I have been a client of Phil and his team at Direct Financial Planning for more than 10 years and have always received excellent, attentive advice and support. Throughout that time, they have t... Se mer
Även om vi inte verifierar specifika påståenden eftersom omdömeslämnarnas åsikter är deras egna, kan vi märka omdömen med en ”verifierat”‑etikett ifall vi kan bekräfta att en företagsinteraktion har ägt rum. Läs mer
För att skydda plattformens integritet granskas både verifierade och overifierade omdömen av vår automatiserade programvara som är tillgänglig dygnet runt. Tekniken är utformad för att identifiera och ta bort innehåll som bryter mot våra riktlinjer, inklusive omdömen som inte är baserade på en äkta upplevelse. Vi är medvetna om att vi inte kan lägga märke till allt. Det går att flagga sådant som du tror att vi kan ha missat. Läs mer
Det här tycker kunderna
We have used DFP for many years. Alex has answered all of our questions and put us at our ease with with his knowledge and advice. Our retirement fund is far more positive with his help. He is a real... Se mer
With my previously woeful knowledge of pensions, Phil guided me through the process of retirement with clarity. The rationale behind each decision has been clearly explained and those decisions have b... Se mer
Everyone needs an IFA like Alex. We have been clients of DFP for 8 years and our only regret is that we didn’t get introduced earlier. A friendly and professional company with a relaxed ap... Se mer
Företagsinformation
Skrivet av företaget
We are a firm of Independent financial advisers based in Kent, UK. Taking the appropriate financial advice can not only make you money, it can indeed save you money, protect the things you value in life and prepare you for unknown events that the future may hold. Having accrued 33 years’ experience in the financial services industry it is our feeling that by improving our standards of knowledge it enables us to provide the most creative solutions which are sensitive to clients existing arrangements and overall financial objectives. We appreciate that financial advice is a sensitive and important area and the best results are achieved with a high level of understanding in respect of our clients' objectives and aspirations founded on a long standing, trusting relationship. As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs. We have three key objectives. To maximise clients profit, minimise their tax and protect what is important to them. We provide advice and help following a personal / business financial review. Usually a review will start with a very broad discussion of your aims, objectives and aspirations, before moving on to a thorough financial review of how your existing arrangements are contributing to your financial goals and what need to be done to work towards them. Our charges can be structured in several ways. Examples of how we charge for our services can be found in the ‘Important Information about our Services’ document.
Kontaktuppgifter
2A Galleon Way, ME2 4GX, Rochester, Storbritannien
- 01634730800
- enquiries@directfp.co.uk
- directfp.co.uk
4,7
Utmärkt
32 omdömen
Ingen inbjudningshistorik registrerad
Det här företaget har inte bjudit in sina kunder. Omdömen kanske inte är representativa
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Se hur deras omdömen och betyg hämtas, betygsätts och modereras.
Expert advice and financial planning
Phil and his team were instrumental in helping us both realise our dream of early retirement. With their continued support and expertise with our investments and financial planning we are looking forward to a relaxing future.
23 mars 2024
Omdöme utan inbjudan
Great communication, 5 star service!
I had a slightly more complicated mortgage to sort due to the situation I was in. Alex from DFP went above and beyond to help me in what was already a very stressful time and his communication, keeping me updated at every step of the way helped to take away any additional stress. I would highly recommend using DFP, and will only be using them myself moving forward.
23 februari 2024
Omdöme utan inbjudan
Expert help and assistance form Direct Financial Planning UK Ltd
Delighted to have Phil Cross and his fantastic team at Direct Financial Planning on board to help me navigate my finances as I reach a crossroad in my career after leaving Hello! Magazine as editor in December 2023. Their expertise and advise has been spot on every step of the way and given my circumstances it has been absolutely essential advise. I could not rate them more highly especially after a face to face with Phil today which talked through my various options
20 februari 2024
Omdöme utan inbjudan
Been with DFP and Alex for about 3…
Been with DFP and Alex for about 3 years when he helped me with my first mortgage and he’s always been really helpful. I regularly speak to him for advice on investments and he’s always happy to have a chat whenever I have questions. Couldn’t recommend the team at DFP any more!
20 februari 2024
Omdöme utan inbjudan
Great experience
Great experience. I've known the family for a long time and have been working with them for the last couple of years. My only regret is I didn't contact them sooner to help with my pension and finances.
Highly recommend.
19 februari 2024
Omdöme utan inbjudan
The company is fantastic
The company is fantastic, never an issue, really helped me personally with pension and mortgage. Always happy to help.
I would really recommend.
14 februari 2024
Omdöme utan inbjudan
Can thoroughly recommend DFP UK Ltd
I approached Alex over 4 years ago after searching for a financial advisor to help transfer funds from a defined pension scheme to a private pension scheme. Alex was very knowledgable on these rare transfers and guided me through the whole process ( with patience!) and I have been extremely happy with the growth of my private pension since then. He has also helped me set up POA's and inheritance planning vehicles. Alex is so professional and friendly and is my go to for any financial advice including those which are now effecting my children in terms of house buying and savings.
14 februari 2024
Omdöme utan inbjudan
Straight forward and friendly advise
Straight forward and friendly advise. Nothing was a bother and made the whole process of mortgage, application and protection easy. Highly recommend
13 februari 2024
Omdöme utan inbjudan
Peace of mind
We have used DFP for many years. Alex has answered all of our questions and put us at our ease with with his knowledge and advice. Our retirement fund is far more positive with his help. He is a really nice man who who gave us so much confidence with the advice he gave us.
More recently DFP have helped us redraft our wills, thank you Louise, and are helping family members organise POA's for an elderly relation.
13 februari 2024
Omdöme utan inbjudan
Always sound and consistent advice!
Have been advised by DFP Ltd for over 10+ years. Always sound and consistent advice; but moreover have helped me and my family shape some great investment/saving platforms....
13 februari 2024
Omdöme utan inbjudan
First rate financial advice
Having been clients of DFP for some 20 years we have always found their advice to be invaluable in the management of our financial affairs. The approach of Phil and his team is very relaxed, welcoming and obviously professional. This approach has always given us confidence in their management of our assets. We have in the past and will do again recommend DFP to friends and colleagues in need of guidance and advice in the field of financial affairs.
31 januari 2024
Omdöme utan inbjudan
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