Finance Planning Mortgage & Protection Reviews 

438
TrustScore 5 out of 5

5.0

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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

438 reviews

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5.0

All reviews

(438)

352 reviews in the last 12 months

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Rated 5 out of 5 stars

CARL!! Amazing service yet again!

We have now used Carl for both our initial mortgage and our second mortgage term, and once again he has been absolutely outstanding.

From start to finish, Carl made the whole process simple, stress-free, and easy to understand. His knowledge of the mortgage market is exceptional, and he always takes the time to explain the options available, ensuring we feel confident in every decision.

What really sets Carl apart is his dedication to his clients. He is incredibly responsive, professional, and always willing to go the extra mile to secure the best possible deal. Throughout the process, he kept us fully informed and handled everything efficiently, making what can often be a daunting experience feel straightforward and seamless.

Having returned to Carl for our second mortgage term, it was an easy decision based on the fantastic service we received the first time around. His expertise, honesty, and commitment to achieving the best outcome for his clients are second to none.

We wouldn't hesitate to recommend Carl to anyone looking for a mortgage broker they can trust. Thank you again for all your help and support, we look forward to working with you again in the future.

April 1, 2026
Unprompted review
Rated 5 out of 5 stars

Lorraine has assisted us with one…

Lorraine has assisted us with one mortgage and two remortgages. All were smoothly completed. She is very helpful and friendly, providing us with a wide ranges of products and helping us locking in the lowest rate possible. We recommended her and her company for their five-star service.

March 31, 2026
Unprompted review
Rated 5 out of 5 stars

Claire is a fantastic mortgage adviser…

Claire is a fantastic mortgage adviser who has always managed to secure us the best deals over the years. Professional, and quick to respond with sound, impartial advise. I would highly recommend Claire without hesitation.

June 5, 2026
Unprompted review
Rated 5 out of 5 stars

Stress free mortgage experience

We recently worked with Bryce Protheroe at Finance Planning Mortgage and Protection for our mortgage, and the service was excellent from start to finish. Bryce was highly professional, knowledgeable, and always available to answer our questions throughout the process. I would highly recommend Bryce for anyone looking for a mortgage adviser.

April 27, 2026
Unprompted review
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Rated 5 out of 5 stars

Excellent service

The service provided from finance planning is incredible. The guys are extremely knowledgeable and guide you every step of the way. As a first time buyer, the process is very daunting. Lots of information to take in, but Scott has made it so easy to understand. From guiding how much we can borrow, to submitting an offer, to actually buying a property. And with Sophie giving constant updates along the whole process, really helps relieve stress and gives absolute clarity. I genuinely can’t recommend these guys enough. I don’t know what I would have done without them. So if you are reading reviews, looking for a mortgage advisor, then these guys will be your absolute hero’s. Because they definitely were ours. We couldn’t be happier with the service, Thank you Scott, Sophie and Ollie.

June 3, 2026
Unprompted review
Rated 5 out of 5 stars

Carl Thorne is a wonderful adviser

Carl Thorne is a wonderful adviser. He is exceptionally friendly and helpful and put us at ease through the whole process of arranging then rearranging our mortgage. The whole company as a whole is great too. I would highly recommend them for all mortgage advice.

February 18, 2026
Unprompted review
Rated 5 out of 5 stars

Would recommend Wilma

Wilma was really friendly and attentive and made sure we understood all of our options in the house buying process. Her advice on mortgages, insurance, and wills was invaluable and she worked late to secure us a great rate. Couldn’t be happier with her service

April 10, 2026
Unprompted review
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Rated 5 out of 5 stars

Outstanding service from start to…

Outstanding service from start to finish. The advice was clear, professional, and tailored to my needs throughout the mortgage process. Communication was excellent, and everything was handled efficiently, making the whole experience smooth and stress-free. I highly recommend their services to anyone looking for knowledgeable and first-class financial advice.

May 1, 2026
Unprompted review
Rated 5 out of 5 stars

Superb from start to finish!

Joe was fantastic from start to finish. Friendly, knowledgeable, honest and I always had no doubt that he was doing all he could to find the best deals for us. No hard selling, just superb customer service. I am certain that Joe got us the best rates for our circumstances and I will always use him again. Cannot recommend highly enough!

May 1, 2026
Unprompted review
Rated 5 out of 5 stars

Claire is an absolute diamond of this…

Claire is an absolute diamond of this earth , she has helped us with 3 x properties and e ry time she delivers exceptional customer service, exceeds expectations by going above and beyond to secure the best mortgage deal, catering for our needs.

Id highly recommend Claire everything,

April 30, 2026
Unprompted review
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Rated 5 out of 5 stars

Carl at Finance Planning Mortgage has…

Carl at Finance Planning Mortgage has helped me with multiple mortgages over the years and has always provided an excellent service. He is knowledgeable, responsive, and proactive, keeping me updated throughout the process and ensuring everything progresses smoothly.

A genuinely trustworthy adviser who goes above and beyond for his clients. I would highly recommend Carl to anyone looking for professional mortgage advice.

June 3, 2026
Unprompted review
Rated 5 out of 5 stars

Richard has been helping us for the…

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 when things need sorting.
Wonderful service and wonderful person.
Thank you again!!! *****

June 3, 2026
Unprompted review
Rated 5 out of 5 stars

I've been using this company for many…

I've been using this company for many years and recently had to re-mortage as my fix term was coming to an end. The whole process was seamless from start to finish and they kept me informed every step of the way. I can't recommend this company enough, you won't be disappointed.

April 1, 2026
Unprompted review
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Rated 5 out of 5 stars

Very positive experience

Joe was able to secure a reasonable mortgage for our new property and even managed to extend our mortgage offer several times after the sale fell through while maintaining the same interest rates for which we are very thankful for. We will definitely use them again in about 5 years time when it's time you renew.
Our experience with this company is certainly a very positive one, Joe outlined our options very early on and at no point did we feel under pressure whatsoever. We highly recommend.

April 22, 2026
Unprompted review
Rated 5 out of 5 stars

The very best broker!

Claire was compassionate, patient, and very knowledgeable. She helped us secure a mortgage for a tricky property and provided support throughout. She was very quick to respond to our many questions, and we both felt really held through an inherently stressful process. Claire, we really can't thank you enough, and we won't hesitate to recommend you to others in the future!

April 4, 2026
Unprompted review

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