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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No recent history of asking for reviews

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5.0

All reviews

(438)

352 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

Philip was so amazing

Philip was so amazing! He made our mortgage so much easier and explained everything very clearly. Thank you so much! We definitely use them again and recommend them to our friends and family!

26 February 2026
Unprompted review
Rated 5 out of 5 stars

Excellent service

I received excellent mortgage advising service and arrangement this year also like many previous years. So, Highly recommended.

22 February 2026
Unprompted review
Rated 5 out of 5 stars

We had an outstanding service from Pratima Gurung (Peepal Mortgage Service)

We had an outstanding service from Pratima Gurung. Actually, she dealt our mortgage first time in 2021, when we were buying our 2nd house. We were so impressed with her really good advice on those tricky two houses mortgage to a tight financing deadline and her fees were less than many others but service is excellent. We are extremely happy with her politeness and professional work and we definitely use her service again and recommend her to our friends and relatives as well. Thank you so much for her help and reliable advice on that matter, which Really appreciated.

4 January 2026
Unprompted review
Rated 5 out of 5 stars

Excellent service from Dipesh :)

I wanted to share my excellent experience with Dipesh, our mortgage advisor. He was very knowledgeable, responsive, and helpful throughout the process, making it very smooth and stress-free. Thanks for providing such great service!

15 January 2026
Unprompted review
Rated 5 out of 5 stars

Excellent Mortgage Support – Thank You Andy

Thank you to Andy Poustie for helping me with my mortgage. The whole process was smooth and stress-free, and Andy was professional, responsive, and very helpful throughout. I truly appreciate the support and would highly recommend his services to anyone looking for mortgage advice.

5 February 2026
Unprompted review
Rated 5 out of 5 stars

Highly recommended

Matt from Mortgage Heroes did a great job at arranging my new fixed rate mortgage. He was knowledgeable, explained the process clearly and offered helpful advice to get me the best deal for my mortgage requirements. I can highly recommend.

17 February 2026
Unprompted review
Rated 5 out of 5 stars

We had a fantastic experience working…

We had a fantastic experience working with Andy Poustie from Finance Planning.

From start to finish, Andy’s communication was excellent. He took the time to clearly explain every step of the mortgage process, making sure we fully understood our options and felt confident in our decisions. What really stood out was how approachable and responsive he was — whenever we had questions or needed reassurance, he was always available and happy to help.

Andy made what can often feel like a stressful process smooth and straightforward. We truly felt supported throughout and couldn’t have asked for a better advisor.

We would absolutely recommend Andy to anyone looking for knowledgeable, professional, and reliable mortgage advice.

30 January 2026
Unprompted review
Rated 5 out of 5 stars

Above and beyond

Daniel has supported me through my journey to buying my first home, and I honestly cannot recommend him highly enough. From the very beginning he has been exceptionally patient, consistently putting my best interests first and never applying pressure. I trust him implicitly.

Daniel is always quick to respond, friendly and genuinely engaged in his work. His knowledge and attention to detail are outstanding, and throughout the entire process his advice has been faultless - truly going above and beyond at every stage.

He has also supported my brother, which has made him a reassuring and dependable figure for our whole family - something that matters enormously during such significant, life-changing transitions. I am deeply grateful for his support and very much hope we continue working together for many years to come.

22 December 2025
Unprompted review
Rated 5 out of 5 stars

Jim Maye did an excellent job

Jim Maye did an excellent job helping me with the mortgage for my new home. He explained everything clearly and was always quickly available for any questions or worries I had along the way.

6 November 2025
Unprompted review

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