Direct Financial Planning UK Ltd

Money & Insurance
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28 reviews
Overall Rating
Customer Reviews about

Direct Financial Planning UK Ltd

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EKA PROPERTY GROUP

5.00/5.00

"Alex Cross "

Since I was introduced to Alex Cross from Direct Financial Planning (UK) Limited, about 6 months ago, he has and still is, providing me with ideas, advice and financial products that are truly bringing my thoughts and goals into reality.

He helped me secure finance on my first buy to let property along with finding a way for me to purchase the second and I’m confident he will be there as my portfolio grows further.

Alex is incredibly friendly and helpful and because of this he has swiftly become a valuable part of my network which is enabling me to grow my property portfolio and push towards reaching my future financial goals.

Thank you Alex.

06/08/2024

Katie M

5.00/5.00

"Great service and advice, Highly recommend…"

I have been working with Alex and his team from DFP for a number of months now, and I can confidently say that my financial health has significantly improved thanks to their expert guidance and strategic planning.

From our very first meeting, Alex impressed me with his deep knowledge of financial markets, investment strategies, and retirement planning. He took the time to thoroughly understand my financial goals, risk tolerance, and personal circumstances, tailoring a plan that was uniquely suited to my needs.

One of the standout qualities Alex has is his ability to explain complex financial concepts in a clear and accessible manner. This has been incredibly helpful in making informed decisions and feeling confident about the direction of my financial future.

Throughout our relationship, Alex has been proactive and responsive, regularly reviewing and adjusting my financial plan to ensure it remains aligned with my goals. He is always available to answer questions and provide insights, which has built a high level of trust and reliability.

Overall, I highly recommend Alex to anyone looking for a knowledgeable, dedicated, and trustworthy financial advisor. Their professionalism and personalised service have made a significant positive impact on my financial well-being.

05/08/2024

Adam Papandrea

5.00/5.00

"Amazing service!"

Alex has gone above and beyond to ensure we got our mortgage.
He was extremely professional and acted fast with any issues. We we’re always kept in the loop with what was going on. Couldn’t have asked for a better broker. We will always use DFP. Great service

04/08/2024

Paula Simmonds

5.00/5.00

"The company is fantastic"

The company is fantastic, never an issue, really helped me personally with pensions and savings. Explained everything in a clear and easy to understand.
Always happy to help friendly and professional.
I would really recommend.

02/08/2024

Consumer

5.00/5.00

"We trusted our finances with DFP, best decision of our lives. "

We have worked with Phil for many years. He and his team have helped us with purchasing a business, managing our investments and pensions. He has also given us invaluable advice and assistance with our wealth planning and even set up our wills. I always thought IFA’s were the devil incarnate but Phil has proven me to be wrong. His clear advice and suggested strategies have proven to be very successful for us to the extent that we were able to retire 5 years earlier than we had dreamt was possible. Everything he and his team have done for us has been first class and trustworthy. I could not recommend Phil and his team more highly.

28/05/2024

Dan Harrison

5.00/5.00

"All communication has been clear and…"

All communication has been clear and any queries or concerns I had with my mortgage were answered swiftly and explained thoroughly. Cannot recommend Direct Financial Planning UK Ltd enough. Was recommended to me by a number of friends who had a long standing relationship with the company and I too have now passed on their name to other interested parties.

08/05/2024

Thelma Small

5.00/5.00

"Expert advice and financial planning"

Phil and his team were instrumental in helping us both realise our dream of early retirement. With their continued support and expertise with our investments and financial planning we are looking forward to a relaxing future.

03/04/2024

Mr Dion Comerford

5.00/5.00

"Great communication, 5 star service!"

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.

05/03/2024

Thomas Whitaker

5.00/5.00

"Expert help and assistance form Direct Financial Planning UK Ltd"

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

20/02/2024

JS94

5.00/5.00

"Been with DFP and Alex for about 3…"

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!

20/02/2024
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