0330 038 8942
Based in Chichester
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2025
4.9 out of 5
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FCA Regulated
Lottie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 March 2025
Lottie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
23
Recent Client Reviews
Lottie has received 23 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lottie has received 23 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Lottie has not yet added their qualifications to their profile
Transparent Fees
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Lottie has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Lottie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 March 2025
Lottie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
23
Recent Client Reviews
Lottie has received 23 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lottie has received 23 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Lottie has not yet added their qualifications to their profile
Qualifications not yet added
Lottie has not yet added their qualifications to their profile
Transparent Fees
Lottie has not yet added their fees to their profile
Fees not yet added
Lottie has not yet added their fees to their profile
I grew up in North Yorkshire and studied financial mathematics at Newcastle University. Following this, I moved to London in 2011 and started my career as a financial planner. After gaining experience as a director at a financial planning firm, I decided to establish True Financial Design. We’re a team of financial planners, working with clients across the UK and specialising in helping women achieve lifelong financial security. We work with a range of clients, from those gearing up for retirement and enjoying their retirement years to those navigating life transitions like divorce or loss. Our method is simple: we create straightforward, visual projections to address those key questions. Wondering when you can retire? Curious if your current spending will last a lifetime? We offer these insights without the complexity of financial jargon. We’ll work with you to understand your needs and create a financial plan that suits you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
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 with 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 value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. Inheritance Tax Planning is not regulated Financial Conduct Authority.