Lightside Financial Planning Reviews

The overall reputation of LightSide Financial Planning is strongly positive, reflected in the customer reviews provided. Customers express a high level of satisfaction with the services rendered, particularly noting the exceptional quality of financial advice received. The advisors, Gary and Sean, are praised for their expertise, friendliness, and professionalism. Clients appreciate the clear communication style, especially in the discussion of complex topics such as pensions and income protection insurance without overwhelming them with jargon. The company’s approach to customer service is also highlighted; there's a sense of trust in the updates and solutions provided by the team. LightSide Financial Planning's ability to simplify the financial planning process and provide clarity and understanding to its clients seems to be a recurring theme in the customer experience feedback. This analysis indicates a trend towards positive customer insights, emphasizing the advisors' knowledge and understanding of individual client needs.

Chartered Financial Planners specialising in lifetime cashflow modelling and pension and investment advice.