Independent Reviews From Most Recommended Financial Adviser

As we were your first ever Equilibrium clients, we think that from the outset the business has been established with our needs and aspirations first and foremost and with a desire to provide us with an excellent service. We have been more than pleased with the company in the past and are confident you will take us through these difficult times that lie ahead. - Ray and Sylvia Lord

What impresses me most is that over the five years that we have been working with Equilibrium, you have provided a consistently good service over the whole period, including fast reaction to requests for information, attention to detail and accuracy, and follow-up with the providers, etc. - Geoffrey Lyon

An excellent presentation, probably the best I have attended. - JW, Wilmslow

Clear language and very informative in presenting an overview of financial matters. Excellent! - MW, Wilmslow

The lecturer was top class, presentation material very good, and content just what I wanted. - RJ, Cheadle Hulme

Clear and convincing, PowerPoint presentation enhanced the speaker, time went very quickly. - CS, Wilmslow

Brilliantly presented, very human approach. - NS, Macclesfield

It became obvious that Equilibrium is a far more professional outfit than the IFA I have at present. - ER, Disley

Friendly, prompt and efficient service. Happily answer any questions I have and explain anything I don't understand. - Geoff Lord

Andy Baker did a great job on chasing us for our business in a professional way. I only wish we had made the decision to join up earlier or had known of you years before as we have never received good advice. Together with Andy/Catherine we have managed to address our short-term needs, realise our medium term goals and plan for the future with a level of financial confidence we did not have before. - The happy Mitchells

Friendly helpful and, as always, highly professional. - Bernie

Always fantastic. I recommend Equilibrium and Jason to everyone. I do not have any investment worries, just leave everything to Jason. If you need any capital, phone and the money is in your account within a couple of days. Any financial advise can be obtained by a phone call or extra meeting eg should I pay off the mortgage. - Elaine

I rarely go to any Equilibrium seminars now but Ray and I found them very informative and the social side- meeting other clients was useful. I do attend the Christmas lunches as I have company to go to them. - Tess Johns

I have good empathy with both my advisers and client manager. I feel comfortable with them and trust them. - Knutsfordian

I speak with Claire regularly and she is excellent. Informative, courteous and responsive. A pleasure to do business with. - CRG

Equilibrium is expanding rapidly and going from strength to strength. - Dr Daneelo de Kretser

Very helpful in analysing my current and future financial status and plans. There was no pressure to engage Equilibrium during the initial meetings where they were discovering my financial position and how they could assist with improving the future financial planning and pensions position. - Mike Ratcliffe

I am so glad I was invited to one of your seminars - I am certain that I am now better off in my retirement with a more secure financial future. I also enjoy meeting other clients at your seminars and Christmas lunches. - Carey R

All staff always give excellent help and advice and the annual review meeting is very interesting and informative. - AS, Stockport

They listen, consider and discuss. Review process takes on schedule....... unlike any other IFA I've used. Keep up the good work. - Liz, Wirral

From my initial meeting with Andrew, I felt he obtained an accurate assessment of my investment requirements and the level of risk that I wanted to take with my investments. I was very happy with his recommendations. I also found Kevin to be an excellent client manager; keeping in touch with me on a regular basis regarding my investments. He also responded quickly to many of my queries. - J Wong

Over the past six years Equilibrium have managed our finances through a period of deep recession and have still grown the portfolio together with increasing the amounts we draw down from it. I'm not sure how much more satisfied we could be. - Nigel + Caroline Freelove

Comfortable and at ease with both Andrew and Matthew, obvious their clients matter to them as both are very obliging and have sensitivity towards clients needs. - E.C Smethurst, Cheshire

I have been a client of Equilibrium for 2.75 years and am totally satisfied with the service provided by my adviser, client manager and the company. They are very proactive in dealing with any problems and I am informed promptly of any transactions that have been carried out. Before choosing Equilibrium, as I was an active investor I interviewed 5 financial management companies to ensure I made the correct choice. - Derek Turner

Delighted with how you supported funding for our recent house move with a substantial encashment followed by reduced re-investment. Both the approach of the company through Jason and the specific activity by Cleo was excellent and fully supported our plans. - Nigel Wragg

So far so good but still in the first year. Equilibrium staff are responsive and I appreciated the no-pressure process that led to our decision to invest. - Dr NA Finch

Very glad I found you. It's been a long search! - Mark L