Trusted Planning Ltd

An entirely trustworthy and professional service delivered with kindness and patience to ensure the clients financial needs and requirements are met. Through listening carefully you quickly attained an understanding of my needs and requirements and with patience and skill guided me through the process of meeting and achieving those objectives. You are clearly very knowledgeable in your areas of expertise and your advice is appropriate and balanced. You possessed the skill necessary to explain all the options that were available to meet my objectives. Additionally you were aware when I didn't retain that understanding and took the time necessary to ensure I was in full knowledge of all the options. You demonstrated great empathy in this process and I thank you sincerely for your patience. I found the meeting notes very helpful in consolidating my understanding of items covered in our meetings.

Excellent service. I would recommend you to others.

I find your directors very professional and would recommend you to others.

Excellent advice, help and support, thanks.

If I had been with Trusted Planning at an earlier time I have no doubt that I would be much better off financially. Extremely helpful and rapid responses to requests. I would certainly recommend them to others.

Excellent service! Many thanks for your expert help. We would recommend you to others.

We feel secure with your advice and guidance and would recommend you to others as I know you would do a good job.

I would recommend you to others due to your very good service.

Having done my research into financial advisors your qualification and recommendation plus the excellent service I have received mean that I would recommend you to others. To sum up your service in one sentence I would say 'Trustworthy'.

I would recommend you to others. I particularly appreciate that you think ahead to make sure the proposals will work as opposed to people who just want to sell a particular product

It was a pleasure to deal with Graham over the few months it took us to finalise our retirement plans. Trusted Planning has an understanding of the retirement market and can explain it clearly. They helped us to understand our retirement options and put us in a position to take informed decisions.

I would recommend you to others as you trustworthy and you properly explain the financial advice that you provide.

They really took the time to get to know us and what we want before offering solutions and made sure we were entirely comfortable before implementing them. They are completely impartial and their fee structure reflects this. Not once have we felt they have tried to rush us or sell us something.

Dan has acted for me for several years. He’s diligent, hardworking and trustworthy.

I was about to draw my directors pension. Without the help of Trusted Planning LLP I would have made an extremely costly mistake. It is likely the impact would have been a loss of over 50% over my expected lifetime. Several other important issues came out of their thorough review including identifying an out of the ordinary inheritance tax problem which our solicitor didn’t draw our attention to when recently reviewing our wills. Having had many bad experiences to date, I am relieved to have finally found a firm that acts in my best interests and with the relevant experience and expertise. I’d have no hesitation in recommending Trusted Planning LLP to anyone.

Trusted Planning prove their worth by making complex financial decisions easier to make. Having met many IFAs over the years, Trusted Planning LLP are the only one that I would trust with my money.