LG Embrey Financial Planning - Shrewsbury

Tasha W.

I was directed to LG Embrey financial planning by a friend who had had impeccable service from them and my experience with them was brilliant. My partner and I were buying our first home in Shrewsbury and had no idea what we were doing and Steven and the team were so helpful, no question was too much for them to answer in great detail. Lucy helped us find a mortgage that suited us and she always replied to our emails the same day, she even called me after hours if I needed which was so helpful. I would recommend the LG Embrey Shrewsbury team to everyone I know and would use them again for our next move. Thank you Steven and Lucy!!!

Marie H.

I cannot recommend Steve enough! I contacted Steve in April 2017 following a recommendation to advise me on getting a mortgage. I received a fantastic service from the start to finish of the process. Steve was extremely helpful, guided me and kept me updated throughout. Steve went above and beyond in my opinion and was extremely prompt. He is very down to earth, approachable and professional, which put me at ease as a first time buyer, and made the process stress free. When I come to remortgage, or require any further financial advice I would not consider using anyone else. Steve is excellent at his job, and genuinely cares for his clients and providing them a quality service.

Sam S.

Very professional and excellent results.

Me and my wife used Steve to re negotiate our mortgage and we where very happy with the offer that Steve managed to obtain, also we where given excellent advice which was ideal for me as I’m not up to speed with financial planning of this scale. I have also used him for a PPI claim in the past which again proved to be very worthwhile. My father and in law also uses this company and is very pleased with the outcome.

I have and will continue to recommend.

Branko M.

LG Embrey Financial Planning was recommended to me by my accountant. I had a few important questions regarding my NHS pension scheme and annual allowance.  They were highly professional and answer all of my questions.
I had all my annual inputs, adjusted incomes,  carry forward allowances for the last five years calculated, explained and nicely presented within a few days.
I would highly recommend them to everyone who needs assistance regarding his or her pension.
Efficient, trustworthy and professional.

Jamie S.

I was looking for a financial advisor in Shrewsbury with experience in Inheritance Tax Planning. Steve and the team at LG Financial Planning were extremely professional with an in-depth knowledge of wealth management. If you're looking for a local Shropshire IFA, I would suggest making contact.

Tim H.

Initially, we set Steve an impossible task (trying to arrange equity release on a rented-out property), but he did his best! Eventually, we were able to settle on a different arrangement that suited our needs equally well. Highly recommended.

Kev D.

I didn't think I needed a mortgage advisor as I thought all the good deals could be found on the internet. I was proved wrong! I can't thank Lucy Jones at LG Embrey enough. A great mortgage deal plus cashback. Took all the stress out of sorting a mortgage. Highly recommended.

Callum B.

Steve transferred my ISA from a previous provider as I wasn’t happy with the returns. He explained everything clearly to me and kept me up to date throughout the process! Very easy to deal with, terrific guy!