True Financial Design Ltd

"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"

"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"

"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."

"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."

"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."