LUNA Financial Planning, founded by Welsh business woman Kelly East, has been awarded the status of Top Rated Firm 2021 by VouchedFor. The prestigious accolade will be published in the Sunday Times on the 10th April 2021.
LUNA Financial Planning was the only firm in Wales to be awarded VouchedFor’ s Top Rated Firm Status.
Based in Newport, LUNA Financial Planning was established by Kelly in April 2020. They offer a unique and modern approach to financial advice and their services are aimed at individuals and families who require clear cost effective financial planning.
Luna has a dedicated team of experts on hand to find the right solutions to meet your needs. If this means helping you fund your retirement in the most tax effective way, protect you and your family against the worst happening, or just saving for a rainy day, Luna guarantees that each and every one of their clients will get the highest possible level of exceptional customer service.
The VouchedFor Top Rated Firm process is rigorous. Companies have to show absolute transparency, evidenced by a firm’s advisers consistently asking for client feedback on their services. Another part of this rating process is achieving exemplary client feedback.
Kelly is full of praise for her team,
“To be the only firm in Wales to achieve this accolade is a huge achievement. The Top Rated status has only been accomplished due to the dedication and commitment from all members of the team to provide our clients with outstanding customer service 100% of the time. We have received incredible support from many people, and we thank them for that trust in us.”
More information about the VouchedFor process can be found here.