True Financial Design Ltd
True Financial Design Ltd is a financial services company based in Wetherby, England. They specialize in providing financial advising services, financial planning, superannuation consulting, divorce services, employment agencies, insurance attorneys, and venture capital companies. Their team of experts offers a wide range of services to help individuals and businesses achieve their financial goals. True Financial Design Ltd is committed to providing high-quality services to their clients and helping them navigate the complex world of finance.
Introduction to True Financial Design Ltd
True Financial Design Ltd is a financial services company based in Wetherby, England. The company was established in 2005 by a team of experienced financial planners who wanted to provide clients with a personalized and comprehensive approach to financial planning. What makes this company unique is their commitment to delivering customized financial solutions for each client, taking into account their unique circumstances and financial goals.Services & products
True Financial Design Ltd offers a range of financial advising services, including financial planning, superannuation consulting, and divorce services. They also provide employment agency services, insurance attorney services, and venture capital support. Clients can expect to receive tailored financial advice and solutions that are designed to help them achieve their financial goals.Location
True Financial Design Ltd is located in the heart of Wetherby, which is a bustling market town in West Yorkshire, England. The area is known for its vibrant business community, with a mix of small and large businesses operating in the area. Clients can expect to experience a friendly and welcoming atmosphere when visiting the company. The closest public transportation options include Wetherby Bus Station (0.2 miles), Spofforth Railway Station (2.5 miles), and Harrogate Railway Station (8.8 miles).Benefits
Clients should choose True Financial Design Ltd because of their commitment to providing personalized financial solutions that are tailored to individual needs. The team of experienced financial planners has a wealth of knowledge and expertise in the financial industry, which allows them to provide clients with the best possible advice and support. The company also has a strong reputation for delivering exceptional customer service.Good to know
Clients should be aware that True Financial Design Ltd operates in the highly regulated financial industry, which means that they are subject to strict compliance requirements. The company takes compliance very seriously and ensures that all of their services and products comply with the relevant regulations and standards.Reviews
Customers have praised True Financial Design Ltd for their personalized approach to financial planning and their exceptional customer service. Clients have also noted that the company's financial planners are knowledgeable, experienced, and professional, and that they provide clear and concise advice that is easy to understand. Overall, customers have been very satisfied with the services provided by True Financial Design Ltd.Amenities
-
financial planning -
investment advice
-
retirement planning
-
tax planning
-
insurance services
-
budgeting assistance
-
credit counseling
-
estate planning
-
online account access
-
wealth management
-
insurance
-
online access
-
customer support
FAQ
What types of financial planning services do you offer?
We offer a wide range of financial planning services, including retirement planning, investment planning, tax planning, estate planning, and more. We work closely with clients to understand their unique financial goals and create customized plans to help them achieve those goals.What is your investment philosophy?
Our investment philosophy is based on a long-term, diversified approach. We believe in creating well-balanced portfolios that include a mix of stocks, bonds, and other assets. We also focus on minimizing risk and maximizing returns over the long term.What is your track record in helping clients maximize their superannuation?
We have a strong track record of helping clients maximize their superannuation. Our team of experienced superannuation consultants works closely with clients to understand their needs and goals, and we create customized plans to help them achieve those goals. We also stay up-to-date on the latest industry trends and regulations to ensure that our clients are well-informed and well-prepared.How will you communicate with me throughout my case and keep me updated on its progress?
We understand that communication is key when it comes to financial planning. That's why we make it a priority to stay in regular contact with our clients throughout their case. We provide regular updates on progress and are always available to answer any questions or concerns that may arise.Can you provide references or testimonials from satisfied clients who have used your services for superannuation consulting?
Yes, we would be happy to provide references or testimonials from satisfied clients who have used our services for superannuation consulting. We have a long list of happy clients who have benefited from our expertise and personalized approach to financial planning. Please contact us to learn more.Reviews
-
Millie Cameron
Lottie has been extremely professional and helpful regarding my enquiries.
27-03-2023
-
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
27-02-2023
-
A Nelson
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
27-11-2022
-
Linda Hall
Lottie was really helpful and gave great ideas and advice.
27-11-2022
-
Nick Hall
27-11-2022
-
James WHITWELL
Our experience with Lottie was fantastic. She offered us some incredibly valuable advice on shaping our future investments for the business. We would highly recommend
27-10-2022
-
vik waller
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.
27-10-2022
-
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.
27-09-2022
-
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.
27-09-2022
-
David Harris
It’s always wonderful working with Lottie and the team. Here’s to many more years working together 👍🏼
27-07-2022
