Finance Planning Mortgage & Protection Avis 

We had really smooth journey and got good guidance and support through purchase .we would like to thank Chobi Gurung for that

Absolutely fantastic, was really knowledgeable and helped me out with very little time to spare. Would recommend to anyone.

Jonathan is fantastic to work with. He makes it all very easy and stress free. Highly recommend.

I've been using Trevor at Finance Planning for over 15 years for both residential and buy to let. Always spot on advice and deals and I've recommended him to lots of friends who have also been delighted with his service.

Jim was an absolute legend. He helped me achieve my fairly complicated mortgages quickly and efficiently and got me a fantastic rate. He was always on hand to consult and walk me through the process and was fantastic at dealing with all the other parties involved in the sale in regards to the mortgages, and chivvying everyone along. My whole family uses Jim whenever a house is bought. He's the best in the business and a lovely chap to boot. 100% recommend!!

Proper advice with full information, communication was great with quicker replies and job done with ease and fully satisfied.

We had an excellent experience working with Bryce. From start to finish, he was knowledgeable, patient, and incredibly supportive throughout the process. He took the time to explain every detail clearly, answered all my questions promptly, and made what could have been a stressful experience feel simple and manageable. His expertise and dedication helped us secure a great deal, and I always felt confident that we were in good hands. I would highly recommend him to anyone looking for a reliable and professional mortgage broker.

A very good advisor on Mortgage. Clear explanation and follow up!

Would highly recommend Ellis Featherbe. Professional, straight to the point and spoke in a language I understood. No industry jargon! He was prompt, and moved things along very quickly, and at no point did I feel any stress about the process. As a landlord, l will definitely be using again to refinance rental properties.

I’ve used Alex for 2 mortgages over the years and he has always been 5*. He explains the entire process so clearly, and is always on hand to answer any questions. I’ve recommended him to countless friends and family - if you are looking for someone trustworthy, knowledgeable and friendly to help you with your home, you’re in safe hands with Alex.

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