Reviews
5.0 / 5 · 56 totalJohnny, Aidan and the TMFG team have been brilliant.They are super helpful in looking after our pension, and other financial interests. Nothing short of delighted with them, their advice and service offerings. So personable and importantly they keep everything simple and layman. A very knowledgeable and personable team with a positive attitude. Highly recommended.
The TMFG team have been enormously helpful in looking after my retirement investments and pension, and I am delighted with the advice and service they offer. Response to questions and instructions is virtually by return. You'd think they were all sitting there waiting for my emails! A very knowledgeable and personable team with a positive attitude.
I didn't think I needed a financial advisor, but my husband convinced me to use Jonathan and it's been seamless, easy, and an all-round amazing experience. He is patient with my struggles to understand numbers / finance and I'm so glad I've done this as additional security for my future self!
I have used Tru Wealth now for the last few years. Initially they were ensuring I had the correct level of protection for my health insurance, and most recently they have been helping me plan for retirement with an investment portfolio. I have been dealing with both Hayley and Johnny on the above matters. Both have been extremely responsive and are very knowledgeable in what they do. It can sometimes seem like a bit of a minefield trying to work out what insurance policies we should have or where to invest money but Tru Wealth have made the process simple. I would highly recommend their services to anyone.
I contacted Tru Wealth for some assistance with pension planning and life insurance and cannot fault the service I have received from Johnny and his colleagues to date, who have all spent time to understand my circumstances and requirements and then to explain my options in a way that is simple to understand. Communication is easy and contact is followed up - my overall experience could not have been more different from the previous company who were supposedly looking after me! I would not hesitate to recommend Johnny to others.
Meryn, Denise and Hayley were amazing and extremely helpful, throughout the process of applying for my first mortgage. I could not fault the quality of service I received. From start to finish all my questions were answered promptly and I was guided every step of the way. Communication and turn around was excellent. I would highly recommend Tru Wealth to all my family and friends!
We got the keys to our new home on Friday and couldn't have done it without Meryn at Tru Wealth! Meryn made the mortgage process seem effortless and took care of everything for us, keeping us completely up to date along the way. We were then taken care of by Hayley who sorted out all of our insurance needs, Hayley ensured we have all of the correct protection in place and did it with a five star service. We have now used Tru Wealth for all of our financial planning and would highly recommend the full team! Thanks again Tru Wealth 😊