True Financial Design Ltd - Wetherby

True Financial Design Ltd is a renowned financial planning and consulting company located at the Parkhill Business Centre, Walton Rd, Wetherby LS22 5DZ, United Kingdom. The company is easily accessible and boasts a wheelchair-accessible entrance and toilet. It is advisable to book an appointment before visiting. Clients of True Financial Design Ltd appreciate the personalized attention and exceptional growth they have experienced under the guidance of the company's financial experts.

With a strong emphasis on identifying and meeting the unique financial needs of each client, True Financial Design Ltd has earned a stellar reputation for delivering tailored financial solutions. Their team of experienced financial consultants specializes in providing comprehensive advice and planning services that enable clients to make the most of their finances.

The company has garnered attention for being a women-owned business, further adding to its unique appeal. True Financial Design Ltd has received numerous positive reviews, with an impressive 5 out of 5-star rating. Clients often praise the company for its exceptional customer service, dedication to helping them achieve their financial goals, and the impressive growth their investments have experienced.

A client highlights their satisfaction with Lottie, a financial consultant at True Financial Design Ltd, stating that from the first meeting, they felt confident that their finances would be streamlined into higher achieving investments. The client has even recommended Lottie to their friends, a testament to their trust in the company's services.

👍 Reviews of True Financial Design Ltd

Nick F.

5/5

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

Alisa T.

5/5

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 .

Agata B.

5/5

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

Jo S.

5/5

Lottie and her team are experts in their field with a wealth of experience and an enthusiasm second to none. I trust them with my finances completely and have done so for a number of years.

Mireille H.

5/5

I have visited Lottie Kent at True Financial Design Ltd three times now. The first was a non obligational insight to the service she offered, the second was my annual review. On both occasions I was consistently offered an informative, professional financial advice, illustrating my portfolio's achievements and future projections in a comprehensive yet understandable format. I would most definitely recommend True Financial Design Limited to anyone seeking quality, professional financial advice of a very high standard.

Phil R.

5/5

Lottie built a financial plan to take us from our last few years at work into retirement with a clear picture of our aims and what we needed to do to achieve them.

Henry B.

5/5

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.

K B.

5/5

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