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.
About Kelly East
Owner Managing Director @ LUNA Financial Planning Ltd
Financial Adviser – Winner of Women in Financial Advice Awards 2020. Top Rated Adviser by VouchedFor 2020 and 2021.
Top Rated firm Status by Vouched For 2021 – Only business in Wales to be awarded.
Kelly is an experienced financial adviser with over a decade of experience in the financial services industry. She strives to provide a refreshingly different approach to financial planning. Central to this is her belief that long and lasting relationships with clients should always be based on honesty, trust and transparency.
Kelly has a passion for showing clients how they can improve their work life balance, fulfilling their dreams sooner rather than later by implementing bespoke, simple and affordable solutions through holistic financial planning.
Kelly looks at where her clients are now, their plans and challenges ahead, and where they want to be in the future, helping them understand the truth about their financial health. She specialises in helping her clients make sense of their finances, grow their wealth, and simplify their affairs, whilst ensuring the financial products they hold are suitable for today, tomorrow, and beyond.
Kelly has worked with professionals, entrepreneurs, and business owners at the illustrious private bank Coutts & Co., providing outstanding client satisfaction. She thrives on building lasting relationships with clients from all walks of life that include students, families, and young professionals to business owners and those at or nearing retirement.
Kelly is married and has 2 children and lives in Risca.
Published in PR Fire.com