Masterplan Wealth - Sutton Coldfield

Sami

I don’t normally write reviews, but I had to make an exception to do the service I received justice.
Where do I start? Mark Griffiths at Masterplan Wealth has been absolutely brilliant from beginning to end. He was professional, knowledgeable, and so supportive throughout the whole process. Not only did he find me the right mortgage, but he also helped me consolidate my debts, which has made a huge difference to my finances.

Mark explained everything clearly, kept me updated at every stage, and made what could’ve been a stressful experience feel easy and straightforward.

Thanks to his help, I’m now completely stress-free and finally sleeping properly again, knowing everything’s sorted.
If you’re looking for someone who genuinely cares and goes the extra mile, Mark Griffiths is the one to call. Truly first-class service, I couldn’t recommend him more.

Chelsea P.

Mark Griffiths was recommended to us when my partner and I were trying to buy our first property. We had limited options and from our very first meeting we were impressed. Mark had come up with a possible solution for us which made us feel better about the situation instantly. He worked quickly and efficiently to help us through the process and we’ve now had an offer!

We couldn’t have asked for anyone better to handle everything for us. We were going through a difficult time with family and Mark had taken away all of the stress and worry, we honestly couldn’t have done it without him. Mark had even found much better life insurance cover for us which was an added bonus!

I couldn’t recommend Mark enough, he is professional, efficient and a great communicator. If you need help with the mortgage process or your situation is a bit complex, I would absolutely recommend that you reach out to Mark!

Joanne G.

Mark Griffiths was fantastic,professional,knowledgeable and always available to answer my questions. He made the whole process smooth and stress-free, and secured me a great deal. I would Highly recommend!

Samantha C.

We have been using Masterplan for some years now but needed some advice as mortgage was due to change and saw a lot going on in the press about mortgage rates. We got in touch and Mark accepted our case. Over the last few weeks he has worked hard to get us the best deals and found us one that has kept costs down. He is also looking into our life assurance as he thinks he may be able to get us more savings there. Mark is very quick in his responses, efficient and professional. On a couple of occasions we have required information quickly and he always responds within a few minutes. Thanks for all your help Mark, we don't know what we would have done without you. Samantha and Dean C.

Paige B.

We received and excellent service from Libby. As first-time buyers, we were quite nervous and had a lot of questions, which Libby very patiently answered all of. She was quick and efficient and got us an excellent rate. We would definitely recommend anyone to work with Masterplan

Ramesh N.

Mark was absolutely fantastic and easy to approach. He felt as invested in our purchase as we were, which is so refreshing ! He also showed a lot of patience in helping us understand the decisions we were making clearly and was always available to reach out to.

Jonathon

Have used Masterplan for over a decade and they are always first class. Mark was superb chasing everything on our behalf and always keeping us in the loop with progress reports. 5 star service all round.

Robin T.

I have been advised by Masterplan for well over a year now & I am very impressed with the service I have received. Joe has given me clear & actionable insights and guidance about financial planning and pensions, which have been excellent. I would recommend Masterplan as a business, and Joe as an advisor, to anyone seeking future planning & pensions advice.