Reviews of Tru Wealth Ltd. (Financial Consultant) in Glasgow (Glasgow).

Tru Wealth Ltd

46 Reviews

10 Comments

Financial Consultant

Financial planner

5th Floor Moncrieff House, 69 W Nile St, Glasgow G1 2LT, United Kingdom

Description

Information of Tru Wealth Ltd, Financial Consultant in Glasgow (Glasgow)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Tru Wealth Ltd

Reviews of Tru Wealth Ltd

P. S.

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 😊

M. Q.

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.

L. C.

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!

S. S.

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.

K. S.

Excellent service from Denise at TruWealth, can't thank her enough for her professionalism and care when sorting out my mortgage. The company have very exacting standards and respond immediately to ensure you receive a very high level of service throughout your journey whether it is for a mortgage or pension. Will continue to use and recommend TruWealth.

M. R.

Excellent service. Hayley was extremely informed and helpful. She went above and beyond to make sure I was happy with my personal and business insurance policies. Ciaran was also very helpful and a pleasure to interact with. Graham and his team are real professionals and I wouldn’t go anywhere else. Thanks again.

P. A.

After strong recommendations my partner and I asked Meryn at Tru Wealth to help us secure a mortgage for our new home. We couldn't have been more delighted with the experience. She guided us through the process in a really warm but professional manner, patiently helping me to navigate the many forms buried in the HMRC, constantly impressing us with her knowledge and experience and overall making us feel like humans instead of just another set of clients. Something other financial services would do well to do! We were swiftly accepted for a mortgage, so much so it left me wondering what the fuss was all about. We couldn't recommend her enough and are incredibly grateful. After such a swift and successful experience with our mortgage we were no less impressed when it came to securing our Life Cover to put aside any worries for unforeseen events in the future. Hayley guided us through our options in much the same way as Meryn, with knowledge and patience, and we are really pleased to have Vitality securing our biggest investment against any future trouble. Hayley was a joy to work with and, as an active couple, Vitality are the best choice for us. Thanks again to Meryn, Hayley and Tru Wealth for making one of the hardest tasks in life feel almost effortless.

J. F.

Me and my Girlfriend recently purchased our first home and approached Meryn at Tru Wealth to help us as our mortgage advisor. She was fantastic as we were first time buyers so didn't have a good understanding of how everything worked. Meryn explained everything so well to us and made us confident in what we were doing. We would highly recommend her to anyone looking for a mortgage advisor.

M. B.

After being highly recommended by family and friends I started working with Ciaran at Tru Wealth and have found the service excellent. He has been superb at explaining everything to me and is always fast to get back to any queries I have. I met with both Ciaran and Johnathan and again they explained everything to me in detail and so I could fully understand all my options. Can recommend the company and the people highly enough.

G. K.

Tru wealth has helped me and my family all round from financial services- Jonathon was excellent, to getting my first mortgage with Meryn that would not have been possible without her, including protection from Hayley. Smooth transitions and really excellent customer service. They are all really experienced and helped us through the process, which made dealing with potentially stressful experiences easy and simple. Can not recommend Tru Wealth enough.

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