Finance Planning Mortgage & Protection Avis 

Peter was clear and thorough in explaining all the different mortgage options available to me and was incredibly helpful when issues arose during the sale of my property. He always responded quickly to any questions and provided advice with real expertise and professionalism.

Peter was proactive throughout, carefully timing applications to ensure we secured the best possible rates and reviewing the market before any final decisions were made. Knowing we were in such safe hands made a huge difference during what can be a very stressful process.

I would highly recommend Peter for any mortgage-related matters.

We've used Jim for years and he's always looked after us. Thanks Jim!

Claire Lipscombe is a gem - we were not sure how quickly we’d be able to get on the ladder, Claire was with us ever step on the way, we are now in our dream home. We will go to Claire with anything we need mortgage wise for the rest of our time.

I honestly cannot put into words how grateful I am to Lokesh Gurung Vai for everything he has done for me throughout this entire journey. From the very first conversation right through to the moment I collected the keys, Lokesh has been nothing short of exceptional. What could have been an incredibly stressful and overwhelming process was made smooth, clear, and manageable because of his constant support, dedication, and professionalism.

Lokesh was always patient, kind, and incredibly knowledgeable. No matter how many questions I had or how many times I needed reassurance, he was always there to explain everything in detail and make sure I fully understood every step. He never made me feel rushed or like I was asking too much. Instead, he made me feel supported, valued, and confident throughout the entire process.

What truly sets Lokesh apart is how much he genuinely cares. This was not just a transaction — it felt like he was personally invested in helping me achieve my dream of owning a home. He went above and beyond to chase things up, keep me informed, and make sure everything was progressing as it should. Even when challenges came up, Lokesh remained calm, positive, and determined, which gave me so much peace of mind during what can be a very emotional time.

Thanks to Lokesh’s hard work, persistence, and expertise, I am now the proud owner of my new home and holding the keys — something that once felt impossible is now a reality. This is one of the biggest milestones of my life, and Lokesh played a huge role in making it happen. I will always be thankful for the effort, care, and dedication he put into helping me reach this point.

I genuinely cannot recommend Lokesh Gurung highly enough. If anyone is looking for a mortgage advisor who is trustworthy, professional, supportive, and truly goes the extra mile, Lokesh is without a doubt the best person they could ever choose. He doesn’t just do his job — he changes lives by helping people achieve their dreams. Thank you from the bottom of my heart, Lokesh, for everything you have done for me. I will always be grateful.
Tara Rai Feltham.

Stuart was professional and friendly, after being told i couldn’t get a mortgage he helped find a solution and i was able to purchase my first home, this wouldn’t have happened without him. Amazing company thank you for everything!

Karen was extremely helpful, knowledgeable and kind in helping us secure our mortgage. I have been recommending her to everyone I know.

Nothing but praise, highly recommended. Jim and Financial Planning have been my first port of call for over a decade. Service is always brilliantly informed, prompt, communicative, efficient and cost effective.

I cannot recommend Ellis enough. He has looked after me and my mortgages for the last 5 years and the service has been amazing.

Martin was fast, efficient with our mortgage deal and always with good advice and rates. We used services in the past and always happy with the results

Spoke to Joe White in regards to reducing my mortgage, he was super helpful and took the time to explain all the options and was able to get my mortgage reduced by over £150 per month, this is a great saving and i would certainly use Joe in the future, he is such a lovely down to earth chap and so easy ( and knowledgeable) to talk to, thankyou Joe - appreciate your help.

Claire provided amazing support from start to finish. She was patient, responsive and made the whole mortgage process feel straightforward and stress-free. We have used her services before and would happily use them again. Thank you, Claire.

Everyone who i dealt with at Finance Planning is absolutely amazing and such a helpful team. Special shout out the Joe and everyone else working behind the scenes. I would not recommend a better team.

Karen is exceptional. We were recommended to her by a neighbour and we would do the same. Always keen to help, Karen makes the whole process seamless. Tom and Abi

Joe has helped me massively over the last year or so not just by arranging me the best Mortage rate we could find but also with advice and tips. Even if I needed to ask a simple question I knew I could text Joe and he’d help me out! Have recommended his services to a few of my friends and family members and all have he the same experience also! Couldn’t recommend Joe & his services enough!

Graham supported me whole way trough the process and was always there if i had any questions. I would refer family and Friends to Graham as he is so good at his job. He's so friendly, understanding and throughtfull. He brakes down the information so it's easy to understand. I cant fault Graham he has been godsend through my mortgage process and helped me so much. I look forward to working with Graham in the future.

Mike is always a pleasure to deal with. Everything went smoothly and completed as expected.

Lokesh at Peepals sorted my remortgage out quickly and efficiently, getting me a great rate that saved me money. Communication was excellent, and they were always happy to answer questions. The whole process was stress-free, thanks to their expertise and support. Highly recommend!"

Daniel was super helpful and took all the stress out of the mortgage application. He even connected with us whilst on a cruise with his young family. We could not have been anymore grateful!!!

We have used Jonathan for a number of years to help with re-mortgaging as well as a house move and have always found him incredibly knowledgeable and helpful. He is great at finding the best deals and communicating from start to finish. Would definitely recommend using him.