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Consulta las opiniones de los clientes

Valorada con 1 estrellas sobre 5

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... Ver más

La empresa ha respondido

Valorada con 1 estrellas sobre 5

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 más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

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... Ver más

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Valorada con 5 estrellas sobre 5

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... Ver más

Información sobre la empresa

  1. Fondo de pensiones
  2. Consultoría de negocios e informática
  3. Institución financiera
  4. Servicio de inversión
  5. Corredor hipotecario
  6. Asesor de impuestos

Escrito por la 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.


Información de contacto

2,7

Malo

TrustScore: 2.5 sobre 5

141 opiniones

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Valorada con 5 estrellas sobre 5

A huge thank you to Future Planning Wealth Management....…

A huge thank you to all at Future Planning Wealth Management with a special mention to Sian for the support, guidance and very professional manner in helping with our mortgage application, insurances and completion of a property. Sometimes a few problems along the way with our purchase but Sian was able to reassure and guide us through ( thank you Sian, you too Hannah ). We would have no hesitation in recommending Future Planning Wealth Management and will be using their services again.

23 de julio de 2020
Opinión espontánea
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Respuesta de Future Planning

Thank you for your review Dave. it is great to hear you are so happy with the service you received and we wish you many happy years in your home.

Valorada con 5 estrellas sobre 5

The service that Sian provided was…

The service that Sian provided was second to none. It was really easy and it all went through so quickly. I was pleasantly surprised absolutely no complaints whatsoever and will be recommending to anyone who will kosten

22 de julio de 2020
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Respuesta de Future Planning

Thank you for your review Lauren and we wish you well in your new home.

Valorada con 5 estrellas sobre 5

I am very pleased with the attention to…

I am very pleased with the attention to detail that this company have provided me in achieving my financial goals.

I feel that the straightforward and clear approach, they provide, only enriches their well established framework of service.

13 de julio de 2020
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Respuesta de Future Planning

Thank you for your review and we appreciate the great feedback.

Valorada con 5 estrellas sobre 5

Efficient and effective

Sanjay has been advising me for many years now and has saved me from making some big mistakes! He has talked me through my pension planning options and I am looking forward to putting those plans into action.

Hannah and Cejay have always kept me up to date with the progress of paperwork and everyone I have had contact with has been very friendly and efficient. I have no hesitation in recommending Future Planning.

3 de julio de 2020
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Respuesta de Future Planning

Thank you for your review Andy and it's great to hear you are so happy with the service Sanjay, Cejay and Hannah provide.

Valorada con 5 estrellas sobre 5

I love this group of people

I love this group of people, they are very professional, friendly, honest and good people.

24 de junio de 2020
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Respuesta de Future Planning

Thank you for your review Matilde and it is lovely to hear you are happy with our service.

Valorada con 5 estrellas sobre 5

Great Service

Anil has always answered my pension queries in a timely manner and explains technical information in a way that I can understand. Extremely professional and I am very happy with the service received.

24 de junio de 2020
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Respuesta de Future Planning

Thank you for your review Nav and it's great you are so happy with the service and professionalism Anil provides you with.

Valorada con 4 estrellas sobre 5

FPWM do a thorough job

FPWM do a thorough, even eye opening review of your finances and explain clearly how they have come to their conclusions, what tools they use and if required what you can do to improve your investments

23 de junio de 2020
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Respuesta de Future Planning

Thank you for your review Derrick. We are pleased you are happy with the services we offer and the systems we use. We look forward to continuing to work with you.

Valorada con 5 estrellas sobre 5

Great team.

Sanjay has been our Financial Planner for several years now and helped us with our journey towards retirement, he changed our thinking and improved our planning. Inheritance tax planning next.
Anil has arranged our buy-to-let mortgages and Sian has helped my son and a couple of his friends with their mortgages. We were impressed with Anil and my son can’t speak highly enough of Sian.
Hannah, Cejay and the rest of the team who I have had dealings with are very efficient, polite and friendly.
The whole team do a great job and it’s very comforting to know that should anything happen to me, my family are in excellent hands. Everything is dealt with in a calm and efficient way and I wouldn’t hesitate to recommend them.

19 de junio de 2020
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Respuesta de Future Planning

Thank you for your lovely review Neil. It's great you have received such great service from the whole team and we are glad we are always able to help.

Valorada con 5 estrellas sobre 5

We were looked after and supported…

We were looked after and supported throughout the process . Sian kept us informed throughout and answered any question we had however big or small . She instilled us with confidence and was always kind, caring and professional. Thank you

18 de junio de 2020
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Respuesta de Future Planning

Thank you for your review Liam. It is nice to hear you felt so looked after and supported throughout and are so happy with the service Sian provided you. We look forward to working with you again in the future.

Valorada con 5 estrellas sobre 5

Sian 🌟

I honestly couldn’t be more impressed with how amazing Sian has been, continuous help from the start, which was 2 years ago now.
She has just helped me go back on to a fixed rate and all done so effortlessly and stress free.
I have recommended Future Planning to lots of friends and will continue to do so.
Thank you Sian 🌟

16 de junio de 2020
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Respuesta de Future Planning

Thank you for your great review Anna. It is always a pleasure to help you and thank you for the many referrals you have passed to us.

Valorada con 5 estrellas sobre 5

A very professional service

Sanjay has been my financial advisor for 6 years now and I would highly recommend him. Emails and phone messages are always responded to promptly, and convenient appointments arranged if needed in addition to yearly meetings. I always feel that nothing is too much trouble for Sanjay and everything is explained carefully. He is professional as well as approachable. I definitely feel that Sanjay has my best interests at heart and provides me with enough information to be able to make financial decisions, without overwhelming me with detail. He keeps up to date with financial developments and will let me know if changes need to be made to my portfolio. I feel I get a very good, personal service.
I also want to mention the office staff, Cejay and Hannah, who are lovely. They are professional, polite and yet also very approachable. Queries are answered promptly and passed on to Sanjay if necessary. Messages are always passed on and I am always informed of the progress of paperwork. Sanjay is very lucky to have them.

14 de junio de 2020
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Respuesta de Future Planning

Thank you for your review. We are so pleased you are happy with the service Sanjay and our administration team provides you with and, we are indeed lucky to have them :)

Valorada con 5 estrellas sobre 5

Anil explained all my options very…

Anil explained all my options very clearly, gave me a good understanding of what I could expect, and offered very good advice.
Highly recommend Future planning wealth management.

12 de junio de 2020
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Respuesta de Future Planning

Thank you for your review Raj and we are pleased you were happy with the service provided to you. We look forward to working with you again soon.

Valorada con 4 estrellas sobre 5

Easy to deal with and nice to know

Easy to deal with and nice to know. They worked extremely hard for me in order to sort out my various pensions and even came up with an unexpected bonus.
Would be 5 stars but for a few hiccups with Parmenion.

10 de junio de 2020
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Respuesta de Future Planning

Thank you so much for your review Derek, very much appreciated. Yes, unfortunately, providers do not always work as efficiently as we would like, which sadly is outside the parameters of our control! We look forward to speaking with you again soon.

Valorada con 5 estrellas sobre 5

Review of Future planning mortgages

Sian at Future Planning Mortgages was really helpful making a potentially stressful experience painless with a personal touch and easy to understand explanations. Highly recommended.

3 de junio de 2020
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Respuesta de Future Planning

Thank you for your review James and we are so pleased you were happy with the service provided to you. We look forward to working with you again in the near future.

Valorada con 5 estrellas sobre 5

very happy new home owner

Sian Hewson was my mortgage advisor. I was a first time buyer and a complete novice to the process. I found Sian to be really helpful, particularly as the purchase was from my parents who will remain in the property, therefore there were added complications. She gave me completely non bias advice and explained the process in simple terms for me.
Very easy to contact and quick on her responses.
Should I find myself in a position where I am looking for another mortgage, I would have no hesitation in reaching out to Sian for her services again. Overall Future Planning were as a whole were very professional and helpful. Lovely offices too! Highly recommend

28 de mayo de 2020
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Respuesta de Future Planning

Thank you for your review Anna and we are so pleased you had such a pleasant experience. We wish you many happy years in your home and we look forward to working with you again in the future.

Valorada con 5 estrellas sobre 5

Mortgage review

Sian is always helpful and precise at what she does. She explains things clearly and does everything possible to keep things running smoothly. She will answer all the queries you have. Sian also a lovely kind helpful woman.

28 de mayo de 2020
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Respuesta de Future Planning

Thank you for your review Catrina and we look forward to working with you again in the near future. Best Wishes

Valorada con 5 estrellas sobre 5

Anil has helped me with 3 mortgages…

Anil has helped me with 3 mortgages now, a commercial mortgage, residential mortgage and buy to let.

I would highly recommend Future Planning, I have always had excellent advice and couldn't Thank them enough.

17 de febrero de 2020
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Respuesta de Future Planning

Thank you for your kind review James, it has been a pleasure to work with you over the last few years.

Valorada con 5 estrellas sobre 5

We are very happy with everything thing…

We are very happy with everything thing done for us. Sain is an exellent advisor.

21 de noviembre de 2019
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Respuesta de Future Planning

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

Valorada con 5 estrellas sobre 5

Sian Hewson mortgage advice

Sian Hewson was really helpful when I was looking for a new mortgage. She was fair and honest, and kept in touch at every stage of the process. She sorted all the paperwork quickly, and I know she worked hard to get the best deal for me.

15 de noviembre de 2019
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Respuesta de Future Planning

Thank you for your review, Rebecca. We are glad Sian gave you such a positive experience and provided you with a good experience. We look forward to working with you again in the future.

Valorada con 4 estrellas sobre 5

Our first a initial meeting with Future…

Our first a initial meeting with Future planning was great, very positive. Looking forward to going forward with them in the future.

10 de noviembre de 2019
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Respuesta de Future Planning

Thank you very much for your review, we also look forward to working with you going forward also!

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