Plan Financial - Bristol

Address: Argentum House, Plan Financial, Business Park, 510 Coldharbour Ln, Stoke Gifford, Bristol BS16 1EJ, United Kingdom.
Phone: 1179063431.
Website: planfinancial.co.uk.
Specialties: Financial planner, Mortgage broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 12 reviews on Google My Business.
Average opinion: 5/5.

Location of Plan Financial

1179063431

Plan Financial, located at Argentum House, Business Park, 510 Coldharbour Ln, Stoke Gifford, Bristol BS16 1EJ, United Kingdom, is a reputable financial planning and mortgage brokerage firm. With a phone number of 1179063431 and website planfinancial.co.uk, they offer a range of financial services to help individuals and businesses manage their money effectively.

As a financial planner, Plan Financial provides expert advice on all aspects of financial planning, including retirement planning, investment management, and tax planning. They work closely with their clients to understand their financial goals and develop a customized plan to help them achieve those goals. With their extensive knowledge and experience, they can help clients make informed decisions about their money and build a secure financial future.

In addition to their financial planning services, Plan Financial also operates as a mortgage broker. They have access to a wide range of mortgage products from various lenders, allowing them to find the best mortgage solution for their clients' needs. Whether clients are looking to buy their first home, upgrade to a larger property, or invest in real estate, Plan Financial can help them find the right mortgage product at a competitive rate.

Plan Financial's office is fully wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. They also have toilets available for all visitors. With a average opinion of 5/5 from 12 reviews on Google My Business, it's clear that their clients value their expertise and professionalism.

If you're looking for a financial planner or mortgage broker in Bristol, Plan Financial is an excellent choice. With their knowledge, experience, and commitment to providing exceptional service, they can help you achieve your financial goals and make informed decisions about your money. Contact them today through their website planfinancial.co.uk to learn more about how they can help you.

Reviews of Plan Financial

Chris Burke

5/5

Craig recently helped me with two successful mortgage applications and the process couldn't have been smoother, Craig really takes the stress out of the whole process.

Buying a new house can be really daunting at times, but with Craig’s help, the experience was faultless.

Would 100% recommend Plan Finance to anyone looking for mortgage advice.

Roger Inglis

5/5

'Planning and Investing for Retirement'
I would like to say a big thank you to Craig Raison of Plan Financial, for his help, with the in depth planning of my pensions and investments.
This was an area of concern for me, but with Craig's time and guidance, a long term plan was put together and I now feel relaxed and confident for my retirement.

Mr Stone

5/5

I meet Craig from one of my friends as he needed help with some plumbing/ heating works which is how I found out what he did for a job.
This is the best thing that ever could of happened as he couldn’t do enough to get us are dream home even though there was times we thought it wasn’t going to happen Craig had plan B ready just in case so we wouldn’t lose are dream house.
So we cannot thank you enough you really are above the rest who just do the bare minimum and just interested in the money as you really went above and beyond.
Will always recommend people/ companies like you as always 10/10 service
Thanks again Craig

Joe Scull

5/5

Craig was absolutely phenomenal, he went out of his way to ensure I got the best deal he could find, and we worked late to get everything through before the interest rates were hiked up. He was incredibly thorough and also patient as there were long delays and complications with my purchase, he stayed in touched and helped with all and any questions I had. I would highly recommend to anyone looking for a Mortgage Advisor.

James Staunton

5/5

We had such a great service from Craig, super friendly and professional.
Craig set up pensions from our business, he explained everything so well and we felt a huge relief to have him onboard, helping to choose the right plan for us. Highly recommend Craig.

Amy Checker

5/5

After hearing family’s praise for Plan financial, we contacted them to help us through our journey of buying a property as first time buyers. We couldn’t fault the experience and thank them for their professional yet approachable and friendly service. I 100% recommend Plan financial for a stress-free and hard-working service.

Ellie Checker

5/5

As first time buyers, we are extremely grateful and impressed with every service Craig gave us. He made everything as clear and understandable for us as possible and was always available for any questions or queries we had along the way. He is extremely easy to talk to and nothing was to much trouble. We couldn’t recommend him enough and will be sure to use him again when the time comes!

Yvonne Meek

5/5

I have received advice from Craig several times over the years and it has always been honest, clear and invaluable. The advice is individualised to me and what I want to achieve in life and I always feel reassured that I’m in the best place I can be financially.