Future Planning Reviews 

141
•
TrustScore 2.5 uit 5

2,7

We verifiëren geen specifieke claims omdat reviewers hun eigen mening mogen geven. We kunnen reviews echter wel als 'Geverifieerd' bestempelen als we bevestiging hebben dat er een zakelijke interactie heeft plaatsgevonden. Meer informatie

Om de integriteit van het platform te beschermen, wordt elke review op ons platform – al dan niet geverifieerd – gescreend door onze geautomatiseerde software. Deze software kan inhoud identificeren en verwijderen die in strijd is met onze richtlijnen, inclusief reviews die niet zijn gebaseerd op een echte ervaring. We zijn ons ervan bewust dat we weleens wat over het hoofd zien, dus je kunt altijd reviews rapporteren waarvan je denkt dat we ze hebben gemist Meer informatie

Lees wat reviewers zeggen

Beoordeeld met 1 van de 5 sterren

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.... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 4 van de 5 sterren

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,

Bedrijf heeft geantwoord

Beoordeeld met 4 van de 5 sterren

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... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 1 van de 5 sterren

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

Bedrijf heeft geantwoord

Bedrijfsgegevens

  1. Pensioenfonds
  2. ook in
  3. Belastingadviseur
  4. Beleggingsadvies
  5. Business- en IT-adviesbureau
  6. Financiële instelling
  7. Hypotheekmakelaar

Geschreven door het bedrijf

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.


Contactgegevens

2,7

Slecht

TrustScore 2.5 uit 5

141 reviews

5 sterren
4 sterren
3 sterren
2 sterren
1 ster

Geen recente geschiedenis van het vragen naar reviews

Dit bedrijf heeft hun klanten niet recentelijk uitgenodigd, dus reviews zijn mogelijk niet representatief

Zo gebruikt dit bedrijf Trustpilot

Ontdek hoe ze hun reviews verzamelen, beoordelen en modereren.

2,7

Alle reviews

(141)

0 reviews in de afgelopen 12 maanden

Een review schrijven
Bedrijven op Trustpilot mogen geen beloningen aanbieden of betalen om reviews te verbergen. Reviews zijn de meningen van individuele gebruikers en niet van Trustpilot. Meer informatie

Beoordeeld met 5 van de 5 sterren

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 juni 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van Future Planning

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

Beoordeeld met 5 van de 5 sterren

Future planning

Clear, understandable advice.

1 juni 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van Future Planning

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

Beoordeeld met 5 van de 5 sterren

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 juni 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van Future Planning

Thank you, Rachel, your feedback is greatly appreciated!

Beoordeeld met 5 van de 5 sterren

Good advice.

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

29 mei 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van Future Planning

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

Beoordeeld met 5 van de 5 sterren

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 mei 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van Future Planning

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

Beoordeeld met 5 van de 5 sterren

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 mei 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van Future Planning

Thank you very much, Ian.

Beoordeeld met 5 van de 5 sterren

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 mei 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van Future Planning

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

Beoordeeld met 5 van de 5 sterren

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 mei 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van Future Planning

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

Beoordeeld met 5 van de 5 sterren

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 mei 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van Future Planning

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

Beoordeeld met 5 van de 5 sterren

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 mei 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van Future Planning

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

Beoordeeld met 5 van de 5 sterren

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 maart 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

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 maart 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

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 februari 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van 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!

Beoordeeld met 5 van de 5 sterren

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 januari 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

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 januari 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van Future Planning

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

Beoordeeld met 5 van de 5 sterren

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 januari 2019
Review zonder uitnodiging
Logo Future Planning

Antwoord van Future Planning

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

Beoordeeld met 5 van de 5 sterren

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 december 2018
Review zonder uitnodiging
Logo Future Planning

Antwoord van Future Planning

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

Beoordeeld met 5 van de 5 sterren

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 december 2018
Review zonder uitnodiging
Logo Future Planning

Antwoord van Future Planning

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

Beoordeeld met 5 van de 5 sterren

Fantastic service

Fantastic service, very helpful and friendly!

2 december 2018
Review zonder uitnodiging
Logo Future Planning

Antwoord van Future Planning

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

Dit is Trustpilot

Iedereen kan een review op Trustpilot achterlaten n.a.v. een ervaring met een bedrijf. Gebruikers hebben het recht om hun feedback op elk moment te wijzigen of te verwijderen, en elke gepubliceerde review is zichtbaar zolang het account van de betreffende gebruiker actief is.

Wij beveiligen ons platform met behulp van toegewijde specialisten en slimme technologieën. Lees meer over hoe wij nepreviews bestrijden.

Lees meer over Trustpilots reviewproces.

Hier vind je 8 tips voor het schrijven van een goede review.

Verificatie helpt ervoor te zorgen dat echte mensen de reviews schrijven die je op Trustpilot ziet staan.

Beloningen aanbieden voor reviews of een slechts een bepaalde groep mensen vragen om een review te schrijven, kan de TrustScore beïnvloeden. Dit is in strijd met onze richtlijnen.

Lees meer