Finance Planning Mortgage & ProtectionRecensioni 

362
TrustScore 5 su 5

5,0

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Valutata 5 stelle su 5

Have been with Carl since we got our first mortgage, and couldnt imagine using anyone else. He professional, personable, and goes out of his way to get you the best deals. Couldn't rate him more highl... Leggi di più

Valutata 5 stelle su 5

Gary has been so helpful with my two buy to let mortgages. Always ahead of the game, professional, knowledgeable and so approachable and friendly. I know I can rely on him for the best advice and that... Leggi di più

Valutata 5 stelle su 5

“Exceptional remortgage experience — truly five‑star service. From the first call, Binita Gurung was knowledgeable, transparent, and proactive. She reviewed my existing mortgage, identified... Leggi di più

Valutata 5 stelle su 5

Karen Mills has supported us with our remortgage application and she has been amazing. She's made the process pain free and was pro-active when world events starting impacting rates - she reached out... Leggi di più

Dettagli dell'azienda

  1. Broker di mutui
  2. Broker assicurativo

Scritti dall'azienda

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.


Informazioni di contatto

5,0

Eccellente

TrustScore 5 su 5

362 recensioni

5 stelle
4 stelle
3 stelle
2 stelle
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Scopri come vengono raccolte, valutate e moderate le loro recensioni e valutazioni.

5,0

Tutte le recensioni

(362)

311 recensioni negli ultimi 12 mesi

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Su Trustpilot, le aziende non possono offrire incentivi o pagare per nascondere le recensioni. Le recensioni sono le opinioni dei singoli utenti e non di Trustpilot. Leggi di più

Valutata 5 stelle su 5

Claire Lipscombe is a gem

Claire Lipscombe is a gem - we were not sure how quickly we’d be able to get on the ladder, Claire was with us ever step on the way, we are now in our dream home. We will go to Claire with anything we need mortgage wise for the rest of our time.

31 gennaio 2026
Non scritta su invito
Valutata 5 stelle su 5

I honestly cannot put into words how grateful I am for such outstanding support from beginning to end. An exceptional mortgage advisor who truly goes above and beyond.

I honestly cannot put into words how grateful I am to Lokesh Gurung Vai for everything he has done for me throughout this entire journey. From the very first conversation right through to the moment I collected the keys, Lokesh has been nothing short of exceptional. What could have been an incredibly stressful and overwhelming process was made smooth, clear, and manageable because of his constant support, dedication, and professionalism.

Lokesh was always patient, kind, and incredibly knowledgeable. No matter how many questions I had or how many times I needed reassurance, he was always there to explain everything in detail and make sure I fully understood every step. He never made me feel rushed or like I was asking too much. Instead, he made me feel supported, valued, and confident throughout the entire process.

What truly sets Lokesh apart is how much he genuinely cares. This was not just a transaction — it felt like he was personally invested in helping me achieve my dream of owning a home. He went above and beyond to chase things up, keep me informed, and make sure everything was progressing as it should. Even when challenges came up, Lokesh remained calm, positive, and determined, which gave me so much peace of mind during what can be a very emotional time.

Thanks to Lokesh’s hard work, persistence, and expertise, I am now the proud owner of my new home and holding the keys — something that once felt impossible is now a reality. This is one of the biggest milestones of my life, and Lokesh played a huge role in making it happen. I will always be thankful for the effort, care, and dedication he put into helping me reach this point.

I genuinely cannot recommend Lokesh Gurung highly enough. If anyone is looking for a mortgage advisor who is trustworthy, professional, supportive, and truly goes the extra mile, Lokesh is without a doubt the best person they could ever choose. He doesn’t just do his job — he changes lives by helping people achieve their dreams. Thank you from the bottom of my heart, Lokesh, for everything you have done for me. I will always be grateful.
Tara Rai Feltham.

12 dicembre 2025
Non scritta su invito
Valutata 5 stelle su 5

Professional and friendly

Stuart was professional and friendly, after being told i couldn’t get a mortgage he helped find a solution and i was able to purchase my first home, this wouldn’t have happened without him. Amazing company thank you for everything!

28 ottobre 2025
Non scritta su invito
Valutata 5 stelle su 5

Nothing but praise

Nothing but praise, highly recommended. Jim and Financial Planning have been my first port of call for over a decade. Service is always brilliantly informed, prompt, communicative, efficient and cost effective.

31 gennaio 2026
Non scritta su invito
Valutata 5 stelle su 5

Thank you Martin

Martin was fast, efficient with our mortgage deal and always with good advice and rates. We used services in the past and always happy with the results

19 ottobre 2025
Non scritta su invito
Valutata 5 stelle su 5

Spoke to Joe White in regards to…

Spoke to Joe White in regards to reducing my mortgage, he was super helpful and took the time to explain all the options and was able to get my mortgage reduced by over £150 per month, this is a great saving and i would certainly use Joe in the future, he is such a lovely down to earth chap and so easy ( and knowledgeable) to talk to, thankyou Joe - appreciate your help.

21 gennaio 2026
Non scritta su invito
Valutata 5 stelle su 5

Outstanding mortgage support

Claire provided amazing support from start to finish. She was patient, responsive and made the whole mortgage process feel straightforward and stress-free. We have used her services before and would happily use them again. Thank you, Claire.

1 dicembre 2025
Non scritta su invito
Valutata 5 stelle su 5

Fantastic team

Everyone who i dealt with at Finance Planning is absolutely amazing and such a helpful team. Special shout out the Joe and everyone else working behind the scenes. I would not recommend a better team.

13 gennaio 2026
Non scritta su invito
Valutata 5 stelle su 5

Karen is exceptional

Karen is exceptional. We were recommended to her by a neighbour and we would do the same. Always keen to help, Karen makes the whole process seamless. Tom and Abi

30 dicembre 2025
Non scritta su invito
Valutata 5 stelle su 5

Knowledgeable, Professional & Great guy!

Joe has helped me massively over the last year or so not just by arranging me the best Mortage rate we could find but also with advice and tips. Even if I needed to ask a simple question I knew I could text Joe and he’d help me out! Have recommended his services to a few of my friends and family members and all have he the same experience also! Couldn’t recommend Joe & his services enough!

29 dicembre 2025
Non scritta su invito
Valutata 5 stelle su 5

Finance Planning are the best

Graham supported me whole way trough the process and was always there if i had any questions. I would refer family and Friends to Graham as he is so good at his job. He's so friendly, understanding and throughtfull. He brakes down the information so it's easy to understand. I cant fault Graham he has been godsend through my mortgage process and helped me so much. I look forward to working with Graham in the future.

15 novembre 2025
Non scritta su invito
Valutata 5 stelle su 5

Lokesh at Peepals sorted my remortgage…

Lokesh at Peepals sorted my remortgage out quickly and efficiently, getting me a great rate that saved me money. Communication was excellent, and they were always happy to answer questions. The whole process was stress-free, thanks to their expertise and support. Highly recommend!"

30 settembre 2025
Non scritta su invito
Valutata 5 stelle su 5

Great service and contact

Daniel was super helpful and took all the stress out of the mortgage application. He even connected with us whilst on a cruise with his young family. We could not have been anymore grateful!!!

1 ottobre 2025
Non scritta su invito
Valutata 5 stelle su 5

Knowledgeable and friendly service

We have used Jonathan for a number of years to help with re-mortgaging as well as a house move and have always found him incredibly knowledgeable and helpful. He is great at finding the best deals and communicating from start to finish. Would definitely recommend using him.

3 novembre 2025
Non scritta su invito

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