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Client Testimonials

"As we were your first ever Equilibrium clients, some 13 years ago, we think that from the outset the business has been established with our needs and aspirations first and foremost and with a desire to provide us with an excellent service."
"We have been more than pleased with you and your company in the past and are confident you will take us through these difficult times that lie ahead."
Ray & Sylvia Lord

 

"What impresses me most is that over the five years that we have been working with Equilibrium, you have provided a consistently good service over the whole period, including fast reaction to requests for information, attention to detail and accuracy, and follow-up with the providers, etc."
Geoffrey Lyon

 

"My wife and I are in our middle 70's and have been using Equilibrium's services for quite a few years. We have always found them very courteous and considerate in their treatment of us. They have never sounded condescending when they have advised us and their advice has always been clear and understandable. They have never at anytime tried to force us to do anything we never wanted too. I would quite willingly pass their name to any friend who has money to invest and needs financial guidance."
Ronald Boucher. "P.S. They also are willing to show a sense of humour."

 

"As you are aware, I have been a satisfied client of Equilibrium for the past 8 or 9 years. I feel that it is about time that I made a point of congratulating you and your organisation on the very professional way that you and your paraplanners have kept me informed on a regular basis of situations that affect my portfolio with you. I have received a regular up-date on my pensions and other investments which have been most helpful."
John French

 

"Just a short while ago I spoke with a couple of your clients and they asked me if I had received your previous memo about the financial situation and what had I decided to do. I told them without hesitation that whichever road you and your advisers had decided we should travel, I would accept. After all, they are the financial wizards and we pay them for their knowledge."
Maureen Mather

 

"The Equilibrium team have been extremely thorough in their analysis of our financial position, needs and our views on risk. The complicated massive menu of financial methods and solutions to meet our objectives have been explained in depth (and with great patience) and any of our queries have been well received and responded to promptly and accurately. We remain confident that Equilibrium will meet the agreed objectives set for the years ahead."
Bill Jordan

 

"Paula is simply super: super-efficient, super-fast and super-helpful. I have no idea how she keeps on top of it all and answer all my questions but she does so with a smile as well and that is a very comforting thought for me. I guess I am not her only client but you would never know it."
Mike Gibson


 


Equilibrium Asset Management (A Limited Liability Partnership) is authorised and regulated by the Financial Services Authority. Equilibrium Asset Management is entered on the FSA register (www.fsa.gov.uk/register/) under reference 452261. The FSA regulate advice which we provide on Investment and Insurance business, however they do not regulate advice which we provide purely in respect of taxation matters. Registered Office: Equilibrium Asset Management LLP, Brooke Court, Lower Meadow Road, Handforth Dean, Wilmslow, Cheshire SK9 3ND. Registered in England and Wales, No: OC316532. VAT Registration No. 884 1704 09.