Gratitude Financial Planning - Ashby-de-la-Zouch

Robert Brady

Freddie has been fantastic with us. We went into the process with him unsure on the benefits of a financial advisor vs what we could research ourselves. But, we’ve come out of it knowing we’ve made some really smart decisions and it really opened up our eyes and we feel much more informed.

As a family with two young children we feel like we’ve responsibly set ourselves up for both the short and long term.

Freddie accommodates your individual family needs and circumstances, whilst guiding you to make the right choices.

Highly recommended 5*

Richard Tate

I can’t recommend Gratitude Financial Planning enough.

Freddie at Gratitude Financial Planning is really friendly and approachable, and takes the time to get to know you and your concerns.

Throughout the process Freddie has made everything easy to understand, so that it gives you the confidence to invest. The reports and action plans were really clear and Freddie made implementing the recommendations really simple.

We feel like he really is ‘looking after’ our family, having taken the time to consider our individual circumstances to give the best advice for us.

L Clements

Freddie’s been very helpful in getting our finances organised so that we can plan for retirement in about 10 years. He’s easy to talk to and hasn’t made me feel stupid however dumb my questions were! It’s a bit daunting wondering how much money we’d need, will we have enough? Freddie’s allowed us to clearly see what needs to be done so that we’re on track to retire when we hope to.

William Hargreaves

I initially contacted Freddie for a financial health check up , but - after being impressed with his approach - I decided to follow his recommendations.
Freddie really takes the time to get to know your situation and goals, in a professional and relatable manner. The advice is clear and explained simply. I would have no hesitation recommending to family and friends.
Thanks!

Kerry Sudale

With the cost of living crisis, and with a rough idea of plan on our long term financial goals, but little idea of how we were getting there, we engaged with Fred at Gratitude Financial.

Freddie is so knowledgeable, and passionate it made the whole process both straightforward and enjoyable. There was no pressure, and everything was simple - he took up all the heavy lifting!

We, for the first time, feel empowered that we are securing our families financial future.

Emma Marsh

I would highly recommend Gratitude Financial Planning for its friendly, thorough and expert advice to help achieve your long term financial goals.

Fred has a refreshingly unique offering, and real passion to help people get the most from their money.
The service is perfect for time poor people or those who aren’t really sure how best to approach investment and optimising pensions.

I feel confident and reassured with the solutions proposed. Thanks very much Fred!

Neil Doyle

We couldn’t recommend Gratitude Financial Planning enough. We wanted a competent, trustworthy and proactive person to guide us and our money and the approach Gratitude takes suits us perfectly. Fred and his team focus on lifestyle and how money can enable this and this resonated with us. Fred is clear which allowed us to be decisive and make important changes for our future.

Jenni Wileman

Freddie is so knowledgeable and has been great at explaining and guiding us through the process, ensuring we are comfortable with his suggestions. He goes above and beyond. Would recommend to anyone wanting to get their finances in check and plan for the future!