How We Help Our Clients

Contact an adviser for simple, valuable financial advice.

We always say that there are three things an adviser does for their fee:

1/ Invest you sensibly and safely

We arrange an element of control within our investment options depending on our client’s risk appetites, from cautious to speculative.

All investments will be arranged in the most appropriate wrapper i.e pension, isa, general investment account or bond for the clients’ requirement.

All investments will be covered by the Financial Services Compensation Scheme (FSCS) unless specifically noted otherwise.

2/ Report to you

Quarterly, half-yearly or annually.

Accounting for:
– All contibutions and withdrawals
– Current and historic values
– Current and historic returns against benchmark
– Forecasting capital and income in actual and inflationary terms to agreed ages,
– Forecasting State Pension estimates
– Costs and charges

3/ Administer and advise

Dealing with provider requirements in regard to application forms, amendment forms, disinvestments, top-ups, fund switching and income requirements can be confusing and tedious. We therefore administer all provider requirements on your behalf with access to advice at all times.

For more on our fee structure please

Looking to speak with an adviser?

See what our clients say

Choosing the right adviser is important. See what our clients have said about their experience with Veracity Financial Planning.

Veracity Financial Planning

4.8

Based on 25 reviews

review us on

Molly Bond

3 months ago

I can’t recommend my mortgage broker Min highly enough. As a first-time buyer, the whole process felt quite daunting, but they guided me through every step with patience, professionalism, and clear communication.

They took the time to explain all of my options, answered every question promptly, and worked hard to secure the best mortgage deal for my circumstances. Nothing ever felt like too much trouble, and I always felt supported and informed throughout the process.

Their expertise, responsiveness, and genuine care made what could have been a stressful experience feel straightforward and manageable. I would absolutely recommend them to anyone looking for a knowledgeable, trustworthy, and dedicated mortgage broker.

Thank you for all your help in making my first home purchase possible!

Jane Twilley

6 months ago

Absolutely first class service from Edwin, really professional service and he explained it all really well. The product is performing really well as predicted. Would definitely recommend.

Firuz Khan

7 months ago

Help received beyond belief. Very professional, committed with personal touch and understanding the situation we were going through when I bought a property from auction without prior financial arrangement. Only a knowledgeably person in this field with personal commitment to help can do this for her client. I'll recommend Min/Veracity finance to everyone I come across who needs financial help when buying property. Salute to you Min.

Lily-Mae Hilton

7 months ago

Meghan was incredibly helpful throughout our remortgage process. She explained everything clearly, kept us updated at every stage, and made what could have been a stressful experience feel smooth and straightforward. We really appreciated her professionalism, responsiveness, and attention to detail. Highly recommend her to anyone looking for expert and friendly support with their mortgage.

John-Paul Stevenson

10 months ago

Exceptional Support from Veracity Financial Planning - Strongly Recommended

My friend Tony, who is in his seventies, needed to release some funds to upgrade his car for improved mobility. After looking into every other possible option, equity release became the final route to explore.

Holly at Veracity Financial Planning was recommended by Sheldon Flanders Financial Services, and she certainly lived up to their endorsement.

Before meeting Holly, I put together a detailed twelve-page questionnaire to make sure all safeguards were covered and that the process complied fully with financial regulations. Holly addressed every question confidently and clearly, showing real expertise and professionalism.

She spent considerable time assessing Tony’s circumstances to confirm that equity release was genuinely the most suitable option before moving ahead.

Holly visited on several occasions, carefully going through all the finer details before anything was finalised. As an adviser with access to the whole market, she was able to secure the most competitive deal available for Tony, rather than being restricted to a single provider.

Throughout the entire process, Holly kept Tony updated and guided him through all the required paperwork, making what could have been a daunting experience straightforward and stress-free. With her help, he was able to release the funds needed to buy a car that better suits his mobility needs, and he’ll soon be updating his bathroom to make life easier at home.

Holly was courteous, professional, and highly efficient. Her supportive and approachable manner turned a complex process into something clear and manageable.

I would have absolutely no hesitation in recommending Holly and Veracity Financial Planning to anyone considering equity release. She delivered an outstanding service with genuine care and integrity.

Y49 Company

10 months ago

I had an excellent experience working with Min Rajput at Veracity Financial Planning for my residential mortgage. From start to finish, Min was professional, knowledgeable, and incredibly supportive. She took the time to understand my situation in detail, explained every step clearly, and made the whole process feel straightforward and stress-free.

Her communication was outstanding, always responsive, proactive, and transparent. Thanks to her expertise and dedication, everything went smoothly and on time. I couldn’t recommend Min highly enough to anyone looking for expert financial or mortgage advice.

Contact Us

Looking for trusted financial planning, investment advice, pension guidance or mortgage advice? Our team is here to help you make informed financial decisions with clarity and confidence. Arrange an initial consultation with one of our advisers today.

Whatever you’re looking for, Veracity Financial Planning has got you covered.

Office address:

2b Thackeray’s Lane,
Woodthorpe,
Nottingham,
NG5 4HP

Email

For Pension & Investment advice email:

financialadvice@veracityfp.co.uk

For Mortgage advice email:

mortgageadvice@veracityfp.co.uk

Telephone

0115 967 0888