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

Stuart was absolutely excellent👍🏻

Stuart was recommended by family, and he was extremely helpful and cooperative throughout the process: any queries or questions we had, he was able to answer and help us with all of them; would highly recommend to anyone and everyone!

March 25, 2026
Unprompted review
Rated 5 out of 5 stars

Great service

I had a great experience working with Smriti from Peepal Estate agent, Swindon as my mortgage advisor. As a second-time buyer, I really appreciated how quick and clear her responses were throughout the process.
She found me a very good mortgage deal and made all the paperwork easy to understand and straightforward. We also had a difficult time dealing with the sellers, but Smriti was very supportive and helped guide us through it smoothly.
Her professionalism, clear communication, and dedication made a big difference. I would highly recommend Smriti to anyone looking for reliable and efficient mortgage advice.

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

Dipesh

Dipesh, our mortgage advisor, was very supportive from start to finish and appreciated how he explained everything in a simple, honest way. I’d definitely recommend his service.

February 12, 2026
Unprompted review
Rated 5 out of 5 stars

Surakshya was amazing—so professional…

Surakshya was amazing—so professional and genuinely caring toward her clients. I absolutely love how she builds a connection and gets everything done quickly and smoothly, with no delays at all. Well done

February 19, 2026
Unprompted review
Rated 5 out of 5 stars

Joe M at Finance Planning

Joe M at Finance Planning. He provides a highly efficient and friendly service, making what can be a stressful process feel very manageable. What I appreciate most is how he consistently breaks down complex financial jargon, ensuring I fully understand my options to make the best financial decisions. Highly recommended!

March 25, 2026
Unprompted review
Rated 5 out of 5 stars

Knowledgeable, professional and genuine

Emily was both friendly and engaging. She genuinely had mine and my partner’s best interest’s in mind at all times. She provided excellent knowledge and worked promptly and professionally. She made everything very simple and manageable.

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

Reliable and efficient.

Ian was very helpful throughout the process, explaining options and processes as required. Ian also went above beyond to act fast and get us the best deal available before the interest rates increased. We will definitely be using Ian for all our future mortgage requirements.

March 23, 2026
Unprompted review
Rated 5 out of 5 stars

He’s the best at what he does.

We were declined help by many other mortgage advisors as they said we couldn’t get a mortgage. Jonathan helped us get the mortgage we needed and we did an incredible job with our remortgage 5 years later. He has now successfully helped my mum and sister with theirs mortgages too. He’s the best at what he does.

March 13, 2026
Unprompted review
Rated 5 out of 5 stars

Friendly, professional mortgage advice

Jonathan was extremely helpful in arranging my mortgage. He explained the process and all my options in a very clear way. He was friendly and professional at all times and I would highly recommend his services.

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

Philip was so amazing

Philip was so amazing! He made our mortgage so much easier and explained everything very clearly. Thank you so much! We definitely use them again and recommend them to our friends and family!

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

Excellent service

I received excellent mortgage advising service and arrangement this year also like many previous years. So, Highly recommended.

February 22, 2026
Unprompted review
Rated 5 out of 5 stars

We had an outstanding service from Pratima Gurung (Peepal Mortgage Service)

We had an outstanding service from Pratima Gurung. Actually, she dealt our mortgage first time in 2021, when we were buying our 2nd house. We were so impressed with her really good advice on those tricky two houses mortgage to a tight financing deadline and her fees were less than many others but service is excellent. We are extremely happy with her politeness and professional work and we definitely use her service again and recommend her to our friends and relatives as well. Thank you so much for her help and reliable advice on that matter, which Really appreciated.

January 4, 2026
Unprompted review

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