Plan Financial

Craig was fantastic, giving me really good impartial advice on my re-mortgage. I’d definitely use him again. He was helpful and happy to help. Thank you Craig!

Craig is extremely helpful and knowledgeable. He has assisted me in sourcing several different products over the last few years, and I have been completely thrilled with the whole process every time.

Amazing service from Craig extremely helpful and great advice. After the first meeting Craig put us at ease and worked very hard to find us the right advice and solution we needed. Can’t recommend him enough.

Me and my wife used Plan Financial, for our pensions. We were introduced to Plan Financial by my cousin for help and advice on our retirement. We contacted them by telephone where we had a very helpful and constructive conversation, we then made an appointment to see Craig. We were told in advance what documents to bring for our first meeting, we sat with the consultant and discussed our pensions, savings etc, he looked at each pension in detail and we left the meeting feeling very pleased and confident we had seen and received the correct information. We completed forms to give them access to our pension companies. After several months we then had another meeting with the same advisor, who had in-depth details to plan out our financial future. We went through the risk factor etc with the advisor in detail and on our final meeting/presentation by Plan Financial we signed up with them for our retirement future. We followed their advice to the letter and as such i have retired at 63 and my wife will retire soon. We would like to say, that our circumstances were a bit different to others as i had very little warning i was about to be either unemployed or retiring. After using Plan Financial the outcome was very good for me and service we received was outstanding, if you think you know about pensions, then think again unless your in the profession. Since using them i have spoken and recommended them to so many people to them. We would highly recommend this company to anyone thinking of taking their pension. Thank you for the professional advice received and the pension schemes recommend to us.

Craig is not only super knowledgeable, he goes out of his way to find the best deal. His advice is exemplary and he is easily contactable and always is ready to give financial advice at the drop of a hat. . I’ve recommended Craig to my friends and will continue to do so. Plan Financial will be my go to financial advisory service for the long term. Trustworthy and a library of knowledge for everything financial.