Rise Financial Planning Reviews

Elaine Frodsham 2025.11.25

     

From Luke's first visit, he couldn't have been more welcoming, whilst remaining efficient and super professional. Everything was explained very clearly, Luke took time to make sure I understood every step of the process and was more than happy to answer my questions. Luke explained at length various options, the potential outcomes, as well as any or possible risks. Luke set up a clear long term financial plan that was 100% focused on my best interests for the future. I couldn't be happier with the service and support provided by Luke. Highly recommend

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David McDonald 2025.11.16

     

Great advisor, knows his stuff and gets everything done efficiently without hassle!

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David Burcombe 2025.11.09

     

It's been an absolute pleasure working with Luke. It's clear that he really values his clients demonstrated by his attention to detail and hands on approach. I'd recommend him to anyone who's looking for a highly switched on and client-centric finance adviser.

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Caroline Goodchild-uwclub 2025.10.27

     

I highly recommend Luke Land at Rise Financial Planning. I am incredibly pleased with the service Luke offers. I felt very uncertain about preparing for retirement, and now Luke has my finances under control and secured, I feel so much happier. Luke checks in and gives updates on a regular basis, and I would definitely recommend him to family and friends.

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M L 2025.10.04

     

Jason was fantastic in helping us secure a mortgage for our first home. He was professional, knowledgeable, and made the whole process simple and stress-free. He explained everything clearly, guided us through each step, and helped us understand our options. Highly recommend!

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Hayley 2025.09.30

     

Our experience with Luke at Rise has been especially tailored to our needs. The advice we have received has been explained fully and patiently. Luke is always checking in and making sure we are comfortable with how things are progressing. Happy to know we are in safe hands!

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Penelope Carter 2025.09.23

     

I highly recommend Luke Land at Rise Financial Planning. Luke is highly knowledgeable about financial matters and gives very clear advice. He gives regular updates and I am confident that my portfolio is in good hands. I would certainly recommend Luke to family and friends.

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David Huggett 2025.09.08

     

Joining Luke was one of the best things I have done. Lukes attention to detail and knowledge is second to none and has gone above and beyond to help me with my finances and where I want to go and be. As well as helping me with things outside of his proposal. A really professional, charismatic individual and I’ll be sure to continue this partnership with Luke for the foreseeable. 100% recommended

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Rodney Riley 2025.06.24

     

Luke worked through my current position in relation to inheritance tax and the proposed changes to the way pensions are going to be treated in the coming years. Although no perfect answer exists to pay the same amount of tax as we would have done under the last government I now better understand what I need to do to protect my family's interests. We've also explored my attitude to risk and how I may want to adjust this as I close in on retirement. Luke is professional, friendly and very good at what he does with extensive knowledge of all aspects of personal financial planning be that for there here and now or the distant future.

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David Faulkner 2025.05.10

     

I am incredibly pleased with the service I received from Luke. He was attentive and took the time to explain the different parts of his advice which has helped me to feel in control of my finances. Luke also advised my wife on how best to manage her pensions, and she now much happier about her retirement plans.

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Tammie Faulkner 2025.05.10

     

I am nearing retirement and felt uncertain about my pensions and the options available to me. Luke has helped me prepare for retirement and his recommendations are helping me make the most out of my pensions. I now feel far more secure and relaxed about finishing work and enjoying my retirement.

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Ben Goodwin 2025.05.01

     

Luke offered comprehensive advice on family protection. His professionalism and care were outstanding and having insurance in place has really given us peace of mind. I would recommend speaking to Luke if you are looking for help with your finances.

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Victoria OConnor 2025.04.25

     

Luke took the time to understand my business and personal finances and provided tailored advice that has made a real difference. I would highly recommend him.

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Gillian Holden 2025.04.23

     

Luke responded to my financial queries in a timely fashion with all the options available to me thus allowing me to make what I feel have been sound decisions regarding my financial future. I have no hesitation in using his services going forward and would definitely recommend him to others.

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Ben Holland 2025.04.23

     

Luke has been recommended to me by a friend and I contacted him when my family started growing to see what my options were and how my finances can be organised better to suit my family's changing needs. Luke provided excellent advice around things like life insurance and critical illness cover and helped me choose policies that best suited my needs and budget. He also helped me gain an understanding on the benefits of consolidating my pensions and investments and understanding my attitude to risk.

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Becky Gunstone 2025.04.22

     

Luke was patient in answering all my questions and I never felt pressured throughout the process. His advice has been great and I am very happy with the results.

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Lisa Manning 2025.04.18

     

Great service! Luke is knowledgeable and his service was fantastic, I would highly recommended

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Anna Abubeker 2025.04.18

     

I highly recommend Luke at Rise Financial Planning! He really took the time to understand my financial situation and his advice reflected that

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Amy Noblett 2025.04.18

     

Luke provided exceptional service and was really approachable, clearly explained my options, and proactively guided me through the entire process.

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Ali Z 2025.04.17

     

I contacted Rise Financial Planning because I needed guidance on my finances and I wasn't sure if what I had in place is suitable and beneficial long term. I had an initial discussion with Luke which was free and there was no obligation to proceed. I told him about my situation and we ended up having quite a long meeting. Luke told me how the advice process works and how he can help me. We had quite a few meetings now and Luke helped me set goals and manage my finances in a way that will help me achieve them, his advice has been spot on.

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