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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

La empresa ha respondido

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

5 estrellas
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2 estrellas
1 estrella

Ha contestado el 100% de las opiniones negativas

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Valorada con 5 estrellas sobre 5

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 de noviembre de 2019
Opinión espontánea
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Respuesta de 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!

Valorada con 5 estrellas sobre 5

Thanks again Anil

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

5 de septiembre de 2019
Opinión espontánea
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Respuesta de Future Planning

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

Valorada con 5 estrellas sobre 5

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 de agosto de 2019
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Respuesta de 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.

Valorada con 5 estrellas sobre 5

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 de agosto de 2019
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Respuesta de Future Planning

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

Valorada con 5 estrellas sobre 5

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 de julio de 2019
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Respuesta de Future Planning

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

Valorada con 5 estrellas sobre 5

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 de julio de 2019
Opinión espontánea
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Respuesta de Future Planning

Thank you, Enzo, we greatly appreciate your feedback!

Valorada con 5 estrellas sobre 5

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 de julio de 2019
Opinión espontánea
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Respuesta de 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.

Valorada con 5 estrellas sobre 5

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 de junio de 2019
Opinión espontánea
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Respuesta de Future Planning

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

Valorada con 5 estrellas sobre 5

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 de junio de 2019
Opinión espontánea
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Respuesta de 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!

Valorada con 5 estrellas sobre 5

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 de junio de 2019
Opinión espontánea
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Respuesta de Future Planning

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

Valorada con 5 estrellas sobre 5

They are honest

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

20 de junio de 2019
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Respuesta de Future Planning

Thank you Carmelo, we greatly appreciate your feedback!

Valorada con 5 estrellas sobre 5

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 de junio de 2019
Opinión espontánea
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Respuesta de 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!

Valorada con 5 estrellas sobre 5

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 de junio de 2019
Opinión espontánea
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Respuesta de 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!

Valorada con 5 estrellas sobre 5

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 de junio de 2019
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Respuesta de Future Planning

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

Valorada con 5 estrellas sobre 5

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 de junio de 2019
Opinión espontánea
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Respuesta de Future Planning

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

Valorada con 5 estrellas sobre 5

Recommend

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

11 de junio de 2019
Opinión espontánea
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Respuesta de Future Planning

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

Valorada con 5 estrellas sobre 5

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 de junio de 2019
Opinión espontánea
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Respuesta de Future Planning

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

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