True Financial Design Ltd - Wetherby

Introducing True Financial Design Ltd

True Financial Design Ltd is a highly-regarded financial planning firm located at Address: Parkhill Business Centre, Walton Rd, Wetherby LS22 5DZ. They have been providing exceptional financial planning services to their clients since their inception. The company specializes in Financial planner, Financial Advisor and has gained a stellar reputation within the industry.

With a website that is easy to navigate and comprehensive, True Financial Design Ltd makes it convenient for potential clients to learn about their services and expertise. The company's commitment to providing top-notch financial guidance is evident in their dedication to staying abreast of the latest industry trends and developments.

Key Features and Services

• Women-owned: True Financial Design Ltd is owned by a strong, dedicated woman who brings her unique perspective and expertise to the table.
• Wheelchair-accessible entrance: The company understands the importance of accessibility and ensures that all clients, regardless of their physical abilities, can comfortably access their services.
• Wheelchair-accessible toilet: In addition to a wheelchair-accessible entrance, True Financial Design Ltd also provides a wheelchair-accessible toilet, making it easier for clients with disabilities to use their facilities.

Testimonials and Reviews

True Financial Design Ltd has received numerous glowing reviews from satisfied clients, with a 5/5 average rating based on 47 reviews on Google My Business. Clients have praised the company for its personalized approach, exceptional growth in investments, and the availability of their financial advisor, Lottie.

"From the very first meeting with Lottie, we felt confident she could help us and our finances," one client shared, while another stated, "We have recommended Lottie to several friends which we wouldn't do lightly."

Why Choose True Financial Design Ltd

With a strong focus on client satisfaction, a highly knowledgeable team, and a commitment to accessibility, True Financial Design Ltd stands out as one of the top financial planning firms in the industry. Their dedication to helping clients achieve their financial goals is evident in the success stories and glowing reviews they have received.

If you are looking for a financial planner or advisor who can provide personalized, effective solutions for your financial needs, look no further than True Financial Design Ltd. Contact them today through their website or by calling 03300889138 to schedule an appointment and take the first step towards securing your financial future.

👍 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

Brent P.

5/5

My wife was very unsure of using a financial advisor, but after visiting Lottie at true financial design and had her talk through all our options, her mind was changed and a year on and retirement now in place we are both extremely happy with the service we are receiving from the team.

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.

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.

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.

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.