Future Planning レビュー 

141
•
TrustScore 5段階評価の2.5

2.7

レビューはレビュアーの個人的な意見であるため、特定の記載内容を検証することはありません。ただし、ビジネス上の取引が行われたことを確認できた場合、レビューに「確認済み」のラベルを付ける場合があります。詳細はこちら

プラットホームの健全性を維持するため、当社のプラットフォーム上のすべてのレビューは、確認済みか否かにかかわらず、年中無休で稼働する自動ソフトウェアによって審査されています。このテクノロジーは、本当の経験に基づいていないレビューなど、ガイドラインに違反するコンテンツを特定し、削除するよう設計されています。ただし、すべてを検知できるわけではありませんので、お気づきの点がございましたら、どうぞお知らせください。詳細はこちら

レビュアーのコメントを見てみましょう

5つ星のうち1の評価

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.... もっと見る

企業が回答しました

5つ星のうち4の評価

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,

企業が回答しました

5つ星のうち4の評価

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... もっと見る

企業が回答しました

5つ星のうち1の評価

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

企業が回答しました

企業情報

  1. 年金基金
  2. ・
  3. ビジネスとITのコンサルタント代理店
  4. 金融機関
  5. 住宅ローン代理店
  6. 税務顧問
  7. 投資サービス

当該企業による記述

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.


連絡先

2.7

期待以下

TrustScore 5段階評価の2.5

141件のレビュー

5つ星
4つ星
3つ星
2つ星
1つ星

最近のレビュー依頼の記録はありません

この企業は最近、顧客にレビューを依頼していないため、レビューが全体の意見を反映していない可能性があります。

この企業のTrustpilot 利用方法

レビューや評価の取得方法、スコアリング、モデレーションのプロセスについて確認する。

2.7

すべてのレビュー

(141)

過去12か月のレビュー数: 0件

レビューを書く
Trustpilot に参加している企業は、インセンティブを提供したり、レビューを非表示にするためにお金を払ったりすることは許可されていません。レビューはレビュアーの個人的な意見で、Trustpilot のものではありません。詳細はこちら

5つ星のうち5の評価

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!

2019年11月4日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

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!

5つ星のうち5の評価

Thanks again Anil

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

2019年9月5日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

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

5つ星のうち5の評価

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.

2019年8月12日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

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.

5つ星のうち5の評価

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.

2019年8月9日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

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

5つ星のうち5の評価

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.

2019年7月9日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

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

5つ星のうち5の評価

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.

2019年7月9日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

Thank you, Enzo, we greatly appreciate your feedback!

5つ星のうち5の評価

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!

2019年7月1日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

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.

5つ星のうち5の評価

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.

2019年6月26日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

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

5つ星のうち5の評価

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!

2019年6月25日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

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!

5つ星のうち5の評価

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.

2019年6月21日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

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

5つ星のうち5の評価

They are honest

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

2019年6月20日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

Thank you Carmelo, we greatly appreciate your feedback!

5つ星のうち5の評価

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.

2019年6月19日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

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!

5つ星のうち5の評価

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.

2019年6月18日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

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!

5つ星のうち5の評価

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.

2019年6月13日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

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

5つ星のうち5の評価

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.

2019年6月13日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

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

5つ星のうち5の評価

Recommend

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

2019年6月11日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

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

5つ星のうち5の評価

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.

2019年6月2日
自発的なレビュー
Future Planning ロゴ

Future Planning からの回答

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

Trustpilot エクスペリエンス

Trsutpilot のレビューは誰でも書くことができます。レビューを書いた人には自分の書いたレビューをいつでも編集したり削除したりする権限があり、それらのレビューはアカウントがアクティブである限り表示されます。

プラットフォーム保護のため、専門チームと高度なテクノロジーを駆使しています。偽レビューとの闘いについての詳細はこちらをご一読ください。

Trustpilot におけるレビュー プロセスの詳細についてはこちらをご覧ください。

よいレビューを書くための8つのヒントをご覧ください。

確認を行うことで、Trustpilot に投稿されるレビューが [LINK-BEGIN-PEOPLE]実在の人物[LINK-END-PEOPLE] によって書かれたものであることの保証につながります。

レビューに対してインセンティブを提供したり、選択的にレビューを依頼したりすることは、TrustScore にバイアスを生む可能性があります。これは 当社のガイドラインに反します。

詳細情報