True Self Wealth Ltd

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Reviews

1. Charlotte Henry ★★★★★

   I went to Jamie for advice on my grandma’s finances while we were going through deputyship, and he honestly made the whole thing so much easier. There was a fair bit to consider, and he took the time to explain everything simply and kindly, without ever making me feel overwhelmed. He also pointed me in the right direction with the right people to help us move things forward. On top of that, he’s just really approachable (happy to have a laugh as well as being professional) which made the experience feel a lot less daunting. Couldn’t recommend him more.

   almost 4 months ago
2. Ian Nuttall ★★★★★

   Jamie was very responsive, friendly, helpful, professional and above all knowledgeable. He took care to explain the technical aspects in the correct level of detail and was always willing to run different scenarios to help us understand the impact of different choices we might make. I would definitely recommend Jamie to friends or family!

   almost 4 months ago
3. Katie Bird ★★★★★

   Jamie has helped me with my life insurance to look after my kids. We've talked about retirement planning so I know what I'll get and when. He's been friendly and approachable throughout and meeting on Zoom made it flexible and easy.

   almost 10 months ago

1. Meganrose ★★★★★

   Jamie has been so helpful and lovely, navigating me through my financial situation, which is something I really struggle with. He offered me more time and was incredibly empathic offering realistic advice which was sensitive to my situation. I would absolutely recommend.

   almost 10 months ago
2. Patrick Dickinson ★★★★★

   From start to finish True Self Wealth have provided a consistently high level of service. I had the pleasure of meeting Jamie at a networking event and since meeting they have always given me the safe space to ask all the questions. Jamie's patience has been without parallel and their professional and personal approach has made my financial planning journey a really joyful experience.

   1 year ago

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