We make you
Smart and Confident
about your finances for the future
Independent financial advice throughout North Yorkshire and West Yorkshire
After growing up in North Yorkshire and studying at Newcastle University, Lottie moved to London to start her career as a Financial Planner. After working as a Director of a Financial Planning firm, she decided to move back to North Yorkshire and set up True Financial Design – a company which is fully independent with no restrictions and allows her to bring her character and passion to financial planning.
So that you always know you are receiving best quality and independent advice, we use a company called TenetConnect.
Tenet provide regulatory support, industry-leading whole of market technical & research expertise and training & business development support to True Financial Design.
This means we are not only able to meet the stringent and comprehensive requirements of the Financial Conduct Authority (the body that aims to make sure that financial markets work well so consumers get a fair deal), but also provide you with the best independent advice we can offer.
One of the UK’s largest adviser support groups - supporting hundreds of advisers nationwide
A robust and well-funded business - with major financial backing from Aviva, Standard Life Aberdeen and Aegon
Tenet’s history goes back to the 1980s, but it was in 1992 when the business really started to take shape when the M&E Network (now TenetConnect) was launched
Awarded with the ‘Best Network’ award at the prestigious Money Marketing Awards 2017 and 2018
Get in touch with us, in Harrogate, North Yorkshire and Wetherby, West Yorkshire, to make the most of our financial advice services.