True Financial Design Ltd - Wetherby

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

Henry Blunt

True helped me understand exactly what I had to save, on a year by year basis to live my vision for retirement and how early I could achieve that goal. Incredibly motivating and has actually helped focus my mind and increase my own production. Lottie is very approachable and she was able to cut through the financial jargon to give me quality, honest and understandable advice. I now feel more motivated and secure with clarity for my financial future. I would recommend Lottie as she makes sure financial advice is broken down and made easy. True’s model means that Lottie does not focus on the fund management side which is looked after by other experts but focuses on full financial planning. Helping you to see your goals, motivating you to achieve your goals, and ultimately securing your dream of financial freedom. Giving you complete financial clarity.

Nick Leach

As parents with twenty years age difference, to two young children, trying to financially plan was causing a headache.

We approached True for help with consolidation of investments, pensions and assets, which were fed into a most useful cash flow model to produce useful projections. We were delighted with the turnaround and efficiency, and Lottie’s sharp mind, listening and qualifying our needs. She did exactly what was agreed and delivered on the brief.

We now feel secure in our financial understanding and we have confidence in managing our affairs accordingly and with informed and well thought out guidance. We have someone ‘there’ for our future.

We would highly recommend working with True! Lottie has a skill set and competence, she listens to your needs and delivers on them. Sensible financial planning now with skilled help will serve you well in the future. You will be glad that you started working with True!

01jenjon

We wanted professional financial advice with regards to future financial planning from someone we felt we could trust.
True helped us to plan our financial future in a non-traditional fashion via a route we would not have investigated without professional advice.
Lottie is very passionate about her job and explains everything in thorough detail. We have peace of mind that our money is now working for us and insight into future security.
If you are thinking about getting financial advice, we would say ‘go for it’. True offered an alternative insight into our financial future that we would never have considered independently, and we now have more peace of mind with regards to our financial security moving forward.

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.

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.

Joanna Bowden

My husband and I have various pension pots and having recently expanded our family we were keen to ensure that our money was in the correct place and working for us. We also required advice on how best to prepare for the inevitable costs of keeping a growing family and maintain our lifestyle into retirement. Lottie was friendly and informative and we felt as though she really understood what our objectives were. She undertook an extensive review of the products we currently had and whether or not we should move our money elsewhere. Lottie introduced us to cashflow modelling; a really helpful visual tool which plots how much we need to put away to ensure that we will have the funds available in our later years to meet our objectives.

We would definitely recommend Lottie to our family and friends. She is very approachable and we look forward to working with her in the years to come.

steph stables

Lottie and her team were brilliant! I had some idea of what my pension value and the actuary report meant, but I fully understand what my financial future looks like now, post divorce and have the reassurance from Lottie that I will be ok. I’m a visual learner, so this service is perfect for you if you get overwhelmed by the language used in divorce and finances. I have total clarity in my steps moving forward now, all thanks to True Financial Design Ltd.