Finance Planning Mortgage & Protection Avaliações 

Gary and the team were great, not once was I confused on lost in the process. Simple and fast and got a great deal!

Ellis was a great advisor, always very attentive and quick to respond to any queries we had. Highly recommend!

Karen was 10/10 - I could not rate her highly enough! She made the entire process so straight forward and easy. I have since recommended her to some of my friends.

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 stress-free. She was patience, took the time to explain every option, answered my questions quickly with confidence and clarity. I would highly recommend Binita to anyone looking for a trustworthy mortgage broker.

Carl has looked after me for 6 years and gives excellent advice and helps me through all the processes.

Arranged the initial house purchase mortgage and renewal five years later with Finance Planning. Their support and advice was critical in my decision making and the timely arrangement of both mortgage. I came into contact with several members of the team and they were all very professional and helpful.

It was great customer service. I'm so happy and satisfied.

⭐⭐️⭐️⭐️⭐️Excellent Service

I had an exceptional experience working with Smriti Baini from the Swindon branch as my mortgage advisor. She supported me throughout the entire process with patience, professionalism, and genuine care. She explained everything clearly, guided me at each step, and made the whole experience smooth and stress-free.

Her constant updates, dedication, and hard work truly made a difference. I am extremely grateful for all the support she provided in helping me secure my mortgage.

Thank you so much,baini, for your outstanding service!

Carl Thorne best mortgage advisor.
He help us when nobody else would.

I highly recommend Carl Thorne and his team at Finance Planning. Their service in arranging our mortgage and associated financial services was exceptionally professional. They secured us a significantly better mortgage deal. Highly recommended.

Rob is a great guy and always provides accurate information very efficiently. The transition from one mortgage to another was seamless - as it has been for my past three mortgage's. I couldn't recommend his services enough.

Our situation was more complex than most, and we'd exhausted other advisors and consultants who were unable to find a solution. But Chris at Finance Planning did, quickly and efficiently, and we are now in our new home with a more secure future. Efficient and attentive.

We've used Andy's services since we first bought our house back in 2010 - since the original purchase, we've re-mortgaged several times. Andy sorts the mortgage and associated insurances.

Andy adapts to our working commitments, recognising that we're not always available between 9-5 and is happy to communicate in whatever way works for us - even text or WhatsApp for quick, brief messages.

We've just re-mortgaged to do a house extension and Andy has arranged this for us, giving us best advice on the financial side as we needed an interim arrangement before our 'main' mortgage renews in just over a year.

At the point the mortgage offer came through and signatures were needed to release the funds, we were heading on holiday long-haul so Andy and his secretary Jill pulled out all the stops to help get the paperwork to us so as not to hold up funds and subsequent building work. At one point, I was in the hotel reception out in Mauritius asking them to print the acceptance form!

It all went through, the money landed and the building work has now started. We'll be using Andy's services again when we start looking at deals for our mortgage renewal around this time next year.

Just completed my re-mortgage. I was updated about the progress regularly and rightly advised. Mortgage completed very smoothly and at the right time.

Chris always finds a way through to get a good rate and mortgage in place

Great service it was all on time happy with the experience

I cannot express enough how grateful we are for the exceptional service Kate Joyce provided throughout our mortgage renewal process. She came to us through a recommendation, and we are so incredibly grateful she did — we truly couldn’t have asked for anyone better.

From the very start, Kate took the time to present all the options available to us and walked us through what would make the most financial sense for our family. Her expertise, clarity, and dedication made what could have been a stressful experience feel manageable and well-guided.

What stood out the most was how proactive and attentive she was. Kate understood my case inside out and was always willing to work around the demands of my young family — even taking late-evening calls to ensure nothing slipped through the cracks. She was incredibly accessible via WhatsApp and phone, literally at all hours, and her support never wavered.

We also decided to take out additional borrowing, and even when our lender refused to liaise with her directly, Kate still stepped in without hesitation. She spent her own time sitting in on our calls, guiding us through paperwork, and helping us navigate a process that would have been overwhelming without her.

Kate is worth her weight in gold. She is professional, knowledgeable, and wholeheartedly committed to giving advice that is genuinely tailored to your situation. She has helped us with remortgaging, Help to Buy redemption, and additional borrowing — and every step of the way, she has exceeded our expectations.

I would recommend Kate and her company without hesitation. If you’re looking for someone who will truly advocate for you, support you, and ensure you get the best outcome possible, look no further. Kate is absolutely outstanding.

I highly recommend Phil James and his team from Finance Planning! They gave us a superb service when arranging our mortgage and other associated services. We will definitely be using them again. Thanks

Highly recommend! Tim made the move into our first home so much less stressful with his advice and constant support. We couldn’t have asked for a better mortgage advisor. Thank you, Tim!

Samita Rai was an excellent mortgage advisor and a fantastic communicator throughout the entire process. She remained highly professional and proactive from start to finish. Anytime I had a question or an issue, she responded to my calls and messages promptly. Her support made the whole experience smooth and stress-free. I would highly recommend her to anyone looking for a reliable and dedicated mortgage advisor.