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Top 20 Most Recommended Financial Advisers

Latest Adviser Reviews

I cannot praise the service enough
"Andy is a first class adviser. He is so knowledgeable, patient and caring. He ensures I understand my financial situation and the information he is giving me. I cannot praise enough the service I get from Andy and how this reflects the confidence I have in him and Equilibrium."


Review left for Equilibrium Asset Management LLP
21st May 2019

Honest and came across as caring about our situation
"The annual review was personal, not rushed, and addressed all our needs. Excellent research on our capital gains liability from selling our letting property. Emma looked after us beforehand, who was always very personable, while Paul was honest and came across as caring about our situation, and seemed to have our best interest at heart. When we needed a withdrawal Asad was very attentive and not only swiftly organised the transfer of money but also kept us informed about the progress of the transfer. We were also asked about holiday, family, health and even the car. Equilibrium as a company always keeps us up to date - the app means we can check daily. Mike is excellent in the 3 monthly meetings, Andrew Hirst is very good in the seminars, and the weekly blog is also good. If we need advice Paul said we could go in and see him and do not need to wait for the annual meeting. Overall the company is professional yet caring, and the impression is we are part of the Equilibrium family. Do not lose this personal touch."


Review left for Equilibrium Asset Management LLP
18th May 2019

Easy to talk to
"Awareness of our current financial situation and how best to optimise our investment. They were easy to talk to and seemed to show genuine interest in us as people. On this occasion Andy made some very useful suggestions about how to use the expected inheritance to help children/grandchildren. "


Review left for Equilibrium Asset Management LLP
18th May 2019

A constant review of our objectives
"There is a constant review of our objectives and the level of risk we are prepared to take. I have no doubt that Equilibrium see their rewards coming from a long term relationship rather than any short term opportunities."


Review left for Equilibrium Asset Management LLP
17th May 2019

Non judgemental
"Interest and understanding of clients position and needs - non judgemental. They take short term and long term perspectives and they are open about recent poorer performance."


Review left for Equilibrium Asset Management LLP
17th May 2019

The best Mortgage advisor you can get
"Simple process. Good relationships. Polite and friendly. Reliable and Trust Worthy. Peter Hunt was a star all the way. If you have difficulty dealing directly with your Bank, Peter can make it easy for you by taking on all the complications and making it simple for you. I have recommended Peter to my colleagues and friends and will continue to do so."


Review left for Hawke Financial Services LLP
17th May 2019

 

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