True Financial Design Ltd
Harrogate and Wetherby, North Yorkshire
(9)
Harrogate and Wetherby, North Yorkshire
(9)
Many people are confused or worried about their finances for the future, so we provide a simple and customized plan so you can achieve financial security for the rest of your life.
Future Proof your Finances in 4 simple steps:
1. Schedule your FREE initial consultation
Show more
9 customer reviews
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. More...
Reviewed on Google Maps
John Pick
I thought I was in a mess and had no idea what I was doing with my pensions before I met Lottie. But now, my mind is at rest as I know my future and finances are going to be OK. I also know I have someone that I can trust to answer my questions. The good thing also is that the fees for the advice come out of the pensions and investments rather than me having to pay them directly. More...
Reviewed on Google Maps
3992hog
Efficient, productive and experienced, are just a few of the traits that come to mind when I think of Lottie. Lottie has a professional approach whilst being honest and helpful throughout the entire process. She took the time to understand our individual needs and found us the best product to suit us rather than a one size fits all method.I look forward to continuing to work with Lottie in the future. More...
Reviewed on Google Maps
Margaret Fox
I would recommend Lottie at True Financial Design to anyone!I now have a plan for my future and don't have to worry about money. Lottie used a tool which created a picture of my future and used this to illustrate the the different options available to me and the best one to go with. Thank you so much. More...
Reviewed on Google Maps
Matt Phelps
I met Lottie this year networking and got to know her more at meetings and other events. I can certainly say that what shines through is her passion, knowledge and integrity. Makes it easier for me passing clients over knowing they’ll get sound advice and be looked after. More...
Reviewed on Google Maps
Natalie Eagling
Lottie has been fantastic. Not only has she worked tirelessly to improve our financial future and make our money work harder, but she has also gone over and above what we had ever expected. She found several areas within our protection where policies were completely void, saving us a considerable amount in the process. Nothing was too much trouble, she is incredibly diligent, trustworthy and candid. It's so refreshing not to be pitched... I wouldn't hesitate to recommend Lottie. Thank you! More...
Reviewed on Facebook
Mal Taylor
Earlier this month I had the pleasure of meeting with Lottie for some pensions advice. What a wonderful lady, very professional and not at all pushy. Lottie gave me some very practical, sound advice regarding my pensions, and I now feel much happier about my finances going forward.I would recommend Lottie to anyone who has any pension or financial issues that they need help with.A very satisfied customer. More...
Reviewed on Google Maps
Kelly Kehn
We've only just begun working with Lottie and True Financial Design but it's been a pleasure. Lottie has gone above and beyond to get us on track with our personal financial goals. The service is wonderful!
Reviewed on Google Maps
Kelly Kehn
Great service! Lottie really understands her market and is so helpful. She simplified things so much for us.
Reviewed on Facebook
What do you love most about your job?
The best thing about my job is helping actually get to where they want to be in a simple way. They tell me what they want to achieve and I tell them how to get there in the most cost effective and tax efficient way. Therefore I make their money work as hard as possible for them.
What inspired you to start your own business?
After working as a Director of a Financial Planning firm in London, I decided to move back to North Yorkshire and set up True Financial Design Ltd - a Company which is fully independent with no restrictions and allows me to bring my character and passion to financial planning.
Why should our clients choose you?
WE PROVIDE SIMPLICITY
We understand that we now live in a world of jargon, upsells and over-promises. At True Financial Design, we remove all of that and value clarity above all.
WE ARE EXPERTS
Only experts can make a difficult task seem easy. We educate you, so you fully understand what your future looks like.
WE ARE GENUINE
We are able to relate to your challenges, wants and needs and speak to you in a warm and friendly manner.
WE ADD CHARACTER
We make your financial planning an enjoyable experience rather than it being a chore.
