Postcard Financial Planning Ltd - Darlington

Derek H.

We were looking for a company to help us in reviewing our options for a sizeable pension pot . After meeting several companies we chose Postcard Planning primarily because Rohan had a fresh approach and innovative ideas compared to the more traditional advisors. Rohan understood our needs and goals and expertly guided us through our decision making process .
We decided to transfer my company funds to an investment fund which Rohan identified and matched perfectly to our needs and appetite for risk . Rohan managed everything for us and after 2 years can honestly say it was the best decision we made to engage with PP.
We would highly recommend Postcard Planning to anyone looking for a financial advisor who listens and works towards achieving your goals with fresh ideas . Its all about people at the end of the day and and we would highly recommend Rohan and his team including the extremely helpful Dan .

Carey H.

Having recently become eligible to release funds from a pension scheme we decided to look for a local company who could help in this specialist area of financial advise.
From the initial phone call Rohan and his team at Postcard planning proved to be outstanding in their ability to listen to our needs and then arrange meetings to advise on how best to move forward to achieve our goals.
Once a plan had been formulated we were constantly informed at time critical points and all the 'leg work' was carried out by Rohan and his team.
We cannot praise Rohan and post card planning enough and would without hesitation recommend him and his team to anyone looking for a financial advice service that was second to none.
Thanks again Rohan
Harry and Emma

Catherine H.

I can't recommend Postcard Financial Planning enough, a calm and professional company with a personal approach. Rohan was recommended to me via a friend, and together with Dan they have made a complex financial situation for me so much calmer and easier to navigate. I have felt from the first phone call that anything is possible, and they really have proved their worth in arranging for me and my family a stable financial future.

Mark H.

Rohan and Dan in one word 'excellent' from the first phone call to Postcard until the end result.
We rung around financial advice companies in our area getting quotes to turn my old stakeholder pension with Royal London into a drawdown pension so as we could retire and enjoy a bit of life while we are younger (56) than the normal retirement age (67).
Rohan explained our first meeting was free and then if we were to go ahead it was an agreed sum of which was less than a third of what other companies were charging ( sorry Rohan you sold yourself short there but what a great service we got ) the meeting went well so off we went on a financial planning journey.
We supplied all the personal expenditure information and Rohans team sorted out the Royal London part and did an excellent job of a financial forecast for us that was very easy to understand and had certain scenarios built in that could depict a market crash etc. etc.
The meetings that were set up between us was always timed around ourselves and were easy to arrange. We are now at the last stage of sending the signed forms back to Royal London to turn the old stakeholder pension into a drawdown that should be fairly simple.
I honestly can't thank Rohan, Dan and the team enough, cheers and if anyone reading this review with similar goals like ourselves don't hesitate to give Postcard a call.

Mark and Debbie.

Helena A.

Dan and Rohan have been amazing! Really high quality service that is personal and tailored to my needs! They came recommended based on location in the UK but since I travel around a lot they have been really accommodating make it work whilst I have been all around the world dealing especially dealing with the time zones. They have supported me with setting up a private pension that has consolidated all of my previous pensions into one place. I would recommended them for any financial advice and support you may need!

Toni S.

Fantastic company to work with. Rohan was very knowledgeable and was happy to take the time to answer any questions we had. WebEx calls were very effective and easy to complete. Access to documents was very straight forward. Dealings with Rohan and Postcard Financial Planning was straight forward and I would recommend their services to others.

Karen M.

Really can’t speak highly enough of Rohan, Dan and the team. The ethos/approach hits a perfect pitch of professionalism and friendliness. Rohan has brought much-needed clarity and control for me and is able to explain all the complexities around planning for the future. They are all on hand to answer any questions with the speediest response times! So glad I signed up with PP and I look forward to a long and fruitful relationship! Thank you so much.

Adrian H.