • Courtesy, clarity
    Equilibrium Asset Management 27 Jun 17
    Rating: 1 5 5
    Written by

    Courteous staff and excellent clarity of explanation. We consider today's meeting to be the most beneficial we have experiences since we joined Equilibrium.


  • Friendly service
    Equilibrium Asset Management 27 Jun 17
    Rating: 1 5 5
    Written by

    Friendly service, good advice and very good returns on investments.


  • Extremely polite and welcoming
    Equilibrium Asset Management 27 Jun 17
    Rating: 1 5 5
    Written by

    As always, all staff are extremely polite welcoming. All matters are put to us in simple, straightforward terms which are understandable. Equilibrium staff make the complex world of finance much easier to understand and we never feel under pressure to bring a meeting to an end. Thank you all for all of your work on our behalf.


  • Professional and well prepared
    Equilibrium Asset Management 27 Jun 17
    Rating: 1 5 5
    Written by

    I recently had my annual review and found it, as ever, to be a professional and well prepared update. I am in no doubt as to the advice offered and indeed the reassurance I often. As a relative novice to the investment arena I feel I am gaining a real understanding of why and how it is important to have sound financial planning. Thanks to Paul and the team.


  • Equilibrium asset management
    Equilibrium Asset Management 27 Jun 17
    Rating: 1 5 5
    Written by

    Relaxed and well structured and informative meeting. Very productive discussion.


  • Excellent expertise
    Equilibrium Asset Management 27 Jun 17
    Rating: 1 5 5
    Written by

    Excellent expertise delivered in a friendly way. I am confident in the advice I receive and also the high level of background knowledge and resources at my adviser's disposal. Client manager provides an excellent service.


  • Tuned into our needs
    Equilibrium Asset Management 19 Jun 17
    Rating: 1 5 4
    Written by

    Andy is well tuned into our needs and is always very helpful and responsive.


  • Sensible, balanced, secure
    Equilibrium Asset Management 19 Jun 17
    Rating: 1 5 5
    Written by

    Not ego driven, sensible, balanced, secure rather than flashy.


  • Equilibrium asset management
    Equilibrium Asset Management 19 Jun 17
    Rating: 1 5 5
    Written by

    Although Equilibrium is now a large company, Paul makes you feel that he knows who you are and shows an interest in the family and your personal circumstances. You leave knowing that they would be there to help if you had any financial problems to sort out. Also very willing to explain and discuss financial strategy which I find interesting.


  • Equilibrium asset management
    Equilibrium Asset Management 19 Jun 17
    Rating: 1 5 5
    Written by

    Close attention paid to my own requirement and careful, straightforward way of answering my questions.


  • Punctual, organised
    Equilibrium Asset Management 19 Jun 17
    Rating: 1 5 5
    Written by

    Punctual, very organised with all info to hand. Paul, as always, had a really good grasp of where we were up to with our financial situation and investments.


  • Equilibrium asset management
    Equilibrium Asset Management 15 Jun 17
    Rating: 1 5 5
    Written by

    We are always dealt with in a courteous manner. Quite happy with everything.


  • Courteous
    Equilibrium Asset Management 15 Jun 17
    Rating: 1 5 5
    Written by

    Impressed with the courtesy of Equilibrium staff during my visit and the clarity and explanation of information provided.


  • Equilibrium asset management
    Equilibrium Asset Management 15 Jun 17
    Rating: 1 5 5
    Written by

    Adviser was well prepared for annual review. Very happy with Equilibrium over the past 6 years. I am entirely satisfied with performance, treatment, advice etc.


  • Equilibrium asset management
    Equilibrium Asset Management 12 Jun 17
    Rating: 1 5 5
    Written by

    Only two words, top man.


  • Friendly but very professional
    Equilibrium Asset Management 12 Jun 17
    Rating: 1 5 5
    Written by

    Friendly but very professional. Easy to understand, providing reassurance for the future with visible results and charts and the ability to explore different scenarios. Both financial adviser and client manager are very approachable. Easy to contact and respond quickly and efficiently to any inquiries. Superb service with excellent results.


  • Very informative
    Equilibrium Asset Management 12 Jun 17
    Rating: 1 5 5
    Written by

    Very informative and in layman's terms the numerous options that could be taken with the investment. Equilibrium are always up to date with current legislation. The friendliness of the staff goes a long way to having confidence in their ability to provide a good service.


  • Personal service
    Equilibrium Asset Management 12 Jun 17
    Rating: 1 5 5
    Written by

    Paul and Jamie took and interest in our situation and took time to future plan our investment. Did not rush. Provided all the information we needed. Explained clearly, concisely and eloquently. Gave us detailed figures, printed out, for us to take away plus notes of meeting to follow.


  • Equilibrium asset management
    Equilibrium Asset Management 12 Jun 17
    Rating: 1 5 4
    Written by

    Competency, we have confidence in Equilibrium's expertise and were happy at our review that the service we receive is appropriate and personal.


  • Life time financial planning
    Equilibrium Asset Management 12 Jun 17
    Rating: 1 5 5
    Written by

    They focus on life time financial planning and through life goals of the clients. They offer an informed and honest appraisal of the on going economic picture and react quickly to changing economic stimuli to optimize wealth management. David has been very responsive to any queries I have had during what has been an interesting 3 years of political and economic change.


  • Equilibrium asset management
    Equilibrium Asset Management 12 Jun 17
    Rating: 1 5 5
    Written by

    Andrew is always very polite and helpful. Everything is explained very clearly, as we are just ordinary, working class people who know very little about investments this is of great help to us. Any requests are dealt with very quickly. I am not a very confident investor but we have been with Equilibrium for 3 years and they have improved my confidence in investing and I am happy for them to manage my investments. Richard Higgs is our client manager, very polite, helpful and seems to have good knowledge of the financial industry. Overall very happy with Equilibrium.


  • Clear, positive
    Equilibrium Asset Management 05 Jun 17
    Rating: 1 5 5
    Written by

    Very clear, positive and helpful.


  • Easy to understand
    Equilibrium Asset Management 05 Jun 17
    Rating: 1 5 5
    Written by

    Comfortable and very friendly. Easy to understand.


  • Friendly and informal
    Equilibrium Asset Management 05 Jun 17
    Rating: 1 5 5
    Written by

    Friendly and informal however there was a huge amount of information given in a very clear and easy to understand way. All questions were answered. Very satisfied.


  • Friendly, knowledgeable
    Equilibrium Asset Management 25 May 17
    Rating: 1 5 5
    Written by

    Friendly and very knowledgeable adviser. Good, clear explanations about investment strategy, projections and other information produced. Helpful projection of future living and care costs in relation to assets. Full responses to questions. Quarterly presentations are helpful.


  • Equilibrium asset management
    Equilibrium Asset Management 25 May 17
    Rating: 1 5 5
    Written by

    We have been impressed by everyone at Equilibrium.


  • Clear understanding
    Equilibrium Asset Management 25 May 17
    Rating: 1 5 5
    Written by

    Out adviser provided a clear understanding of our current financial position and advised us of what isl likely to happen in the near future. Our experience with Equilibrium has been excellent.


  • Professional, helpful
    Equilibrium Asset Management 25 May 17
    Rating: 1 5 5
    Written by

    They are professional and helpful and have explained their actions clearly.


  • Attention to detail
    Equilibrium Asset Management 25 May 17
    Rating: 1 5 5
    Written by

    Attention to detail especially on how we can mitigate IHT. Also, consideration on our possible house move to the south.


  • Professional
    Equilibrium Asset Management 17 May 17
    Rating: 1 5 5
    Written by

    Professional and advice/comments were realistic, practical and in our interest/benefit.


  • Thorough, patient and understanding
    Equilibrium Asset Management 17 May 17
    Rating: 1 5 5
    Written by

    The person who deals with my finances, Andy, is thorough, patient and understanding of my needs. The service I get from Andy is second to none, one hundred percent. Everything is perfect.


  • Equilibrium asset management
    Equilibrium Asset Management 17 May 17
    Rating: 1 5 5
    Written by

    Helpful, clear communication and reporting.


  • Equilibrium asset management
    Equilibrium Asset Management 17 May 17
    Rating: 1 5 5
    Written by

    All round excellence.


  • Outstanding
    Equilibrium Asset Management 09 May 17
    Rating: 1 5 5
    Written by

    David's help with thinking about our long term finances has been outstanding. We are not there yet but without David's help we will never get there. Well done David and Equilibrium.


  • Very personal and personable service
    Equilibrium Asset Management 02 May 17
    Rating: 1 5 5
    Written by

    Such a pleasure to feel someone is looking out for financial affairs and would warn us of any landmines on the horizon.


  • Matched my needs exactly
    Equilibrium Asset Management 02 May 17
    Rating: 1 5 5
    Written by

    Matched my needs exactly. Well presented and understandable, friendly and relaxed. met my expectations and helped me to feel more confident about my finances in the future.


  • Equilibrium asset management
    Equilibrium Asset Management 02 May 17
    Rating: 1 5 5
    Written by

    Good clarity of communication and reporting.


  • Focused on our requirements
    Equilibrium Asset Management 25 Apr 17
    Rating: 1 5 5
    Written by

    Focused on our requirements which may not maximise the return for Equilibrium.


  • Pleasant, knowledgeable
    Equilibrium Asset Management 25 Apr 17
    Rating: 1 5 5
    Written by

    Very pleasant and knowledgeable, good coffee.


  • Equilibrium asset management
    Equilibrium Asset Management 25 Apr 17
    Rating: 1 5 5
    Written by

    Personal service.


  • Professional, friendly
    Equilibrium Asset Management 25 Apr 17
    Rating: 1 5 5
    Written by

    Professional and friendly meeting. Information presented well.


  • Concise and accurate
    Equilibrium Asset Management 25 Apr 17
    Rating: 1 5 5
    Written by

    No flannel, explained in an easily understood manner. Both Andrew and Richard always follow up on any request made.


  • They listen carefully
    Equilibrium Asset Management 25 Apr 17
    Rating: 1 5 5
    Written by

    They listen carefully and are responsive. They prepare thoroughly and thoughtfully for discussions and meetings. We have open discussion on options to meet our objectives.


  • Friendly, relaxed
    Equilibrium Asset Management 25 Apr 17
    Rating: 1 5 5
    Written by

    So friendly, relaxed, helpful and knowledgeable.


  • Equilibrium asset management
    Equilibrium Asset Management 25 Apr 17
    Rating: 1 5 5
    Written by

    Analysis of our requirements and how they may be best met in the current investment environment.


  • Friendly and informative
    Equilibrium Asset Management 25 Apr 17
    Rating: 1 5 5
    Written by

    The meeting on 11th April dealt with some fairly complex issues. These were dealt with in Jason's usual expert way. Very impressively, when certain facts were not known they were ascertained with answers being conveyed to me the following day. The six monthly meetings are one of the best features oft he Equilibrium service. As always Jason and Mark were friendly and informative. I cannot fault any aspect of the service provided by Equilibrium.


  • Equilibrium asset management
    Equilibrium Asset Management 25 Apr 17
    Rating: 1 5 5
    Written by

    Early this year we had, unexpectedly, to access about 80 percent of our 'Education Fund Trust' within the family portfolio. Andrew Hirst attended to this promptly and has also taken the trouble to provide examples of an alternative idea of withdrawals over a 6 year period. However we opted for a lump sum withdrawal. This necessitated a complete rebalance of the portfolio and appraisal of the tax position at that time and for the future. All this was carried out quickly to our April deadline and to our entire satisfaction.


  • Friendly yet professional
    Equilibrium Asset Management 25 Apr 17
    Rating: 1 5 5
    Written by

    We attended our annual review which as usual was carried out in a friendly yet professional manner, by our adviser and client manager. To feel secure in the fact that our finances are being managed by such a great organisation is important at any age and that is what Equilibrium deliver in abundance. The service given by Equilibrium is second to none.


  • The informal review was very helpful
    Equilibrium Asset Management 25 Apr 17
    Rating: 1 5 5
    Written by

    The informal review was very helpful. Paul was genuinely interested in us and our children and he was clear and helpful and he answered our questions well.


  • Comprehensive, professional, friendly
    Equilibrium Asset Management 25 Apr 17
    Rating: 1 5 5
    Written by

    It is comprehensive and embraces all of our questions relative to the management of our assets, currently future pension requirements, legacies that we might leave to our children and grandchildren and of course tax position relative to IHT. Paul and Katy are professional, knowledgeable, friendly and they do what they say they are going to do.


  • Detailed reviews
    Equilibrium Asset Management 25 Apr 17
    Rating: 1 5 4
    Written by

    The detailed reviews with projections of our future worth allowing for changes which may occur. Assistance and advice is always available by telephone, regular emails with market outlooks and seminars.


  • Friendly, knowledgeable
    Equilibrium Asset Management 25 Apr 17
    Rating: 1 5 5
    Written by

    Friendly, knowledgeable and explained things thoroughly.


  • Pro-active
    Equilibrium Asset Management 12 Apr 17
    Rating: 1 5 5
    Written by

    Pro-active in dealing with difficult situations and changes, effective communications and prognosis. Feel as though they are a member of the family given advice ranging through the generations, kids and grandchildren, they are now adults. A culture of friendly professionalism, readily available. They are very cost conscious and are always looking for efficiency for the benefit of all. Confidence in the advice they give but they are still open to debate. A client since Jan 2004, we have seen the high standards of integrity and performance established int he early days maintained and improved upon even in difficult trading conditions.


  • Pleasant atmosphere
    Equilibrium Asset Management 12 Apr 17
    Rating: 1 5 5
    Written by

    The meeting was conducted in a pleasant and sociable atmosphere. All relevant business issues were discussed professionally and supported with explanations given with real clarity. After the meeting we concluded the funds with Equilibrium were being managed most efficiently and hoped it would continue into the foreseeable future.


  • Helpful and considerate
    Equilibrium Asset Management 12 Apr 17
    Rating: 1 5 5
    Written by

    I have always found David helpful and considerate. He explains carefully what he thinks is applicable to my circumstances without ever pressuring me. The advice he gives is well thought out although I do not always take it. I feel confident with him as my adviser.


  • Impressed by the clarity
    Equilibrium Asset Management 05 Apr 17
    Rating: 1 5 5
    Written by

    At a recent meeting with Mr Farrugia my wife and I were particularly impressed by the clarity of this summary of our present financial position and what steps if any we should take.


  • Understanding of my personal needs
    Equilibrium Asset Management 05 Apr 17
    Rating: 1 5 5
    Written by

    Understanding of my personal needs and recommendations made to suit them, particularly with regard to income.


  • Very warm and friendly
    Equilibrium Asset Management 05 Apr 17
    Rating: 1 5 5
    Written by

    Jason is very warm and friendly. He takes his time and makes you feel like a valued client. I like the way that he explains things in a simple, understandable way. His communication skills are excellent and I trust him 100 percent.


  • Equilibrium asset management
    Equilibrium Asset Management 05 Apr 17
    Rating: 1 5 5
    Written by

    I was looking for financial advice for retirement. I was skeptical of FA's, wondering what returns they could realistically achieve and at what cost. I have now been with Equilibrium for over 3 years and have appreciated their holistic views of my financial needs, assessment of my current assets and advice, appreciation of my attitude towards risk, minimising tax, appreciation of my changing circumstances. Since 2014 Andy has won over my confidence and I would be happy to recommend Equilibrium to others.


  • Excellent communications
    Equilibrium Asset Management 30 Mar 17
    Rating: 1 5 5
    Written by

    Excellent communication eg news letters, seminars and reports. All on a very regular basis. They come to you on a one to one basis, if felt necessary. Very well handled transition from previous financial managers.


  • Understanding
    Equilibrium Asset Management 30 Mar 17
    Rating: 1 5 4
    Written by

    Understanding of my requirements.


  • Personally tailored
    Equilibrium Asset Management 24 Mar 17
    Rating: 1 5 5
    Written by

    It was personally tailored at the meeting and very detailed. Contact between meetings is replied to immediately with the on point information required. They care about you and the service you get.


  • Friendly, informative
    Equilibrium Asset Management 24 Mar 17
    Rating: 1 5 5
    Written by

    Friendly, informative and professional. Good presentation.


  • Diligent, professional
    Equilibrium Asset Management 24 Mar 17
    Rating: 1 5 5
    Written by

    Diligent, professional and with an easy going manner. This together with his research and thoroughness goes a long way in giving clients confidence, in the way Equilibrium go about their business. As I have stated before my wife and I have been with three other financial advisers before Equilibrium. However the thing which impresses us the most is the firm willingness to mix clients socially, giving them the chance to discuss the service offered with their expectations, this transparency to us shows absolute confidence in their services.


  • Client meeting
    Equilibrium Asset Management 24 Mar 17
    Rating: 1 5 5
    Written by

    The recent meeting with Andrew and Rob was conducted in a friendly manner but the preparation for the meeting was excellent and feedback was given in a very professional manner, supported by relevant hand outs and charts. I find that communications with Equilibrium in face to face meetings, telephone contact and written correspondence is excellent.


  • Excellent
    Equilibrium Asset Management 24 Mar 17
    Rating: 1 5 5
    Written by

    Everything, excellent as always.


  • High quality, clear presentation
    Equilibrium Asset Management 24 Mar 17
    Rating: 1 5 5
    Written by

    High quality, clear presentation that was easy to understand. Reassurance +++. Covered all my areas on concern and queries. Forecasting addressed several scenarios including a significant fall in the markets but demonstrated my investments should be safe.


  • Equilibrium asset management
    Equilibrium Asset Management 24 Mar 17
    Rating: 1 5 5
    Written by

    I became a client of Equilibrium 5 years ago because I was very impressed with the rigorous manner in which they construct and manage their model portfolios to cater for individual's requirements. My experience of Equilibrium during the ensuing years has further confirmed this view, as evident from regular review meetings and attendance at their seminars and updating presentations which keep one in touch with Equilibrium's strategy and tactics for coping with the challenges of a turbulent and unsettled market. Communication of the organisation's ethos could hardly be bettered with excellently designed and presented printed material - Equinox - supplemented by web blogs written by the senior partners, as an ongoing commentary on the markets.


  • Very satisfied
    Equilibrium Asset Management 24 Mar 17
    Rating: 1 5 5
    Written by

    Been going here for so long, I take their service for granted and have no new expectations. Very satisfied.


  • Everything is about making the client comfortable
    Equilibrium Asset Management 23 Mar 17
    Rating: 1 5 5
    Written by

    Information is explained in a clear manner encouraging discussion, presentation, accommodation, reception and personnel are great. Notes taken and actions registered. Nobody is rushing, everything is about making the client comfortable in all aspects and it works.


  • Friendly, welcoming
    Equilibrium Asset Management 23 Mar 17
    Rating: 1 5 4
    Written by

    Generally friendly and welcoming atmosphere at the meeting. I am probably not the average Equilibrium client in that I do not aspire to drive a Lamborghini.


  • Equilibrium asset management
    Equilibrium Asset Management 23 Mar 17
    Rating: 1 5 5
    Written by

    Friendly, engaged and interested. Well informed and well prepared. Thank you.


  • Very professional, great clarity
    Equilibrium Asset Management 23 Mar 17
    Rating: 1 5 5
    Written by

    Very professional, great clarity, full document back up and visual presentation of our account details. We appreciated the warm welcome and refreshments after a long journey.


  • Pension
    Equilibrium Asset Management 23 Mar 17
    Rating: 1 5 5
    Written by

    Pension advice etc.


  • Friendly, personal approach
    Equilibrium Asset Management 23 Mar 17
    Rating: 1 5 5
    Written by

    Friendly, personal approach, checking I understand the terms used and the graphs. I have been a client for many years and the service I have received has been consistently good.


  • Exceptional, personal service
    Equilibrium Asset Management 23 Mar 17
    Rating: 1 5 5
    Written by

    The personal service we receive is exceptional. We never feel rushed at a meeting. We are very impressed with Jason's knowledge of our personal circumstances and requirements with regards to financial planning. Equilibrium's management of our portfolio inspires confidence that they have our interests at heart and we are reassured by the cautious approach taken with our investments.


  • Clear, concise, understandable
    Equilibrium Asset Management 07 Mar 17
    Rating: 1 5 5
    Written by

    Clear, concise, understandable advice, especially for those of us who struggle with the whole world of financial investment. Planning well ahead into our futures has made me able to relax more knowing Inheritance Tax has been reduced as much as possible for our children along with allowances for future projects and old age. I just feel that since I moved to Equilibrium 4 or 5 years ago they have exceeded my expectations. I am more than happy with their hard work and the services offered.


  • Looking after our financial interests
    Equilibrium Asset Management 07 Mar 17
    Rating: 1 5 5
    Written by

    We always feel that Equilibrium are looking after our financial interests enthusiastically and achieve the best possible outcomes when managing our portfolio. In addition Andy and Richard are always helpful and knowledgeable.


  • Efficient service
    Equilibrium Asset Management 07 Mar 17
    Rating: 1 5 4
    Written by

    The service and communication is efficient.


  • Clear, up to date information
    Equilibrium Asset Management 07 Mar 17
    Rating: 1 5 5
    Written by

    Up to date information provided, very clearly. Change of adviser successfully achieved. Financial objectives achieved for the year. Kept up to date by communications including emails. Advice given regarding bank closure as a possible alternative.


  • Professional and efficient
    Equilibrium Asset Management 07 Mar 17
    Rating: 1 5 5
    Written by

    Clear explanation of investment rationale and future outcomes.


  • Personal, well explained
    Equilibrium Asset Management 07 Mar 17
    Rating: 1 5 5
    Written by

    Gave advice on finances outside nucleus portfolio.


  • Very good service
    Equilibrium Asset Management 07 Mar 17
    Rating: 1 5 5
    Written by

    I have had very good service from everyone so far.


  • Clear, well explained
    Equilibrium Asset Management 07 Mar 17
    Rating: 1 5 5
    Written by

    Clear and very well explained.


  • Generating a profit
    Equilibrium Asset Management 07 Mar 17
    Rating: 1 5 5
    Written by

    In spite of Brexit uncertainties Equilibrium have succeeded in generating a profit which gives me the confidence to believe they will continue to do so on my behalf.


  • Surpassed our expectations
    Equilibrium Asset Management 02 Mar 17
    Rating: 1 5 5
    Written by

    At our meetings, from the start, we have been listened to and their actions and results have surpassed our expectations.


  • Friendly and relaxed
    Equilibrium Asset Management 02 Mar 17
    Rating: 1 5 5
    Written by

    Friendly and relaxed. Personalised. Professional, well prepared, informative with well evidenced advice.


  • Very helpful
    Equilibrium Asset Management 02 Mar 17
    Rating: 1 5 5
    Written by

    Very helpful in making us aware of things that needed to be considered in the longer term and advice as to ways to address such considerations. Always focused and friendly.


  • Excellent service
    Equilibrium Asset Management 02 Mar 17
    Rating: 1 5 5
    Written by

    Excellent service.


  • Very good service
    Equilibrium Asset Management 02 Mar 17
    Rating: 1 5 5
    Written by

    Very good service and straight talking. Very happy with the meeting we had and good advice given.


  • Equilibrium asset management
    Equilibrium Asset Management 28 Feb 17
    Rating: 1 5 5
    Written by

    Regular quarter updates on my investments. Newsletters and updates on the markets and strategy. Friendly and welcoming, professional staff.Staff always follow through on what was agreed and answers any queries promptly.


  • Open, honest and efficient
    Equilibrium Asset Management 28 Feb 17
    Rating: 1 5 5
    Written by

    Everything I want Equilibrium to do and more is being undertaken to a high standard.


  • Helpful, accommodating
    Equilibrium Asset Management 28 Feb 17
    Rating: 1 5 5
    Written by

    Paul and Tim are helpful, accommodating and always deliver a personal service. Paul knows the product inside out and his knowledge on all of the matters that we discuss is impeccable. Paul and Tim respond to queries quickly and with a full answer whilst keeping us up to date with all we need to know. Paul is incredibly friendly and polite making it an absolute pleasure to interact with him. The same can be said about Tim. All in all an outstanding service delivered by a best in class team.


  • Very happy
    Equilibrium Asset Management 28 Feb 17
    Rating: 1 5 5
    Written by

    Very happy with service.


  • Excellent advice
    Equilibrium Asset Management 28 Feb 17
    Rating: 1 5 5
    Written by

    Excellent IHT advice and related use of pension pots for draw down. Extremely helpful and efficient contact with Katy. Clear explanations of investment strategy and checking my agreement with the proposed plans. Great 21st birthday event. Friendly and professional review meetings.


  • Friendly, open, transparent
    Equilibrium Asset Management 28 Feb 17
    Rating: 1 5 5
    Written by

    Friendly, open, transparent, willing to engage in open discussion and offer further explanations when requested and required.


  • Very friendly team
    Equilibrium Asset Management 28 Feb 17
    Rating: 1 5 5
    Written by

    Very happy with all advice, and would recommend Equilibrium happily.


  • Constant friendly advice
    Equilibrium Asset Management 28 Feb 17
    Rating: 1 5 5
    Written by

    I have the ability to contact Equilibrium at any time and have been pleased with the constant friendly advice.


  • Knowledgeable, sound advice
    Equilibrium Asset Management 28 Feb 17
    Rating: 1 5 5
    Written by

    Very knowledgeable about my finances and the market. Sound advice re planning for family.


  • Professional yet friendly
    Equilibrium Asset Management 28 Feb 17
    Rating: 1 5 5
    Written by

    A very professional yet friendly and informal meeting. I was even offered a toasted tea cake with my coffee.


  • Would recommend to others
    Equilibrium Asset Management 28 Feb 17
    Rating: 1 5 5
    Written by

    I would recommend Equilibrium to others, I find them to be helpful and the service is carried out to a high standard.


  • Personal service
    Equilibrium Asset Management 23 Feb 17
    Rating: 1 5 5
    Written by

    Personal service and good preparation beforehand for review.


  • Speed and efficiency
    Equilibrium Asset Management 07 Feb 17
    Rating: 1 5 5
    Written by

    My queries are dealt with speed and efficiency. I asked for pension value projection for my 3 daughters and 2 grandchildren, that came very quickly and was very useful. I am also responsible for both my in laws and Jason has made various suggestions. I always try to attend Mike Deverill's quarterly reviews which I find are informative and interesting.


  • Balanced portfolio
    Equilibrium Asset Management 07 Feb 17
    Rating: 1 5 5
    Written by

    Equilibrium have been my financial advisers for over 10 years. Our average return over the past 5 years is 8.5 percent after charges. Whilst not generating the high returns achievable when the UK FTSE soars as it did in 2016 Equilibrium equally do not generate the significant losses which can occur when the reverse happens to the FTSE ie they have a good balanced portfolio. Their results marry in to their growth. Over my period with them I have seen the company grow significantly and their success has been recognised in the industry awards which they have received. They could not have achieved this growth and recognition without clients being satisfied by their overall performance.


  • Satisfactory returns
    Equilibrium Asset Management 07 Feb 17
    Rating: 1 5 4
    Written by

    They have achieved satisfactory returns in the good years, full judgment withheld until we have been through a difficult market.


  • Professionalism
    Equilibrium Asset Management 07 Feb 17
    Rating: 1 5 5
    Written by

    Impressed by their professionalism and their ability to understand individual circumstances and therefore needs of individual.


  • Happy with everything
    Equilibrium Asset Management 07 Feb 17
    Rating: 1 5 5
    Written by

    Excellent service in every way.


  • Equilibrium asset management
    Equilibrium Asset Management 31 Jan 17
    Rating: 1 5 5
    Written by

    Aura of professionalism.


  • Excellent, helpful and cheerful
    Equilibrium Asset Management 31 Jan 17
    Rating: 1 5 5
    Written by

    Excellent, helpful and cheerful also the the receptionists are obliging. Coffee, very good.


  • Consistently friendly
    Equilibrium Asset Management 31 Jan 17
    Rating: 1 5 5
    Written by

    A consistently friendly welcome on arrival and the prompt provision of refreshments. This welcome is continued on meeting the adviser and client manager. Thorough preparation undertaken before the meeting, a questionnaire for the client and the information provided in detail by the adviser at the meeting, such as relevant facts, figures and charts. Willingness and ability to answer questions and discuss matters of concern or interest. Openness and honesty about Equilibrium's strategy regarding equity markets.


  • Down to earth
    Equilibrium Asset Management 31 Jan 17
    Rating: 1 5 5
    Written by

    First time with Paul, very down to earth. Barney is great.


  • Detailed, well explained
    Equilibrium Asset Management 31 Jan 17
    Rating: 1 5 5
    Written by

    Detailed, explicit, well explained. Questions answered fully.


  • Delighted with the outcome
    Equilibrium Asset Management 31 Jan 17
    Rating: 1 5 5
    Written by

    They have the ability to convey knowledge and information about the services and issues. Courtesy and friendliness at all times. Willingness to discuss and explain and answer all questions. We are delighted with the outcome of the decisions made regarding our investments.


  • Regular updates
    Equilibrium Asset Management 31 Jan 17
    Rating: 1 5 5
    Written by

    I appreciate the regular updates by email and publications that keep me informed as to what they are doing to maintain and increase my portfolio in these difficult times and the face to face meeting with Richard.


  • Relaxed
    Equilibrium Asset Management 23 Jan 17
    Rating: 1 5 5
    Written by

    Meetings are relaxed but informative. Do not feel pushed into decisions.


  • Attention to detail
    Equilibrium Asset Management 06 Jan 17
    Rating: 1 5 5
    Written by

    The attention to detail and the personalised presentation of our financial and investment position in relation to the general portfolio and market assessment. Being genuinely treated as a client. Understanding our position very well and posing very relevant questions and suggested ways forward. A very pleasant but business like experience.


  • I would not hesitate to recommend equilibrium
    Equilibrium Asset Management 06 Jan 17
    Rating: 1 5 5
    Written by

    I would not hesitate to recommend Equilibrium, and my adviser in particular, to anyone wanting in depth advice about their financial affairs. My only regret is that we did not do this sooner. It has been a long process trying to get my financial affairs in order, particularly since my husband's death a few months after we joined. Without Andy I would have been floundering around trying to make sense of it all for probate. They tackled it all for me and it could not have been an easy task. Thank you Andy! I used to dread any talk of investments and financial planning but I now look forward to our quarterly meetings.


  • Personal attention
    Equilibrium Asset Management 20 Dec 16
    Rating: 1 5 5
    Written by

    Personal attention.


  • Good advice
    Equilibrium Asset Management 20 Dec 16
    Rating: 1 5 4
    Written by

    Good advice and listens of my requirement.


  • Detailed knowledge
    Equilibrium Asset Management 13 Dec 16
    Rating: 1 5 5
    Written by

    Detailed knowledge of Paul and Tim regarding present and past information and the explanation of results. The long term growth over 15 years of 7 to 8 percent.


  • Warm welcome, friendly
    Equilibrium Asset Management 09 Dec 16
    Rating: 1 5 5
    Written by

    Warm welcome, friendly and professional service keeping clients fully informed at all stages. Reassurance and communication including regular seminars, establishing risk and making sure clients are in their comfort zone. Discretionary management ensuring changes are made at the right time, very important to us. Excellent back up and research team.


  • Access to advice
    Equilibrium Asset Management 08 Dec 16
    Rating: 1 5 4
    Written by

    Access to advice facilitated by client manager. Clarity of advice. Regular statements. Annual review with Financial Manager. Detailed annual report and review of client objectives.


  • Very professional
    Equilibrium Asset Management 08 Dec 16
    Rating: 1 5 5
    Written by

    Very professional and balanced advice.


  • Efficient presentation
    Equilibrium Asset Management 08 Dec 16
    Rating: 1 5 5
    Written by

    Efficient presentation of figures and awareness of personal needs and views.


  • Professional, friendly
    Equilibrium Asset Management 08 Dec 16
    Rating: 1 5 5
    Written by

    Professional, friendly, transparent, a trustful service.


  • Straightforward professionalism
    Equilibrium Asset Management 08 Dec 16
    Rating: 1 5 5
    Written by

    We were really impressed with the straightforward professionalism. Andrew and Rob prepared and delivered the latest review in precise and comprehensive terms and we left the review with a sound, overall understanding of how things stand. This was done in a good humoured but serious manner. It is also clear to see how the reports, actions and guidance have drawn on an effective range of Equilibrium services to position our investments in the right place. A commendable performance when we consider how the world keeps on being turned on it's head. Additionally, Andrew offered advice on a non portfolio issue which arose in our forward planning discussion for which we are grateful. Such interest in a client's welfare is reassuring. And the surprise bonus? Highlighting a tax benefit we had overlooked.


  • Clear, consistent
    Equilibrium Asset Management 08 Dec 16
    Rating: 1 5 5
    Written by

    Clear, consistent, friendly and jargon free.


  • Equilibrium asset management
    Equilibrium Asset Management 24 Nov 16
    Rating: 1 5 5
    Written by

    What stood out for me about the service I received from Equilibrium was the work that Andrew and Richard Higgs had done preparing advice on my Father's portfolio before our review meeting and the the software projections relating to retirement income and how they could be instantly adapted to incorporate new information.


  • Clear and concise
    Equilibrium Asset Management 24 Nov 16
    Rating: 1 5 5
    Written by

    The explanations and updates are clear and concise, and most importantly clear to understand.


  • Very helpful
    Equilibrium Asset Management 24 Nov 16
    Rating: 1 5 5
    Written by

    Very explicit explanation of the portfolio. Very helpful and a friendly atmosphere.


  • Proactive, friendly
    Equilibrium Asset Management 24 Nov 16
    Rating: 1 5 5
    Written by

    Proactive, friendly and approachable.


  • Frequent advice and information
    Equilibrium Asset Management 24 Nov 16
    Rating: 1 5 5
    Written by

    Advice and information is provided frequently in an easily intelligible form, in language the layman understands. Questions are answered clearly. Underlying the advice and information is that there is no quick fire guaranteed result, to say something on these lines would undermine credibility and yet some reports in the press come close to that. Equilibrium have always done what they said they were going to do and that gives me confidence in them.


  • Very good service
    Equilibrium Asset Management 10 Nov 16
    Rating: 1 5 5
    Written by

    The service I receive in general is very good but I find my yearly review with Andrew both helpful and reassuring. There is always something to learn and take forward.


  • Clear and simple terms
    Equilibrium Asset Management 10 Nov 16
    Rating: 1 5 5
    Written by

    Explained in clear and simple terms. Prepared to give advice on non core services and topics. Provide options to consider to improve my situation. Honest and friendly.


  • Thoroughly professional
    Equilibrium Asset Management 10 Nov 16
    Rating: 1 5 5
    Written by

    Thoroughly professional, committed to client care, friendly and highly knowledgeable in their field. I have complete confidence that our financial affairs are in very capable hands.


  • Understandable
    Equilibrium Asset Management 10 Nov 16
    Rating: 1 5 5
    Written by

    Andrew's summary of the current situation was understood by both if us.


  • Excellent communication
    Equilibrium Asset Management 10 Nov 16
    Rating: 1 5 5
    Written by

    Excellent communication with regular updates on the financial situation affecting the investments and their ability to assess these situations in a positive way for our investments.


  • Professional, open and clear
    Equilibrium Asset Management 10 Nov 16
    Rating: 1 5 5
    Written by

    I have worked with David for many years and always found him to be professional, open and clear in all our dealings.


  • Enjoy retirement without financial worries
    Equilibrium Asset Management 10 Nov 16
    Rating: 1 5 5
    Written by

    They have been managing our savings and investments for the last thirteen years. All professionally administered with year on year increase in funds way above bank interest or inflation. This has now provided a substantial reserve that will allow us to enjoy retirement without any financial worries.


  • Well prepared
    Equilibrium Asset Management 10 Nov 16
    Rating: 1 5 5
    Written by

    The meeting was well prepared and all questions fully answered. All staff were friendly and reassuring. A pleasure to be with Equilibrium.


  • Very good presentation
    Equilibrium Asset Management 10 Nov 16
    Rating: 1 5 5
    Written by

    As usual a very good presentation by Jason. Always clear with his explanations, never tries to waffle his way, his assistant makes very precise notes.


  • Professional, proactive and comprehensive
    Equilibrium Asset Management 27 Oct 16
    Rating: 1 5 5
    Written by

    Professional, proactive and comprehensive.


  • Professional and competent
    Equilibrium Asset Management 27 Oct 16
    Rating: 1 5 5
    Written by

    A very professional and competent explanation of our portfolio investments.


  • Honest and friendly
    Equilibrium Asset Management 20 Oct 16
    Rating: 1 5 4
    Written by

    Straight forward and honest explanations, friendly.


  • Competent, knowledgeable and trustworthy
    Equilibrium Asset Management 20 Oct 16
    Rating: 1 5 5
    Written by

    We are very happy to entrust our saving to Equilibrium to manage because Andrew is so competent, knowledgeable and trustworthy. We are always made to feel relaxed and welcome, our questions are answered openly and we receive full information about all our investments. This advice is invaluable to us and enables us to face old age with fewer worries.


  • Straight forward, honest
    Equilibrium Asset Management 20 Oct 16
    Rating: 1 5 5
    Written by

    Straight forward and honest, explanations and friendliness.


  • Efficient feedback
    Equilibrium Asset Management 13 Oct 16
    Rating: 1 5 5
    Written by

    Well organised meetings which start on time. Quick answers to our questions. I am very happy with their service.


  • Friendly, knowledgeable, understanding
    Equilibrium Asset Management 13 Oct 16
    Rating: 1 5 5
    Written by

    We have been seeing Jason and Barney now for many years and as always they are friendly, knowledgeable and understand our needs.


  • Friendly and efficient
    Equilibrium Asset Management 13 Oct 16
    Rating: 1 5 5
    Written by

    Friendly and efficient over the many years we have been with them.


  • Clarity of presentation
    Equilibrium Asset Management 13 Oct 16
    Rating: 1 5 5
    Written by

    Clarity of presentation. Ability to communicate in layman language.


  • Totally satisfied
    Equilibrium Asset Management 13 Oct 16
    Rating: 1 5 5
    Written by

    Always a comprehensive report on our investments. We are totally satisfied.


  • A clear plan of action
    Equilibrium Asset Management 13 Oct 16
    Rating: 1 5 5
    Written by

    Confident that they have a clear plan of action to manage the portfolio through general market turmoil to achieve performance aligned to my requirements.


  • Our 10th anniversary with eq
    Equilibrium Asset Management 12 Oct 16
    Rating: 1 5 5
    Written by

    They have done us proud and achieved all the things we asked of them and more .


  • Proactive
    Equilibrium Asset Management 06 Oct 16
    Rating: 1 5 4
    Written by

    Want to work with you to achieve objectives. Try hard to be proactive in a volatile financial market. Listens to what is being said.


  • Excellent service
    Equilibrium Asset Management 06 Oct 16
    Rating: 1 5 5
    Written by

    Very friendly attitude, clear, concise explanations of issues, excellent advice for the future, tea, coffee offered and biscuits and sweets. Excellent service, plenty of time to ask questions.


  • Equilibrium asset management
    Equilibrium Asset Management 06 Oct 16
    Rating: 1 5 4
    Written by

    It is easier to list elements which are absent, arrogance, subservience, pompousness, laziness, lack of follow up, lack of explanation.


  • Practical advice
    Equilibrium Asset Management 27 Sep 16
    Rating: 1 5 5
    Written by

    Practical advice re forthcoming pension requirements and will preparation.


  • Every confidence in equilibrium
    Equilibrium Asset Management 22 Sep 16
    Rating: 1 5 4
    Written by

    I have every confidence in Andrew's advice and appreciate the way in which any queries I may have are handled by Andrew and Richard.


  • Reliable, systematic
    Equilibrium Asset Management 22 Sep 16
    Rating: 1 5 5
    Written by

    Reliable, systematic, friendly.


  • Clear, efficient, courteous
    Equilibrium Asset Management 20 Sep 16
    Rating: 1 5 5
    Written by

    On our annual visit to Equilibrium we were treated with the usual friendliness and courtesy. All financial matters were explained to us clearly and efficiently. We have utter faith in Any Baker and his team.


  • Professional, clear
    Equilibrium Asset Management 20 Sep 16
    Rating: 1 5 5
    Written by

    Professional and clear explanations.


  • Excellent service.
    Equilibrium Asset Management 13 Sep 16
    Rating: 1 5 5
    Written by

    An excellent service from all staff at Equilibrium, Paul, Rebecca and Chloe were thoughtful. Always a brilliant service.


  • Performance and client care
    Equilibrium Asset Management 08 Sep 16
    Rating: 1 5 4
    Written by

    This was my first important year with Equilibrium, I feel justified in my decision to move based on performance and client care from Paul, Nicola and other team members.


  • Courteous, friendly
    Equilibrium Asset Management 08 Sep 16
    Rating: 1 5 4
    Written by

    Courteous and friendly with the ability to give more detail on financial matters as necessary.


  • Well prepared meeting
    Equilibrium Asset Management 08 Sep 16
    Rating: 1 5 5
    Written by

    Friendly demeanor, well informed about the financial situation. Delivered info in a clear way and pitched his presentation at an easily understandable level.


  • Highly organised and professional
    Equilibrium Asset Management 08 Sep 16
    Rating: 1 5 4
    Written by

    Adviser is always well prepared and able to answer all questions. Down to earth approach. We feel we have a very good rapport with Paul and Nicola.


  • Friendly and knowledgeable
    Equilibrium Asset Management 06 Sep 16
    Rating: 1 5 5
    Written by

    Friendly and knowledgeable.


  • Superb
    Equilibrium Asset Management 06 Sep 16
    Rating: 1 5 5
    Written by

    Superb as usual.


  • Personal circumstances
    Equilibrium Asset Management 25 Aug 16
    Rating: 1 5 5
    Written by

    Andrew showed me that he wanted to understand my own personal circumstances and preferences. Then he advised on the options with pros and cons.


  • Very satisfied with current and past experience
    Equilibrium Asset Management 25 Aug 16
    Rating: 1 5 5
    Written by

    All aspects of our investments were covered in clear and understandable terms. Positive aspect reflected for the coming year.


  • Wellprepared
    Equilibrium Asset Management 25 Aug 16
    Rating: 1 5 5
    Written by

    Jason Lowe was well prepared. Relevant to our own situation, clear data analysis, continuous review, no resting on laurels.


  • Professional, polite
    Equilibrium Asset Management 25 Aug 16
    Rating: 1 5 5
    Written by

    Professional, polite, good humour, well researched documentation on our situation. A positive approach giving confidence.


  • Very sensitive and patient manner
    Equilibrium Asset Management 17 Aug 16
    Rating: 1 5 4
    Written by

    Very sensitive and patient manner at all our discussions.


  • Reduced the risks
    Equilibrium Asset Management 11 Aug 16
    Rating: 1 5 4
    Written by

    EQM have reduced the risks in my portfolio and have increased its stability. My tax position is also better. I have a lot of confidence in their advice.


  • Do their utmost to assist
    Equilibrium Asset Management 11 Aug 16
    Rating: 1 5 5
    Written by

    Outstanding quality of information given whether it be verbal, written or on screen. I think they do their utmost to ensure that their clients understand what is going on in the financial world.


  • Respect as a client
    Equilibrium Asset Management 11 Aug 16
    Rating: 1 5 5
    Written by

    I feel respected as a client and they will carefully explain anything I don't quite understand and address anything I wish to raise. From the moment I walk into Equilibrium I feel most comfortable as the staff are always so personable and well mannered and focused on me as a client. I also trust Equilibrium.


  • After nine years we feel qualified to comment
    Equilibrium Asset Management 11 Aug 16
    Rating: 1 5 5
    Written by

    EQ regularly examine their model portfolios to optimise them. They constantly evolve their process to ensure their service is appropriate and informed. They listen well and communicate well. They admit their occasional mistakes and fix them right away. Colin Lawson, Nilesh Patel and Mike Deverell prepare very thoroughly for meetings and we come away feeling reassured that our money is being cared for to the best of their ability. They archive returns in line with other asset managers. Their investment seminars are excellent.


  • Very pleasant manner
    Equilibrium Asset Management 28 Jul 16
    Rating: 1 5 4
    Written by

    Andrew has a very pleasant manner which sets one at ease. He prepares well for our Review Meeting and knows his subject very well. Andrew listens as well as he talks.


  • Very individual service
    Equilibrium Asset Management 22 Jul 16
    Rating: 1 5 5
    Written by

    Very individual service and friendly advice given. The very important investment decisions taken on our behalf.


  • Straight forward
    Equilibrium Asset Management 22 Jul 16
    Rating: 1 5 4
    Written by

    Straight forward, understandable explanation and advice.


  • Personal attention
    Equilibrium Asset Management 22 Jul 16
    Rating: 1 5 4
    Written by

    Personal attention, regular briefings.


  • Friendly, professional, approachable
    Equilibrium Asset Management 22 Jul 16
    Rating: 1 5 5
    Written by

    Always friendly, professional and approachable. Have the ability to pitch their content and level of detail to suit me, not too complicated. Interesting time to have my annual review, day before EU referendum, with it's surprise result. Preparation to cover either result had obviously been done and portfolio adjusted to react to the effect it might have on the market, thus minimising as much as possible any potential losses.


  • Very good
    Equilibrium Asset Management 04 Jul 16
    Rating: 1 5 4
    Written by

    Generally very good.


  • Friendly and pofessional
    Equilibrium Asset Management 04 Jul 16
    Rating: 1 5 4
    Written by

    Friendly, professional, clear explanations.


  • Punctual, polite
    Equilibrium Asset Management 29 Jun 16
    Rating: 1 5 4
    Written by

    Punctual for home visit. Polite, informative and friendly. Good at listening to our views ie a conversation, not talked at. Ease of contact, good at returning phone calls.


  • Very professional
    Equilibrium Asset Management 29 Jun 16
    Rating: 1 5 5
    Written by

    Jason Lowe and Rob Daily were very professional int he way that they explained our portfolio and several tax implications to my wife and myself. They were very friendly and made us feel quite at ease. As far as we were concerned their service was perfect.


  • Friendly, calm and straightforward
    Equilibrium Asset Management 29 Jun 16
    Rating: 1 5 5
    Written by

    Andrew's approach was friendly, calm and straightforward. I felt that my personal circumstances and wishes were being appraised carefully. There was no sense of being urged into a one size fits all solution. Andrew shows the flexibility and quick understanding of the expert in his own field and answers my questions clearly and patiently when necessary. Another comment, I think that the reassurance sought by clients is reinforced by Equilibrium's offices, relatively simple but of good quality and good taste, comfortable and convenient, immaculate and tellingly unpretentious.


  • Very professional
    Equilibrium Asset Management 29 Jun 16
    Rating: 1 5 5
    Written by

    Very professional and well researched. Lots of information on actions taken and reasons why. Very proactive and thinking ahead. I am always kept informed on any changes to my portfolio.


  • Good performance
    Equilibrium Asset Management 22 Jun 16
    Rating: 1 5 4
    Written by

    Friendly advice, good communication, good performance, reasonable cost of advice.


  • Courteous, efficient
    Equilibrium Asset Management 22 Jun 16
    Rating: 1 5 5
    Written by

    Tim Latham at Equilibrium is friendly, courteous, clear and efficient.


  • Treated as individual customers
    Equilibrium Asset Management 22 Jun 16
    Rating: 1 5 5
    Written by

    We are treated as individual customers and always feel our needs are understood and provided for. It is always a pleasure meeting any of the team whom we believe are well turned out and act professionally.


  • Very client orientated
    Equilibrium Asset Management 22 Jun 16
    Rating: 1 5 5
    Written by

    Very thorough, very client orientated. Everything clearly explained. Show a detailed knowledge of our situation and requirements.


  • Very professional
    Equilibrium Asset Management 22 Jun 16
    Rating: 1 5 4
    Written by

    David McKendrick offered advice that is very relevant to our circumstances.


  • Informative and useful
    Equilibrium Asset Management 14 Jun 16
    Rating: 1 5 5
    Written by

    I have confidence in their understanding of our affairs and situations, offered options to assist any future scenarios. Easily accessible. Particularly find the seminars informative and useful.


  • Thoroughly professional service
    Equilibrium Asset Management 14 Jun 16
    Rating: 1 5 5
    Written by

    An all round thoroughly professional service. The people at the top know what they are doing. Returns are good in a difficult market.


  • Friendly, prompt
    Equilibrium Asset Management 14 Jun 16
    Rating: 1 5 5
    Written by

    Very clean information, friendly discussion. Prompt action afterwards.


  • Excellent management of my investments
    Equilibrium Asset Management 14 Jun 16
    Rating: 1 5 5
    Written by

    Excellent management of my investments. Dealing with very nice people.


  • Personal, professional
    Equilibrium Asset Management 07 Jun 16
    Rating: 1 5 5
    Written by

    Personal, professional, attention to detail, client central to service, approachable, high standard.


  • Untitled review
    Equilibrium Asset Management 26 May 16
    Rating: 1 5 5
    Written by

    We appreciate their understanding, over many years, of our needs and requirements which have changed over time. Clear explanations of possible solutions to problems. Willing to go over and above their brief to find out more details from pension companies with regard to second wife pension entitlements. A feel of being at ease with Andrew and Lucy and not feeling out of our depth.


  • Help, friendly, informative
    Equilibrium Asset Management 26 May 16
    Rating: 1 5 5
    Written by

    Very helpful, friendly and informative.


  • Help and advice
    Equilibrium Asset Management 26 May 16
    Rating: 1 5 4
    Written by

    Help, advice and recommendations for the future.


  • All round good service
    Equilibrium Asset Management 17 May 16
    Rating: 1 5 5
    Written by

    All round good service. Jason Lowe is quick to respond to queries.


  • Explains in simple terms
    Equilibrium Asset Management 17 May 16
    Rating: 1 5 5
    Written by

    As usual the welcome and the way you feel at ease. Explains everything in simple terms for you to understand. No problems at all.


  • Very well prepared
    Equilibrium Asset Management 17 May 16
    Rating: 1 5 5
    Written by

    All information was immediately to hand, very well prepared. Clear, concise information given. Very friendly, approachable staff. Excellent as always. Definitely recommend.


  • Very knowledgeable
    Equilibrium Asset Management 17 May 16
    Rating: 1 5 4
    Written by

    Very pleasant, apparently honest advice in presentations, not raising expectations too high. Adviser is very knowledgeable about investments and tax issues. Review sessions are relaxed and there is opportunity to raise any queries or concerns.


  • Friendly and pofessional
    Equilibrium Asset Management 17 May 16
    Rating: 1 5 5
    Written by

    Friendly and professional.


  • Personal and friendly
    Equilibrium Asset Management 17 May 16
    Rating: 1 5 4
    Written by

    Open to investments outside Equilibrium if it is in my best interest. Very informative. Easy to make decisions with ongoing and future information. Excellent client manager, friendly receptionist, made to feel welcome.


  • Professionaliam and integrity
    Equilibrium Asset Management 04 May 16
    Rating: 1 5 4
    Written by

    Total professionalism and integrity to s high standard. Regular communications and seminars particularly when markets going through very difficult and volatile periods. Coordination of investments with income tax, inheritance tax etc to give cost effective solutions, consideration given to inter generation planning. Advisers readily available to discuss way forward and areas of concern. Management charges clearly explained and are fair. As the company has expanded the culture of friendly professionalism, including professional qualifications, has been maintained and even improved.


  • Complete transparency
    Equilibrium Asset Management 29 Apr 16
    Rating: 1 5 5
    Written by

    Equilibrium show knowledge of my affairs and of financial products available, a reasonable rate of performance, in view of the economic environment, fairness and integrity.


  • Clear and comprehensive
    Equilibrium Asset Management 29 Apr 16
    Rating: 1 5 4
    Written by

    Andrew answered all our queries and explained his recommendations. We value the expertise and very much appreciate that they come out to us.


  • Efficient, thorough
    Equilibrium Asset Management 29 Apr 16
    Rating: 1 5 4
    Written by

    Explanations relatively easy to follow. They are friendly, good listening and understanding of my needs and very helpful.


  • Very professional service
    Equilibrium Asset Management 19 Apr 16
    Rating: 1 5 4
    Written by

    A very professional service with clear communication. Paul has a very friendly manner and seems to be interested in you as a person and has a good memory. We were impressed with the way he looks for ways to enhance our portfolio which he also implements.


  • Very well prepared
    Equilibrium Asset Management 19 Apr 16
    Rating: 1 5 5
    Written by

    As usual Jason and Mark were very well prepared for the meeting. The preliminary paperwork had been sent about a week before the meeting. They clearly know my family and our circumstances. The meeting was conducted in a friendly way with plenty of flexibility for me to ask questions and make comments. I was pleased that a new member of staff attended the meeting as part of her training programme. These regular 6 monthly meetings are what make Equilibrium so much better than other IFAs I have dealt with.


  • Personable
    Equilibrium Asset Management 19 Apr 16
    Rating: 1 5 4
    Written by

    I have found Jason Lowe from Equilibrium to be personable and approachable.


  • Active management
    Equilibrium Asset Management 13 Apr 16
    Rating: 1 5 5
    Written by

    I enjoy the seminars. Equilibrium provide active management of the investment.


  • Felt very personalised
    Equilibrium Asset Management 12 Apr 16
    Rating: 1 5 5
    Written by

    Felt very personalised and invested in us as people and not just finances.


  • Clarity of information
    Equilibrium Asset Management 12 Apr 16
    Rating: 1 5 4
    Written by

    Friendly, concern for well being. Clarity of production of information. Clarity in replying to questions put to them.


  • Knowledgeable and competent
    Equilibrium Asset Management 12 Apr 16
    Rating: 1 5 5
    Written by

    Very knowledgeable and competent. Feel very relaxed with Andrew managing our affairs.


  • Straight talking
    Equilibrium Asset Management 12 Apr 16
    Rating: 1 5 5
    Written by

    Straight talking. The guys are on the ball and are working the market hard.


  • Polite and clear
    Equilibrium Asset Management 23 Mar 16
    Rating: 1 5 5
    Written by

    Paul at Equilibrium is polite, clear, to the the point and he listened.


  • Helpful and thorough
    Equilibrium Asset Management 23 Mar 16
    Rating: 1 5 5
    Written by

    Our adviser always listens to our requirements and is helpful and thorough in dealing with them. He then explains carefully the actions taken ensuring we understand fully the reasoning behind decisions taken. Importantly we have been very pleased with the performance of the Equilibrium Discretionary Asset Management Team over time.


  • Good service
    Equilibrium Asset Management 15 Mar 16
    Rating: 1 5 4
    Written by

    All round good service from people who have a good grasp of the issues.


  • Friendly approach
    Equilibrium Asset Management 15 Mar 16
    Rating: 1 5 5
    Written by

    Friendly approach. Very clear visual graphics.


  • Diligent, professional
    Equilibrium Asset Management 15 Mar 16
    Rating: 1 5 5
    Written by

    Andrew Hirst is diligent, professional with an easy going manner, this together with his research and thoroughness goes a long way in giving clients confidence in the way Equilibrium goes about its business. My wife and I have been with two other financial advisers before Equilibrium. The thing that impresses most is the transparency. The mixing together socially of clients so they can compare the service offered with their expectations.


  • Full understanding
    Equilibrium Asset Management 15 Mar 16
    Rating: 1 5 4
    Written by

    Andy Baker has a full understanding of my aims.


  • Explains things simply
    Equilibrium Asset Management 08 Mar 16
    Rating: 1 5 3
    Written by

    Andy really know his clients. Explains things simply, easily, without showing any sign of condescension. Above all, Equilibrium's performance stand head and shoulders above other returns. Facilities are excellent, professional without one thinking that too much of the clients fees are being spent.


  • Good communication
    Equilibrium Asset Management 08 Mar 16
    Rating: 1 5 5
    Written by

    Good communication and updates regarding my portfolio. Regular newsletters and personal emails when the market is volatile to offer reassurance. Annual face to face meetings. Accessibility to my financial adviser.


  • Useful
    Equilibrium Asset Management 08 Mar 16
    Rating: 1 5 5
    Written by

    Andy at Equilibrium provided a projection of the state of my finances, under current circumstances, up to the age of 90. This was a useful exercise which made me realise I could probably spend more if I want to.


  • Clarity and transparency
    Equilibrium Asset Management 02 Mar 16
    Rating: 1 5 5
    Written by

    Equilibrium offer clarity and transparency, they are responsive to queries, friendly and are willing to explain issues.


  • Professional, friendly, personal
    Equilibrium Asset Management 02 Mar 16
    Rating: 1 5 5
    Written by

    Equilibrium offer a professional service, good communication and a willingness to give advice on topics not directly related to our investments. We have found them to be friendly and personal.


  • Equilibrium asset management
    Equilibrium Asset Management 02 Mar 16
    Rating: 1 5 3
    Written by

    You can contact your advisor any time you wish. The fact that Equilibrium do not advertise in newspapers is a bonus. The lunches throughout the y ear offer you the opportunity to meet and talk to other people.


  • Sound, sensible advice
    Equilibrium Asset Management 02 Mar 16
    Rating: 1 5 5
    Written by

    Basically just sound, sensible advice. Also a very good review of the economic situation both in the UK and worldwide was given. I like the idea that nothing is fixed in stone, if Equilibrium consider another way of limiting risk etc in the way they invest our monies. They consider, they review, before they try it. But once set, they do it.


  • Friendly but professional
    Equilibrium Asset Management 02 Mar 16
    Rating: 1 5 5
    Written by

    Equilibrium are friendly but professional. Plenty of time is allocated for discussion, questions, answers etc.


  • Well researched investment strategy
    Equilibrium Asset Management 02 Mar 16
    Rating: 1 5 5
    Written by

    Equilibrium have a well researched investment strategy and measure its success, making changes where needed to improve returns. The service itself is proactive, friendly, open, pragmatic and honest. As a client you feel very welcome at Equilibrium's offices and events.


  • Patient, positive
    Equilibrium Asset Management 02 Mar 16
    Rating: 1 5 5
    Written by

    Equilibrium were very patient when listening to our background history, which was given to enable them to appreciate where we are today. They answered our concerns very positively. The presentation of the monetary position was given in a very competent manner and in a friendly manner.


  • Outstanding service
    Equilibrium Asset Management 24 Feb 16
    Rating: 1 5 5
    Written by

    Everything about the service from Equilibrium was outstanding.


  • Annual review meeting
    Equilibrium Asset Management 24 Feb 16
    Rating: 1 5 4
    Written by

    Friendly, personalised and unhurried. Excellent financial information, explanation and advice giving good understanding and confidence that Equilibrium is managing my money well. Good reception, coffee, biscuits and visitor parking.


  • Fantastic service
    Equilibrium Asset Management 24 Feb 16
    Rating: 1 5 3
    Written by

    Good attention to detail, effective process for planning our future. Andy and Rob make the whole process very easy and relevant. I always enjoy our meetings. They are always very friendly and efficient.


  • Friendly and approachable
    Equilibrium Asset Management 24 Feb 16
    Rating: 1 5 5
    Written by

    Very friendly, approachable and interested in their client. Well prepared for our interviews and lots of information.


  • Well prepared
    Equilibrium Asset Management 24 Feb 16
    Rating: 1 5 5
    Written by

    Andrew Hirst was well prepared for the annual meeting having reviewed my portfolio in advance.


  • Honest, clear, friendly
    Equilibrium Asset Management 24 Feb 16
    Rating: 1 5 5
    Written by

    We like the honesty, clarity and friendliness of our annual meeting. Also the occasional mid term information meeting is useful and keeps you well informed about your investment portfolio.


  • Knowledgeable, professional
    Equilibrium Asset Management 17 Feb 16
    Rating: 1 5 4
    Written by

    Knowledgeable, professional, informal, well prepared and an excellent service.


  • Very professional and friendly
    Equilibrium Asset Management 17 Feb 16
    Rating: 1 5 5
    Written by

    Equilibrium is a very professional and friendly organisation. They keep you up to date at all times.


  • Excellent personal relationship
    Equilibrium Asset Management 17 Feb 16
    Rating: 1 5 5
    Written by

    Equilibrium have a good understanding of our families needs, excellent personal relationship, clarity of explanations about strategy and a good return on the investments in difficult markets.


  • Comfort with investment strategy
    Equilibrium Asset Management 17 Feb 16
    Rating: 1 5 5
    Written by

    Equilibrium give clear explanations of the current market situation and own portfolio and as a result offer comfort with investment strategy.


  • Impressed with the service
    Equilibrium Asset Management 17 Feb 16
    Rating: 1 5 5
    Written by

    We have been with Equilibrium for 11 years and we have always been impressed by their service and advice, initially through Colin Lawson and later through David McKendrick and the client manager. As far as I can see they have generally performed better than their competitors by investing in a mixed portfolio including property and bank defined return products at the appropriate time. We have seen the company and its total investment assets grow significantly. This success does not come without them having satisfied its growing number of clients.


  • Friendly approach
    Equilibrium Asset Management 11 Feb 16
    Rating: 1 5 5
    Written by

    Jason Lowe at Equilibrium Asset Management provides information and explanations in an understandable way.


  • Equilibrium asset management
    Equilibrium Asset Management 11 Feb 16
    Rating: 1 5 5
    Written by

    What stands out for about the service is the comprehensive manner in which the review of my investment is managed.


  • Helpful
    Equilibrium Asset Management 09 Feb 16
    Rating: 1 5 5
    Written by

    I find Jason at Equilibrium Asset Management to be helpful and feel confident with them managing my finances.


  • Friendly and informative
    Equilibrium Asset Management 09 Feb 16
    Rating: 1 5 5
    Written by

    I find Jason Lowe at Equilibrium to be friendly and informative, he is always approachable.


  • Honest and plain speaking
    Equilibrium Asset Management 09 Feb 16
    Rating: 1 5 5
    Written by

    I am confident that what I am told is what my position is, also regarding fees etc. I am able to understand the thought process behind the investment decisions and fee structure. All staff members I have come into contact with are friendly. I felt supported during my change in circumstances.


  • Personal interest in the client
    Equilibrium Asset Management 14 Jan 16
    Rating: 1 5 5
    Written by

    Equilibrium show a personal interest in the client with a good knowledge of the client and family. They pay attention to detail and provide clear explanations. They are available and are value for money.


  • Very good service
    Equilibrium Asset Management 13 Jan 16
    Rating: 1 5 5
    Written by

    I found Andrew Hirst to be helpful, I have confidence in Equilibrium and the service was carried out to a high standard.


  • Clear and concise advice
    Equilibrium Asset Management 13 Jan 16
    Rating: 1 5 5
    Written by

    Jason Lowe at Equilibrium provided clear and concise advice, he was friendly and personable.


  • Clear and precise information
    Equilibrium Asset Management 13 Jan 16
    Rating: 1 5 5
    Written by

    The information was given with precision and clarity.


  • A personal service
    Equilibrium Asset Management 13 Jan 16
    Rating: 1 5 5
    Written by

    Jason Lowe at Equilibrium Asset Management provided a personal service, aware of our family circumstances and financial objectives.


  • Andrew hirst has a good knowledge of the subject
    Equilibrium Asset Management 21 Dec 15
    Rating: 1 5 5
    Written by

    Andrew Hirst has a good knowledge of the subject and an understanding of our situation with a genuine interest in our future planning.


  • Balanced and objective review
    Equilibrium Asset Management 16 Dec 15
    Rating: 1 5 5
    Written by

    We always feel we receive a balanced and objective review, Andrew is very aware of all aspects of our investment, especially in relation to tax, trusts etc.


  • They go the extra mile
    Equilibrium Asset Management 10 Dec 15
    Rating: 1 5 5
    Written by

    David at Equilibrium is very good at explaining investment considerations, options and performance and most importantly he listens. He is a pleasure to work with. In addition we have found the seminars and magazine well presented and informative. Overall the company is considerate, respectful and willing to go the extra mile for its clients. I look forward to an investment return to match.


  • Regular communication
    Equilibrium Asset Management 10 Dec 15
    Rating: 1 5 5
    Written by

    Regular communication and good, clear investment performance information and statistics.


  • Excellent review
    Equilibrium Asset Management 10 Dec 15
    Rating: 1 5 5
    Written by

    Jason Lowe at Equilibrium Asset Management provided an excellent review of potential options relating to pensions for forthcoming retirement and the option of taking a transfer from a secure final salary scheme not previously considered.


  • Clear explanations
    Equilibrium Asset Management 02 Dec 15
    Rating: 1 5 5
    Written by

    Equilibrium give clear explanations of all the investment decisions that were made in the last year, and a comprehensive discussion of our financial needs and planning over the next few years.


  • Open and free communication
    Equilibrium Asset Management 02 Dec 15
    Rating: 1 5 5
    Written by

    Equilibrium provide open and free communication on our investments and what we should do without any pressure and very understandable. We are told what has gone well and not so well and an update of the appropriate financial world. I do talk about our experience with Equilibrium with our friends and recommend them when appropriate.


  • Highly professional
    Equilibrium Asset Management 02 Dec 15
    Rating: 1 5 5
    Written by

    I consider the staff at Equilibrium to be highly professional together with good communication skills. As far as the financial service that they provide I am happy to say all my expectations have been met. At our last meeting Andy Baker presented at my request some on screen graphics which perfectly answered my questions on my future finances. Andy is very capable of explaining financial information which sometimes require difficult concepts to be put into terms I can understand which is much appreciated.


  • Enquiries are dealt with promptly
    Equilibrium Asset Management 26 Nov 15
    Rating: 1 5 5
    Written by

    The phone is always answered straight away and enquiries are dealt with promptly. Staff are excellent and Andy and Catherine always have time to deal with whatever you ask.


  • Detailed presentation
    Equilibrium Asset Management 26 Nov 15
    Rating: 1 5 4
    Written by

    The detailed graphic presentation was simple to follow, probably easy to plan with modern technology but useful information presented.


  • Easy to understand
    Equilibrium Asset Management 25 Nov 15
    Rating: 1 5 4
    Written by

    Updates and forecasts are easy to understand.


  • Fully explained
    Equilibrium Asset Management 25 Nov 15
    Rating: 1 5 5
    Written by

    David has been my adviser for a long time and has become a trusted friend and adviser regarding financial matters. All details are fully explained, guidance given is accurate and we never feel we are forced in to any decisions relating to our portfolio. My wife and I are very happy with the comprehensive service we feel we are given by Equilibrium, our adviser David McKendrick and client manager Mark Barlow.


  • Consistently professional
    Equilibrium Asset Management 25 Nov 15
    Rating: 1 5 5
    Written by

    David McKendrick at Equilibrium provides a consistently professional service, personally focused and delivered in a friendly, supportive manner.


  • The usual high standard
    Equilibrium Asset Management 12 Nov 15
    Rating: 1 5 5
    Written by

    We have had the usual high standard form Equilibrium Asset Management and expect the same going forward. Excellent to see an expanding workforce and the training opportunities being provided to your graduates.


  • Very clear, regular feedback
    Equilibrium Asset Management 12 Nov 15
    Rating: 1 5 5
    Written by

    Very clear and well explained. Regular feedback at convenient intervals. Flexibility of advice to suit my circumstances and any changes I might want to make.


  • Very satisfied
    Equilibrium Asset Management 12 Nov 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management provide good communication and everything is explained in simple terms. Help is always available when and if needed.


  • No hard sell
    Equilibrium Asset Management 12 Nov 15
    Rating: 1 5 4
    Written by

    Equilibrium Asset Management take time to understand your situation and offer comprehensive reporting in an understandable manner. They show a willingness to want to work with you at your pace. Overall professional approach.


  • Nilesh patel
    Equilibrium Asset Management 12 Nov 15
    Rating: 1 5 5
    Written by

    Everything is as it should be.


  • Instils confidence
    Equilibrium Asset Management 12 Nov 15
    Rating: 1 5 5
    Written by

    David at Equilibrium Asset Management continues to instil confidence in the portfolio supporting our lifestyle now, in the future and in our childrens future. Finger firmly on the pulse.


  • Professional yet friendly
    Equilibrium Asset Management 12 Nov 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management are professional while still being friendly. Everything is explained clearly and openly which leads to total confidence.


  • A personal service
    Equilibrium Asset Management 12 Nov 15
    Rating: 1 5 5
    Written by

    Personal, tailored to our needs. We believe the service is just right for us.


  • Helpful and friendlly
    Equilibrium Asset Management 12 Nov 15
    Rating: 1 5 5
    Written by

    Helpful and friendly advice, and they listen to and discuss clients views.


  • David mckendrick
    Equilibrium Asset Management 05 Nov 15
    Rating: 1 5 4
    Written by

    I happy with the service I receive from David McKendrick at Equilibrium Asset Management.


  • Andrew hirst
    Equilibrium Asset Management 05 Nov 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management continually keep us updated on current economic status and how they are reacting to it to maximise gains without the required risk limits.


  • Excellent service
    Equilibrium Asset Management 05 Nov 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management supply prompt, accurate and clear responses to queries and advice.


  • Very well prepared
    Equilibrium Asset Management 02 Nov 15
    Rating: 1 5 5
    Written by

    It was apparent that the meeting had been very well prepared. A friendly and relaxed atmosphere.


  • Very approachable and informative
    Equilibrium Asset Management 02 Nov 15
    Rating: 1 5 4
    Written by

    My wife and I find Jason and Lucy very approachable and informative. Jason's annual feedback review meetings are very good, they are informative and explanatory. We feel that they have a very easy way of presenting and making clients feel at ease which is an extremely important factor for financial advisors etc.


  • Pleasant
    Equilibrium Asset Management 02 Nov 15
    Rating: 1 5 5
    Written by

    Very easy explanations, pleasant personality.


  • Professional, informative
    Equilibrium Asset Management 29 Oct 15
    Rating: 1 5 5
    Written by

    Professional, informative, sound investment advice.


  • Aligned with your needs
    Equilibrium Asset Management 29 Oct 15
    Rating: 1 5 5
    Written by

    Equilibrium are fully open in providing all information necessary to understand fully their decision making. Every action is aligned with your needs, and our future plans are fully explained and amply agreed before action. Excellent.


  • Personalised service
    Equilibrium Asset Management 29 Oct 15
    Rating: 1 5 5
    Written by

    The service we received from Equilibrium Asset Management was very personalised, understandable and gave us confidence in our financial situation, in Andrew himself and in Equilibrium as a whole.


  • Attention to detail
    Equilibrium Asset Management 29 Oct 15
    Rating: 1 5 5
    Written by

    In general I feel as a partner in a partnership, able to have my wishes heard. Specifically I like the attention to detail; the ball is rarely if ever dropped.


  • Professional, courteous, friendly
    Equilibrium Asset Management 22 Oct 15
    Rating: 1 5 5
    Written by

    Andy Baker at Equilibrium Asset Management is professional with a courteous and friendly approach and is thoroughly preparation for annual reviews. I am delighted to hear they are about to open a permanent office on the Wirral side of Chester. I like the fact that their performance figures are quoted after the fees.


  • Equilibrium asset management
    Equilibrium Asset Management 20 Oct 15
    Rating: 1 5 3
    Written by

    Thorough and detailed.


  • Andy baker
    Equilibrium Asset Management 15 Oct 15
    Rating: 1 5 4
    Written by

    We are happy with the service provided by Equilibrium Asset Management.


  • Easy to follow advice
    Equilibrium Asset Management 15 Oct 15
    Rating: 1 5 5
    Written by

    Ross Davies at Equilibrium Asset Management gives me confidence that everything is under control. Advice provided is easy to follow and of a high quality.


  • Andrew hirst
    Equilibrium Asset Management 15 Oct 15
    Rating: 1 5 5
    Written by

    Andrew at Equilibrium Asset Management has assimilated our responses to the pie meeting questionnaire and prepared a detailed and personalised response to all the issues raised.


  • Friendly, understandable
    Equilibrium Asset Management 15 Oct 15
    Rating: 1 5 5
    Written by

    Jason and Barnley at Equilibrium Asset Management are friendly, very business like and understandable in all aspects. Very, very happy with the whole set up.


  • Very happy with them
    Equilibrium Asset Management 15 Oct 15
    Rating: 1 5 5
    Written by

    As usual the friendliness and understanding of what you want from your investments. Very proactive and on the ball.


  • A professional approach
    Equilibrium Asset Management 09 Oct 15
    Rating: 1 5 4
    Written by

    Andrew Hirst at Equilibrium Asset Management has a professional approach, the discussion centres on my own individual requirements.


  • Care and commitment
    Equilibrium Asset Management 09 Oct 15
    Rating: 1 5 5
    Written by

    Although we do not have a substantial investment portfolio the care and commitment we receive from Equilibrium Asset Management makes us feel relevant. There is ease of access to discuss any issues plus the frequent reports we receive on topical issues provides a meaningful communication structure. Also, ease of access to monitor investment performance on their website is invaluable.


  • Jason lowe
    Equilibrium Asset Management 09 Oct 15
    Rating: 1 5 4
    Written by

    The new software which projected forward our expenditure is outstanding.


  • A high level of expertise
    Equilibrium Asset Management 07 Oct 15
    Rating: 1 5 5
    Written by

    There is a high level of expertise, both in breadth and depth. The investment strategy is explained clearly. There is a hard, dependable reality about the advisor's approach in that he never makes promises. In an uncertain world how could he and still retain credibility. I well understand most of the reasoning behind investment decisions, but obviously there are points about which I am not clear. Explanations are given clearly and with surefooted confidence.


  • Very professional
    Equilibrium Asset Management 07 Oct 15
    Rating: 1 5 5
    Written by

    Andrew Hirst at Equilibrium is very professional.


  • Expert personal attention
    Equilibrium Asset Management 07 Oct 15
    Rating: 1 5 4
    Written by

    Equilibrium Asset Management provide expert personal attention.


  • Honesty and integrity
    Equilibrium Asset Management 05 Oct 15
    Rating: 1 5 5
    Written by

    What stands out about the service form Equilibrium Asset Management is their honesty, integrity and their ability to listen and understand the clients point of view, however obscure.


  • Very sincere
    Equilibrium Asset Management 01 Oct 15
    Rating: 1 5 5
    Written by

    There is a friendly atmosphere at Equilibrium Asset Management and Jason Lowe is very sincere.


  • Detailed understanding of our requirements
    Equilibrium Asset Management 29 Sep 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management have a detailed understanding of our requirements. They practice proactive management in order to achieve goals.


  • Businesslike, friendly, approachable
    Equilibrium Asset Management 21 Sep 15
    Rating: 1 5 5
    Written by

    Paul Faruger at Equilibrium is businesslike, friendly, approachable and the advice is presented in an understandable way.


  • Always answers my questions
    Equilibrium Asset Management 21 Sep 15
    Rating: 1 5 5
    Written by

    Andrew always answers any questions, or feelings of disquiet, I have regarding the security of my funds.


  • They always go the extra mile
    Equilibrium Asset Management 21 Sep 15
    Rating: 1 5 5
    Written by

    Jason Lowe and Kevin Rickard at Equilibrium are always polite and patient. They answer all my questions in a knowledgeable fashion and in a way that I can understand. They are interested in me personally and give the impression that they want to do their best for me and give sound advice.


  • Reassuring, informative and educational
    Equilibrium Asset Management 21 Sep 15
    Rating: 1 5 5
    Written by

    After the first twelve months with Equilibrium Asset Management I am very happy with the service received from both Jason and Mark. Very responsive. A comprehensive, clear and reassuring service.


  • Patient and understanding
    Equilibrium Asset Management 15 Sep 15
    Rating: 1 5 5
    Written by

    My advisor is patient and understanding and goes out of his way to follow my train of thought. He appears to be extremely experienced and knowledgeable which gives me confidence in his advice.


  • Steady consistent returns
    Equilibrium Asset Management 15 Sep 15
    Rating: 1 5 5
    Written by

    Equilibrium look for steady consistent returns rather than taking the risks associated with always trying to maximise returns. The service is friendly and does not stop with investment recommendations, For example there was facilitation in financing a house purchase. Equilibrium's income is linked to the returns clients get on investments providing an incentive to achieve targets.


  • Detailed reply to queries
    Equilibrium Asset Management 15 Sep 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management provide a detailed reply to queries put before the annual meeting, and those raised during it.


  • Most helpful as always
    Equilibrium Asset Management 07 Sep 15
    Rating: 1 5 5
    Written by

    Andy baker at Equilibrium was most helpful as always. Extremely knowledgeable and good at explaining and clarifying. I have complete confidence in him.


  • A relaxed service
    Equilibrium Asset Management 07 Sep 15
    Rating: 1 5 5
    Written by

    Andrew Hirst at Equilibrium Asset Management answered my questions which I had sent to him prior to our meeting in a very clear manner. My wife and I have always felt relaxed when our portfolio reports have been explained.


  • Very happy
    Equilibrium Asset Management 07 Sep 15
    Rating: 1 5 5
    Written by

    I have been very happy with all aspects of the service I have received from Jason Lowe at Equilibrium Asset Management.


  • Jargon free
    Equilibrium Asset Management 07 Sep 15
    Rating: 1 5 5
    Written by

    Everything was explained in simple jargon free terms, easy to understand so there were no grey areas. A fruitful discussion.


  • True professionalism
    Equilibrium Asset Management 04 Sep 15
    Rating: 1 5 5
    Written by

    We were impressed by the true professionalism of the staff at Equilibrium, and the way they explain everything in detail. An exceptional service.


  • Superb
    Equilibrium Asset Management 04 Sep 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management offer a superb service, five star.


  • Confident and calm
    Equilibrium Asset Management 04 Sep 15
    Rating: 1 5 5
    Written by

    We were very impressed by the level of expertise in dealing with very complex financial matters, but being able to explain matters in simple terms. There was no effort to blind us with science or lapse into financial jargon. Equilibrium Asset Management have very nice offices and there is an air of confidence and calmness. The administration is second to none and everything of importance is recorded for easy reference.


  • Knowledgeable and well prepared
    Equilibrium Asset Management 19 Aug 15
    Rating: 1 5 5
    Written by

    Andrew Hirst at Equilibrium Asset Management has an awareness and knowledge of my requirements. The documents are well prepared and presented and he shows an interest in me and my family.


  • Helpful and patient
    Equilibrium Asset Management 11 Aug 15
    Rating: 1 5 5
    Written by

    Andy Baker from Equilibrium Asset Management was extremely helpful and patient as he explained my investments and the impact on them through events elsewhere. All in all this was a very gratifying meeting and successful.


  • Clear and concise
    Equilibrium Asset Management 11 Aug 15
    Rating: 1 5 5
    Written by

    My husband and I were given a lovely welcome to Equilibrium Asset Management by Emma with an offer of coffee, and then by Jason and Catherine. Jason explained everything re our portfolios clearly and concisely and my questions were answered pleasantly and in a way I could understand.


  • Informative, punctual, helpful
    Equilibrium Asset Management 11 Aug 15
    Rating: 1 5 5
    Written by

    The service from Andy Baker at Equilibrium Asset Management is always informative. The staff are always punctual and helpful.


  • A thorough approach
    Equilibrium Asset Management 05 Aug 15
    Rating: 1 5 5
    Written by

    We both found Andrew Hirst at Equilibrium Asset Management to be very easy to deal with and also appreciate his depth of knowledge and thorough approach to our investments.


  • A friendly, warm environment
    Equilibrium Asset Management 05 Aug 15
    Rating: 1 5 4
    Written by

    We were impressed with the individual approach of Andrew Hirst and Simon Lister , also the preparation work they had undertaken prior to the meeting. Equilibrium Asset Management provided a friendly and warn environment for the meeting.


  • Precise and clear
    Equilibrium Asset Management 05 Aug 15
    Rating: 1 5 5
    Written by

    Jason Lowe at Equilibrium Asset Management provided precise and clear information.


  • Andy was very professional
    Equilibrium Asset Management 30 Jul 15
    Rating: 1 5 5
    Written by

    The thing that stood out about Equilibrium's service was the very professional way in which the business is conducted. The manner was easily understandable and all of the advisers are very friendly and helpful.


  • Relaxed and professional
    Equilibrium Asset Management 30 Jul 15
    Rating: 1 5 5
    Written by

    Andrew Hirst at Equilibrium Asset Management is relaxed, professional and very informative. Very up to date with our financial circumstances and the details of our children and grandchildren living abroad.


  • Very professional yet personal touch
    Equilibrium Asset Management 09 Jul 15
    Rating: 1 5 5
    Written by

    Andrew Hirst at Equilibrium Asset Management has a very professional yet personal approach, the service is well balanced and effective and gives us both confidence in Andrew and the organisation. The financial software was very revealing and informative. I enjoy reading the investment updates and note again that the organisation is very proactive and in the moment.


  • A service tailored to our needs
    Equilibrium Asset Management 09 Jul 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management provide a personal service tailored to our specific needs and wishes. The financial details are always explained clearly and in understandable language. Their software allowed us to explore lifestyle options and their affordability very clearly. It was both helpful and reassuring.


  • Very good service
    Equilibrium Asset Management 01 Jul 15
    Rating: 1 5 4
    Written by

    The service we receive form Paul Farrugia at Equilibrium Asset Management is very good.


  • Friendly approach, clear and understandable
    Equilibrium Asset Management 01 Jul 15
    Rating: 1 5 5
    Written by

    Paul Farrugia at Equilibrium Asset Management has a friendly approach and a keenness to impart information in a clear and understandable manner. Also, their premises are very comfortable.


  • A very well run company
    Equilibrium Asset Management 01 Jul 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management seems to be a very well run company, they are easy to contact if required and offer a good flow of information. They have performed better than my previous experiences.


  • Tailor made service
    Equilibrium Asset Management 22 Jun 15
    Rating: 1 5 5
    Written by

    I feel that the advice I have been given by Equilibrium Asset Management over the past two years has been tailor made to my own individual circumstances. I think the planners take the time ot get to know each of their clients irrespective of the amount they have under management.


  • Personal and friendly
    Equilibrium Asset Management 22 Jun 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management have provided me with a personal yet friendly service with a quick response. Their explanations are pitched at a suitable level, the recent annual review meeting was clear and helpful as always.


  • Friendly and knowledgeable
    Equilibrium Asset Management 15 Jun 15
    Rating: 1 5 4
    Written by

    Andrew Hirst at Equilibrium Asset Management is friendly, knowledgeable and down to earth. He is good at explaining things and answering my queries.


  • A personalised approach
    Equilibrium Asset Management 15 Jun 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management have a personalised approach, at my review Andrew Hirst addressed all the things I had indicated prior to the meeting. Andrew explained the way my investments are being managed simply so I could understand. I felt confident and reassured that my investments are in safe hands.


  • Good advice, very helpful
    Equilibrium Asset Management 11 Jun 15
    Rating: 1 5 5
    Written by

    Paul at Equilibrium Asset Management was very friendly and interested in my needs and wants. He gave some good advice and answered all questions satisfactorily. I have met Rebecca a number of times and she is very helpful when I ring with queries.


  • Nothing is too much trouble
    Equilibrium Asset Management 11 Jun 15
    Rating: 1 5 5
    Written by

    Nothing is too much trouble for Andy Baker at Equilibrium Asset Management. My cautious attitude to investment has been achieved with an annual saving percentage of 7percent average over the last ten years.


  • Easy to understand
    Equilibrium Asset Management 11 Jun 15
    Rating: 1 5 5
    Written by

    Andy Baker at Equilibrium Asset Management gives good, easy to understand advice along with a very accessible and personalised service. Great care is taken to assess our financial situation and thorough planning for the present and the future. We find that they compare very favourably with other financial advisors we have previously met.


  • No pressure, relaxed
    Equilibrium Asset Management 11 Jun 15
    Rating: 1 5 4
    Written by

    My discussions with Equilibrium Asset Management have been relaxed, no pressure. I felt free to ask any questions and their explanation of market fluctuations was kept simple and easy to understand.


  • Calm, straight forward
    Equilibrium Asset Management 10 Jun 15
    Rating: 1 5 5
    Written by

    Andrew Hirst at Equilibrium Asset Management is calm, straight forward and easily understood.


  • A helpful financial service
    Equilibrium Asset Management 10 Jun 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management are helpful and I have complete confidence in them. The service is carried out to a high standard.


  • Specific to our exact needs
    Equilibrium Asset Management 10 Jun 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management provide a very personal service which is specific to our exact needs. Jason Lowe has always been excellent from the initial meeting, Catherine has also exceeded our expectations. She was helpful in arranging the money transfer for the deposit on our son's house and for my wife's car. Catherine has also given excellent advice and Emma on reception is a treasure.


  • Expertise, attention to detail
    Equilibrium Asset Management 10 Jun 15
    Rating: 1 5 5
    Written by

    Jason at Equilibrium Asset Management provides good attention to detail, communication and expertise.


  • Relationship management
    Equilibrium Asset Management 10 Jun 15
    Rating: 1 5 5
    Written by

    What stands out for us at Equilibrium Asset Management is their relationship management and attention to detail.


  • Excellent communication
    Equilibrium Asset Management 10 Jun 15
    Rating: 1 5 5
    Written by

    Jason Lowe at Equilibrium Asset Management has shown excellent communication at presentation with full full attention paid to our perceived needs.


  • Very professional
    Equilibrium Asset Management 19 May 15
    Rating: 1 5 5
    Written by

    Andrew Hirst at Equilibrium Asset Management is very professional.


  • Always wiling to help
    Equilibrium Asset Management 19 May 15
    Rating: 1 5 5
    Written by

    Jason Lowe at Equilibrium Asset Management is always willing to help and give advice on financially related matters. They always show an interest in our life and various activities.


  • Excellent financial advice
    Equilibrium Asset Management 18 May 15
    Rating: 1 5 5
    Written by

    Excellent financial advice and service received from Equilibrium Asset Management.


  • Friendly and clear
    Equilibrium Asset Management 18 May 15
    Rating: 1 5 4
    Written by

    We appreciate that Andrew at Equilibrium comes to us as it is difficult for us to get out. His service is friendly and he explains everything clearly, answering our queries with reassuring expertise.


  • Friendly and professional
    Equilibrium Asset Management 18 May 15
    Rating: 1 5 5
    Written by

    Paul at Equilibrium is friendly and professional, he explains things in simple terms.


  • Honest and trustworthy
    Equilibrium Asset Management 19 May 15
    Rating: 1 5 5
    Written by

    David McKendrick at Equilibrium Asset Management gives a clear and strategic investment strategy, they stick to their guns and do not waiver. They take a sincere and friendly interest in myself and my family and have an honest and trustworthy approach, an ethical culture. They do not talk down to you so it is a meeting of minds.


  • Most thorough
    Equilibrium Asset Management 19 May 15
    Rating: 1 5 5
    Written by

    Andrew Hirst is most thorough in his approach. At the moment we are involved with the sale of a family business. Equilibrium are involved with advising and investment strategy for our share of funds derived from the sale. We feel confident that al possible problems have been considered for this major event concerning a future income stream from capitol.


  • Sound, personalised service
    Equilibrium Asset Management 18 May 15
    Rating: 1 5 4
    Written by

    Equilibrium Asset Management provide sound, personal advice, not pressured and a transparent service.


  • Professional, personal
    Equilibrium Asset Management 18 May 15
    Rating: 1 5 4
    Written by

    The service provided by Equilibrium is professional, personal and geared towards our needs.


  • Extremely professional
    Equilibrium Asset Management 06 May 15
    Rating: 1 5 5
    Written by

    Andrew Hirst from Equilibrium is extremely professional.


  • Personalised service
    Equilibrium Asset Management 06 May 15
    Rating: 1 5 5
    Written by

    It was personalised and enthusiastically given. We were impressed with the fact that Paul had considered how we could invest some extra funds in our Equilibrium account. We are now happy that these are to be invested in a pension fund for one of us. We both really appreciate the Voyeur graphics package/presentation of our financial status and prediction helpful and clear. And Paul even showed us predictions which included down turns in economies.


  • Recommend to anyone
    Equilibrium Asset Management 06 May 15
    Rating: 1 5 5
    Written by

    It was the first time I had met Paul from Equilibrium and it felt as if we had known each other, he came across as just normal and I would recommend him to anyone and also his co-pilot Simon Lester.


  • Friendly, welcoming, courteous
    Equilibrium Asset Management 06 May 15
    Rating: 1 5 5
    Written by

    Everyone at Equilibrium Asset Management was friendly, welcoming and they provided a courteous service. They were interested and you are made to feel that you matter. The information and retirement mapping were all detailed and quality.


  • Excellent personal service
    Equilibrium Asset Management 06 May 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management provide an excellent personal service with a reassuring way in which my portfolio is pro actively looked after.


  • Friendly and informative
    Equilibrium Asset Management 06 May 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management offer a friendly and informative service.


  • Very happy
    Equilibrium Asset Management 06 May 15
    Rating: 1 5 5
    Written by

    Very nice atmosphere, simply presented and they listened to our comments. Very happy with the performance and service from Equilibrium.


  • Approachability
    Equilibrium Asset Management 06 May 15
    Rating: 1 5 5
    Written by

    I can ring Mark at any time for information. Both Jason and Mark are very friendly and likeable. Jason has given very good advice over the years. As a result of this advice, my portfolio has grown considerably. Equilibrium keep in touch very regularly in a way that I have not experienced with other financial companies. Equilibrium offer a set of comprehensive financial services I have never known before.


  • I feel comfortable with equilibrium
    Equilibrium Asset Management 06 May 15
    Rating: 1 5 5
    Written by

    I do not expect anything to 'stand out', I feel comfortable with Andrew from Equilibrium Asset Management and the advice I receive from him.


  • Regular updates, friendly and attentive
    Equilibrium Asset Management 10 Apr 15
    Rating: 1 5 5
    Written by

    Andrew Hirst at Equilibrium provides regular updates on investment decisions made. The service is friendly and attentive, and the ability of Equilibrium to read the market and time investments accordingly has been very good. Documents and reports are provided in a professional way.


  • Impressed with the balance of risk and return
    Equilibrium Asset Management 10 Apr 15
    Rating: 1 5 5
    Written by

    We have been impressed with the balance of risk and return from Equilibrium Asset Management, also with the management of our account when we were moving house.


  • Easily accessible and user friendly
    Equilibrium Asset Management 10 Apr 15
    Rating: 1 5 5
    Written by

    Equlibrium Asset Management coordinate investment returns with and taking into account tax position, capital gains, income and inheritance tax. We have found them to be easily accessible and user friendly with a high degree of integrity, professionalism and transparency. They have also shown a high degree of succession planning and training of personal.


  • Accessible, friendly, excellent results
    Equilibrium Asset Management 23 Mar 15
    Rating: 1 5 5
    Written by

    Most importantly it is the results achieved. That is the key element of any wealth management and Equilibrium Asset Management has excelled in this respect. Coupled with their accessibility, friendly contact and comprehensive interest in all our and our family's activities, we would recommend them to anyone who wants to achieve the maximum return from their savings and investments.


  • My financial interest is of primary importance
    Equilibrium Asset Management 18 Mar 15
    Rating: 1 5 5
    Written by

    Andrew Hirst at Equilibrium Asset Management explains everything well and my financial interests are of primary importance.


  • Friendly and professional
    Equilibrium Asset Management 18 Mar 15
    Rating: 1 5 5
    Written by

    Andrew Hirst at Equilibrium Asset Management is friendly and professional. I always feel comfortable with the information supplied.


  • Clear information
    Equilibrium Asset Management 18 Mar 15
    Rating: 1 5 5
    Written by

    Andrew Hirst at Equilibrium Asset Management provides clear information and there is always a nice atmosphere.


  • Pro active, balanced appraoach
    Equilibrium Asset Management 10 Mar 15
    Rating: 1 5 5
    Written by

    Jason Lowe at Equilibrium Asset Management has a pro-active and balanced approach.


  • Clear and concise
    Equilibrium Asset Management 10 Mar 15
    Rating: 1 5 5
    Written by

    Andy Baker at Equilibrium Asset Management offers a friendly greeting and provides clear, concise information.


  • Very friendly relationship
    Equilibrium Asset Management 10 Mar 15
    Rating: 1 5 4
    Written by

    I feel I have a very friendly relationship with Andrew Hirst at Equilibrium Asset Management.


  • Thoroughly prepared, professional yet friendly
    Equilibrium Asset Management 05 Mar 15
    Rating: 1 5 5
    Written by

    My meeting with Andy Baker at Equilibrium Asset Management was well organised and managed. Thorough preparation had been carried out beforehand, statements were backed up by explanation and data previously assembled. The meeting was professionally conducted yet carried out in a friendly manner and not rushed. I enjoy the meetings and feel I learn a lot, Andy is excellent.


  • Very happy with the service
    Equilibrium Asset Management 03 Mar 15
    Rating: 1 5 5
    Written by

    We have been very happy with all aspects of the service provided by Jason Lowe at Equilibrium Asset Management.


  • Professional and thorough with a friendly approach
    Equilibrium Asset Management 03 Mar 15
    Rating: 1 5 4
    Written by

    Thus far Andy and Claire at Equilibrium Asset Management have impressed me with their professional yet friendly approach. Preparation has been thorough and masses of data has been available. Dialogue has been good, in language that I can understand. My project is a long term one, thus have not marked higher as only one year in.


  • Very focused on my needs
    Equilibrium Asset Management 03 Mar 15
    Rating: 1 5 5
    Written by

    Andy Baker at Equilibrium Asset Management has been very focused on my needs and my situation and has answered every question properly.


  • A professional company that strives to provide an excellent service
    Equilibrium Asset Management 03 Mar 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management is a professional company which strives to provide an excellent service to it's clients. In particular I find that they are not content to stand still but are willing to progress and innovative within their field. At no time have I felt pressured by the service I have received and I do appreciate this.


  • We have great confidence in them
    Equilibrium Asset Management 26 Feb 15
    Rating: 1 5 5
    Written by

    We are impressed with the service and advice from David McKendrick at Equilibrium Asset Management which we feel is tailored to suit our particular needs. We have known David for several years now and we have great confidence in him. All contact and service we have had has been very professional.


  • Recommended
    Equilibrium Asset Management 26 Feb 15
    Rating: 1 5 5
    Written by

    I would recommend the services of Jason Lowe at Equilibrium Asset Management to others.


  • Clear information
    Equilibrium Asset Management 26 Feb 15
    Rating: 1 5 4
    Written by

    Andy Baker at Equilibrium Asset Management has provided clear information.


  • Courteous, clear and fairly priced
    Equilibrium Asset Management 26 Feb 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management give succinct feedback and clear explanations of investment decisions. I am pleased with the return on investment, in view of risk profile. Their charges are fair and we are always given plenty of time and treated courteously. I wish I had found them at the start of my career.


  • Professional, friendly and helpful
    Equilibrium Asset Management 26 Feb 15
    Rating: 1 5 5
    Written by

    Jason Lowe and Catherine Dooley at Equilibrium Asset Management have shown superb professionalism, yet are friendly and always helpful.


  • Confidence in the expertise
    Equilibrium Asset Management 26 Feb 15
    Rating: 1 5 5
    Written by

    I have confidence in the ability and expertise of Andrew Hirst at Equilibrium Asset Management.


  • I cannot fault their knowledge and advice
    Equilibrium Asset Management 26 Feb 15
    Rating: 1 5 5
    Written by

    I cannot fault the knowledge and advice given to me by Jason Lowe at Equilibrium Asset Management over the last two years since moving my investments to Equilibrium.


  • A professional organisation
    Equilibrium Asset Management 26 Feb 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management is a very friendly but professional organisation.


  • Professional but friendly
    Equilibrium Asset Management 05 Feb 15
    Rating: 1 5 5
    Written by

    Jason Lowe at Equilibrium Asset Management is professional but friendly. Claire and Jason make a good team.


  • Clear and understandable presentation
    Equilibrium Asset Management 27 Jan 15
    Rating: 1 5 5
    Written by

    Andrew Hirst at Equilibrium Asset Management had done his preparation and presented it in a clear and understandable manner. When given some information that he had been previously unaware of he quickly summed up how this might change what he had prepared and offered to consider if this would present a new opportunity and respond in due course with his thoughts.


  • We continue to be impressed with the financial performance
    Equilibrium Asset Management 27 Jan 15
    Rating: 1 5 5
    Written by

    We have been with Equilibrium Asset Management for ten years and continue to be impressed with the financial performance. They provide care and attention, and the pleasure of meeting our advisers and other staff.


  • Very helpful
    Equilibrium Asset Management 16 Jan 15
    Rating: 1 5 5
    Written by

    I have confidence in Equilibrium Asset Management, very helpful people.


  • More than just an investment service
    Equilibrium Asset Management 16 Jan 15
    Rating: 1 5 5
    Written by

    Equilibrium Asset Management show genuine interest in us as a client. Everything is tailored to our needs, they are pro-active. They offer more than just an investment service, a great team and a great product.


  • Good financial performance
    Equilibrium Asset Management 15 Jan 15
    Rating: 1 5 5
    Written by

    Jason Lowe at Equilibrium Asset Management provided exactly what I expected. The financial performance is good and the personal contact is professional but friendly.


  • Attention to detail
    Equilibrium Asset Management 15 Jan 15
    Rating: 1 5 4
    Written by

    At Equilibrium Asset Management I receive a quarterly face to face meeting to discuss financial matters. David McKendrick has shown attention to detail so as to maximise use of allowances (ISAs) as well as IHT, etc.


  • Valued judgement
    Equilibrium Asset Management 15 Dec 14
    Rating: 1 5 5
    Written by

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


  • Highly recommend
    Equilibrium Asset Management 15 Dec 14
    Rating: 1 5 4
    Written by

    Overall excellent service from Equilibrium Asset Management, highly recommend.


  • Friendly and helpful
    Equilibrium Asset Management 10 Dec 14
    Rating: 1 5 4
    Written by

    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.


  • Clear, practical
    Equilibrium Asset Management 02 Dec 14
    Rating: 1 5 4
    Written by

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


  • Clear, no pressure
    Equilibrium Asset Management 27 Nov 14
    Rating: 1 5 4
    Written by

    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.


  • Clear and understanding
    Equilibrium Asset Management 26 Nov 14
    Rating: 1 5 5
    Written by

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


  • Very open and competant
    Equilibrium Asset Management 26 Nov 14
    Rating: 1 5 5
    Written by

    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.


  • They do what they say they will do
    Equilibrium Asset Management 20 Nov 14
    Rating: 1 5 5
    Written by

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


  • Friendly and efficient
    Equilibrium Asset Management 20 Nov 14
    Rating: 1 5 5
    Written by

    Andrew Hirst at Equilibrium is friendly and efficient. Anne R


  • Recommended
    Equilibrium Asset Management 20 Nov 14
    Rating: 1 5 5
    Written by

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


  • Untitled review
    Equilibrium Asset Management 13 Nov 14
    Rating: 1 5 5
    Written by

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


  • Untitled review
    Equilibrium Asset Management 13 Nov 14
    Rating: 1 5 5
    Written by

    Jason Lowe at Equilibrium showed knowledge and expertise. David W


  • Untitled review
    Equilibrium Asset Management 13 Nov 14
    Rating: 1 5 4
    Written by

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


  • Untitled review
    Equilibrium Asset Management 13 Nov 14
    Rating: 1 5 5
    Written by

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


  • Untitled review
    Equilibrium Asset Management 05 Nov 14
    Rating: 1 5 5
    Written by

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


  • Untitled review
    Equilibrium Asset Management 05 Nov 14
    Rating: 1 5 5
    Written by

    Balanced portfolio resilience to falling FTSE. Frank N


  • Untitled review
    Equilibrium Asset Management 05 Nov 14
    Rating: 1 5 5
    Written by

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


  • Untitled review
    Equilibrium Asset Management 05 Nov 14