True Financial Design Ltd

Reviews

1. Caroline Gladwin ★★★★★

   Lottie and Hannah have both been exemplary. From really listening to my situation and understanding my financial needs, to making recommendations on a way forward and helping me with all aspects of my financial planning, their advice has taken a huge weight off my mind and allowed me to move forward with confidence into the future.

   almost 5 months ago
2. Louise Cane ★★★★★

   Lottie was very friendly, explained everything well, in language I could understand. Her team kept me informed at all times and I have had several one to ones with Lottie as well. I felt reassured about my investments and the plan. So far so good and look forward to the ongoing contact and services with her.

   almost 6 months ago
3. Alisa Townend ★★★★★

   If you are wanting exceptional financial advise or support or financial planning then I can not recommend True Financial Design Ltd enough. Totally approachable , supportive and transparent at all stages of the process. We are delighted that we engaged True Financial Design , feel very comfortable dealing with them and we are delighted with the results we are seeing .

   1 year ago

1. Agata Burgstaller ★★★★★

   Lottie came highly recommended by my solicitor during a particularly traumatising divorce. With Lottie's lead and strategic financial acumen I quickly saw my financial future develop in front of my eyes. It was very reassuring that when I thought all was lost, Lottie intervened with sound advice and understanding of the situation. She helped to identify my overall and long term financial aims and most importantly set the steps and means to achieve them. I now know that not only I have a financial future but it is the one I want and one worthwhile walking towards to. Lottie is responsible for the introduction of numerous ideas, current financial frameworks and instruments into building a financial model which works and guarantees my financial independence. This means I can stand firmly on my feet and the finances have not looked as healthy as they do now. With the positive impact of having finances in order I now have more time to take care of my health and make plans. Lottie is a trustworthy, endlessly patient and a wise FA and I wholeheartedly recommend TFD to anyone who needs a solid and experienced Financial Advisor now or in the future. Thank you Lottie. A. D. B. from London

   1 year ago
2. Nick Forster ★★★★★

   We moved to TFD following a recommendation as we were not happy with our present FA. From the very first meeting with Lottie we felt confident she could help us and our finances. We were not disappointed and very quickly our finances were streamlined into higher achieving investments with exceptional growth in the first 6 months which has continued. Lottie is always available and we know she is working to ensure our money works for us. We have recommended Lottie to several friends which we wouldn't do lightly

   1 year ago
3. K Bee ★★★★★

   I needed helped understanding my finances moving into the future and looking after my pension after my divorce. True Financial Design helped me understand what I needed to be earning in relation to my future comfort and helped to me understand more about my pension. I was delighted with how understanding and non-judgemental they are and how easily they put financial jargon into everyday language for me. The positive energy that I encountered was refreshing and much needed at the time. Since working with True, I am in a much better position financially and have a clear vision of the goals that I want and need to achieve. If you are looking for an approachable team who offer quick and thorough responses, excellent financial knowledge, and the ability to understand you as a client, get in touch with True Financial Design

   almost 2 years ago

1. A Nelson ★★★★★

   I’m very pleased I came to Lottie. You gave me clear explanations, and you are the only person I felt I could genuinely trust with this kind of stuff. I have generally trusted my own judgement on financial things and investment but you brought up tax issues, and how best to deal with them, that I have never considered before. It was great to get your wise, professional input, so thank you. Andrew

   almost 3 years ago
2. vik waller ★★★★★

   Lottie quickly grasped the whole of my situation, and was able to then discuss possible solutions and advice. True Financial Design Ltd provided a very professional service, and I wouldn't hesitate to recommend them.

   almost 3 years ago
3. Jen Scott ★★★★★

   I wanted help after getting divorced and not truly understanding where I stood financially, True Financial Design helped me with every aspect of my current financial position. I'm delighted that I now understand exactly what I can achieve with my finances and I have a better understanding and knowledge of finances. I feel that I'm in safe hands! I would recommend True to others based on their great knowledge, understanding, excellent support and communication when you have very little time to understand these things yourself.

   almost 3 years ago

1. PAULINE HAMPTON ★★★★★

   True looked at ways that the funds we held in the bank gained very little interest and how this money could work better for us in future. With their guidance we invested a sum of money in an investment portfolio. I feel confident and reassured - True have kept in touch throughout the setup of our new investment. The Team is very approachable and happy to help with any queries. I would not hesitate in recommending True. We were hesitant at first to seek financial advice, but it has been the right decision for us. Having someone at the other end of the phone giving you advice and looking after your investment is reassuring.

   almost 3 years ago

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