Finance Planning

Kim Dock was fantastic when I got my mortgage. She organised all my insurances efficiently and made the whole process feel simple and stress-free. She explained everything clearly, answered every question, and genuinely put my mind at ease. I felt confident that everything was properly set up and tailored to me. Highly recommend Kim if you want someone knowledgeable, proactive, and reassuring during what can be a daunting process.

We had a fantastic experience working with Andy Poustie from Finance Planning. From start to finish, Andy’s communication was excellent. He took the time to clearly explain every step of the mortgage process, making sure we fully understood our options and felt confident in our decisions. What really stood out was how approachable and responsive he was — whenever we had questions or needed reassurance, he was always available and happy to help. Andy made what can often feel like a stressful process smooth and straightforward. We truly felt supported throughout and couldn’t have asked for a better advisor. We would absolutely recommend Andy to anyone looking for knowledgeable, professional, and reliable mortgage advice.

Daniel has supported me through my journey to buying my first home, and I honestly cannot recommend him highly enough. From the very beginning he has been exceptionally patient, consistently putting my best interests first and never applying pressure. I trust him implicitly. Daniel is always quick to respond, friendly and genuinely engaged in his work. His knowledge and attention to detail are outstanding, and throughout the entire process his advice has been faultless - truly going above and beyond at every stage. He has also supported my brother, which has made him a reassuring and dependable figure for our whole family - something that matters enormously during such significant, life-changing transitions. I am deeply grateful for his support and very much hope we continue working together for many years to come.

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!!

We totally trust Scott Sutton with all our financial needs he has helped us so much and we are very grateful he has helped us with our move to Cornwall and made sure we are covered with our insurances. I’ve also got to mention Sophie who is the loveliest most positive and kind person and a massive help and also Ollie too together they make a great team show excellent customer service. We would definitely recommend Finance planning they tell you how it is and are a great support in all your financial needs. We’ve been with them for over 8 years and two house moves and hope to continue using their services till retirement.