Finance Planning Mortgage & Protection Reviews 310

TrustScore 5 out of 5

5.0

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Review summary

Created with AI, based on recent reviews

Reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their exceptional helpfulness, professionalism, and positive attitude, making the entire process stress-free and easy to understand. Many highlight the excellent customer service, noting the personalized approach and clear explanations provided throughout their journey. Consumers frequently mention the quick response times and the smooth user experience, appreciating how efficiently their queries were addressed and how well they were guided through complex procedures. People often express their gratitude for the dedication and support received, with many stating they would gladly use the service again and recommend it to others.

What people talk about most

Staff

Users describe positive interactions with staff, consistently highlighting their helpfulness,... See more

Service

Reviewers highlight positive aspects of service, consistently praising the helpfulness and efficiency of the... See more

Customer service

Customers consistently note positive experiences with customer service. Reviewers frequently praise the... See more

Response time

Customers consistently report positive experiences with response times. Many reviewers highlight the... See more

User experience

Consumers find the user experience to be positive. Many reviewers highlight that the process was stress-free... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Jim was an absolute legend. He helped me achieve my fairly complicated mortgages quickly and efficiently and got me a fantastic rate. He was always on hand to consult and walk me through the process a... See more

Rated 5 out of 5 stars

Smriti Shrestha Pun is an outstanding mortgage professional. She provided excellent advice and support throughout the process. She made the whole process easy and stress free. Very professional and ve... See more

Company replied

Rated 5 out of 5 stars

Binita went above and beyond for us. She made the mortgage process understandable and manageable and guided us through every step from start to finish with ease. The entire process was smooth and stre... See more

Rated 5 out of 5 stars

Peter is a fantastic mortgage advisor, he helped us many times with different scenarios during our sale and purchase of our new home. His response time is incredible and we always trusted his advice.... See more


Company details

  1. Mortgage Broker
  2. Insurance Broker

Written by the company

We know that choosing the right mortgage can seem a daunting task which is why we go out of our way to offer a fresh new approach that leaves you to think about other things. We can meet for a coffee, talk on the phone or even arrange your mortgage on-line. You decide what fits in with your busy lifestyle. Our advice doesn't stop at the mortgage, we will also help you to protect yourself and your family against those things that threaten your ability to pay your mortgage. In short, we love helping people with buying property and remortgaging their existing​, give us a call today.


Contact info

5.0

Excellent

TrustScore 5 out of 5

310 reviews

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Rated 5 out of 5 stars

Easy and painless mortgage switch.

Fast, efficient and friendly service. Emily contacted us in good time to remind us that our mortgage deal was nearing renewal. She secured an early competitive deal, which she later swapped to even better deal before it was due to renew. Emily made our mortgage switch incredibly easy and painless. Highly recommended.

March 1, 2026
Unprompted review
Rated 5 out of 5 stars

Exceptional service

The team at finance planning have been absolutely exceptional at helping us through our mortgage journey. Right from the start until completion they had quick responses and were happy to answer any of our questions. They ensured we had a great deal when applying and were reassuring throughout the process if things were taking a while. I would highly recommend the team at finance planning for anyone looking to get a mortgage or in the process.

March 30, 2026
Unprompted review
Rated 5 out of 5 stars

An exceptional experience

An exceptional experience. David Riley specifically has helped me and a number of friends secure the right mortgage for them with tailored advice that suits our situation and in an extremely personable manner. I couldnt recommend him or the company enough for their end to end service and assistance over the years.

March 2, 2026
Unprompted review
Rated 5 out of 5 stars

Karen was a delight from beginning to…

Karen was a delight from beginning to end. We were completely clueless on how everything worked (first time buyer) & Karen made the process stress free. I felt I could ask any questions & I would highly recommend to everyone I know. Thank you Karen!

September 14, 2025
Unprompted review
Rated 5 out of 5 stars

Great service from Petru Balan

Great service from Petru. He explained everything from the very beginning and was very knowledgeable and supportive through the whole mortgage application, which made the whole process very easy and straightforward. Would definitelly recomment!

February 6, 2026
Unprompted review
Rated 5 out of 5 stars

Highly recommend Jack

Jack has been really helpful, prompt and professional. Cant fault him. Highly recommend him. He helped us when we bought our first home 2 years ago and again when we re mortgaged recently. We were so lost with remortgage but Jack contacted us himself and helped us step by step.

March 1, 2026
Unprompted review
Rated 5 out of 5 stars

Perfect experience !

Despite its very stressful time buying a property, Trevor and Angela were just amazing ! They are professional, Kind and advice you perfectly ! I completely recommand them 100%, they email you if needed, update you and find in every way all the solution for you, i will be forever grateful and, go for it they are just perfect

February 26, 2026
Unprompted review
Rated 5 out of 5 stars

Thank you Jonathan

Thank you Jonathan, you have been more than a advisor, don't have words to describe your support.

I would 100% recommend everyone to use your services, wish I could give more stars than 5 stars :).

March 1, 2026
Unprompted review
Rated 5 out of 5 stars

Had a great experience

I had a great experience working with my mortgage advisor Smriti Shrestha Pun from Peepal Mortgage & Protection, Swindon . From start to finish she was very helpful and knowledgeable. She was always available to answer my questions. She explained everything clearly and made what could have been stressful process feel smooth & straight forward. I would highly recommend her to anyone looking for good mortgage Hunt. Thank you

January 28, 2026
Unprompted review
Rated 5 out of 5 stars

Best FA have ever dealt with

Jack Savory is one of the most professional financial advisors I have ever met. He has dealt with arranging our mortgage for a number of years, as well as helping members of our family who we have referred to him. He is so on the ball and easy to deal with. He instils a high level of confidence in the excellent service he provides. His customer service skills are fantastic, his wealth of knowledge is vast and we would recommend him over & over to friends , family & colleagues who require a great service in an FA, someone you can trust and respect to provide the best advice needed when looking for the right mortgage deal.
Thanks for your help Jack! It's always so much appreciated.
Keep up the great work!
Allyson& Peter
North East

January 20, 2026
Unprompted review

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