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Top 5 Most Recommended Financial Advisers

Latest Adviser Reviews

Maintaining 'equilibrium' and confidence in difficult times.
"The most important thing for any investor is having confidence in the people making the decisions and in the strategy behind the actions they take. I think Equilibrium do that with their frequent presentations and communications. I know Paul is available to speak to whenever i have a query and Deborah will quickly sort any day to day issues. I know we are still on a knife edge and nothing is certain but at the moment my portfolio is doing better than I expected. I think that what stands out, as in most situations, is the people involved and their attitude. Although the business has grown larger and larger over the ten years I have been with Equilibrium, it still maintains an informal, accessible feel. I know that I would not be where I am today financially without them."


Review left for Equilibrium Financial Planning LLP
1st December 2020

Communication feedback
"Clear and friendly advice. We have a lot of faith in Equilibrium being able to take care of our investments for us and our family."


Review left for Equilibrium Financial Planning LLP
1st December 2020

Highly recommended
"Rob and Domus have helped us on all of our mortgages and couldn’t be happier with the support and professional attitude. Always recommend them to anyone looking for detailed mortgage advice."


Review left for Domus Finance
30th November 2020

Feeling confident about the future.
"As someone with limited financial knowledge, I have found them very helpful."


Review left for Equilibrium Financial Planning LLP
1st December 2020

Feedback
"We have used Oakwood for our last two house purchases, specifically James. James was instrumental securing the mortgages for both purchases, we are most grateful. Never giving up, he always remained positive, using his expertise to obtain the result we needed after numerous setbacks. I have no doubt without James we would not be where we are. I have referred him to others who also say the same. He deserves a pay rise!"


Review left for Oakwood IMC
25th November 2020

Tax Liabilities on my return to the UK
"I was very pleased to find a company that fully understood my tax problems particularly with regard to the repatriation of funds generated from the encashment of my offshore pension fund."


Review left for The Fry Group
24th November 2020

 

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