ProPlan Financial Advice Limited

ProPlan Financial Advice Limited - Barrow Broker | Mortgage118

Team Members

Meet our experienced team of mortgage professionals

Charlotte Harris

Mortgage Adviser

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Daniel Evans

Protection Specialist

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About ProPlan Financial Advice Limited

At ProPlan Financial Advice Limited, situated in the heart of Clitheroe, I focus on providing expert guidance for those navigating the complexities of remortgages and residential mortgages. My approach centres on understanding your individual circumstances, whether you're seeking to refinance an existing mortgage or secure a new home loan. The process begins with an in-depth consultation, where I take the time to listen to your needs and financial goals. I believe that informed decisions stem from a clear understanding of all available options. After assessing your situation, I guide you through the various mortgage products on the market, highlighting features that may be particularly beneficial for you. When it comes to remortgaging, my expertise allows me to identify opportunities for cost savings or improved terms that can significantly impact your financial wellbeing. I analyse your current mortgage and compare it against new offers to find a solution that aligns with your objectives, helping you to make an efficient transition. For residential mortgages, I understand that purchasing a property is one of the most significant financial decisions you will make. I simplify the mortgage application process, ensuring you comprehend each step, from pre-approval to completion. My goal is to ensure that you feel confident and informed at every stage. Communication is key. I maintain an open line with my clients, providing updates and answering any questions that arise throughout the mortgage journey. By focusing on clarity and transparency, I aim to alleviate the stress often associated with securing a mortgage. If you're considering remortgaging or purchasing a new home, I'm here to assist you in navigating the landscape of mortgage options available today. Let’s work together to craft a financial plan that suits your needs and sets you on the path to achieving your property aspirations.

Specialisations

No specialisations listed.

Languages Spoken

🇬🇧English

Reviews & Ratings

Google

5(34 reviews)

Carl Whitaker

26 Jan 2026

We 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 2026

We 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 2025

We 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 2025

Great 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 2025

Steven & 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.