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Scopri cosa dicono le persone

Valutata 5 stelle su 5

Rhys helped me set up my life insurance and my first will, and they made what I thought would be a complicated process really straightforward. Everything was explained in plain English and I never fel... Leggi di più

Valutata 5 stelle su 5

Rhys helped me set up my life insurance and went through a few options to make sure that should something happen to me my son would be taken care of. He found me the best deal with a reliable company... Leggi di più

Valutata 5 stelle su 5

Very friendly and capable Both people we dealt with very knowledgeable and gave us a heap of invaluable advice. Although my wife has experience of being a power of attorney herself, there were area... Leggi di più

L'azienda ha risposto

Valutata 5 stelle su 5

If you want to make legal decisions without a lot of jargon thrown at you then I’d suggest choosing Rhys and Cory from forward thinking financial. They guide you expertly and simply through the ins a... Leggi di più

L'azienda ha risposto

Dettagli dell'azienda

  1. Avvocato specializzato in pianificazione immobiliare
  2. Pianificatore finanziario
  3. Broker assicurativo

Scritti dall'azienda

With over a decade of experience in Financial Services, we are proud to be experts in estate planning, will writing and personal insurance products such as life insurance and critical illness cover. Having a carefully structured succession plan is crucial in ensuring the smooth transition of assets and responsibilities, protecting your loved ones from uncertainty, and preserving your legacy. Without such, your family will rely on processes such as Intestacy Laws which do not always suit each family. Our expertise allows us to guide you through this process with confidence and care, ensuring your wishes are accurately reflected and upheld.


Informazioni di contatto

4,9

Eccellente

TrustScore 5 su 5

65 recensioni

5 stelle
4 stelle
3 stelle
2 stelle
1 stella

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4,9

Tutte le recensioni

(65)

3 recensioni negli ultimi 12 mesi

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Su Trustpilot, le aziende non possono offrire incentivi o pagare per nascondere le recensioni. Le recensioni sono le opinioni dei singoli utenti e non di Trustpilot. Leggi di più

Valutata 5 stelle su 5

They were very polite and made you feel…

They were very polite and made you feel really comfortable, spoke very clearly and put you at ease, easy to understand and my son has learning disabilities and he found him easy to understand, could fully understand what he was saying and made it easy for my son to answer the questions.

23 febbraio 2022
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Dear Joanne,

It was an absolute pleasure to deal with you and Cory, we're glad that we could help you both out at such an important time for Cory!

If either of you have any further questions or need any help, please don't hesitate in picking up the phone.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Very good service and very helpful …

Very good service and very helpful well explained pleasant manner 0

23 febbraio 2022
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Dear David and Sandra,

Thank you for taking the time to leave us a review, we're really happy that you had such a good experience with us.

If either of you need any further support, please don't hesitate to contact us.

Best wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Fantastic

Fantastic! From the intail first phone call very professional and honest. Very sensitive to our needs and put me at ease. The zoom call was very comfortable and mum was put at ease straight away the conversation was easy for her to understand. No question was to difficult and all were answered very efficient. I feel confident that I can call back should I need further help. 5 stars given with no doubt.

22 febbraio 2022
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Dear Susan,

Thank you for taking the time to write us such a nice review. We're glad that we've been able to help you and mum and make you both feel more comfortable throughout the process.

You are absolutely right, please don't hesitate to call us once all the paperwork has arrived and we'll be happy to talk you through it.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Very helpful staff friendly and…

Very helpful staff friendly and truthful Corey and Rhys. Many thanks Kath

22 febbraio 2022
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Risposta di Assured Legal Services

Dear Katherine,

Thanks for taking the time to leave us a review, we're really happy that you've had such a good experience.

Please don't hesitate to give us a call any time we can be of further support.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Amazing

Really friendly and helpful people, explained everything so it was easy for me and my mum. Made us feel very comfortable and offer great deals. A good laugh too

22 febbraio 2022
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Dear Sophie,

Thanks for taking the time to leave us such a nice review! I'm really glad that we were able to help you and mum without breaking the bank.

It was a pleasure speaking to you both and we enjoyed the laughs too!

Please stay in touch if you need any extra support.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Forward Thinking Financial definitely the go to Company

I would strongly recommend Forward Thinking Financial to anyone who is need of advise as I contacted them at possibly the worst time in my life.
I was treated by both Corey & Rhys with care & compassion. They talked me through every stage of the procedure of my LPA nothing was hurried. They made sure I understood completely what was required. An excellent service.

20 febbraio 2022
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Dear Sandra,

Thank you for leaving us such a nice review. I can assure you that the pleasure was all ours! You brought a lot of laughs and smiles to our days here.

If ever we can be of any further support, please don't hesitate to call us.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Easiest and most helpful financial advise I have ever had

I contacted these guys to sort out a lasting power of attorney for me. I found them to both be professional and efficient. It's never easy to try to arrange stuff like this but I was put at ease by their Advisor Rhys. (We bonded over a love of Bring me the Horizon). Honestly there aren't enough positive words to say about how I was treated and the end product.
10 thumbs up, 400 stars out of 100.

16 febbraio 2022
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Dear Alfred,

Thanks for taking the time to write us a review, it was a pleasure dealing with you and I'm glad that we managed to put your mind at ease and make the process less daunting for you.

If ever we can be of more support to you and the family, please let us know.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Great company and very professional

I was looking for some general estate planning advice and ended up speaking to the consultants at Forward Thinking Financial. I received some fantastic advice about Trusts and in a way that I could understand. I’m happy that I’ve chosen Forward Thinking Financial to sort out the trust for my family.

15 febbraio 2022
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Dear Lee,

Thanks for taking the time to review our services, I'm really happy that you were so pleased with the service and advice we provide and that we have been able to protect your estate.

As we mentioned, you now have access to our dedicated customer support for any ongoing consultations you may need.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Rees explained everything clearly and…

Rees explained everything clearly and was patient with us even though we asked several questions. Lasting Power of Attorney is something we had been meaning to do for ages so glad it has now been arranged.

15 febbraio 2022
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Dear Brian,

We’re really happy that we were able to help you and Linda with your Lasting Powers of Attorney and be on hand to answer any questions you had.

Our service doesn’t end now your documents are prepared, you’re welcome to contact us any time you need support or have further questions.

Best wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Very helpful

Very helpful, straightforward experience. Nothing was too much for them. I have been looking for a lasting power of attorney service for a while and through recommendation, I am glad I chose forward thinking financial.

14 febbraio 2022
Non scritta su invito
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Dear Courtney,

Thanks for taking the time to leave us a review, we're really happy that we've been able to help you and your family at this time.

Please don't hesitate to contact us again if we can be of further support to you.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Absolutely superb

Absolutely superb. Corey is an absolute credit to this company. They provide a quick, informative and extremely efficient service. Highly recommended!!!

14 febbraio 2022
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Risposta di Assured Legal Services

Dear Amy,

Thanks for taking the time to leave us a review, we really appreciate it. We've also passed the information on to Corey who was very grateful and had plenty of nice things to say about you and your interactions!

If we can be of any further support, please don't hesitate to contact us again.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

very professional

very professional, documents arrived very quickly, would definitely recommend!

13 febbraio 2022
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Risposta di Assured Legal Services

Hello Katie,

Thank you for taking the time to leave us a review, we're glad that we've been able to help you so quickly as timing was a priority for you.

Please don't hesitate to come back to us should you need any further support.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Rhys is very professional and helped to…

Rhys is very professional and helped to explain the questions we didn't understand, we couldn't have filled it in without him . A very good asset to ýour company . Thank you Rhys

8 febbraio 2022
Non scritta su invito
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Dear Brenda and James,

Thank you both for taking the time to write us a review, we really appreciate it! It was a pleasure getting to know you both and having a good laugh on Zoom together.

Should you need anything else in the future, please don't hesitate to ask, as always our advice will always be free!

Best Wishes,
Rhys, Forward Thinking Financial

Valutata 5 stelle su 5

5 Stars

5 Stars. And excellent service with a reasonable pricing too.

7 febbraio 2022
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Risposta di Assured Legal Services

Dear Andrew,

Thank you for taking the time to leave us a review! We're so happy that we managed to help you through this process.

If you have any future questions, please don't hesitate to stay in touch.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Very helpful and professional

Very helpful and professional, answered all our questions and stayed in touch to guide us through the lasting will of attorney process, would definitely recommend

5 febbraio 2022
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Risposta di Assured Legal Services

Dear Carole,

Thanks for taking the time to leave us such a nice review! We're really happy that we've been able to help you and hopefully exceed your expectations.

Should you have any further questions or need any more support, please do not hesitate to contact us.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Lasting Power of Attorney

Our dealings with Forward Thinking Financial were very positive indeed, hence our Five Star Rating. After explaining our requirements, we felt totally at ease. The procedure was explained to us in a clear and concise format. We were dealt with in a polite and professional manner. At no time was there any pressure exerted on us. All questions were quickly answered. Nothing was too much trouble. Each conversation was immediately followed up by an email message, detailing all the salient points . We therefore have no hesitation in highly recommending Forward Thinking Financial. Thank you.

27 gennaio 2022
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Dear John,

Thank you for taking the time to leave us a review and we're glad that you've had such a good experience with us. We're really happy that we've been able to help you both and its been our pleasure in doing so.

Please don't hesitate to contact us any time if we can be of any further help.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Lasting Power of Attorney

As this is a daunting issue but neccesary Documents, We found with the help of Rhys explaining every details involved, he put our minds at rest as we are in our mid 60s he explained every aspect so with Peace of Mind, we are Glad in choosing this Company, and it was a Pleasure in dealing with them. An Excellent Company we would be happy to refer to Friends and Family.

25 gennaio 2022
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Dear Edward,

Thank you for taking the time to leave us a review. We're really glad that we were able to help you through this process and clear up any questions you had despite being very well versed in the subject prior to our Zoom!

If we can be of any on-going support, please don't hesitate to keep in touch.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

10/10

Credit to Corey for providing me with a tranquil experience. From the onset his genial demeanour whilst maintaining professionalism assuaged any anxieties I had around this subject, of which I had been postponing for some time.

21 gennaio 2022
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Risposta di Assured Legal Services

Dear Ashley,

I'm glad that we have been able to support you throughout this entire process and that we were able to ease your concerns. Please don't ever hesitate to call us should you have any uncertainties, no matter how insignificant you feel they may be. We're here to help.

Wishing you the best!

Kindest Regards,
Forward Thinking Financial

Valutata 5 stelle su 5

Superb!!

Very professional and patient, they explained everything to me in detail. So glad I found these guys. Saved money and had a superb service. 10/10!!!!

21 gennaio 2022
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Risposta di Assured Legal Services

Dear Sophie,

Thanks for taking the time to leave us a review, we're really happy you were thrilled with our service.

If we can be of any future help, you know you can always call us.

Best Wishes,
Forward Thinking Financial

Valutata 5 stelle su 5

Will writing service

Excellent service. I shopped around and found Forward Thinking Financial. I used their Will writing service, they answered all my questions (which there were a lot of) and offered a personal service while maintaining a professional standard. Will be recommending to my family a friends.

16 gennaio 2022
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Dear Gavin,

Thanks for taking the time to write us a review, we're glad we've been able to help you and there are never too many questions in our minds - we want everyone to feel completely comfortable and clear throughout the entire process.

Should you have any further questions or need any help, please don't hesitate to call Corey on the direct number he's given you.

Hope to speak with you again soon!

Best Wishes,
Forward Thinking Financial

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