What our clients say about us…

The journey has begun and we are now in the starting blocks. Good ethics and team approach from team Tru Wealth!

I was looking for trustworthy advice and guidance on financial planning and having seen the advert for TruWealth in the PB athletics magazine I said ‘that sounds like a good starting point’. Having met with Jonathan, I was reassured that like all good teams the essence of our approach would be to work together, achieve together and have some fun on the journey that is financial planning.

Des Dickson

The team made it really painless for us

Many thanks for all of your help throughout the process – the team made it really pretty painless for us – so we are delighted (but not in the least surprised!).

Bryan F

Jonathan was extremely professional and friendly throughout

Excellent service. Jonathan Robinson, the financial adviser I dealt with, was extremely professional and friendly throughout. Would highly recommend Tru Wealth to anyone.

Stephen Sullivan

Johnny was fantastic throughout the whole process

Recently used Tru Wealth to get my pension and investment plan in order. Johnny was fantastic throughout the whole process, explaining everything in detail but breaking it down so it was easy to understand.

His professional and enthusiastic manner made it a thoroughly enjoyable experience – would highly recommend to all ages, changed my mindset to investing and focussed me on a longer term strategy.

Ally Martin

The entire process was handled professionally and efficiently

Recently got my life insurance sorted with Tru Wealth. Johnny was great and helped me understand all the different types of cover and what options would be best for me. The entire process was handled professionally and efficiently, would highly recommend! The Vitality points are also a great motivator to keep me active!

Kieran Murray

Johnny made the whole process really easy and helped me understand everything.

Recently reviewed my life insurance policy with Johnny, cannot recommend Johnny and the Tru Wealth team enough. I am confident now that I have the right kind of cover to suit me and would highly recommend contacting Tru Wealth if you need any kind of financial advice

Catherine Callander

Johnny was fantastic at sorting out my life insurance,
he really helped me understand the different types of cover and made the whole process really easy.

I am confident that I am adequately covered and all within my budget too! I also love all the rewards I get from smashing my points each day.

Rachel Simpson

© 2024 All Rights Reserved by Tru Wealth Ltd. is an Appointed Representative of Morton Hill Ltd which is authorised and regulated by the Financial Conduct Authority
Tru Wealth Ltd FCA Number 776859 Registered in Scotland No SC440074. Registered address Moncrieff House, 5th Floor 69 West Nile Street, Glasgow, G1 2LT

If you wish to register a complaint, please write to us or telephone 0141 212 3983. A summary of our internal complaints handling procedures for the reasonable
and prompt handling of complaints is available on request, and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman
Service at www.financial-ombudsman.org.uk or by contacting them on +44 800 023 4567.

Back to the top