Future Planning Omdömen 141

Very helpful and friendly. We are so glad we went with Sian. She helped us every step of the way and talked us through it all. Thank you!

Our mortgage was up for renewal and we returned to Sian and FPWM to help us with this. Sian provided excellent advice and found us the most suitable mortgage for our circumstances, adjusting to an even better offer when new information arose during the process. I would absolutely recommend Sian and FPWM. Really pleased with the support, advice and mortgage solution.

Very helpful and efficient when renewing my home insurance, managing to save me a large sum of money over the year.

Sanjay is very knowledgeable, whole team very helpful and friendly

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 times, to re sign paperwork repeately, becuase, as I was advised, my fountain pen had too broad a nib, to fit all of my signatuires in the box in which it must fit !!

Time after time, I had ot go back and re sign. It would have been better if I had been advised to use a ball point pen, on round one of the signature marathion !

Never mind, all good now !

Kind regs,
Peter Dredge.

I would highly recommend Future Planning. We worked with Sanjay on plans for retirement - translating our initial ideas and many questions about when we could retire and what type of lifestyle we could afford into a detailed plan providing clarity and reassurance for the future. The assessment of our current financial situation mapped against our future objectives was very detailed with Sanjay prompting us to consider things we'd never have come up with on our own. We discussed many scenarios and options with Sanjay guiding us through the process and always willing to spend time to get to know us and ensure we understood concepts we'd never had much previous exposure to and sharing the experience of others in similar situations. The end result is that we are now planning to retire a few years earlier than we'd thought we could but also with confidence that we'll be financial secure for the future. Thank you Sanjay and team.

My experience with Future Planning has been excellent, you are kept fully informed on a monthly basis on all transactions on your account. More importantly the percentage increase has always been more than anticipated.

Sanjay is very helpful and knowledgeable. I went to him when he was first starting out many years ago after I made some very silly investment decisions and he has worked hard to get my SIPP back on track. He is happy to explain everything and listens to what you have to say, then offers advice based on your individual circumstances. He is open and transparent with his fees and I would have no hesitation in recommending him to others.

Sanjay and Sian helped my partner and I purchase a new house during summer this year. Firstly we attended some financial meetings with Sanjay to realise our financial position and how best to release the equity we had available. Sian is an amazing mortgage advisor and helped us every step of the way, always checking progress with our applications and providing updates, help and advice whenever required. FP offer a engaging, professional and friendly service I don’t think I could have found elsewhere locally or further afield. We will be using Future Planning for all our investment advice moving into the future and I am looking forward to a positive financial future with confidence that I am receiving fair and honest advice.
Thanks Sanjay, Sian and all the FP team!
Steven

My wife and I are approaching retirement and after some detailed research selected Future Planning as our pension advisors. We have found them to be a thoroughly professional and friendly team providing investment advice based on a full understanding of our financial situation, our attitude to risk and our retirement aspirations.
The team provided excellent service based on sound principles, we have no hesitation in recommending them.

We were looking for investment opportunities based on our risk appetite and Sanjay helped us not only in fully understanding our risk position but quantified the risk involved when he presented us with the various investment opportunities.

Sanjay kept us informed at every step along the process and set the right expectations about the duration of elapsed time it takes to get an investment portfolio setup.

Highly recommended!

Recognising the need for a formal financial life plan leading up to and beyond our retirement years, we engaged the Future Planning team in 2019. During this time they have been superbly helpful, breaking through what can often be complex fiscal topics and providing clear, simple and professional expertise and guidance. They have been invaluable in helping us to maximise the potential of our finances and to create a life plan, the quality of which gives us confidence in our future. We couldn't recommend them highly enough.

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,

We have been with Future Planning for a number of years and have always received sound advice in a number of financial areas. Sanjay has proved himself to be very knowledgeable and is excellently backed up by the rest of the team. He ensures that he gets to know what it is that the client wants and that everything is understood, before anything is put into motion. He is very reassuring when it comes to making changes to investments. Any administration is handled efficiently by his team and we have always been kept very well informed when documentation is being dealt with. We have been very happy with the service Future Planning has provided to date.

I cannot recommend Future Planning enough and in particular Sian Hewson who went above and beyond to secure our mortgage and insurance requirements. Sian handled our case with professionalism and compassion at all times. I would have no hesitation in using Future Planning again and would recommend them without hesitation.

Great service from Sian who really helped me with my first ever buy to let and helped me all the way through the process. She's a great mortgage advisor who will keep you thoroughly updated on any changes or updates throughout.
Highly recommend!

Excellent hassle free service from start to finish.

My partner and I were very impressed using Future Planning. Sian, our personal adviser, was extremely helpful in terms of finding us the best mortgage, however it didn’t stop there. She continuously supported us throughout the entire process of moving, exceeding beyond our expectations. This involved addressing any setbacks with our move and finding appropriate solutions, guiding us when looking at contents insurance/life cover that suited our needs and consistently keeping in regular contact with us to monitor the status of the move.
Not only did we feel our financial needs were met, but we also felt very supported socially with regards to her personal advice and guidance she offered, that was tailored specifically to our needs. We both highly recommend Future Planning and will certainly use again.

I began looking for a flat in Jan 2020 and opened communication with Future Planning in February. I dealt primarily with a Sian Hewson. For a first time buyer relatively naive about the process she was fantastic at explaining everything that was going to happen and the process in full.

With Covid 19 came the inevitable delays she made sure I was aware exactly when she was furloughed and who would be covering her while she was off. My understanding of what was happening when dealing with her replacement was considerably worse and I got very little information having to chase for everything.

Once she returned to work I get more confident and things began moving forwards again (as others also returned solicitors etc) Sian was excellent at explaining things to me and ensuring I had all the information I needed to keep things running smoothly.

Based on her service personally I would highly recommend using the company. Overall I was successfully able to buy my first property with a mortgage I was comfortable with. She helped streamline the process and made life easier for me.

As a first-time buyer I had a lot of questions. I was lucky enough to have Sian support me through the mortgage process. Sian talked through the questions I had, responded quickly to emails and gave continual support throughout the process. Not only that, but Sian helped with other areas of financial planning and referred me where necessary to ensure I had the best guidance possible. I cannot recommend her enough.