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
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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
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
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
Informações sobre a empresa
- Fundo de pensões
- também em
- Agência de consultoria de negócios e TI
- Corrector hipotecário
- Especialista fiscal
- Instituição financeira
- Serviço 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 contacto
54 Devizes Road, SN1 4BG, Swindon, Reino Unido
- 01793 575553
- enquiries@futureplanningwm.co.uk
- futureplanningwm.co.uk
2,7
Mau
141 opiniões
Sem histórico recente de solicitação de opiniões
Esta empresa não convidou os clientes recentemente, pelo que as opiniões podem não ser representativas
Como esta empresa usa o Trustpilot
Veja como as respetivas opiniões e classificações são obtidas, classificadas e moderadas.
She was very helpful and understanding…
She was very helpful and understanding i would highly recommend her to my friends and family
29 de novembro de 2018
Opinião espontânea
Resposta da Future Planning
Thank you very much Joan. We look forward to working with you again in the future.
5 Star Service.
5 Star Service.
Anil is extremely knowledgeable and professional and guided me through the whole process. Keeping everything simple and explaining everything really clearly. 5 star service and would 100% recommend him and Future Planning Wealth Management to anyone looking for the same help and guidance as I was. Thank you.
29 de novembro de 2018
Opinião espontânea
Resposta da Future Planning
Thank you very much Chelsea, it has been a pleasure working with you!
Very happy with the service I received
Very happy with the service I received. My adviser Sian was always available for conversations, and jumped on any obstacles as fast as I raised them.
Great personal service and would use again without concern.
23 de novembro de 2018
Opinião espontânea
Resposta da Future Planning
Thank you very much Luke! We are very grateful for this review.
Great advice
Great advice, knowledgeable about the possible impact of Brexit and provides an array of financial services without pushing them on me.
Always available to talk, in a manner I understand and the awareness that I’m building a future for my family.
Well done and keep it up!
23 de novembro de 2018
Opinião espontânea
Resposta da Future Planning
Thank you for the review, we're very grateful and glad you were happy with our service.
Easy application
Sian was extremely helpful and knowledgeable throughout the mortgage process, she was always quick to respond to any queries both via email and telephone and made the entire application as easy as possible throughout.
15 de novembro de 2018
Opinião espontânea
Resposta da Future Planning
Thank you for your feedback Emma. Glad you had such a positive experience and we look forward to working with you again in the future!
So professional
So professional, helpful, explained everything so well. Kept me well informed of next steps & so efficient. Can’t recommend highly enough.
14 de novembro de 2018
Opinião espontânea
Resposta da Future Planning
Thank you very much, Jeannie, we are glad you're happy with the service provided!
Sian was very informative during our…
Sian was very informative during our initial phonecall.We felt very relaxed at our appointment Sian explained our options and we explored quotes, prices but we didnt feel under pressure to proceed She was very knowledgeable friendly and helpful.We feel very happy with what we have decided so far and Sian has kept us up to date with proceedings, we think Sian is doing a very good professional job.
14 de novembro de 2018
Opinião espontânea
Resposta da Future Planning
Thank you for your feedback Deborah, we look forward to working with you again in the future!
Very professional
Very professional , Very helpful and very Charming.
12 de novembro de 2018
Opinião espontânea
Resposta da Future Planning
Really appreciate your feedback David, thank you very much!
Excellent
Excellent, super professional and lovely people. Would highly recommend
9 de novembro de 2018
Opinião espontânea
Resposta da Future Planning
So glad you had a pleasant service with us Gareth, we look forward to working with you again in the future!
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