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Peace of Mind
"It is very reassuring to know that my investments are being regularly monitored so that I don't have to worry about all the vagaries of the stock market."


Review left for Equilibrium Financial Planning LLP
14th May 2024

Managing my pension portfolio
"Their fund management has been first class to date & I could not be more pleased with my choice of provider coupled with the service received."


Review left for The Fry Group
14th May 2024

Easy, friendly, informative, reassuring
"We worked with Sam over the course of a few weeks and he was brilliant. He helped us with all aspects of the mortgage search and application and he made the process easy. We are happy we made the right choice. "


Review left for Domus Finance
13th May 2024

General review
"My reviews and any interim actions have always been clear, relevant to my/our circumstances and any actions carried out promptly. The comments and suggestions are clear and understandable, and any queries answered fully. Also, any “what if” questions I have are covered and any proposals are clearly given in a report."


Review left for Equilibrium Financial Planning LLP
13th May 2024

Happy to have my savings looked after
"Am happy to have to face to face contacts and 2 online contacts per year. Jason is easy to get on with and always willing to explain my queries."


Review left for Equilibrium Financial Planning LLP
14th May 2024

Quarterly Meeting
"Excellent Service. Very informative and useful advice, delivered in a language that we can understand."


Review left for Equilibrium Financial Planning LLP
10th May 2024