Simple Financial Planning Reviews 

42
•
TrustScore 4.5 out of 5

4.7

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Rated 5 out of 5 stars

We had a great experience securing our loan with Jack. He was very helpful and got us the best product to suit our needs. Everything was done quickly, Jack even worked later than I would normally expe... See more

Company replied

Rated 5 out of 5 stars

I cannot praise Jack and Laura enough. My credit score was less than perfect but it was 3 days from the initial call until confirmation of completion for my 2nd charge. No judgments, no sales tactics... See more

Company replied

Rated 5 out of 5 stars

Fantastic customer service from Jack Stewart and Callum Scrimgeour. Both have been amazing help with securing a loan. Thank-you so much for your help and fast responses.

Company replied

Rated 5 out of 5 stars

We had a phone consultation from Craig mcCarron who has helped us to arrange new life insurance for our mortgage and extra insurance which will help our children if anything we’re to happen to us.... See more

Company replied

Company details

  1. Financial Planner
  2. also in
  3. Debt Relief Service
  4. Financial Consultant
  5. Insurance Agency
  6. Mortgage Broker

Written by the company

Whether it’s planning to become debt free or a plan for retirement we have qualified professional money planners that would be more than happy to help you choose the right money plan for your current circumstance. We have years of experience and our company is directly authorised by the FCA and can offer a wide range of financial advice on Mortgages, Insurance, Savings and Investments.


Contact info

4.7

Excellent

TrustScore 4.5 out of 5

42 reviews

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4.7

All reviews

(42)

4 reviews in the last 12 months

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Rated 5 out of 5 stars

Great experience

We had a great experience securing our loan with Jack. He was very helpful and got us the best product to suit our needs. Everything was done quickly, Jack even worked later than I would normally expect a company to work getting all the documents sorted and prompting the loan company for a speedy service. Great customer service and very happy with how everything was handled. Thanks again.

August 24, 2026
Unprompted review
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Reply from Simple Financial Planning

Thank you for your fantastic feedback! We're so pleased Jack was able to find the right loan for you and get everything sorted quickly. We'll make sure he sees your review. Thanks for choosing us, and we're always here if you need us again.

Rated 5 out of 5 stars

Fantastic customer service from Jack…

Fantastic customer service from Jack Stewart and Callum Scrimgeour. Both have been amazing help with securing a loan. Thank-you so much for your help and fast responses.

July 24, 2026
Unprompted review
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Reply from Simple Financial Planning

Hi, we are so pleased that you are happy with the service from the team, its great to get this type of feedback as all involved always strive to give the best service. Thank you for letting us help you!

Rated 5 out of 5 stars

I cannot praise Jack and Laura enough.

I cannot praise Jack and Laura enough.
My credit score was less than perfect but it was 3 days from the initial call until confirmation of completion for my 2nd charge. No judgments, no sales tactics, no hidden fees. Just a quick and transparent service!

May 22, 2026
Unprompted review
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Reply from Simple Financial Planning

Hi, we are so pleased that you are happy with the service from the team, its great to get this type of feedback as all involved always strive to give the best service. Thank you for letting us help you!

Rated 5 out of 5 stars

I can't thank David and Donna enough

I can't thank David and Donna enough. They handled my case with empathy and professionalism. I had a very poor credit score and was not confident I would secure financing, however they made it happen... very grateful and would 100% recommend.

April 20, 2026
Unprompted review
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Reply from Simple Financial Planning

HI, Thank you for the kind words, the team always try to ensure that we treat our customers how they would like to be treated and it always gives them a buzz to know when a customer feels this way.

Rated 5 out of 5 stars

Happy to recommend!

Great company that really helped us. We couldn't get a highstreet mortgage and felt stuck after multiple attempts. Gary was on it the whole way and was so helpful in securing a great deal and seeing it through. This is an easy recommendation!

January 31, 2025
Unprompted review
Rated 5 out of 5 stars

Remortgage

Had tried another broker before contacting Simple and all I can say is what a difference we dealt with Gary who from start to finish was brilliant very knowledgeable. We hit a stumbling block before completion but dealt with promptly and would definitely recommend them 100% well worth paying for someone who knows what they’re doing made it stress free for us Shaz & Billy

October 9, 2024
Unprompted review
Rated 5 out of 5 stars

Re Mortgage

The professional, courteous and informative support we received throughout the process was exceptional. We had tried other sources who had been unable to help. Thank you so much for making such a contribution to our lives.

June 13, 2024
Unprompted review
Rated 1 out of 5 stars

Misinformation & scare tactics

I received dangerous misinformation from a colleague in this firm. His attempt to rail road me into paying almost £2k in fees with scare tactic that I would end up paying additional charges was irresponsible and unethical. With all calls recorded I cannot see how leadership can be oblivious to this pressurised sales tactics. Beware!!

February 7, 2024
Unprompted review
Rated 5 out of 5 stars

Would just like to say a big thank you…

Would just like to say a big thank you to Gray and Millie for all there help in my financial planning..you was helpful all the way through and made it quite easy too.As you did all the hard work. I would recommend this company for all your financial planning . They explain everything very carefully and so you understand once again a big thank you. Even late at night they were there helping you through it.. it's nice to know there are people who are willing to go the extra mile.. And Gary and Millie certainly did that.👏 Thank you from Jackie...

June 14, 2022
Unprompted review
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Reply from Simple Financial Planning

Hi Jackie,

Thank you for the kind words, everyone here at Simple Financial Planning thanks you for for being one of our clients and if there is anything else we can do to help your financial situation please don't hesitate to get back in touch.

Regards

Rated 5 out of 5 stars

Equity Release

A brilliant Service throughout from start to finish even with my difficulty in hearing, it was no trouble to me and the staff has been very helpful and friendly toward me

April 29, 2022
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Reply from Simple Financial Planning

Thank you for the review Tim. We are delighted to hear you had a great experience.

Rated 5 out of 5 stars

If you want a professional and honest…

If you want a professional and honest service use Simple Financial Planning
A big thank you to Millie for her help
Andrew F

April 26, 2022
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Reply from Simple Financial Planning

Andrew, thank you so much for this for review. We are all proud of the work effort that Millie does and glad that you feel the same.

Rated 5 out of 5 stars

Used Simple Financial Planning twice…

Used Simple Financial Planning twice and have had excellent service both times. They give you time and support and feel to go ‘the extra mile’ for you. They do what they say they will when they say they will. Thanks this time to Gary H for his great support and indeed Craig M who is no longer with the company. Would certainly go to them again.

March 30, 2022
Unprompted review
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Reply from Simple Financial Planning

Hi John,

Thank you for the kind words, everyone here at Simple Financial Planning thanks you for for being one of our clients and if there is anything else we can do to help your financial situation please don't hesitate to get back in touch.

Regards

Rated 5 out of 5 stars

Great service and always quick to reply…

Great service and always quick to reply when needed.

March 28, 2022
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Reply from Simple Financial Planning

Hi Rebecca,

Thank you for the kind words, everyone here at Simple Financial Planning thanks you for for being one of our clients and if there is anything else we can do to help your financial situation please don't hesitate to get back in touch.

Regards

Rated 5 out of 5 stars

Have been very helpful throughout the…

Have been very helpful throughout the process

March 11, 2022
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Reply from Simple Financial Planning

Hi Stuart,

Thank you for the kind words, everyone here at Simple Financial Planning thanks you for for being one of our clients and if there is anything else we can do to help your financial situation please don't hesitate to get back in touch.

Regards

Rated 5 out of 5 stars

excellent service

I have had excellent service from start to finish

Thank you so millie

Would highly recommend them to everyone

February 25, 2022
Simple Financial Planning logo

Reply from Simple Financial Planning

Hi Diane,

Thank you for the kind words, everyone here at Simple Financial Planning thanks you for for being one of our clients and if there is anything else we can do to help your financial situation please don't hesitate to get back in touch.

Regards

Rated 5 out of 5 stars

Excellent service

Excellent service. Simply explained and very professional customer care.

January 27, 2022
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Reply from Simple Financial Planning

Hi Graham,

Thank you for the kind words, everyone here at Simple Financial Planning thanks you for for being one of our clients and if there is anything else we can do to help your financial situation please don't hesitate to get back in touch.

Regards

Rated 5 out of 5 stars

Mortgage and life insurance

We had a phone consultation from Craig mcCarron who has helped us to arrange new life insurance for our mortgage and extra insurance which will help our children if anything we’re to happen to us.
Craig was very thorough to make sure we we’re getting the right product for our needs. He was very patient and worked around my busy schedule when it came to the calls.
Would definitely recommend Craig. Thank you

January 19, 2022
Simple Financial Planning logo

Reply from Simple Financial Planning

Hi Jason,

Thank you for the kind words, everyone here at Simple Financial Planning thanks you for for being one of our clients and if there is anything else we can do to help your financial situation please don't hesitate to get back in touch.

Regards

Rated 5 out of 5 stars

Craig McCarron was so very very helpful…

Craig McCarron was so very very helpful would highly recommend this gentleman. .

January 12, 2022
Simple Financial Planning logo

Reply from Simple Financial Planning

Hi Richard,

Thank you for the kind words, everyone here at Simple Financial Planning thanks you for for being one of our clients and if there is anything else we can do to help your financial situation please don't hesitate to get back in touch.

Regards

Rated 5 out of 5 stars

Great service

Great service, completed a remortgage and was much quicker than I expected.
Alot of the process was completed on line via Zoom and phone calls and only a few things needed posting at the very end.
Highly recommend.

December 21, 2021
Simple Financial Planning logo

Reply from Simple Financial Planning

Thank you for your review Barry, it means a lot. So glad we met your expectations and more.
Merry Christmas and Happy New when it comes from everyone at Simple Financial Planning :)

Rated 5 out of 5 stars

Fantastic firm

Very efficient from start to finish. Brilliant service fantastic staff. Thanks to them I have a new affordable mortgage in less than 2 months.

December 20, 2021
Simple Financial Planning logo

Reply from Simple Financial Planning

Thank you for your review Ajay, it means a lot.
So glad we met your expectations and more.
Merry Christmas and Happy New when it comes from everyone at Simple Financial Planning :)

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