Future Planning Bewertungen 141

TrustScore 2.5 von 5

2.7

Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren

Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren

Das sagen Bewerter

Bewertet mit 1 von 5 Sternen

The CEO of Future Planning (Russ Conklin) is going around on facebook saying "fk Charlie Kirk" to people mourning his death and he's posting videos on his page being thankful of the rumor that JK Rowl... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 1 von 5 Sternen

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.... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

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 shar... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

I had my annual review with Sanjay Badhan and as usual he was polite and very patient and explained everything to me. He also took time to cover off the possibility of taking out an annuity instead of... Mehr ansehen

Unternehmensdetails

  1. Pensionsfonds
  2. Wirtschafts- und IT-Beratungsagentur
  3. Finanzinstitut
  4. Investmentservice
  5. Hypothekenmakler
  6. Steuerexperte

Vom Unternehmen geschrieben

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.


Kontaktinformationen

2.7

Mangelhaft

TrustScore 2.5 von 5

141 Bewertungen

5 Sterne
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1 Stern

Hat 100 % seiner negativen Bewertungen beantwortet

Antwortet meist innerhalb von 48 Std.

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Bewertet mit 5 von 5 Sternen

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. November 2019
Bewertung ohne vorherige Einladung
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Antwort von 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!

Bewertet mit 5 von 5 Sternen

Thanks again Anil

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

5. September 2019
Bewertung ohne vorherige Einladung
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Antwort von Future Planning

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

Bewertet mit 5 von 5 Sternen

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. August 2019
Bewertung ohne vorherige Einladung
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Antwort von 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.

Bewertet mit 5 von 5 Sternen

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. August 2019
Bewertung ohne vorherige Einladung
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Antwort von Future Planning

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

Bewertet mit 5 von 5 Sternen

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. Juli 2019
Bewertung ohne vorherige Einladung
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Antwort von Future Planning

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

Bewertet mit 5 von 5 Sternen

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. Juli 2019
Bewertung ohne vorherige Einladung
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Antwort von Future Planning

Thank you, Enzo, we greatly appreciate your feedback!

Bewertet mit 5 von 5 Sternen

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. Juli 2019
Bewertung ohne vorherige Einladung
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Antwort von 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.

Bewertet mit 5 von 5 Sternen

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. Juni 2019
Bewertung ohne vorherige Einladung
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Antwort von Future Planning

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

Bewertet mit 5 von 5 Sternen

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. Juni 2019
Bewertung ohne vorherige Einladung
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Antwort von 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!

Bewertet mit 5 von 5 Sternen

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. Juni 2019
Bewertung ohne vorherige Einladung
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Antwort von Future Planning

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

Bewertet mit 5 von 5 Sternen

They are honest

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

20. Juni 2019
Bewertung ohne vorherige Einladung
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Antwort von Future Planning

Thank you Carmelo, we greatly appreciate your feedback!

Bewertet mit 5 von 5 Sternen

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. Juni 2019
Bewertung ohne vorherige Einladung
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Antwort von 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!

Bewertet mit 5 von 5 Sternen

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. Juni 2019
Bewertung ohne vorherige Einladung
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Antwort von 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!

Bewertet mit 5 von 5 Sternen

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. Juni 2019
Bewertung ohne vorherige Einladung
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Antwort von Future Planning

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

Bewertet mit 5 von 5 Sternen

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. Juni 2019
Bewertung ohne vorherige Einladung
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Antwort von Future Planning

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

Bewertet mit 5 von 5 Sternen

Recommend

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

11. Juni 2019
Bewertung ohne vorherige Einladung
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Antwort von Future Planning

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

Bewertet mit 5 von 5 Sternen

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. Juni 2019
Bewertung ohne vorherige Einladung
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Antwort von Future Planning

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

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