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Rapid Responsibility Master Class
"Well organised and informative presentation by Haydn who interacted well with attendees."


Review left for Equilibrium Financial Planning LLP
25th July 2024

Yearly review
"A meeting via Teams with Matthew to discuss my investments. It was easy to arrange our online chat via email and the response time was very quick. Matthew has such a good manner, this was important for me as I haven’t got much of an understanding of managing invested money. I felt comfortable to ask questions as he was good at listening and clarifying misunderstandings I had. I was given advice that suited my position. I would have no qualms about making further enquiries if needed. He followed up with an email about items he had agreed to action very promptly. I felt reassured. "


Review left for Melville Independent plc
24th July 2024

Excellent
"This was the first time we had spoken to this advisor and he was excellent. He made everything clear and gave good advice. He is also taking the time to look more comprehensively at our pension situation."


Review left for Melville Independent plc
22nd July 2024

Robust investment strategy and financial advice
"EQ continue to navigate difficult investment times with the same strategic focus, and keep to the plan even when it seems tough and the pressure for investments to perform is high. David and Richard continue to give me and my daughters clear, well thought out financial advice. I very much appreciate their strong analytical skills which have recently informed our pension drawdown strategy, compared returns between SIPPs and annuities and the use of our discretionary trusts for our daughters."


Review left for Equilibrium Financial Planning LLP
22nd July 2024

Helpful & informative
"Anna did a great job at sorting our remortgage. She followed up with us where we were slow at returning documents and made sure everything got transferred over in time."


Review left for Hawke Financial Services LLP
18th July 2024

Quick, friendly and helpful advice
"Paul (with the support of Jack) has responded very promptly to my requests this year and as a result I have completed my LPAs, purchased additional voluntary NI contributions and simplified my Junior ISA payments for my grandchildren. "


Review left for Equilibrium Financial Planning LLP
16th July 2024