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Top 5 Most Recommended Financial Advisers

Latest Adviser Reviews

Equilibrium Financial Planning LLP
"Efficient and prompt in communications. Very helpful in dealing with family units and intergenerational planning."


Review left for Equilibrium Financial Planning LLP
15th March 2024

Always available with sound advice.
"Advice is always consistent with final decision down to the client."


Review left for Equilibrium Financial Planning LLP
15th March 2024

Dealing with the estate of a client
"Since Christmas 2022, I have acted as the executor of the estate of my mother-in-law who was a client of Equilibrium. During this time, I have made a number of requests to David and Steve McNicholas for her account data and to the transfer of her account to her beneficiaries. These were all addressed very efficiently. Now that I am expecting to finalise the estate within the next few weeks or so, David and Steve are also providing approaches to managing future IHT issues to create a tax efficient portfolio. David and Steve have a very friendly manner during our discussions. I would gladly recommend Equilibrium."


Review left for Equilibrium Financial Planning LLP
14th March 2024

Very useful mid term review
"Very knowledgeable and helpful session following my house move and subsequent changes to expenses. Covered everything I wanted and very proactive re new possibilities. Also very friendly."


Review left for Equilibrium Financial Planning LLP
14th March 2024

Long term satisfaction
"Having known David for many years I have always found him to be professional friendly and not only extremely knowledgeable but able to demystify the complexities of finance and investment."


Review left for Equilibrium Financial Planning LLP
14th March 2024

Excellent support in setting up our PMI scheme
"We use Macbeth for our general insurance but have only recently moved our employee benefits provision to them. Saurav helped me set up our private medical scheme and was incredibly helpful and patient, despite our employees asking loads of questions. Everything was explained very clearly, the service couldn't have been better."


Review left for Macbeth Financial Services
11th March 2024

 

Counties in the UK with Financial Advisers