Connolly Financial Planning - Oakham

Conor N.

We have used Sean twice now for mortgages. I cant recommend him highly enough. He was super clear with us explaining the whole process in detail and helping us with any questions we had and securing us a mortgage offer in under a week.

He was really friendly throughout making it a pleasure to have conversations with.

He also had a lot of patience with us after engaging him several times over a 7 month period in the process of us selling and then buying a property.

I will be sure to use him again in the future!

Barbara V. O. H.

I have recommended Sean to a dear friend of mine whose son needed a mortgage arranging quickly and they could not be happier with Sean’s services. See Natalie’s feedback below:

“Sean recently did an amazing job, sorting a mortgage out for my 20-year old son Louis on his first property purchase.

When we contacted Sean, we had less than 24 hours to find and secure a mortgage offer and he delivered with bells on!

Sean made the process from start to finish seamless for us. Whenever we messaged him with any queries, he was always quick to respond (even out of office hours).

What really impressed us, was how Sean spoke to my son Louis when we first met to go through the mortgage details. As a young first time buyer, Louis was feeling quite overwhelmed but Sean put him at ease by explaining everything in a manner that Louis understood.

As well as being very professional and knowledgeable, Sean has a wonderful and friendly manner. I would highly recommend Sean to anyone who is looking for a mortgage or financial advice.”

Thank you for looking after my friend Natalie and
her son, Sean.

Georgia M.

We have worked with Sean Connolly over the past year, having been introduced to him through a friend’s recommendation, and we have been consistently impressed with the quality of his service. From our first meeting, Sean took the time to understand our circumstances and goals, ensuring that the advice he provided was tailored specifically to us.

He explained every step of the process with clarity, keeping us well-informed and confident in the decisions we were making. He is extremely proactive and he’s always provided excellent communication which makes things all that easier.

We would not hesitate to recommend him to anyone seeking a trustworthy and highly capable adviser in the financial planning industry.

Rhys & Georgia

Paul B.

Sean and his team have been looking after my financial affairs since I retired and I could not praise them enough. A great friendly team with all the expertise to make sure my money has been well invested and continues to grow. Sean provides a complete package and even found me an excellent mortgage deal. Sean was also willing to give my daughter advice which helped to establish her and her husband on the property ladder.

All round great advice and service and even the coffee is good.

James W.

We highly recommend Sean & Connolly Financial Planning. Sean has been exceptional in his support across a number of financial elements for us. Mortgage, Pensions and Life Insurance & Critical Illness.

Sean is thorough and explains things in an easy to understand and digestible way. He is incredibly knowledgeable, approachable and personable and is now someone that we completely trust and our ‘go to’ for all financial planning matters.

Robert J.

Sean was great sorting out our new mortgage, he took his time and talked us through all the various options as we had 2 mortgages expiring at different times. He managed to secure us a really competitive interest rate and was on hand to answer our questions when our new mortgage began. Sean also managed to get us life/critical illness cover, the cover was better than what we already had in place and was less money. We would 100% recommend Sean, he offers the best service and really strives to do the best for you whilst being honest with his advice.

Vicky P.

We can’t recommend Sean highly enough. He has helped us with both re-mortgage and pension advice, and his guidance throughout was clear, thorough, and extremely helpful. Sean takes the time to understand your individual circumstances and explains everything in a way that makes sense — no jargon, just solid, well-informed advice.
Now that he’s started his own business, we’re confident he’ll go from strength to strength. We’re grateful for his support and wouldn’t hesitate to recommend him for your financial advice requirements. We moved from Rutland to Yorkshire two years ago and communication remains as excellent as ever with regular Zoom calls.

Carole B.

We’ve been working with Sean since he first started, and he’s been absolutely fantastic.
He is very knowledgeable on pensions and investments, mortgage's and conveyancing too!! He took time to understand our financial situation and really cares about our goals.
Sean has the ability to explain complex financial options in a clear and confident way, always proactive and responsive.
He’s calmly and confidently steered us through our pension and investment plan and we are looking forward to a financially secure retirement very soon.
If you’re looking for a financial advisor who is trustworthy, strategic and invested in your success, I can’t recommend Sean Connolly enough!
You will be very lucky to have him!!