Finance Planning Mortgage & Protection Reviews 311

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

311 reviews

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Rated 5 out of 5 stars

Unika helped me to understand the process of property purchase

Hi,

I bought my first house in 2025 March. During this, Unika helped me understand the process of property purchase. She was calm and very knowledgeable. When i had issue, he called me and explained to me in my pace so was very easy to understand. I definitely would like to recommend her to future property buyer or investors.

March 15, 2025
Unprompted review
Rated 5 out of 5 stars

I can’t recommend Emily highly enough

I can’t recommend Emily highly enough. From start to finish, she provided an absolutely amazing service. She is incredibly personable and approachable.

If you’re looking for someone who is both knowledgeable and truly cares about their clients, I wouldn’t hesitate to recommend them.

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

Dave - an excellent mortgage broker

Mortgage broker Dave gave us an abundance of support and guidance in helping us (first time buyers) get a good mortgage. He virtually held out hand every step of the way with ample patience, allowing us to ask as many questions as we needed. He continued to support us even after we got the mortgage. We highly recommend Dave at Finance Planning if you are looking for an easy process when purchasing a mortgage for a property.

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

Joe made everything easier for us!

Joe was incredibly helpful, empathetic and hard working throughout our entire process with mortgage renewal and moving house. He is by far the best and most knowledgeable advisor I have used. I would wholeheartedly recommend him to anyone and everyone needing any of the services he provides

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

This is the second time we have…

This is the second time we have mortgaged with Carrie and both times we have been extremely happy with the advice and support provided. Everything is explained clearly and professionally and the whole process was easy. Would definitely recommend.

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

Best mortgage advisor!

We had exceptional customer service and care from our mortgage advisor Samita Rai. She was so helpful in finding us a great deal on our mortgage and was with us every step of the way, answering all of our questions and providing great advice as well. She truly went above and beyond in supporting us!

July 4, 2025
Unprompted review
Rated 5 out of 5 stars

Peter is a fantastic mortgage advisor

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. Thanks again Peter and we will recommend you to all our family and friends!

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

Spot on advice and deals

I've been using Trevor at Finance Planning for over 15 years for both residential and buy to let. Always spot on advice and deals and I've recommended him to lots of friends who have also been delighted with his service.

December 1, 2025
Unprompted review

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