Future Planning Avis 

141
•
TrustScore 2.5 sur 5

2,7

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Lisez les avis des autres

Noté 1 sur 5 étoiles

I had very poor service from future planning. The communication was not clear. There has been a misunderstanding over the advice I would receive at the end of the process, which has not been resolved.... Voir plus

L'entreprise a répondu

Noté 4 sur 5 étoiles

All going very well. Very supportive in guiding us through a complicated (to us!) process in what is a difficult time to do any kind of business. Good communication every step of the way,

L'entreprise a répondu

Noté 4 sur 5 étoiles

Knowledge of the subject of pensions is very impressive indeed, so for that part of hte service, 5 out of 5. Where I was less impressed, was being asked back to the office no less than 4 tim... Voir plus

L'entreprise a répondu

Noté 1 sur 5 étoiles

Called me today and I told them I was not interested and put the phone down He then called me back and asked me if my father was alive and would he be interested Absolutely disgusted

L'entreprise a répondu

À propos de l'entreprise

  1. Fonds de pension
  2. aussi dans
  3. Agence de consultants commerciaux et informatiques
  4. Conseil en investissement
  5. Conseiller fiscal
  6. Courtier en prêts hypothécaires
  7. Institution financière

Écrit par l'entreprise

We are independent financial planners and mortgage advisers who enjoy helping clients achieve their goals. With clients throughout the UK and overseas, we utilise the latest technology to make working with us as easy as possible. We have over 50 years' combined experience and are very knowledgable in a wide range of areas. Some of the more common areas we help clients in include: Retirement/pension planning Tax and business/property planning Investment advice both with accumulating wealth and when in retirement All types of mortgages Inheritance and estate planning Cashflow financial planning Insurances and protection services We pride ourselves on working quickly and are friendly, approachable and very knowledgable.


Coordonnées de contact

2,7

Bas

TrustScore 2.5 sur 5

141 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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2,7

Tous les avis

(141)

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Noté 5 sur 5 étoiles

A huge thank you to Future Planning Wealth Management....…

A huge thank you to all at Future Planning Wealth Management with a special mention to Sian for the support, guidance and very professional manner in helping with our mortgage application, insurances and completion of a property. Sometimes a few problems along the way with our purchase but Sian was able to reassure and guide us through ( thank you Sian, you too Hannah ). We would have no hesitation in recommending Future Planning Wealth Management and will be using their services again.

23 juillet 2020
Avis spontané
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Réponse de Future Planning

Thank you for your review Dave. it is great to hear you are so happy with the service you received and we wish you many happy years in your home.

Noté 5 sur 5 étoiles

The service that Sian provided was…

The service that Sian provided was second to none. It was really easy and it all went through so quickly. I was pleasantly surprised absolutely no complaints whatsoever and will be recommending to anyone who will kosten

22 juillet 2020
Avis spontané
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Réponse de Future Planning

Thank you for your review Lauren and we wish you well in your new home.

Noté 5 sur 5 étoiles

I am very pleased with the attention to…

I am very pleased with the attention to detail that this company have provided me in achieving my financial goals.

I feel that the straightforward and clear approach, they provide, only enriches their well established framework of service.

13 juillet 2020
Avis spontané
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Réponse de Future Planning

Thank you for your review and we appreciate the great feedback.

Noté 5 sur 5 étoiles

Efficient and effective

Sanjay has been advising me for many years now and has saved me from making some big mistakes! He has talked me through my pension planning options and I am looking forward to putting those plans into action.

Hannah and Cejay have always kept me up to date with the progress of paperwork and everyone I have had contact with has been very friendly and efficient. I have no hesitation in recommending Future Planning.

3 juillet 2020
Avis spontané
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Réponse de Future Planning

Thank you for your review Andy and it's great to hear you are so happy with the service Sanjay, Cejay and Hannah provide.

Noté 5 sur 5 étoiles

I love this group of people

I love this group of people, they are very professional, friendly, honest and good people.

24 juin 2020
Avis spontané
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Réponse de Future Planning

Thank you for your review Matilde and it is lovely to hear you are happy with our service.

Noté 5 sur 5 étoiles

Great Service

Anil has always answered my pension queries in a timely manner and explains technical information in a way that I can understand. Extremely professional and I am very happy with the service received.

24 juin 2020
Avis spontané
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Réponse de Future Planning

Thank you for your review Nav and it's great you are so happy with the service and professionalism Anil provides you with.

Noté 4 sur 5 étoiles

FPWM do a thorough job

FPWM do a thorough, even eye opening review of your finances and explain clearly how they have come to their conclusions, what tools they use and if required what you can do to improve your investments

23 juin 2020
Avis spontané
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Réponse de Future Planning

Thank you for your review Derrick. We are pleased you are happy with the services we offer and the systems we use. We look forward to continuing to work with you.

Noté 5 sur 5 étoiles

Great team.

Sanjay has been our Financial Planner for several years now and helped us with our journey towards retirement, he changed our thinking and improved our planning. Inheritance tax planning next.
Anil has arranged our buy-to-let mortgages and Sian has helped my son and a couple of his friends with their mortgages. We were impressed with Anil and my son can’t speak highly enough of Sian.
Hannah, Cejay and the rest of the team who I have had dealings with are very efficient, polite and friendly.
The whole team do a great job and it’s very comforting to know that should anything happen to me, my family are in excellent hands. Everything is dealt with in a calm and efficient way and I wouldn’t hesitate to recommend them.

19 juin 2020
Avis spontané
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Réponse de Future Planning

Thank you for your lovely review Neil. It's great you have received such great service from the whole team and we are glad we are always able to help.

Noté 5 sur 5 étoiles

We were looked after and supported…

We were looked after and supported throughout the process . Sian kept us informed throughout and answered any question we had however big or small . She instilled us with confidence and was always kind, caring and professional. Thank you

18 juin 2020
Avis spontané
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Réponse de Future Planning

Thank you for your review Liam. It is nice to hear you felt so looked after and supported throughout and are so happy with the service Sian provided you. We look forward to working with you again in the future.

Noté 5 sur 5 étoiles

Sian 🌟

I honestly couldn’t be more impressed with how amazing Sian has been, continuous help from the start, which was 2 years ago now.
She has just helped me go back on to a fixed rate and all done so effortlessly and stress free.
I have recommended Future Planning to lots of friends and will continue to do so.
Thank you Sian 🌟

16 juin 2020
Avis spontané
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Réponse de Future Planning

Thank you for your great review Anna. It is always a pleasure to help you and thank you for the many referrals you have passed to us.

Noté 5 sur 5 étoiles

A very professional service

Sanjay has been my financial advisor for 6 years now and I would highly recommend him. Emails and phone messages are always responded to promptly, and convenient appointments arranged if needed in addition to yearly meetings. I always feel that nothing is too much trouble for Sanjay and everything is explained carefully. He is professional as well as approachable. I definitely feel that Sanjay has my best interests at heart and provides me with enough information to be able to make financial decisions, without overwhelming me with detail. He keeps up to date with financial developments and will let me know if changes need to be made to my portfolio. I feel I get a very good, personal service.
I also want to mention the office staff, Cejay and Hannah, who are lovely. They are professional, polite and yet also very approachable. Queries are answered promptly and passed on to Sanjay if necessary. Messages are always passed on and I am always informed of the progress of paperwork. Sanjay is very lucky to have them.

14 juin 2020
Avis spontané
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Réponse de Future Planning

Thank you for your review. We are so pleased you are happy with the service Sanjay and our administration team provides you with and, we are indeed lucky to have them :)

Noté 5 sur 5 étoiles

Anil explained all my options very…

Anil explained all my options very clearly, gave me a good understanding of what I could expect, and offered very good advice.
Highly recommend Future planning wealth management.

12 juin 2020
Avis spontané
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Réponse de Future Planning

Thank you for your review Raj and we are pleased you were happy with the service provided to you. We look forward to working with you again soon.

Noté 4 sur 5 étoiles

Easy to deal with and nice to know

Easy to deal with and nice to know. They worked extremely hard for me in order to sort out my various pensions and even came up with an unexpected bonus.
Would be 5 stars but for a few hiccups with Parmenion.

10 juin 2020
Avis spontané
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Réponse de Future Planning

Thank you so much for your review Derek, very much appreciated. Yes, unfortunately, providers do not always work as efficiently as we would like, which sadly is outside the parameters of our control! We look forward to speaking with you again soon.

Noté 5 sur 5 étoiles

Review of Future planning mortgages

Sian at Future Planning Mortgages was really helpful making a potentially stressful experience painless with a personal touch and easy to understand explanations. Highly recommended.

3 juin 2020
Avis spontané
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Réponse de Future Planning

Thank you for your review James and we are so pleased you were happy with the service provided to you. We look forward to working with you again in the near future.

Noté 5 sur 5 étoiles

very happy new home owner

Sian Hewson was my mortgage advisor. I was a first time buyer and a complete novice to the process. I found Sian to be really helpful, particularly as the purchase was from my parents who will remain in the property, therefore there were added complications. She gave me completely non bias advice and explained the process in simple terms for me.
Very easy to contact and quick on her responses.
Should I find myself in a position where I am looking for another mortgage, I would have no hesitation in reaching out to Sian for her services again. Overall Future Planning were as a whole were very professional and helpful. Lovely offices too! Highly recommend

28 mai 2020
Avis spontané
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Réponse de Future Planning

Thank you for your review Anna and we are so pleased you had such a pleasant experience. We wish you many happy years in your home and we look forward to working with you again in the future.

Noté 5 sur 5 étoiles

Mortgage review

Sian is always helpful and precise at what she does. She explains things clearly and does everything possible to keep things running smoothly. She will answer all the queries you have. Sian also a lovely kind helpful woman.

28 mai 2020
Avis spontané
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Réponse de Future Planning

Thank you for your review Catrina and we look forward to working with you again in the near future. Best Wishes

Noté 5 sur 5 étoiles

Anil has helped me with 3 mortgages…

Anil has helped me with 3 mortgages now, a commercial mortgage, residential mortgage and buy to let.

I would highly recommend Future Planning, I have always had excellent advice and couldn't Thank them enough.

17 février 2020
Avis spontané
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Réponse de Future Planning

Thank you for your kind review James, it has been a pleasure to work with you over the last few years.

Noté 5 sur 5 étoiles

We are very happy with everything thing…

We are very happy with everything thing done for us. Sain is an exellent advisor.

21 novembre 2019
Avis spontané
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Réponse de Future Planning

Thank you for your review Lisa. We look forward to working with you again in the near future.

Noté 5 sur 5 étoiles

Sian Hewson mortgage advice

Sian Hewson was really helpful when I was looking for a new mortgage. She was fair and honest, and kept in touch at every stage of the process. She sorted all the paperwork quickly, and I know she worked hard to get the best deal for me.

15 novembre 2019
Avis spontané
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Réponse de Future Planning

Thank you for your review, Rebecca. We are glad Sian gave you such a positive experience and provided you with a good experience. We look forward to working with you again in the future.

Noté 4 sur 5 étoiles

Our first a initial meeting with Future…

Our first a initial meeting with Future planning was great, very positive. Looking forward to going forward with them in the future.

10 novembre 2019
Avis spontané
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Réponse de Future Planning

Thank you very much for your review, we also look forward to working with you going forward also!

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