Christine Barszcz
25 Feb 2025Daniel Halliday is excellent with advice on pension planning and happy to have meetings via teams or visit you in person. So glad we took advice from him. Highly recommend.
Titan Wealth Planning Ltd is an FCA-regulated mortgage broker based in Gateshead, NE11 9SZ, specialising in Residential. Rated 4.5/5 from 17 reviews.
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Charlotte Harris
Mortgage Adviser
Daniel Evans
Protection Specialist
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Christine Barszcz
25 Feb 2025Daniel Halliday is excellent with advice on pension planning and happy to have meetings via teams or visit you in person. So glad we took advice from him. Highly recommend.
David Hawkins
9 Mar 2024We contacted Fay through Prism to assist us with our financial needs. She has been totally professional and navigated us through what we had thought was a complex field of pensions. We have found Fay to be extremely knowledgeable, helpful and friendly. She patiently answered our questions and we are now more confident in our financial future. We would highly recommend Fay to any potential future clients. David & Karen.
David Thomson
8 Feb 2024Fay from Prism has been incredibly helpful in managing the changes to my pension arrangements. She was helpful and friendly, took the time to fully understand my financial goals, and came up with recommendations to make them happen. There has been a lot of complex processes and paperwork to navigate, and Fay was there to help every step of the way. I absolutely recommended Prism and Fay in particular to anyone looking for financial advice.
Tim G
1 Feb 2024Prism have been excellent at managing both myself and my wife's pensions. They were very helpful and friendly and spent a lot of time understanding our financial objectives and then coming up with a financial plan to deliver them. They review it regularly with us to understand any potential changes in circumstances. I would definately recommend them to others.
Joe Black
8 Jan 2024Fay has been excellent since we were put in touch last year. I came requesting pension and insurance advice, Fay dealt with my queries quickly and always explained everything very clearly, she is a pleasure to deal with and I couldn't recommend enough.
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