Why us?

Here to make things easier

Lottie stands apart from other advisers...

She’s one of the only female Financial Planners in the UK who specialises in working with women, especially pre- and post-divorce or widowed women. The entire True team will hold your hand the whole way through this challenging time.

Growing up with divorced parents…

Lottie knows how tough the emotional and financial side of divorce can be. That's why she's committed to helping others through this time, offering guidance to avoid the financial missteps she’s seen people make.

We’re all here for the long term…

Lottie is younger than most of her clients, which means she won't retire before you do and will care for you throughout your journey. Our support goes beyond a single transaction or helping you through a tough moment.

Working in financial services since 2011...

Lottie is an award-winning Chartered Financial Planner and one of the few UK female advisers who hold the Resolution Accredited Divorce Specialist status. You’ll feel reassured that your problems will be solved by one of the best in the profession.

Our awards highlight our differences…

Between us and other firms, showcasing our commitment to excellence and dedication to practising what we preach. Lottie has won several awards, including, most recently, Rising Star of the Year at the Yorkshire Financial Awards 2023.

We follow a client-centred approach…

Whereby we understand and address each woman’s unique needs, especially those who’ve been through divorce or recently lost a partner, to ensure you come out the other side in a strong position.

We’re an independent firm, which means…

We can look at the whole market and recommend what’s truly right for you, which is crucial when you’re going through life changes.. We can access a wide range of options to find the best fit for your needs.

We empower and educate clients…

Through educational resources, personalised guidance, and transparent communication. We help you to understand your finances and empower you to feel confident.

We have strong connections…

With lawyers, counsellors, therapists, coaches and tax experts in the divorce sector. We liaise with them directly to save you from having to repeat yourself.

You're protected in every sense

Thanks to our professional indemnity insurance, that provides an added layer of protection for all our clients in the unlikely event of a compensation claim.

We provide unlimited support

Through our proactive ongoing service. In fact, many clients have chosen to move from their previous advisers to us because of our proactive and long-term approach.

We help you avoid mistakes

And we steer you clear of common financial pitfalls. After all, small mistakes can have long-term consequences, so working with a Financial Planner is a must.