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

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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

Perfect experience !

Despite its very stressful time buying a property, Trevor and Angela were just amazing ! They are professional, Kind and advice you perfectly ! I completely recommand them 100%, they email you if needed, update you and find in every way all the solution for you, i will be forever grateful and, go for it they are just perfect

26 February 2026
Unprompted review
Rated 5 out of 5 stars

Had a great experience

I had a great experience working with my mortgage advisor Smriti Shrestha Pun from Peepal Mortgage & Protection, Swindon . From start to finish she was very helpful and knowledgeable. She was always available to answer my questions. She explained everything clearly and made what could have been stressful process feel smooth & straight forward. I would highly recommend her to anyone looking for good mortgage Hunt. Thank you

28 January 2026
Unprompted review
Rated 5 out of 5 stars

Best FA have ever dealt with

Jack Savory is one of the most professional financial advisors I have ever met. He has dealt with arranging our mortgage for a number of years, as well as helping members of our family who we have referred to him. He is so on the ball and easy to deal with. He instils a high level of confidence in the excellent service he provides. His customer service skills are fantastic, his wealth of knowledge is vast and we would recommend him over & over to friends , family & colleagues who require a great service in an FA, someone you can trust and respect to provide the best advice needed when looking for the right mortgage deal.
Thanks for your help Jack! It's always so much appreciated.
Keep up the great work!
Allyson& Peter
North East

20 January 2026
Unprompted review
Rated 5 out of 5 stars

Stuart was absolutely excellent👍🏻

Stuart was recommended by family, and he was extremely helpful and cooperative throughout the process: any queries or questions we had, he was able to answer and help us with all of them; would highly recommend to anyone and everyone!

25 March 2026
Unprompted review
Rated 5 out of 5 stars

Great service

I had a great experience working with Smriti from Peepal Estate agent, Swindon as my mortgage advisor. As a second-time buyer, I really appreciated how quick and clear her responses were throughout the process.
She found me a very good mortgage deal and made all the paperwork easy to understand and straightforward. We also had a difficult time dealing with the sellers, but Smriti was very supportive and helped guide us through it smoothly.
Her professionalism, clear communication, and dedication made a big difference. I would highly recommend Smriti to anyone looking for reliable and efficient mortgage advice.

28 January 2026
Unprompted review
Rated 5 out of 5 stars

Dipesh

Dipesh, our mortgage advisor, was very supportive from start to finish and appreciated how he explained everything in a simple, honest way. I’d definitely recommend his service.

12 February 2026
Unprompted review
Rated 5 out of 5 stars

Joe M at Finance Planning

Joe M at Finance Planning. He provides a highly efficient and friendly service, making what can be a stressful process feel very manageable. What I appreciate most is how he consistently breaks down complex financial jargon, ensuring I fully understand my options to make the best financial decisions. Highly recommended!

25 March 2026
Unprompted review
Rated 5 out of 5 stars

Knowledgeable, professional and genuine

Emily was both friendly and engaging. She genuinely had mine and my partner’s best interest’s in mind at all times. She provided excellent knowledge and worked promptly and professionally. She made everything very simple and manageable.

14 November 2025
Unprompted review
Rated 5 out of 5 stars

Reliable and efficient.

Ian was very helpful throughout the process, explaining options and processes as required. Ian also went above beyond to act fast and get us the best deal available before the interest rates increased. We will definitely be using Ian for all our future mortgage requirements.

23 March 2026
Unprompted review
Rated 5 out of 5 stars

He’s the best at what he does.

We were declined help by many other mortgage advisors as they said we couldn’t get a mortgage. Jonathan helped us get the mortgage we needed and we did an incredible job with our remortgage 5 years later. He has now successfully helped my mum and sister with theirs mortgages too. He’s the best at what he does.

13 March 2026
Unprompted review
Rated 5 out of 5 stars

Friendly, professional mortgage advice

Jonathan was extremely helpful in arranging my mortgage. He explained the process and all my options in a very clear way. He was friendly and professional at all times and I would highly recommend his services.

5 January 2026
Unprompted review

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