Future Planning Avaliações 

141
•
O TrustScore é 2.5 de um total de 5

2,7

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Veja o que dizem as avaliações

Avaliado com 1 de um total de 5 estrelas

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.... Ver mais

A empresa respondeu

Avaliado com 4 de um total de 5 estrelas

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,

A empresa respondeu

Avaliado com 4 de um total de 5 estrelas

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... Ver mais

A empresa respondeu

Avaliado com 1 de um total de 5 estrelas

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

A empresa respondeu

Detalhes da empresa

  1. Fundo de pensão
  2. também em
  3. Conselheiro fiscal
  4. Consultoria em negócios e TI
  5. Corretor hipotecário
  6. Instituição Financeira
  7. Serviços de Investimentos

Escrito pela empresa

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.


Informações de contato

2,7

Ruim

O TrustScore é 2.5 de um total de 5

141 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Sem histórico recente de pedidos de avaliações

Esta empresa não convidou os respectivos clientes recentemente, portanto as avaliações podem não ser representativas

Como esta empresa usa o Trustpilot

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2,7

Todas as avaliações

(141)

0 avaliações nos últimos 12 meses

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As empresas no Trustpilot não têm permissão para oferecer incentivos ou pagar para ocultar avaliações. As avaliações são opiniões de usuários e não da Trustpilot. Leia mais

Avaliado com 5 de um total de 5 estrelas

They were very helpful making sure we…

They were very helpful making sure we understood the options they had for us and never rushed into making our decision.

1 de junho de 2019
Avaliação não solicitada
logotipo da Future Planning

Resposta da Future Planning

Thank you Richard! We really appreciate your feedback and look forward to working with you in the future!

Avaliado com 5 de um total de 5 estrelas

Future planning

Clear, understandable advice.

1 de junho de 2019
Avaliação não solicitada
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Resposta da Future Planning

Thank you, Gerard, we look forward to working with you again in the future!

Avaliado com 5 de um total de 5 estrelas

Very approachable and understanding if…

Very approachable and understanding if I am not sure what to do or don't understand. They will take time to explain things and give me time to make my mind up.

1 de junho de 2019
Avaliação não solicitada
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Resposta da Future Planning

Thank you, Rachel, your feedback is greatly appreciated!

Avaliado com 5 de um total de 5 estrelas

Good advice.

The company always offers sound financial advice. It enabled my wife and I to take early retirement.

29 de maio de 2019
Avaliação não solicitada
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Resposta da Future Planning

Thank you, Anthony, we look forward to working with you again in the future!

Avaliado com 5 de um total de 5 estrelas

Professional, approachable and understandable financial advice

Recommended!
My husband and I have been with Future Planning Wealth Management for the past few years. Sanjay has been a huge help in moving us towards an understanding of our general position now, and how to get where we'd like to be in the future. For example, helping us with questions like what do we need to do to be able to retire at particular ages with a particular lifestyle? What are the potential financial implications of certain types of unforeseen events? How can we minimize negative impacts, without ending up with unnecessary cover?
I feel mostly relief when I think about having access to such a professional and engaged financial advisor.

26 de maio de 2019
Avaliação não solicitada
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Resposta da Future Planning

Thank you, Bela, we are glad you've had a positive experience and look forward to working with you in the future.

Avaliado com 5 de um total de 5 estrelas

review feed back

Sanjay and his staff are very friendly helpful and efficient. If you have any queries they are dealt with ASAP and if you’re answer can’t be given straight away you will have it later that day or the next day. Would recommend Sanjay and his colleagues to my friends at the drop of a hat.

24 de maio de 2019
Avaliação não solicitada
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Resposta da Future Planning

Thank you very much, Ian.

Avaliado com 5 de um total de 5 estrelas

Planning for the Future

We have received excellent service from what we have found to be a modern, professional and customer-orientated operation. Communication and interactions are clear and easy to understand and Future Planning have provided us with expert guidance in a clear, transparent and engaging manner by Sanjay, Anil and the team.

14 de maio de 2019
Avaliação não solicitada
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Resposta da Future Planning

Thank you for your review, Terry. We are happy you have had a positive experience.

Avaliado com 5 de um total de 5 estrelas

All Staff are very friendly and very…

All Staff are very friendly and very professional. They give you the best advice and ensure they cater for all your needs.

9 de maio de 2019
Avaliação não solicitada
logotipo da Future Planning

Resposta da Future Planning

Thank you for your review, Claire. We are glad you are happy with the services that have been provided to you.

Avaliado com 5 de um total de 5 estrelas

Joy for future planning wealth…

Joy for future planning wealth management to work my myself who cover everything and more in every financial services I have.

8 de maio de 2019
Avaliação não solicitada
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Resposta da Future Planning

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

Avaliado com 5 de um total de 5 estrelas

Mortgage

Sian at future planning has helped us every step of the way and couldn’t recommend this company enough!!
Thankyou for all your hard work.
Ross & Jasmin

7 de maio de 2019
Avaliação não solicitada
logotipo da Future Planning

Resposta da Future Planning

Thank you for your kind review Ross. We wish both you and Jasmin many happy years in your new home!

Avaliado com 5 de um total de 5 estrelas

Efficient and easy mortgage application

Friendly, efficient and easy mortgage application process, despite hiccups with bank statements and amended purchase details. Sian tackled it all with patience and good humour, and kept me abreast of everything at all stages. Highly recommend

25 de março de 2019
Avaliação não solicitada
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Resposta da Future Planning

Thank you for your review Mark. We are glad Sian gave you such a positive experience and we wish you well in your new home.

Avaliado com 5 de um total de 5 estrelas

Removing the stress during a stressful time

We approached Sian to advise us throughout our mortgage process as it was our first ever mortgage application so everything was new and unknown to us, complicated further as we were remortgaging to help with the deposit of the new property.

Sian took what could have been a very stressful situation and guided us very smoothly through the entire process. She explained clearly what our various options were, and advised well in situations where the perfect deal wasn't as obvious as it seemed. Sian was always available and responsive, either via email or telephone, even giving us her personal number for any emergency enquiries. Once the application had been made, Sian stayed with us making sure that we did everything we could to ensure an accepted offer - even chasing third-parties on our behalf to save us sitting through the lengthy calls.

We've just had both our mortgages accepted and we couldn't have done it without Sian, would definitely recommend and will be returning in the future should the situation arise.

18 de março de 2019
Avaliação não solicitada
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Resposta da Future Planning

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

Avaliado com 5 de um total de 5 estrelas

A firm that wants what is best for you.

I have dealt with Future planning in several areas for my financial needs and have always been hugely impressed by the professionalism, care and attention to detail that has been afforded me. I felt that both Sanjay and Anil listened intently to my wants, wishes and needs before evidencing this with the quality of solution and product offered for me. Sanjay and Anil are also happy to venture their thoughts which I found refreshing and extremely useful with this cultivating a relationship of honesty and being able to bounce different ideas back and forth, leading ultimately to a product and solution that was right for me and my family. I would recommend using future Planning for any financial needs you may have and would encourage anyone, as I have happily done, to build a long term and lasting relationship with a firm that truly wants what is best for you.

26 de fevereiro de 2019
Avaliação não solicitada
logotipo da Future Planning

Resposta da Future Planning

Thank you very much, James, we are glad you've had a positive experience and we look forward to working with you again in the near future!

Avaliado com 5 de um total de 5 estrelas

Outstanding service and client care

A five star experience from the very beginning, Sian was professional, extremely knowledgable and knew exactly what I wanted from our first meeting.
She was quick and efficient and found a deal for me I record time.
I feel Sian has given me a personal service and am amazed at how I always seemed to be her top priority. Her communication skills were first class with regular updates and continual contact throughout which fior me is priceless.
Thank you Sian you made a very stressful time so much easier for me and for that I am truly grateful.

24 de janeiro de 2019
Avaliação não solicitada
logotipo da Future Planning

Resposta da Future Planning

Thank you Joanna for your review, we're glad you are happy with our service. We look forward to working with you in the future.

Avaliado com 5 de um total de 5 estrelas

From the very first contact with Sian…

From the very first contact with Sian until the completion of the mortgage Sian was at the end of the phone or answering an email to us even when we hit a few problems she was there to talk us through it, and to move forward, as ours was not such a straight forward mortgage to obtain Sian was really focused on how to get there and without her help we are sure we would not have got there.
Thank you Sian

23 de janeiro de 2019
Avaliação não solicitada
logotipo da Future Planning

Resposta da Future Planning

Thank you so much for your review, we will look forward to working with you again in the future.

Avaliado com 5 de um total de 5 estrelas

Received Excellent service from Futureplanningwm

Received Excellent service from Futureplanning Wealth Management. I would definitely recommend to anyone.

Sanjay was very polite and calm he explained and dealt in professional manner, I would definitely use Futureplanning services in the near future. Thank you Sanjay

12 de janeiro de 2019
Avaliação não solicitada
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Resposta da Future Planning

Thank you very much, Vicky, we look forward to working with you again in the future!

Avaliado com 5 de um total de 5 estrelas

Amazing service from Sian at Future…

Amazing service from Sian at Future Planning Mortgages. I came to her with a fixed idea of the mortgage that i wanted and she was able to use her knowledge of the industry to help me make 2 switches and get a deal with the same interest rate that I had found but staying with my current provider. She was very patient with me as we went through the process and as someone who changes mortgages every 2-3 year I can honestly say I have never had a simpler mortgage switch.

10 de dezembro de 2018
Avaliação não solicitada
logotipo da Future Planning

Resposta da Future Planning

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

Avaliado com 5 de um total de 5 estrelas

Purchasing your very first property can…

Purchasing your very first property can be a stressful time, however the service provided before, during and even after was above and beyond ensuring everything was completed smoothly. Any issues had (with the seller) were quickly resolved even when it was not down to the adviser to do so. I highly recoomend for all financial advice and have referred to friends who have also recieved great service.

We have also used since for our life asssurances and estate planning.

5 de dezembro de 2018
Avaliação não solicitada
logotipo da Future Planning

Resposta da Future Planning

Thank you very much Cherice, we look forward to working with you again in the future!

Avaliado com 5 de um total de 5 estrelas

Fantastic service

Fantastic service, very helpful and friendly!

2 de dezembro de 2018
Avaliação não solicitada
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Resposta da Future Planning

Thank you, Margaret, we are very grateful for this review!

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