Finance Planning Mortgage & Protection Reviews 

440
TrustScore 5 out of 5

5.0

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Review summary

Created with AI, based on recent reviews

Considering 355 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for providing professional, knowledgeable, and always approachable support when arranging mortgages, remortgages, and financial renewals. Reviewers frequently highlight the outstanding quality of service received over many years across numerous successful transactions. Some reviewers were happy with the extensive support received when navigating the complex and stressful house-buying process from start to finish. People also noted that advisors communicated clearly, remained patient with numerous questions, and provided prompt responses throughout all application stages. Clients deeply appreciate the personalized approach, mentioning that advisors carefully explain every option in clear terms without any pressure.

What people talk about most

Staff

People report positive experiences with staff, highlighting advisors who are exceptionally knowledgeable,... See more

Service

Reviewers express great satisfaction with the service, highlighting professional, efficient, and reliable... See more

Customer service

Customers consistently note positive experiences with customer service, praising advisors for being... See more

Response time

Reviewers highlight positive aspects of response time, expressing great satisfaction with how quickly and... See more

User experience

Customers felt genuine satisfaction with user experience, reporting that representatives made the mortgage... See more

Reviews shaping this summary

Rated 5 out of 5 stars

I have been using Emily for years for numerous mortgages, remortgages, renewals and pensions. Emily is very professional and super efficient but it’s all delivered with a personal touch. She makes t... See more

Rated 5 out of 5 stars

Jack Humphries and Ellie Whittington were great! I got a mortgage through them. I went to two financial planners but they had the exact same deals. So I just chose on more personalized communi... See more

Rated 5 out of 5 stars

It was nice , smooth and fast as always unika rai (dd) is the best mortgage advisor i have ever cross path . Me and my whole family has been working with her for yeras. its been a pleasure working wit... See more

Rated 5 out of 5 stars

Joe has been absolutely excellent throughout the whole process. He is extremely knowledgeable, professional and always very prompt in responding to any questions or concerns. He consistently sta... 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

440 reviews

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5.0

All reviews

(440)

354 reviews in the last 12 months

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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

Ellis Featherbe 5 stars!

Ellis Featherbe is extremely helpful and organised. He has helped me so much with getting my mortgages in order and I don't know what I would do without him!

11 August 2026
Unprompted review
Rated 5 out of 5 stars

10/10 recommend

We have been using Jack as our mortgage broker since the end of 2018 and can honestly say he is incredibly helpful, so responsive even when he’s on holiday. He absolutely knows his stuff! We have recommended him to friends who have received the same level of service!

11 August 2026
Unprompted review
Rated 5 out of 5 stars

Eddie is amazing person who cares about…

Eddie is amazing person who cares about his job and cares about the way his business can help people.He has been doing this with me for over fifteen years , and I wouldn't trust anybody else. Professional helpful and genuinely trustworthy.

11 August 2026
Unprompted review
Rated 5 out of 5 stars

I had an excellent experience with…

I had an excellent experience with Chhobi when arranging my mortgage renewal. From the very beginning, he was extremely professional, helpful and easy to deal with.

Chhobi not only found me a great mortgage deal that suited my circumstances, but he also handled the whole process smoothly from start to finish. He explained everything clearly, kept me updated throughout, and made what could have been a stressful process feel simple and straightforward.

What impressed me most was how responsive and supportive he was right through to completion. I always felt that I was in safe hands and that he genuinely had my best interests at heart.

I would highly recommend Chhobi to anyone looking for a mortgage adviser. Excellent service, great communication and a very smooth experience from beginning to end.

Thank you, Chhob Bhaii!

1 July 2026
Unprompted review
Rated 5 out of 5 stars

Remortgage - Contractor

I've used Laura for my last 2 remortgages and she is always pragmatic regarding what I am looking for and which solutions are available for my current situation.

1 May 2026
Unprompted review
Rated 5 out of 5 stars

Experience, reliability and outstanding customer service.

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 extremely knowledgeable, professional and always provides honest, helpful advice. We have been using Rob’s services for over 20 years, and we wouldn’t consider going anywhere else. We will continue to use him for as long as we need his services.
I really can’t recommend Rob and his team highly enough. Their experience, reliability and outstanding customer service are second to none!

22 July 2026
Unprompted review
Rated 5 out of 5 stars

Highly recommend!

Rob and Roberta helped us through every aspect of our mortgage and life insurance journey. They were efficient, friendly and professional throughout and made us feel calmer in some stressful situations. Would highly recommend and we will be using them again.

19 June 2026
Unprompted review
Rated 5 out of 5 stars

I was recommended this company by one…

I was recommended this company by one of our friends. After getting in touch, I was introduced to Hannah Logan Hughes, and I genuinely couldn’t have asked for a better mortgage adviser.

She was absolutely fantastic from start to finish. Our situation was a little complicated, as one of us doesn’t have a fixed salary, but Hannah patiently talked us through everything, explained all the important details, and made sure we fully understood the process.

Once we found our property, everything moved smoothly, with no unnecessary delays or endless back-and-forth emails and phone calls. Hannah continued to support us throughout the process, together with her colleague Kudzi, right through to completion.

We couldn’t be happier with the service we received. I’ve already recommended Hannah to my colleagues and friends, and I wouldn’t hesitate to do so again.

Absolutely five stars!

29 July 2026
Unprompted review
Rated 5 out of 5 stars

Daniel Walsh provided a 1st class service

Daniel Walsh provided a 1st class service - he always does. He sourced the best mortgage for us and put everything in place efficiently and professionally. There was no stress, no hassle, just great service at its best.

10 July 2026
Unprompted review
Rated 5 out of 5 stars

Superb service

Joe White has been my mortgage broker and has gone the extra mile at every stop to support me. I had a long journey due to third party factors, but Joe kept me grounded and supported through every upheaval in doing his job and offering so much more. Would I recommend Finance Planning based on Joe's delivery? Absolutely.

10 July 2026
Unprompted review
Rated 5 out of 5 stars

Scott Sutton

We have used Scott twice now for our mortgage and remortgage. He and his team have taken the drama out of a simple process when 3rd parties have thrown spanners at us. We got a great deal on both occasions which wouldn't have been openly available through the usual search engines. No hesitation in recommending Scott

17 July 2026
Unprompted review
Rated 5 out of 5 stars

I've been using Peter for years

I've been using Peter for years, and I wouldn't go anywhere else. He always finds the best mortgage deals and makes the whole process incredibly easy and stress-free. My recent mortgage renewal was handled efficiently from start to finish, with clear communication and excellent advice throughout. I highly recommend Peter to anyone looking for a knowledgeable, reliable, and professional mortgage advisor.

1 July 2026
Unprompted review
Rated 5 out of 5 stars

remortgaging

Johnny made the whole remortgage experience nice and simple, setting out my options having analysed them for me before we spoke. Highly recommend

6 February 2026
Unprompted review
Rated 5 out of 5 stars

We are officially in our dream home

We are officially in our dream home, and we owe a massive thank you to Andy for making it happen.
If you’ve ever gone through the home-buying process, you know how incredibly stressful and overwhelming it can feel. From our very first chat, Andy took all of that anxiety away and replaced it with absolute confidence.

16 July 2026
Unprompted review

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