Purely Financial Planning LTD Walton-on-Thames - Walton-on-Thames

Juanita Apostolis

I have had nothing short of an excellent service from Purely Financial. Andrew helped us with our mortgage, Duncan helped us with life insurance and Amanda helped my father-in-law with a Will. All of them were helpful, friendly and explain all the legalities in layman terms which is easy to understand and follow. I also never felt pressurised to accept any quote and they were always happy to answer my questions. I cannot recommend them enough!

Francesca Wilson

I would genuinely never use another mortgage advisor after finding Duncan and his team at Purely Financial Planning. They were all wonderful from start to finish and constantly reassured us throughout an extremely stressful purchase. The whole team are so kind and communicate really quickly, both via email and telephone.

I would recommend them to anyone without a doubt and will continue to use their services in future. They really do deserve more than 5 stars.

Essie Pessie

I found out about Purely Financial Planning Ltd, word of mouth, and how lucky were we! We didn't know what to expect when going through the process of buying a house but this company exceeded what would have been our expectations and beyond! I am not one for writing reviews but this company know what it is to give clients the very best service, hence my 5 stars! Not only did this company offer Mortgage advice, they found us the best deal (which was challenging because of my credit history) they were able to assist with completion of our Wills, Life insurance, and house/building insurance! They intervened when we had difficulties with our surveyors, without them I fear further delay's to retrieving the keys to our new house! Purely Financial Planning Ltd give you a all round service and more, nothing is to much for them, they are always at hand to offer advice and explain topics that can be tricky, and they do that with such respect and patience. Duncan and the Team, we are so happy with the service you have given us, we will always recommend you to family and friends. You are our superheroes!!!

Lee Bowman

This is our second time dealing with Andrew and his team, Sharon and Lindsay. They deserve some kind of mention in the new years honours list in my book. If old Charlie boy overlooks them he'll have me to contend with. Nothing is too much trouble for these wizards. We are like a financial advisor's worst nightmare, but they take it in their stride as if you were asking them to make a cup of tea. Nothing is too much trouble. They have the patience of latter day saints. Are more helpful than a Thai bride crossed with a guide dog for the blind. And make the chancellor of the exchequer seem like that dunce in school who always sat at the back of the class licking snot candles off his top lip. In case I'm not making myself understood, Purely Financial Planning are, in the words of Tina Turner, simply the best. (At Financial planning!) I can't arrest to anything else, although it wouldn't surprise me if Andrew could run a 4 minute mile and had been working on a cure for testicular cancer in his spare time. If you need financial advice go to these guys. NOW.

Charlotte Smith

Duncan, Lindsay and the whole team at Purely Financial Planning have been amazing!
We want to say a big thank you for helping us get a foot on the property ladder.
They helped to sort out any difficulties we had and were really reassuring during the process.
We would highly recommended their services!

Patrick Scully

Could not rate the service that I got from Andrew highly enough. From our first call he was attentive and thorough, bringing a great range of mortgage options and expert advise to help a first time buyer. When we hit a few stumbling blocks, Andrew was quick to provide alternative options and kept me positive throughout that there would be a good outcome. Despite many issues in obtaining the mortgage, Andrew and his team diligently communicated with the lender and we came away with a positive outcome and I avoided getting any grey hairs in the process! Even after achieving the mortgage, Andrew went over and above to help with mortgage protection. Phenomenal service & expertise

Toby Steedman

We were given Duncan and the team's details with such glowing and effusive praise that I assumed there could be no way they'd live up to my expectations.

We were wrong: the whole team at Purely Financial were reassuring, prompt and supportive throughout. They took two very stressed small business owning first-timers and guided us expertly through each step of the process. I have already recommended them to friends and colleagues.

Soma Coker

I would give more than 5 stars if I could! I was recommended purely financial planning from a friend, Andrew who is the director of the company was our main point of contact. From the initial discussion to getting our mortgage approved the process was seamless, I think what a normally stressful process was made very breezy! I honestly couldn’t recommend enough. The rates are very reasonable and worth every single penny! Thank you purely financial & Andrew so much for all your help it’s really appreciated!