The Finance Planning Group
Hurstwood Lane, West Sussex, United Kingdom
About The Finance Planning Group
Welcome to The Finance Planning Group, a renowned establishment located at Hurstwood Grange, Haywards Heath, in the United Kingdom. As a leading finance and insurance agency, our mission is to help our clients achieve their financial goals and secure their financial future.
At The Finance Planning Group, we understand that no two clients are the same, and that is why we take a bespoke approach to every service we offer. Our team of experienced and qualified financial advisors work closely with you to understand your unique needs, and develop tailored financial plans that are both comprehensive and effective.
Whether you need comprehensive financial planning, insurance solutions, or investment advice, our team of experts is ready to serve you. We are committed to providing unbiased advice and delivering personalized services that cater to your specific financial needs and objectives.
Our services extend beyond the traditional finance and insurance solutions. We also offer tax planning services, estate planning, pension advice, and other specialized financial services that are essential for achieving financial stability and security.
At The Finance Planning Group, we take pride in our reputation for providing exceptional services to our clients. Our attention to detail, strict adherence to ethical practices, and unwavering commitment to client satisfaction have earned us a reputation as a prominent financial institution in Haywards Heath and beyond.
We invite you to explore our website to learn more about our services and how we can help you secure your financial future. Contact us today to schedule a consultation with one of our experienced advisors. We look forward to serving you.
Photos of The Finance Planning Group
Hurstwood Grange, Hurstwood Ln, Haywards Heath RH17 7QX, United Kingdom
Opening hours of The Finance Planning Group
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of The Finance Planning Group
"I'm super pleased with the support and advice I received from Mortgage Heroes (my main contact was Victoria Worthington) as they were always available to me, highly approachable and answered all of my questions quickly and sufficiently. All steps in the process were proactively moved forward as and when needed, and Victoria regularly followed up and checked in with me during. While Victoria was on annual leave, her colleagues filled in just as well which I highly appreciated. I went through a mortgage process for the first time which is why I probably had more questions than usual but Victoria guided me really well, patiently and thoroughly which helped build my confidence about the situation quickly. I'm really pleased I chose to go with Mortgage Heroes, and recommend them warmly!"
"Would highly recommend Richard Lucy of Financial Planning Group. He has advised us on mortgages and life assurance for many years now and we always feel completely in safe hands with his advice. He found us a fabulous rate for our mortgage, which has bought massive benefits to our family finances. But it's his style that we find very reassuring. He's calm, professional and caring and I would never hesitate to recommend him, and I have do so with friends and family too."
"We have been using Daniel as our broker since we bought our first flat six years ago. Now he has just helped us to get a mortgage on our next place. On both occasions he has proved to be hardworking, tenacious and really nice to boot. Despite some challenging factors - including maternity leave, Covid and my position as a freelancer - he has always come through for us and helped us get a good mortgage at the best price. I immediately recommend him to friends and we will definitely use his services when our current mortgage is up for renewal. A good guy in the not-so-pretty process of home-buying!"
"Clare was absolutely brilliant from the very start through to completion! We were first time buyers and Clare took to time to have a detailed phone call with us - breaking down the process, what we can afford, patiently answering any questions we had (and there were many!) She was extremely proactive and contactable, including video calls in her evening to help ensure we had everything underway. We felt supported throughout the process and are certain that Clare's reliability and input helped things go as smoothly as they did. Honestly cannot recommend enough as first time buyers but also at any stage of a chain! Thanks Clare."
"Victoria provided us with absolutely outstanding service, from getting us a good mortgage rate (even when they changed within the space of a morning!) to sorting out our different insurances for us. She really stood out from the other brokers we spoke to - she properly listened to us, and was always very honest about what she could offer us vs what we might be able to find elsewhere. The service she provided was always friendly and professional - she answered all our questions and has always been on hand when we have needed her - sometimes with very tight turnarounds. Highly recommend!"
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