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

Aucun historique récent de demande d’avis

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2,7

Tous les avis

(141)

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Noté 5 sur 5 étoiles

Sian was great

Sian was great - couldn't recommend her higher. Great people skills, went out of her way to help and very knowledgeable. 5 stars!

4 novembre 2019
Avis spontané
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Réponse de Future Planning

Thank you for your review Joe, We are glad Sian gave you such a great experience and we wish you many happy years in your new home!

Noté 5 sur 5 étoiles

Thanks again Anil

Thanks again Anil, always makes the most stress free experience when remortgaging a house.

5 septembre 2019
Avis spontané
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Réponse de Future Planning

Thank you, Steve, for your review. We are pleased you had such a great experience with Anil.

Noté 5 sur 5 étoiles

Exceptional advice and Service

Sanjay and the team provide well researched advice based on your personal circumstances, I’ve been hugely impressed with the level of detail and understanding Sanjay seeks to get about our short, medium and long term goals, and then providing tailored advice to reach those goals.

He explains complex topics in a way that is easy to understand, and is patient whilst he helps us make the right decisions for us.

Personally we’ve benefited from Sanjay’s advice around lifestyle planning and optimising our tax liabilities, and I would have no hesitation in recommending FWP for these matters.

An exceptional service from an exceptional team.

12 août 2019
Avis spontané
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Réponse de Future Planning

Thank you, Paul, for your review. We are pleased you had such a great experience with Sanjay and the team. We look forward to working with you again in the future.

Noté 5 sur 5 étoiles

Sanjay was very friendly

Sanjay was very friendly, and explained everything we needed to know about my pension options. Sanjay kept us updated at every level, and Hana was very pleasant and helpful, my overall experience was one of the most professional and friendly experience I've dealt with, and will recommend them to my friends and family, so a big thank you to the team.

9 août 2019
Avis spontané
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Réponse de Future Planning

Thank you for your lovely review Mark! We look forward to working with you again in the future!

Noté 5 sur 5 étoiles

Future Planning is great

Future Planning is great, would recommend anyone to use them, honest, very helpful over the phone and very courteous when talking to any of the staff.

No problems for a visit to ourselves in our own home where we feel relaxed and able to talk openly and friendly. Highly recommended.
Regards to you all.
Jeni Ciliani.

9 juillet 2019
Avis spontané
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Réponse de Future Planning

It has and will continue to be a pleasure working with you, thank you, Jeni.

Noté 5 sur 5 étoiles

Rescued my investments

Rescued my investments. Removed inheritance tax worries. Now get an income and do not pay income tax. Much better off and very happy.

9 juillet 2019
Avis spontané
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Réponse de Future Planning

Thank you, Enzo, we greatly appreciate your feedback!

Noté 5 sur 5 étoiles

Anil and the team were simply fantastic!

Anil and the team were simply fantastic and I cannot recommend them enough. Buying my first property I was a little apprehensive and unsure of where and what to do, when it came to the mortgage and finances. Anil helped me through every step, answered all my questions and gave me solid advice and I cannot thank him and the team enough. The whole process was easy and transparent and I look forward to dealing with them all again. Thanks again!

1 juillet 2019
Avis spontané
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Réponse de Future Planning

Thank you, Kail, for your review. We are pleased you had such a great experience with Anil. We look forward to working with you again in the future and all the best in your new home.

Noté 5 sur 5 étoiles

Our third mortgage with Future…

Our third mortgage with Future Planning. Each time, the process has been faster and easier on our part. Their knowledge and expertise have been outstanding with extremely attentive advisors and admin team there’s not a single question we asked they didn’t have extensive experience in. Wouldn’t hesitate to recommend them to any friends and family for a first class service.

26 juin 2019
Avis spontané
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Réponse de Future Planning

Thank you for your review Martin. We are so happy you had yet another fantastic experience!

Noté 5 sur 5 étoiles

I can't thank Sian enough!

Sian has been pivotal to us throughout the whole mortgage process. As a first time buyer, getting onto the property ladder was a daunting thought but Sian helped to explain every step clearly and share the load of my stresses along the way! She was easily contactable and even completed our building/home insurance outside of work hours to fit our own work commitments. I can't thank Sian enough!

25 juin 2019
Avis spontané
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Réponse de Future Planning

Thank you for your review Kim, we are glad you are so happy with Sian's services and look forward to working with you again in the future!

Noté 5 sur 5 étoiles

absolutly fab

absolutly fab. Ive been with them ever since they started and have never had to complain. I leave every thing to them and theve allways made me money. All staff are very polite and very profesional plain speaking and always give you a straight answer without going all round the houses.they must be the best finacial advisors nin the world.

21 juin 2019
Avis spontané
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Réponse de Future Planning

Thank you so much Trefor, we look forward to continuing to work with you!

Noté 5 sur 5 étoiles

They are honest

They are honest, professional always up front and willing to help with excellent manners

20 juin 2019
Avis spontané
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Réponse de Future Planning

Thank you Carmelo, we greatly appreciate your feedback!

Noté 5 sur 5 étoiles

An absolute star

Sian was an absolute star from the beginning. Conscientious, polite and utterly professional, Sian was a pleasure to work with. I cannot praise her enough; fully recommended to anyone looking for home insurance, mortgage renewal and life insurance.

19 juin 2019
Avis spontané
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Réponse de Future Planning

Thank you for your review Robyn. We wish you well in your new home and hope to work with you again in the near future!

Noté 5 sur 5 étoiles

Extremely professional.

Diligent, committed and highly professional. In the face of repeatedly underwhelming performances from the other ‘experts’ involved in our sale and purchase; Sian at FPM stood out as the only one that could be relied upon to deliver against the timelines we were held to.

Extremely grateful for her endeavour and tenacity.

18 juin 2019
Avis spontané
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Réponse de Future Planning

Thank you for your lovely review David. We are glad Sian gave you such a pleasant experience and we look forward to working with you again in the near future!

Noté 5 sur 5 étoiles

Sound advice

Sound advice and sensible expectation management provided a very professional service in a realistic time frame. The estate planning undertaken clearly in line with our personal requirements. Very happy with the process and speed of completion.

13 juin 2019
Avis spontané
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Réponse de Future Planning

It has and will continue to be a pleasure working with you, thank you, Jeff.

Noté 5 sur 5 étoiles

Exactly what’s needed for good financial planning

Easy to work with the team. Understood our requirements and situation and made actionable recommendations commensurate with our goals.

13 juin 2019
Avis spontané
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Réponse de Future Planning

Thank you, Julian, we are glad you've had a positive experience working with us.

Noté 5 sur 5 étoiles

Recommend

Staff at future planning wealth management are very helpful and provide a brilliant service, would definitely recommend.

11 juin 2019
Avis spontané
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Réponse de Future Planning

Thank you, Liam, we are glad you have had a positive experience with us!

Noté 5 sur 5 étoiles

I've been using Future Planning Wealth…

I've been using Future Planning Wealth Management for a couple of months now and although early days, I've found the service to be of high quality. Both Sanjay and Anil are good at explaining financial jargon in a way you can understand and are efficient at getting back to you promptly when you have queries.

2 juin 2019
Avis spontané
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Réponse de Future Planning

Thank you, Paul, we look forward to continuing to work with you!

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