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

Excellent service from Dipesh :)

I wanted to share my excellent experience with Dipesh, our mortgage advisor. He was very knowledgeable, responsive, and helpful throughout the process, making it very smooth and stress-free. Thanks for providing such great service!

January 15, 2026
Unprompted review
Rated 5 out of 5 stars

Excellent Mortgage Support – Thank You Andy

Thank you to Andy Poustie for helping me with my mortgage. The whole process was smooth and stress-free, and Andy was professional, responsive, and very helpful throughout. I truly appreciate the support and would highly recommend his services to anyone looking for mortgage advice.

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

Highly recommended

Matt from Mortgage Heroes did a great job at arranging my new fixed rate mortgage. He was knowledgeable, explained the process clearly and offered helpful advice to get me the best deal for my mortgage requirements. I can highly recommend.

February 17, 2026
Unprompted review
Rated 5 out of 5 stars

We had a fantastic experience working…

We had a fantastic experience working with Andy Poustie from Finance Planning.

From start to finish, Andy’s communication was excellent. He took the time to clearly explain every step of the mortgage process, making sure we fully understood our options and felt confident in our decisions. What really stood out was how approachable and responsive he was — whenever we had questions or needed reassurance, he was always available and happy to help.

Andy made what can often feel like a stressful process smooth and straightforward. We truly felt supported throughout and couldn’t have asked for a better advisor.

We would absolutely recommend Andy to anyone looking for knowledgeable, professional, and reliable mortgage advice.

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

Above and beyond

Daniel has supported me through my journey to buying my first home, and I honestly cannot recommend him highly enough. From the very beginning he has been exceptionally patient, consistently putting my best interests first and never applying pressure. I trust him implicitly.

Daniel is always quick to respond, friendly and genuinely engaged in his work. His knowledge and attention to detail are outstanding, and throughout the entire process his advice has been faultless - truly going above and beyond at every stage.

He has also supported my brother, which has made him a reassuring and dependable figure for our whole family - something that matters enormously during such significant, life-changing transitions. I am deeply grateful for his support and very much hope we continue working together for many years to come.

December 22, 2025
Unprompted review
Rated 5 out of 5 stars

Jim Maye did an excellent job

Jim Maye did an excellent job helping me with the mortgage for my new home. He explained everything clearly and was always quickly available for any questions or worries I had along the way.

November 6, 2025
Unprompted review
Rated 5 out of 5 stars

Absolutely Fantastic

Brilliant service, Gary was great all the way through a difficult property purchase. Honestly can't rate highly enough!

February 17, 2026
Unprompted review
Rated 5 out of 5 stars

We are extremely happy with the service…

We are extremely happy with the service we received from Petru Balan . From start to finish everything was explained clearly and professionally, making the whole process smooth and stress-free. He was always available to answer questions and found us the best deal for our situation. We felt supported and confident every step of the way and would highly recommend their services to anyone looking for reliable mortgage advice.

October 17, 2025
Unprompted review
Rated 5 out of 5 stars

Outstanding

Phil and Angela were superb. They got me precisely the mortgage I needed, at the best rate. Additionally they renegotiated my mortgage twice before it had even started, as interest rates fell. I cannot recommend them highly enough.

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

Dipesh was our mortgage advisor and I…

Dipesh was our mortgage advisor and I can’t recommend him enough. He was professional, knowledgeable, and incredibly patient in explaining every step of the process. As something as important (and sometimes stressful) as securing a mortgage, having someone so reliable and responsive made all the difference.

He took the time to understand our financial situation and goals, presented clear options, and found a mortgage deal that was perfectly suited to our needs.

No further to look for, i would definitely choose him in the future.

December 6, 2025
Unprompted review

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