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

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

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No recent history of asking for 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

⭐⭐⭐⭐⭐ Exceptional Service from Emma…

⭐⭐⭐⭐⭐ Exceptional Service from Emma Langford and her team Angela Yeats. As first-time buyers, the mortgage process felt quite overwhelming at the beginning, but Emma Langford and her team made the entire experience so much easier and far less stressful.Emma was incredibly supportive, respectful, and professional throughout the whole journey. She kept us updated every step of the way, ensuring we always knew what was happening with our mortgage application. Her communication was excellent, and she was always available to answer our questions and provide reassurance when needed.Not only did Emma successfully secure our mortgage with Halifax, but she also took the time to help us choose the right insurance cover to protect our future. We never felt pressured and were given clear, honest advice tailored to our needs.We are extremely grateful for Emma's dedication, expertise, and genuine care. Her team's efficiency and support made what could have been a stressful process a smooth and positive experience.We would highly recommend Emma Langford and her team to anyone looking for a knowledgeable, trustworthy, and supportive financial adviser. Thank you for helping us achieve our dream of becoming homeowners!
⭐⭐⭐⭐⭐ Highly recommended! Highly recommended

21 August 2026
Unprompted review
Rated 5 out of 5 stars

Amazing broker Adam!

We honestly couldn’t recommend Adam Kowalczyk highly enough! He was absolutely fantastic from the very beginning of our mortgage journey right through to collecting the keys to our new home.
His communication was brilliant — always keeping us updated, answering our messages quickly and making sure we knew what was happening every step of the way. He made what could have been a very stressful process feel so much easier.
We’re incredibly grateful for all his help and support. Thank you so much, Adam! We wouldn’t hesitate to recommend you to anyone looking for a mortgage broker.

14 September 2026
Unprompted review
Rated 5 out of 5 stars

Thank you Gary!!

Gary was amazing through the whole process - incredibly helpful, informative, reassuring and hard working. We felt in very safe hands. Nothing was too much trouble and no question was silly. We would recommend him to everyone!

15 June 2026
Unprompted review
Rated 5 out of 5 stars

Excellent ⭐⭐⭐⭐⭐

⭐⭐⭐⭐⭐

I couldn’t recommend Bryce highly enough. He was incredibly helpful throughout the whole mortgage process, explaining everything clearly and making sure I understood every option before making any decisions.

I completely trusted his advice and found him extremely knowledgeable, professional and responsive. No matter how many questions I had, I always felt comfortable asking, and he would come back to me quickly and patiently explain everything.

Bryce is also genuinely polite and understanding of how stressful buying a home and arranging a mortgage can be, which made a huge difference to the whole experience.

I would absolutely use Bryce again in the future, whether for a remortgage, another mortgage or financial advice. I wouldn’t hesitate to trust his guidance again.

Highly recommended! ⭐⭐⭐⭐⭐

13 March 2026
Unprompted review
Rated 5 out of 5 stars

Chris Williams financial adviser

Chris has been our financial advisor for 30 years. He's very professional and explains all your options clearly, and I highly recommend him. Chris always contacts us when our mortgage is needed to be reviewed, so that a new offer is arranged, and in place, ready to start in good time. We've recommended Chris to friends and family who also after many years are still using his services now. He's always at the end of the phone whenever we've needed help or advise.

1 April 2026
Unprompted review
Rated 5 out of 5 stars

Mortgage advice from Finance Planning. I was very impressed with the service…

I was very impressed with the service from this company. My advisor, Petru Balan was exceptional in the knowledge and detail with which he advised our family, and he went the extra mile to secure us the mortgage rates we wanted, at a time where there was instability and rates were going up. In the run to making the offer, no detail was left unexplained, no question unanswered, with patience and top-class professional conduct but most importantly, being on his client's side. I needed a lot of advice and hand-holding, and I got every advice I needed at every stage in my mortgage application until I got my keys. Our case wasn't straightforward, and it is at times like these where such a difference can be made by a professional with interest and passion for what they do, and our advisor is one of those excellent professionals. Thank you so, so much!

25 September 2025
Unprompted review
Rated 5 out of 5 stars

Carl is a top advisor highly recommend

Our advisor Carl was very efficient, spoke in a clear way in which we understood things explained process’s and terms which made things easier for us to understand. Carl and his team Jill Craigs were very supportive and very efficient with things. Was recommended Carl through a friend and I would highly recommend him and his team to any others planning on using his services. The other thing I would like to mention which made his service great was the continuous communication and keeping in touch not only that but he was contactable and would return emails and calls in a good timely manner which for me made a big impact on the service 10/10.

22 July 2026
Unprompted review
Rated 5 out of 5 stars

Fantastic service as always

Fantastic service as always! We have used this company for years, that is my whole extended family too and friends we have referred. Jonathan is so friendly and helpful, always finds us what we need and does a great job from start to finish. I wouldn't use anyone else for mortgage services now.

1 June 2026
Unprompted review
Rated 5 out of 5 stars

We have had an excellent experience…

We have had an excellent experience with The Finance Planning Group, particularly with Carl.
Carl helped us secure our original mortgage at a time when other advisers had struggled to find us a suitable option. He really went above and beyond to find a solution for us, and we were incredibly grateful.
Since then, Carl has continued to help us whenever our mortgage deal has been up for review, always finding the best options available and making the whole process straightforward and stress-free. He is extremely reliable, knowledgeable and always quick to respond.
We have complete trust in his advice and would happily recommend The Finance Planning Group, and Carl in particular, to any of our friends or family looking for mortgage advice.

30 June 2026
Unprompted review
Rated 5 out of 5 stars

I can honestly say that Emily…

I can honestly say that Emily chatterway and all of the team members are fantastic at their job, I had completely no stress whatsoever with them dealing with my mortgage, also Billy Chattaway of his own back advised me that I could possibly get more from tax returns, which I thought was very helpful, you would be very lucky to have them dealing with anything they can help you with
Thanks very much

11 August 2026
Unprompted review
Rated 5 out of 5 stars

Claire is a fantastic mortgage broker

Claire is a fantastic mortgage broker! Would highly recommend her for first time buyers and renewals. Takes the stress out of the whole process, explained things clearly and put us at ease. Thanks Claire ☺️

30 April 2026
Unprompted review
Rated 5 out of 5 stars

Mortgage advice

I have had the opportunity to get advice and service from Carrie. Initially 5 yrs ago and the renewal of my mortgage recently. She is always super helpful, gives great advise and listens to your ideas too. I wouldn’t hesitate to recommend her and did just so to a friend. Again, Carrie helped her with initial advice without any charge and I know she’s going back to Carrie when she’s ready to get her own mortgage soon. Fantastic service.

1 May 2026
Unprompted review
Rated 5 out of 5 stars

Support beyond any reasonable expectation

Rob helped us to buy our first house, so naturally we returned for the second property. There were more complications around this purchase, but he helped us every step of the way going beyond the usual role. Couldn't be happier with the support we received.

30 July 2026
Unprompted review

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