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