Carl Whitaker
26 Jan 2026We contacted Steven after a recommendation from a good friend. We are more than happy with his advice , guidance and knowledge in the field of investing.
ProPlan Financial Advice Limited is an FCA-regulated mortgage broker based in Ribble Valley, BB7 9WB. Rated 5/5 from 34 reviews.
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Charlotte Harris
Mortgage Adviser
Daniel Evans
Protection Specialist
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Carl Whitaker
26 Jan 2026We contacted Steven after a recommendation from a good friend. We are more than happy with his advice , guidance and knowledge in the field of investing.
Ann Barker-Murasik
9 Jan 2026We contacted Stephen regarding financial advice based on previous reviews and we are very glad we did. He was generous with his time and went above and beyond to offer us information, guidance and wise counsel. He is knowledgeable, thorough and meticulous and is clearly excellent at what he does. We would not hesitate to recommend him to anyone requiring honest, sound advice on all matters financial.
Gordon and Pamela Pratt
30 Oct 2025We contacted Steven at Proplan for help with some financial planning, having originally found him via the Money Saving Expert site. We had a number of face to face meetings, Steven explained our options with the advantages & disadvantages of the various options and took time to make sure we understood. We are very satisfied with the assistance and advice Steven gave us and will contact him again if we need help in the future.
Andrea King
10 Sept 2025Great from start to finish. Steven Czapowski at Proplan always explained everything in layman's terms so that we fully understand what is going on. We've had our financial adviser, Steven for a good few years now and can't thank him enough. He's always been available if there's anything we don't understand or are not sure of. He's also a very caring individual and good at his job.
Graeme R
23 Aug 2025Steven & Proplan were recommended to us by a friend, we contacted Steven and he arranged an appointment to visit us to discuss our future needs. This was our first face to face meeting with a financial planner with all of our dealings from our previous advisors being via zoom (tbf it was during covid). To date we've had a few meeting with Steven and he is very punctual, courteous and professional, we are very happy to be one of Stevens & Proplans clients. We were able to transfer our financial products from our previous supplier relatively easy and quickly, which had the benefits of reducing our fees and treating us as a valued client. Since then we've also recommended Steven & Proplan to one of our friends and they too have moved their pension management over.
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