Financial planning testimonials

Most clients are referred to us by other clients or legal and accountancy connections who are pleased with our work. The following are comments from a number of our clients and contacts.

Dan has acted for me for several years. He’s diligent, hardworking, and trustworthy

Simon Nixon, Founder, Group Plc, CEO,

I was about to draw my directors pension. Without the help of Trusted Planning I would have made an extremely costly mistake. It is likely the impact would have been a loss of over 50% over my expected lifetime. Several other important issues came out of their thorough review including identifying an out of the ordinary inheritance tax problem which our solicitor didn’t draw our attention to when recently reviewing our wills. Having had many bad experiences to date, I am relieved to have finally found a firm that acts in my best interests and with the relevant experience and expertise. I’d have no hesitation in recommending Trusted Planning to anyone.

Semi-retired company director, Manchester.

They really took the time to get to know us and what we want before offering solutions and made sure we were entirely comfortable before implementing them. They are completely impartial and their fee structure reflects this. Not once have we felt they have tried to rush us or sell us something.

Retired couple, Cheshire.

I thought I had received good advice to date. Little did I know. Thank you for opening my eyes.

The advice you provided throughout my divorce proceedings was valued by my solicitor, barrister and myself.

I look forward to working with you for many years to come.

Retired consultant orthopaedic surgeon, North Wales.

Graham is tenacious, hard working, approachable and plain speaking. I have been very satisfied with all matters that he has handled on my behalf. I am very regularly in contact with many IFA’s professionally and I have no desire to change.

Divorce specialist and partner, respected international law firm.

We were introduced to Dan several years ago, when the business needed help with a number of pension fund issues. Having met a number of other prospective financial advisers, we found Dan to be a breath of fresh air – highly knowledgeable, practical and, as we have subsequently found out, totally trustworthy. We liked the fact that he took so much time to understand the business and the financial status of the directors before he was prepared to put forward a recommendation. Dan continues to act not only for the business but also for each of the directors individually. We would be happy to recommend Dan and Trusted Planning to our friends and business acquaintances.

Company Director, Manchester