Direct Financial Planning UK Ltd Reviews 31

I had a slightly more complicated mortgage to sort due to the situation I was in. Alex from DFP went above and beyond to help me in what was already a very stressful time and his communication, keeping me updated at every step of the way helped to take away any additional stress. I would highly recommend using DFP, and will only be using them myself moving forward.

Delighted to have Phil Cross and his fantastic team at Direct Financial Planning on board to help me navigate my finances as I reach a crossroad in my career after leaving Hello! Magazine as editor in December 2023. Their expertise and advise has been spot on every step of the way and given my circumstances it has been absolutely essential advise. I could not rate them more highly especially after a face to face with Phil today which talked through my various options

Been with DFP and Alex for about 3 years when he helped me with my first mortgage and he’s always been really helpful. I regularly speak to him for advice on investments and he’s always happy to have a chat whenever I have questions. Couldn’t recommend the team at DFP any more!

Great experience. I've known the family for a long time and have been working with them for the last couple of years. My only regret is I didn't contact them sooner to help with my pension and finances.

Highly recommend.

The company is fantastic, never an issue, really helped me personally with pension and mortgage. Always happy to help.
I would really recommend.

I have always felt secure and trusted Phil's advise at DFP over several years. To the point that I am now semi retired. Working together has allowed me to understand better pensions and financial investments be flexible with my financial status to choose.
Can't recommend DFP enough!

I approached Alex over 4 years ago after searching for a financial advisor to help transfer funds from a defined pension scheme to a private pension scheme. Alex was very knowledgable on these rare transfers and guided me through the whole process ( with patience!) and I have been extremely happy with the growth of my private pension since then. He has also helped me set up POA's and inheritance planning vehicles. Alex is so professional and friendly and is my go to for any financial advice including those which are now effecting my children in terms of house buying and savings.

Straight forward and friendly advise. Nothing was a bother and made the whole process of mortgage, application and protection easy. Highly recommend

We have used DFP for many years. Alex has answered all of our questions and put us at our ease with with his knowledge and advice. Our retirement fund is far more positive with his help. He is a really nice man who who gave us so much confidence with the advice he gave us.
More recently DFP have helped us redraft our wills, thank you Louise, and are helping family members organise POA's for an elderly relation.

Have been advised by DFP Ltd for over 10+ years. Always sound and consistent advice; but moreover have helped me and my family shape some great investment/saving platforms....

Having been clients of DFP for some 20 years we have always found their advice to be invaluable in the management of our financial affairs. The approach of Phil and his team is very relaxed, welcoming and obviously professional. This approach has always given us confidence in their management of our assets. We have in the past and will do again recommend DFP to friends and colleagues in need of guidance and advice in the field of financial affairs.