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Future Planning Wealth Management Limited Reviews

https://futureplanningwm.co.uk/
Service
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8

ratings over the past year

Future Planning Wealth Management Limited has recently joined Feefo so their website will display review content sourced both by Feefo and their previous provider.
Displaying all 8 reviews
JH
Jeannie Hazell
11 hours ago
Date of purchase: 09/09/2024
What Jeannie Hazell said about Future Planning Wealth Management Limited:
Couldn’t recommend highly enough. Such a professional service, kept informed & up to date at all times. Staff throughly professional, down to earth, friendly. The client comes first, I wouldn’t use a
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Neil Laver
Swindon
9 days ago
Date of purchase: 08/29/2024
What Neil Laver said about Future Planning Wealth Management Limited:
They Listen to what you want and support you in achieving your goals with good advice Making you feel more secure for the future
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Sian
Future Planning Wealth Management Limited
6 days ago
Thank you for a great review Neil. We are glad you feel more secure for your future.
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Graham Beale
Cirencester
17 days ago
Date of purchase: 08/30/2024
What Graham Beale said about Future Planning Wealth Management Limited:
All ways had friendly and very helpful service and advice, nothing is to much trouble to help you with any information or advice to assist you to obtain what ever information you require .
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Sian
Future Planning Wealth Management Limited
6 days ago
Thank you for your review, Graham. It is great to hear how helpful we are, and we look forward to continuing to help you.
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JJ
Janet James
Brackley
17 days ago
Date of purchase: 08/30/2024
What Janet James said about Future Planning Wealth Management Limited:
We were recommended to use Future Planning by our daughter, and Sian in particular to help us as a matter of urgency. Now almost 18 months later not only was it all sorted, but the final stage has al
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Sian
Future Planning Wealth Management Limited
6 days ago
Thank you for your review, Janet. It has been a pleasure to help you, and I am so happy you were able to finish your self-build. I look forward to helping you again in the future.
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Iggy Dias
Swindon
18 days ago
Date of purchase: 08/29/2024
What Iggy Dias said about Future Planning Wealth Management Limited:
Always professional especially Sian always keeps customer first listen to our needs and the delivers always.
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Sian
Future Planning Wealth Management Limited
6 days ago
Thanks for a great review Iggy. It is always a pleasure to help you and your family.
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MS
Marc Stow
Swindon
1 month ago
Date of purchase: 08/14/2024
What Marc Stow said about Future Planning Wealth Management Limited:
Being a new self employed business owner I didn’t really know where to start with setting up my own pension scheme. The team at future planning were extremely helpful in their help and guidance. The
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Ana Badhan
Future Planning Wealth Management Limited
1 month ago
Dear Marc, Thank you for the review and it was a pleasure working with you, let us know if there is anything else we can do for you.
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Trusted Customer
6 months ago
Date of purchase: 03/19/2024
Thank you to Sian, that not only knows how to spell my name but the the attention to detail is great and talks me through the process, and respects when I cannot respond or reply due to being at work.
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BW
Bernard Wick
6 months ago
Date of purchase: 03/15/2024
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About Future Planning Wealth Management Limited
Our friendly and knowledgeable team of financial experts is here to give you confidence and peace of mind for a brighter, happier future. Our head office is in Wiltshire, however, our clients are based throughout the UK and overseas.
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01793 575553
89 Commercial Road, Swindon, Wiltshire, SN1 5PD, United Kingdom
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About Future Planning Wealth Management Limited
Our friendly and knowledgeable team of financial experts is here to give you confidence and peace of mind for a brighter, happier future. Our head office is in Wiltshire, however, our clients are based throughout the UK and overseas.