Professional Trustees

When using Professional Trustees, you will receive the correct advice, which can be crucial in preserving your Assets

Google Rating

5.0

Based on 202 reviews

Frog Financial Management Mortgage Brokers Rickmansworth

5.0

Ian

1755527927

Couldn't be happier with the service from Frog, they made an incredibly stressful time in me buying my first property feel much more manageable and were always available to talk through any queries I had. Would highly recommend ☺️

Tim Moult

1754857993

Craig is an excellent advisor, we had relatively unusual requirements for 2 mortgages and he spent a lot of time explaining our potential options so we would end up with the best fit for us.Ruth was also fantastic at following things up for us and keeping us informed of how applications were progressing.Would definitely recommend Frog to anyone looking for a mortgage or insurance.

mario alvarez botero

1754595807

Gracias a Danni West ( Frog Financial Management ), pude asegurar mi casa en Inglaterra pues, Danni, muy cortés y profesionalmente, me puso en contacto con una compañía de seguros inmobiliarios que, se interesará a ofrecerme un seguro ya que, Yo vivo en España por lo tanto, soy un propietario ausente y según parece esto es un impedimento para muchas aseguradoras.Estoy muy agradecido con Danni por su invaluable ayuda, ha sido una gran experiencia.

Ruth Corner

1754578680

Advise etc on our finances and mortgage suggestions

Rendell Willett

1754399682

Found the service to be extremely helpful and efficient in dealing with my property portfolio. I've been with them many years and I'm always satisfied with their mortgage quotes

James Devine

1754387178

Frog has provided a great service to me and my partner as we arranged our first mortgage.As FTB, it is a daunting process, with a lot of questions from us on the hows, whens, and whats. Greg made this less so, answering all questions clearly, and helping us to understand things. Not only this, Frog helped us to find the best rate available to us.Lastly, Greg & Danni helped us to understand which personal insurance policies were best for us, taking the time to explain in layman's terms how each one could benefit us (or not), depending on our needs.All in all, Greg & Danni have been a valuable part of our mortgage journey, and I would not hesitate to work with them again in the future.

Tia Mirshahi

1754218942

Greg and team were incredibly helpful in guiding us through the process of securing our first mortgage at the best possible rate. Everyone we interacted with at Frog Financial was friendly and always available to support and answer any questions we had - we are first time buyers so their advice and expertise was much appreciated! Greg and Danni also gave us all the information we needed to choose the right options for life insurance and income protection that is tailored to our needs. We couldn't be happier with our experience and would definitely recommend their services.

Joe and Katherine O'Donnell

1753865940

Had a great experience with Frog with our recent remortgaging after being recommended to them by Frosts in Amersham.Greg was extremely knowledgable and made a daunting process significantly easier - he was friendly, extremely clear and answered any questions or concerns we had throughout the entire process.Greg really listened to our circumstances and it was clear he wanted an outcome for us that fit our needs, there was never any sense of trying to upsell or push us towards something that did not fit our needs and we reached an outcome we were extremely happy with.Greg’s approach was extremely fair and it was clear that Frog Financial is far more interested in building a lasting relationship ship with their clients. I would not hesitate to approach Greg and Frog Financial again and will absolutely be using their services again when we come to our next application!

Sage Kershaw

1753583642

Grey was the ABSOLUTE BEST!!!!! He was so fun, let us have aux and made us feel so comfortable and showed us around the area and gave his favorite recommendations!! Will be calling him all week!

Clare Marshall

1753583505

Gray was THE BEST driver and made sure that our ride was safe and fun!!!

Paul Murphy

1751274702

Frog Financial Management have been excellent throughout the process. Craig and Ruth provided clear advice, quick communication, and a very professional service from start to finish. Nothing was ever too much trouble, and they made everything straightforward and stress-free.Would highly recommend to anyone looking for trustworthy and efficient financial advice.

Chloe Taylor

1746859208

Greg and the team at Frog were brilliant in helping us prepare our finances and then arrange the porting of our mortgage for our recent house move. Greg provided consistent support and tailored advice whenever needed, and made the mortgage process as stress free as possible. The Frog team also helped us with setting up some better life protection for ourselves and our kids. We would highly recommend Greg and the team at Frog to anyone looking for mortgage specific or broader financial advice.

Samah Hussain

1745263797

As a first-time buyer, I had a lot of questions—and Greg was absolutely brilliant at answering every single one with patience and clarity. He was always super responsive and made the whole mortgage process feel much less overwhelming. Charley was also fantastic, helping me sort out buildings insurance quickly and efficiently while walking me through all the details. Danni took the time to explain all the insurance options thoroughly and in a way that made sense. Everyone I dealt with was friendly, knowledgeable, and incredibly supportive. I can’t recommend them highly enough!

Megan Griffin

1744626325

We were recommended Frog Financial by some friends who had recently bought their first house, and we couldn't be happier! Greg was amazing from start to finish, keeping us informed throughout the process and always on hand to answer any questions we had. Charley also helped us find the right Buildings & Contents insurance for us, and had everything sorted & ready for exchange. We'll definitely be recommending the Frog team to any friends buying their first place!

Carla van der Sluijs

1743416068

Frog were incredibly helpful when I approached them for a mortgage recommendation. Craig really took the time to understand what I needed and was very supportive throughout the process. Mortgages and the jargon around them can seem very overwhelming, especially to a first time buyer, but Frog made it a lot less stressful. Would definitely recommend!

Tannaz Rastegar

1742216810

I can’t recommend Charley highly enough! From the very start, she made the process of getting my building and contents insurance seamless. She provided me with a list of options, sent detailed and informative emails, and was incredibly flexible, kind, and patient throughout.The whole experience has been fantastic, professional, efficient, and stress-free. The member portal is another great addition, making everything even more accessible and straightforward.I was so impressed that I even told my solicitor to recommend Charley to her clients. If you’re looking for someone who truly goes above and beyond, Charley is the one to trust. 100% recommend!

Denis Bywaters

1742048349

I went to Frog for mortgage advise on buying a second property. Initially Greg provided me with various options available to me and spent the time explaining the pros and cons of each. This made choosing the right option very easy, feeling confident with my choice. Likewise, Charley was a great help with finding me the right insurance for my new property and landlords insurance.

Se7en Group

1741021620

Thoroughly professional and superbly efficient service. Moving home is stressful enough. My buildings insurance was at least one thing I did not have to worry about.

sophie Stockton

1739186324

I cannot recommend Frog enough. They have been so helpful and supportive.They have helped us to buy our first home and they were a huge helping hand when we had no idea where to start.Thank you so much for making the house buying process almost completely stress free.

Sammy Isaacs-Johnson

1739185463

We were recommended Frog by a family friend, and they have been absolutely brilliant through the whole house buying process. As first time buyers, the whole team has been so supportive always answering phone call and emails. Greg was so supportive when it came to our mortgage inquiries, very helpful and personable. Charley and Danni have been so helpful with insurances and Will writing, and we look forward to using them again in the future.

Nick Jones

1738007477

Frog Financial are definitely well worth a 5 star review, Greg and the team are fast, efficient and professional and always seem to put the customer first.

Mukesh Singh

1737024771

Frog financial management services provided us excellent help during purchase of our sweet first home in UK. Greg our advisor was very helpful, soft spoken person. Despite of my limited visa, Greg helped us to get mortgage with best available rate in the market.Highly recommended

Danielle Louise

1735329775

I couldn’t recommend Frog Management more. Greg made the mortgage application process really easy for my boyfriend and I who were first time buyers. I’d first been in touch with Greg a year prior when we started our property search and once our offer was accepted I got straight back in contact with Greg who was prompt to get everything moving for us. I would highly recommend Frog Management!

Aaron

1734177339

The team at Frog have been fantastic throughout the entire process. Providing great advice and having a proactive approach, I can't recommend them enough!

Sam E

1734009636

The whole team at Frog were outstanding for us. Greg was our contact for our Mortgage application and he couldn't have been more helpful. He was always available and happy to help with anything, very knowledgeable and we really felt like he wanted the best for us. Charley and Danni also assisted us with insurance cover and they were very helpful and knowledgeable when it came to understanding the policies. They regularly checked in to see if they could help with the whole process, which was greatly appreciated. All the team made the house moving process that bit less stressful and are thoroughly recommended.

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Find out more

Many people when creating Trusts appoint their children or other family members as Trustees.

The Trustees are often also the Beneficiaries to the deceased’s Estate and this fact may pose some real problems after the death of the Settlor (the creator and owner of the Trust).

Once the deceased’s assets enter Trust, a Trustees meeting must be held and any decisions regarding the distribution of these assets, should have the agreement of all the Trustees. As we all are aware this can often prove to be an issue within some families.

The role of a Trustee can be extremely daunting for an untrained person and often decisions will be made, that may not be completely in the interest of the Beneficiary(s). This may be simply because the Trustees do not have a clear understanding of the impact their decisions may have on the Beneficiary’s inheritance.

Frog Wealth Management gives consideration to the tax status, financial status and marital situation, of the intended Beneficiary (i.e. if the Beneficiary were undergoing financial difficulties or entering Divorce Proceedings). This ensures that the assets would not be lost to creditors or future ex-spouses.

The correct advice can be crucial in preserving assets and ensuring as much as possible is received by the intended Beneficiary(ies) and is not lost to tax, divorce or in settlements to creditors

Some of our Google Reviews

Frog Financial Management

5.0