Purely Financial Planning LTD Walton-on-Thames - Walton-on-Thames

Alec N.

We recently worked with Amanda at Purely Wills to make our long overdue will. Amanda was fantastic and thanks to her knowledge we were able to very quickly and easily put together what we required.

I can recommend their services across the board after also consulting with Duncan on our life insurance policy.
An excellent local company that provides a personalised service.

Sana A.

My partner and I recently had the pleasure of working with Purely Financial Planning for our mortgage, and we can't recommend them highly enough! As first time buyers, we felt nervous and uncertain about the process. A friend suggested we reach out to Amanda, and we are so grateful we did. She was incredibly understanding and supportive throughout, easing our worries at every turn. Without her guidance, we would have been completely lost!

The customer service provided by Amanda, Lindsay, and the entire team at Purely has been nothing short of outstanding. We wholeheartedly recommend them for anyone seeking financial advice. Thank you all for your exceptional service

Juanita A.

I have had nothing short of an excellent service from Purely Financial. Andrew helped us with our mortgage, Duncan helped us with life insurance and Amanda helped my father-in-law with a Will. All of them were helpful, friendly and explain all the legalities in layman terms which is easy to understand and follow. I also never felt pressurised to accept any quote and they were always happy to answer my questions. I cannot recommend them enough!

Francesca W.

I would genuinely never use another mortgage advisor after finding Duncan and his team at Purely Financial Planning. They were all wonderful from start to finish and constantly reassured us throughout an extremely stressful purchase. The whole team are so kind and communicate really quickly, both via email and telephone.

I would recommend them to anyone without a doubt and will continue to use their services in future. They really do deserve more than 5 stars.

Essie P.

I found out about Purely Financial Planning Ltd, word of mouth, and how lucky were we! We didn't know what to expect when going through the process of buying a house but this company exceeded what would have been our expectations and beyond! I am not one for writing reviews but this company know what it is to give clients the very best service, hence my 5 stars! Not only did this company offer Mortgage advice, they found us the best deal (which was challenging because of my credit history) they were able to assist with completion of our Wills, Life insurance, and house/building insurance! They intervened when we had difficulties with our surveyors, without them I fear further delay's to retrieving the keys to our new house! Purely Financial Planning Ltd give you a all round service and more, nothing is to much for them, they are always at hand to offer advice and explain topics that can be tricky, and they do that with such respect and patience. Duncan and the Team, we are so happy with the service you have given us, we will always recommend you to family and friends. You are our superheroes!!!

Charlotte S.

Duncan, Lindsay and the whole team at Purely Financial Planning have been amazing!
We want to say a big thank you for helping us get a foot on the property ladder.
They helped to sort out any difficulties we had and were really reassuring during the process.
We would highly recommended their services!

Toby S.

We were given Duncan and the team's details with such glowing and effusive praise that I assumed there could be no way they'd live up to my expectations.

We were wrong: the whole team at Purely Financial were reassuring, prompt and supportive throughout. They took two very stressed small business owning first-timers and guided us expertly through each step of the process. I have already recommended them to friends and colleagues.

Patrick S.

Could not rate the service that I got from Andrew highly enough. From our first call he was attentive and thorough, bringing a great range of mortgage options and expert advise to help a first time buyer. When we hit a few stumbling blocks, Andrew was quick to provide alternative options and kept me positive throughout that there would be a good outcome. Despite many issues in obtaining the mortgage, Andrew and his team diligently communicated with the lender and we came away with a positive outcome and I avoided getting any grey hairs in the process! Even after achieving the mortgage, Andrew went over and above to help with mortgage protection. Phenomenal service & expertise