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Top 20 Most Recommended Financial Advisers

Latest Adviser Reviews

Annual meeting (online)
"Paul takes great interest in our affairs and family and is always up to speed with current events. The advice we receive is always useful and relevant to our situation."


Review left for Equilibrium Financial Planning LLP
6th August 2020

Personal and always accessible service
"Personal and always accessible service from Andrew and Richard is very reassuring in these times. Management of our finances is specific to our situations and therefore inspires our confidence. Thank you so much."


Review left for Equilibrium Financial Planning LLP
31st July 2020

All went well once we got round the poor reception.
"I am always impressed with the service I get. Everything is made clear and any paperwork shown makes sense. The staff are friendly and are keen that the service is efficient and clear."


Review left for Equilibrium Financial Planning LLP
24th July 2020

Pension and investment management
"I receive an independent financial assessment with clear advice. I never feel pressure from Frys to commit and am therefore totally comfortable in our discussions. As a result I know that I receive options that fit my risk profile and will be in my long term best interests."


Review left for The Fry Group
24th July 2020

Very good and thorough (as usual)
"The review was carried out in a very friendly and relaxed manner but was nevertheless thorough and tested and probed all the key areas. The big picture is that we feel our investment is well looked after and Equilibrium is always there for advice and assistance if required."


Review left for Equilibrium Financial Planning LLP
24th July 2020

Annual Review
"Before I decided to invest my inheritance with the help of Equilibrium, Paul gave me all the time and proper listening and several meetings and time to mull it over until I was ready, since then he has confirmed my trust in him. He knows my personal, deeply emotional issues with having and spending money, both really difficult for me - long story, and he genuinely helps me to deal with them. His expertise, and that of his colleagues, I cannot judge, only trust, but his respect and genuine care for me as a person is exquisite. And from there he is able to give me advice, which seems relevant and helpful to me. - Jack Williams in the in between times has been very understanding and professional with me, and supported me with completing forms and sorting other matters out. - I feel appreciated, respected and properly supported, in a way having little money was easier because I have learned how to live with it. These two help me to increasingly enjoy my good fortune. Another matter I would like to mention separately, is that I am dyslexic and on the Aspergus spectrum.. I told Paul at the very beginning. He has always treated me with the utmost respect, never patronised me, put in place what I told him will help me, and I feel at ease, supported and accepted exactly how and who I am."


Review left for Equilibrium Financial Planning LLP
24th July 2020

 

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