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Future Planning Wealth Management Limited Reviews | Customer Service Reviews for https://www.feefo.com/reviews/future-planning-wealth-management-limited | Feefo

Displaying all 12 reviews

Graham Beale

7 months ago

Date of purchase: 19/11/2024

What Graham Beale said about Future Planning Wealth Management Limited:

very satisfied with the team and all the advice that I have been given

Always very helpful nothing is to much trouble I have always found the advice that i have been given is tailored to my needs. On each of my visits i come away feeling happy with the experience also...

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Sian

Future Planning Wealth Management Limited

7 months ago

Thank you for your review, Graham. It is always a pleasure to help you, and we look forward to helping you again.

Graham Beale

7 months ago

Now further comment to add

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Mandy & Colin Archer

Swindon

7 months ago

Date of purchase: 19/11/2024

What Mandy & Colin Archer said about Future Planning Wealth Management Limited:

Thank you Future Planning Excellent Service

Future Planning has been an absolute godsend to both myself and my husband. Almost two years ago we had an initial meeting with Sanjay to discuss our various company pensions, property and finances...

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Sian

Future Planning Wealth Management Limited

7 months ago

Thank you very much for your kind review. It's great to hear how much Sanjay and the team have helped you, and we look forward to continuing to help. Thank you

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Roddy Robertson

Swindon

8 months ago

Date of purchase: 01/11/2024

What Roddy Robertson said about Future Planning Wealth Management Limited:

Pension performance review.

Excellent service from Sanjay and all of his team. Future Planning have been looking after my private pension for the last 10 years, we are very pleased with it's performance. I would recommend them,...

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Sian

Future Planning Wealth Management Limited

8 months ago

Thank you for a great review, Roddy. It's fantastic to hear how happy you are with our service, and we look forward to continuing to help you.

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Trusted Customer

9 months ago

Date of purchase: 16/09/2024

Excellent unbiased information

I received unbiased and comprehensive advice and information, no pressure from anyone to “sign up” to any particular product, Sanjay and the other staff made sure I understood everything.

Sian

Future Planning Wealth Management Limited

9 months ago

Thank you for your review. We look forward to helping you again.

Trusted Customer

9 months ago

If I need any more help I will contact you again and thank you

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Jeannie Hazell

9 months ago

Date of purchase: 09/09/2024

What Jeannie Hazell said about Future Planning Wealth Management Limited:

Sanjay

Couldn’t recommend highly enough. Such a professional service, kept informed & up to date at all times. Staff throughly professional, down to earth, friendly. The client comes first, I wouldn’t use...

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Sian

Future Planning Wealth Management Limited

9 months ago

Thank you for your review, Jeannie, it's great to hear you would not consider using anyone else, and we look forward to continuing to help you.

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Neil Laver

Swindon

10 months ago

Date of purchase: 29/08/2024

What Neil Laver said about Future Planning Wealth Management Limited:

Retirement plan

They Listen to what you want and support you in achieving your goals with good advice Making you feel more secure for the future

Sian

Future Planning Wealth Management Limited

10 months ago

Thank you for a great review Neil. We are glad you feel more secure for your future.

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Graham Beale

Cirencester

10 months ago

Date of purchase: 30/08/2024

What Graham Beale said about Future Planning Wealth Management Limited:

very satisfied with the team and all the advice that I have been given

All ways had friendly and very helpful service and advice, nothing is to much trouble to help you with any information or advice to assist you to obtain what ever information you require .

Sian

Future Planning Wealth Management Limited

10 months ago

Thank you for your review, Graham. It is great to hear how helpful we are, and we look forward to continuing to help you.

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Janet James

Brackley

10 months ago

Date of purchase: 30/08/2024

What Janet James said about Future Planning Wealth Management Limited:

An impossible task - so we thought!

We were recommended to use Future Planning by our daughter, and Sian in particular to help us as a matter of urgency. Now almost 18 months later not only was it all sorted, but the final stage has...

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Sian

Future Planning Wealth Management Limited

10 months ago

Thank you for your review, Janet. It has been a pleasure to help you, and I am so happy you were able to finish your self-build. I look forward to helping you again in the future.

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Iggy Dias

Swindon

10 months ago

Date of purchase: 29/08/2024

What Iggy Dias said about Future Planning Wealth Management Limited:

Professional

Always professional especially Sian always keeps customer first listen to our needs and the delivers always.

Sian

Future Planning Wealth Management Limited

10 months ago

Thanks for a great review Iggy. It is always a pleasure to help you and your family.

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Marc Stow

Swindon

10 months ago

Date of purchase: 14/08/2024

What Marc Stow said about Future Planning Wealth Management Limited:

5 star pension service

Being a new self employed business owner I didn’t really know where to start with setting up my own pension scheme. The team at future planning were extremely helpful in their help and guidance....

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Ana Badhan

Future Planning Wealth Management Limited

10 months ago

Dear Marc, Thank you for the review and it was a pleasure working with you, let us know if there is anything else we can do for you.

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About Future Planning Wealth Management Limited

Our friendly and knowledgeable team of financial experts is here to give you confidence and peace of mind for a brighter, happier future. Our head office is in Wiltshire, however, our clients are based throughout the UK and overseas.

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01793 575553

89 Commercial Road, Swindon, Wiltshire, SN1 5PD, United Kingdom

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