- Service Name
Mortgage & Protection Advice
- Industry
Finance, Mortgage Advisory, Financial Services, Mortgage and Protection
- Main Value Proposition
Finance Planning offers whole of market mortgage advice, ensuring clients have access to the best options available tailored to their unique circumstances.
- Description
Finance Planning provides comprehensive mortgage and protection advisory services tailored to individual needs. They offer access to thousands of mortgage options and insurance providers, ensuring clients receive the best possible advice and solutions.
- Key Features
Access to thousands of mortgages from over 100 lenders; Personalized one-to-one advisory service; Free initial advice; Flexible meeting options including face-to-face and remote consultations
- Use Cases
Ideal for first-time buyers, those looking to remortgage, and individuals expanding their buy-to-let portfolios.
- Competitive advantages
Access to a vast selection of mortgage products and insurance providers; Personalized service that considers the client's entire financial situation; No fees for initial advice, making it accessible for all clients
- Strengths
The service is characterized by its extensive market access, personalized customer service, and a strong reputation for delivering quality financial advice.
- Positioning
Finance Planning positions itself as a trusted advisor in the mortgage and protection market, focusing on personalized service and comprehensive market access.
- Audience
Target users include first-time home buyers, property investors, and individuals seeking mortgage refinancing.
- Brand Positioning
The brand emphasizes reliability and expertise in financial advice, aiming to deliver a five-star service experience to all clients.
- CTA
Get a Free Quote
- Differentiation
Unlike traditional banks that limit options to their own products, Finance Planning provides a comprehensive range of mortgage and insurance solutions from a wide array of lenders.
- Tagline
Mortgage & Protection Advice
- Tags
Mortgage Advice
Protection Services
Financial Advisory
Home Financing
- Tone of Voice
Professional, supportive, approachable
- Founded
1999-01-01