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Top 20 Most Recommended Financial Advisers

Latest Adviser Reviews

Knowledgeable, enthusiastic and positive
"A very personal service, and attention to detail. Our accountant complimented Equilibrium on use of allowances so my wife no longer pays tax. We live in Shropshire over two hours drive away and when I could not attend a six month meeting and an investment briefing a few days later, Andy had Mike pop in to our meeting to give us a briefing. Well, you cannot get more personal than that! We really like our meetings with Andy, he is knowledgeable, enthusiastic and positive. Do not lose the personal touch. It is unique for a growing company."


Review left for Equilibrium Asset Management LLP
22nd February 2019

Equilibrium Asset Management
"The service so far has been in line with our high expectations."


Review left for Equilibrium Asset Management LLP
22nd February 2019

So welcoming and helpful
"All the staff are always so welcoming and helpful. Paul had researched our comment about care home fees to help us understand about financing them (if need be) from our finances. We always feel Equilibrium has our interests at heart and do their best for us."


Review left for Equilibrium Asset Management LLP
21st February 2019

Equilibrium
"Having enjoyed some nine years or so of Equilibrium advice and guidance along with mainly positive returns on our investments, we recently sought advice on our intended relocation from Cheshire to Surrey. Always up-to-date with the economic situation and its potential effect on us average mortals the Equilibrium opinion seemed well worth having. If we supplemented the equity from our house sale with a portion of our invested capital, how safe would our longer term security be? What optimum would still allow a good standard of living in a more expensive southern location? The Equilibrium team obliged by considering our ideas and needs in a modelling framework, using their projection tools and expertise to maintain a sensible balance."


Review left for Equilibrium Asset Management LLP
21st February 2019

Equilibrium
"Friendly, communicative and professional."


Review left for Equilibrium Asset Management LLP
22nd February 2019

Feel that my funds are in safe hands
"I feel very confident about Equilibrium as an organisation. I just feel that my funds are in safe hands, and that for me is the number one requirement."


Review left for Equilibrium Asset Management LLP
22nd February 2019

 

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