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
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
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
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
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
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
54 Devizes Road, SN1 4BG, Swindon, 英国
- 01793 575553
- enquiries@futureplanningwm.co.uk
- futureplanningwm.co.uk
2.7
期待以下
141件のレビュー
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。
She was very helpful and understanding…
She was very helpful and understanding i would highly recommend her to my friends and family
2018年11月29日
自発的なレビュー
Future Planning からの回答
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.
2018年11月29日
自発的なレビュー
Future Planning からの回答
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.
2018年11月23日
自発的なレビュー
Future Planning からの回答
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!
2018年11月23日
自発的なレビュー
Future Planning からの回答
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.
2018年11月15日
自発的なレビュー
Future Planning からの回答
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.
2018年11月14日
自発的なレビュー
Future Planning からの回答
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.
2018年11月14日
自発的なレビュー
Future Planning からの回答
Thank you for your feedback Deborah, we look forward to working with you again in the future!
Future Planning からの回答
Really appreciate your feedback David, thank you very much!
Future Planning からの回答
So glad you had a pleasant service with us Gareth, we look forward to working with you again in the future!
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。