Futureplanningwm Reviews

So professional

So professional helpful explained everything so well Kept me well informed of next steps so efficient Can t recommend highly enough

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

Excellent and professional

Sanjay and Sian helped my partner and I purchase a new house during summer this year Firstly we attended some financial meetings with Sanjay to realise our financial position and how best to release the equity we had available Sian is an amazing mortgage advisor and helped us every step of the way always checking progress with our applications and providing updates help and advice whenever required FP offer a engaging professional and friendly service I don t think I could have found elsewhere locally or further afield We will be using Future Planning for all our investment advice moving into the future and I am looking forward to a positive financial future with confidence that I am receiving fair and honest advice Thanks Sanjay Sian and all the FP team Steven

Great service and support throughout

Great service and support throughout as always from FPWM They always make sure you re clear about the decisions you re making and guide you through the process

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

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

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

Professional Advice

My wife and I have been clients of Future Planning Wealth Management for the past 3 years and greatly value the advice and help they have provided with our finances and investments We have found them to be extremely professional and understanding of our needs and have ensured that we have understood the advice given and are aware of any associated consequencies before any action suggested is taken So far so good

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