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Work with Lottie

Is Lottie right for you?

Lottie develops deep and long-lasting relationships with all clients. The time and emotional investment she makes into each relationship, and her desire to provide the highest standard of service, means Lottie can only work with a limited number of clients.

As you embark on this journey, you need to ensure that Lottie is the right Financial Planner for you. So, we have developed a two-step process to help you and Lottie learn whether you are right for each other.

How it works

Initially, please answer the questions below about your circumstances. The questions are simple, easy to answer and will only take five minutes.

Then we’ll review your answers and if we feel Lottie might be the right financial planner for you, we’ll arrange a complimentary initial meeting. This will be your chance to understand whether Lottie is the right partner for you.

By following this process, both you and Lottie can get to know one another, and decide together whether the partnership will work.

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Contact the True team today and discover the path to True financial freedom.

    True Financial Design Limited is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. True Financial Design Limited is entered on the FCA register (www.FCA.org.uk) under No. 828514.

    The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

    Registered office: Parkhill Business Centre, Walton Road, Wetherby, West Yorkshire, England, LS22 5DZ. Registered in England and Wales Number: 11595677.

    The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html

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