Simple Financial Planning Reviews 

42
•
TrustScore 4.5 out of 5

4.7

While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more

To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more

See what reviewers are saying

Rated 5 out of 5 stars

We had a great experience securing our loan with Jack. He was very helpful and got us the best product to suit our needs. Everything was done quickly, Jack even worked later than I would normally expe... See more

Company replied

Rated 5 out of 5 stars

I cannot praise Jack and Laura enough. My credit score was less than perfect but it was 3 days from the initial call until confirmation of completion for my 2nd charge. No judgments, no sales tactics... See more

Company replied

Rated 5 out of 5 stars

Fantastic customer service from Jack Stewart and Callum Scrimgeour. Both have been amazing help with securing a loan. Thank-you so much for your help and fast responses.

Company replied

Rated 5 out of 5 stars

We had a phone consultation from Craig mcCarron who has helped us to arrange new life insurance for our mortgage and extra insurance which will help our children if anything we’re to happen to us.... See more

Company replied

Company details

  1. Financial Planner
  2. also in
  3. Debt Relief Service
  4. Financial Consultant
  5. Insurance Agency
  6. Mortgage Broker

Written by the company

Whether it’s planning to become debt free or a plan for retirement we have qualified professional money planners that would be more than happy to help you choose the right money plan for your current circumstance. We have years of experience and our company is directly authorised by the FCA and can offer a wide range of financial advice on Mortgages, Insurance, Savings and Investments.


Contact info

4.7

Excellent

TrustScore 4.5 out of 5

42 reviews

5-star
4-star
3-star
2-star
1-star

No recent history of asking for reviews

This company hasn't invited customers recently, so reviews may not be representative

How this company uses Trustpilot

See how their reviews and ratings are sourced, scored, and moderated.

4.7

All reviews

(42)

4 reviews in the last 12 months

Write a review
Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

After a lot of hassle and stress with…

After a lot of hassle and stress with other mortgage brokers I was delighted to be referrred to Simple FP. The whole process was made simple from start to finish. Clare and the team provided excellent customer service throughtout and I will continue to recommend them to family and friends.

25 September 2018
Unprompted review
Simple Financial Planning logo

Reply from Simple Financial Planning

Thank you so much for your comments Tracey. Referrals are the highest compliment you can give us and we are delighted that you felt happy enough with our service to do that. We will endeavour to continue to provide this level of service to you and your family and friends.
Thanks again from all of us here at Simple FP.

Rated 5 out of 5 stars

Mortgage Options

While online I clicked on a link to find out more info about mortgage rates. I got a call back from initially what I expected to be a pushy sales person. However I was greeted with the lovely Clare. She was extremely helpful and ran through all my options with me. She managed to find me a fantastic new mortgage deal. It makes such a difference when you have someone who is down to earth and understands your requirements.
After a few months I was in need of further mortage advice with a house move, so I didn't hesitate to contact Clare at Simple FP. Again I received fantastic service and would highly recommend Clare to anyone looking for any mortgage advice.

24 September 2018
Unprompted review
Simple Financial Planning logo

Reply from Simple Financial Planning

Rachael thank you so much for you review. It really means a lot for us to understand the difference we can make to our clients circumstances.
We are delighted to hear that you received a high level of service from Clare and the team. SimpleFP

The Trustpilot Experience

Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.

We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.

Learn about Trustpilot’s review process.

Here are 8 tips for writing great reviews.

Verification can help ensure real people are writing the reviews you read on Trustpilot.

Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.

Take a closer look