Independent financial advice throughout the UK

Work with Lottie

We Provide simplicity & are genuine

We understand that we now live in a world of jargon, upsells and over-promises. At True Financial Design, we remove all of that and value clarity above all.  We are able to relate to your challenges, wants and needs and speak to you in a warm and friendly manner.


We are experts & provide unlimited support

Only experts can make a difficult task seem easy. We educate you, so you fully understand what your future looks like and are there to put your mind at ease when you have queries or concerns at no extra cost. 

We are proactive in our approach & Fully Independent 

When you invest with us, you can be sure that your portfolio is always monitored and we will get in touch with you if any tweaks or changes need to be made to make your money work even harder.  We are fully independent and not tied to any products or providers, so always provide you with the solution to suit you.

We add character

We won't try and convince you that financial planning can be fun but what we will do, is add a little character to your experience.

Work with Lottie