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About the finance planning group

At first we thought that having an ‘about us’ page is a little self indulgent when our culture is ‘All about YOU…‘ However, that doesn’t stop us feeling very proud of our business and we can’t wait to tell you more.

The Finance Planning Group offers award winning Mortgage and Protection advice across the country to clients who are buying property or remortgaging. Over time, we have developed our service to include one of the largest selections of mortgage lenders available from any one source. Using the latest technology, our Mortgage Advisers are able to source the very best mortgages from a choice of over 7000 to just 1, the best one for you.

We have been arranging mortgages and protection as the Finance Planning Group for over 10 years but our experience goes much further. To work for the Finance Planning Group, our consultants need to demonstrate something special, and over the years we have built the business based on care, expertise and the human touch. Don’t get us wrong, we love a bit of technology, but we also believe in talking to people the old fashioned way.

So there you have it, a modern, established business with one of the biggest selections of mortgages arranged by people who care. As a rule, we avoid jargon, but we do love a coffee and a chat. We look forward to seeing you.

It's all about you...

Our service isn’t just about having one of the greatest choice of mortgages. We spend as much time making sure that your experience of a Finance Planning mortgage adviser exceeds your expectations, each time, every time.

As the most important person to our business, we constantly strive to exceed your expectations. Our culture is to listen to you in order to fully understand your aspirations. Only then do we use our wealth of experience and market leading products to achieve them.

Terry McCutcheon – CEO

Achievements

Every year we help thousands of people to achieve their ambition of buying a property or maybe remortgaging a current one. We treat every mortgage the same which guarantees a consistent level of service irrespective of how much you borrow and whilst we may of helped people by arranging billions of pounds in mortgages, we will treat you like your our first.

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Customer Satisfaction

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We love the fact that 99% of people that we asked said that they would use us again and recommend us to friends and family. We enjoy hearing from our customers and welcome all feedback. Incidentally, we ask our clients to complete a questionnaire to make sure that we are consistently delivering a top service.

caring for others is our social responsibility

In July 2009 Shelter and The Finance Planning Group started working together with the aim of raising awareness to The Finance Planning Group staff and partners of the devastating human impact of housing need, and to raise money to support Shelter’s work with homeless and badly housed people. Housing is central to what both Shelter and The Finance Planning Group do. We are aware that for every person The Finance Planning Group helps to buy or rent a property, there is someone else living in fear of eviction or repossession, and many thousands more who have no permanent place to call home.

We live in one of the richest countries in the world, yet millions of people in Britain wake up every day in housing that is temporary, overcrowded, or dangerous. Many others have lost their home altogether. Bad housing robs us of security, health, and a fair chance in life.

Shelter believes everyone should have a home. Shelter helps more than 170,000 people a year fight for their rights, get back on their feet, and find and keep a home. Shelter also tackles the root causes of bad housing by campaigning for new laws, policies, and solutions.

With every mortgage we arrange, we make a donation to Shelter who in turn will carry on the good work they do for those less fortunate.

We are part of the Finance Planning Group

Finance planning a part of the widely recognised Finance Planning Group. Renowned within the industry for it’s impeccably high quality of advice, the Finance Planning Group operates a series of financial services companies dedicated towards consumer excellence.

The Finance Planning Group is proud to be directly authorised by the Financial Conduct Authority (FCA). This authorisation is only issued after a lengthy and stringent application where each part of the business is scrutinised to make sure it exceeds the required standards.

You will not be surprised to learn that the Finance Planning Group offers many other exciting services including Surveying and Will writing. The jewell in our crown is the relationship we hold with the Finance Planning Group Wealth Management; This, a separately authorised organisation with the ability to offer wealth advice including pensions and investments.

We like to think we have the perfect balance between expertise and market leading products to provide solutions for your every need.

Request a free quote from one of our advisers

We understand how busy you are, that’s why we work around you. Maybe, you would just like a quotation for now? Simply complete the following form and one of our advisers will produce you a bespoke illustration.

With a Mortgage Broker, there is no need to rely on comparison websites or lengthy phone calls to your bank. We have everything you need, all in one place.

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