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Latest Adviser Reviews

Useful meeting
"I am always impressed with the relaxed yet informative and thorough handling of the agenda."


Review left for Equilibrium Financial Planning LLP
20th January 2021

Equilibrium Financial Planning
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Review left for Equilibrium Financial Planning LLP
20th January 2021

Mortgage successful secured with difficult supporting evidence
"Oakwood were of great help in securing a loan where we thought we did not meet requirements (Age, recently returned following business abroad) as we had been categorically informed by previous brokers who were unable to help. The approach was very personal, which we appreciated, intelligent,informed, efficient and above all successful. Thank you"


Review left for Oakwood IMC
20th January 2021

Assessment of move from Cautious to Adventurous Portfolio
"Good performance. Plenty of information from Equilibrium, if anything too much. Reviews at annual intervals seem about right, especially with the ability to contact my advisor at any time."


Review left for Equilibrium Financial Planning LLP
18th January 2021

All well with me and my association with Equilibrium
"Always kept up to date with emails , information about the current state of stocks & shares and the work carried out by the staff at Equilibrium."


Review left for Equilibrium Financial Planning LLP
21st January 2021

Continued Good Service
"Having been a client of Equilbrium since mid 2009, I have been used to a consistantly good, very professional level of service. I have always found the staff at Equilibrium very approachable and easy to deal with. I have been very impressed during this last year at the level of communication with clients during the financial 'crash' associated with the onset of the pandemic, which helped to explain what was going on in the markets and Equilibrium's plan to navigate through the problems and, ultimately, to plot a course back to growth in the value of the portfolios. It was obvious just how hard the staff at Equilibrium were working to provide clear updates on the market and portfolios and what Equilibrium's strategy and evolving tactical approach would be."


Review left for Equilibrium Financial Planning LLP
16th January 2021

 

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