Finance Planning Mortgage & Protection Reviews 

440
TrustScore 5 out of 5

5.0

While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more

To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more

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

440 reviews

5-star
4-star
3-star
2-star
1-star

No recent history of asking for reviews

This company hasn't invited customers recently, so reviews may not be representative

How this company uses Trustpilot

See how their reviews and ratings are sourced, scored, and moderated.

5.0

All reviews

(440)

353 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

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!

August 11, 2026
Unprompted review
Advertisement
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!

August 11, 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.

August 11, 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!

July 1, 2026
Unprompted review
Advertisement
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.

May 1, 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!

July 22, 2026
Unprompted review
Advertisement
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.

June 19, 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!

July 29, 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.

July 10, 2026
Unprompted review
Advertisement
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.

July 10, 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

July 17, 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.

July 1, 2026
Unprompted review
Advertisement
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

February 6, 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.

July 16, 2026
Unprompted review

The Trustpilot Experience

Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.

We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.

Learn about Trustpilot’s review process.

Here are 8 tips for writing great reviews.

Verification can help ensure real people are writing the reviews you read on Trustpilot.

Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.

Take a closer look