Finance Planning Mortgage & Protection Reviews 

438
TrustScore 5 out of 5

5.0

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Review summary

Created with AI, based on recent reviews

Evaluating 366 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently praise the staff for being exceptionally knowledgeable, professional, and patient throughout the entire mortgage application process. Consumers note that advisors listen carefully, explain complex options clearly without any pressure, and make every interaction comfortable and reassuring. People also mention that advisors are remarkably quick to respond to queries, providing consistent communication and reliable support at all times. Reviewers emphasize that the entire journey from start to finish is remarkably smooth, efficient, and entirely stress-free for families. Clients feel genuinely supported and confident knowing that true professionals are handling their financial needs with great care.

What people talk about most

Staff

Consumers find staff to be positive, helpful, and highly professional throughout the mortgage process.... See more

Service

Reviewers mention positive feedback about service, highlighting a seamless, stress-free mortgage experience... See more

Customer service

Users describe positive interactions with customer service, noting that they always felt in safe hands during... See more

Response time

Customers had positive experiences with response time, highlighting how quickly and efficiently reviewers... See more

User experience

Reviewers highlight positive aspects of user experience, describing the mortgage and home-buying process as... See more

Reviews shaping this summary

Rated 5 out of 5 stars

What can I say about Rob and the exceptional service he and his team provide? From start to finish, they take care of everything for you, making the whole process completely stress-free. Rob is extr... See more

Rated 5 out of 5 stars

I can only say superlatives about Kate. She was always so helpful and patient explaining things we didn't understand. We could feel from the beginning she cared about us and she wanted to get the best... 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

Rated 5 out of 5 stars

Richard has been helping us for the last 30 plus years (sorry Richard for the reminder) Listens, explains, and is never put off by my daft questions. Hasn't steered us wrong and has reminded us whe... 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

438 reviews

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5.0

All reviews

(438)

352 reviews in the last 12 months

Write a review
Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Dear Lokesh Dai,

Dear Lokesh Dai,

It never felt like we were dealing with just a mortgage adviser. It felt like having a big brother beside us who genuinely cared. You were there through every ups and downs of our journey.

You went the extra mile in every possible way. Whenever we had worries or questions, you were always there to listen, guide us and support us. Your dedication, patience and emotional support meant so much to us. Thank you so much, Dai.

Bisworaj & Rubina

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

10/10 service from Chobi Gurung

I sincerely thank Chobi Gurung for his invaluable assistance throughout my home-buying journey. He was exceptionally supportive and kept me consistently informed at every stage. Chobi went above and beyond to resolve all my concerns and secure the best possible outcome. His dedication and guidance made the entire process seamless and reassuring. I highly recommend him to anyone embarking on the home-buying journey

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

Robert Chart

Robert Chart - highly recommended. Extremely thorough, very communicative, providing clear guidance throughout the whole process and quick to answer any questions you may have.

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

Bryce Protheroe is your Man.

A massive shout out to Bryce. He has been an absolute legend with sorting and arranging our mortgage from the word 'Go'. Without him, we wouldn't have a beautiful house to call home.

He is very professional, honest and trustworthy which makes the mortgage application process a lot more easier and comforting. He is also very punctual with replying to emails and answering phone call with any queries that you might have.

I work in the Airline industry and it is a massive help when your Mortgage Advisor understands elements within your payslips. Bryce understood everything and nothing needed to be explained.

Since using Bryce's services, I have recommended him to everyone at work, even my parents and two of my friends both now use him for their mortgages too.

If you want to get onto the housing market with a mortgage, Bryce is your guy!!

February 18, 2026
Unprompted review
Rated 5 out of 5 stars

Rob and the team were as always very…

Rob and the team were as always very helpful laying out my options and giving me accurate advice .
The process was smooth and was happy to use the service again and will continue to do so in the future .

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

Outstanding service

From the moment we contacted Stuart, he has been outstanding.
We will only use him and his services in the future.
Says it all really 👌🏼

April 1, 2026
Unprompted review
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

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