Masterplan Wealth - Sutton Coldfield

Anna B

Mark has been fantastic in sourcing and organising the mortgage, going as far to pause one as it wasn’t going to perform the way we wanted. Very responsive and always available to talk things through.

Highly recommend Masterplan Financial Ltd and Mark especially for all your financial and mortgage arrangements. Thank you so much Mark, you’re amazing!

James Dennis

Mark really did a great job with sorting both our mortgage and life insurance. He's very good at what he does and such a friendly chap. We will be sure to recommend him to friends and family and will definitely be using him again in the future. Thanks so much.

Marie Kelly

I had the pleasure of meeting Mark last week to discuss my requirements for a life insurance policy. He was very polite and very knowledgeable in understanding the requisites in respect of my policy requirements. He explained in easy terms my options available ensuring that that all the conditions were understood. I would highly recommend Mark to anyone seeking advice about financial arrangements.
Thank you Mark for your very helpful advice, I feel very reassured with the policy I now have.

Alan Sumpter

We have used this company for years, returning as a regular customer, receiving Gold Service treatment from Jason Dutton who is sadly no longer with us, and we miss him greatly. We now deal with Mark Griffiths , who works so efficiently and has met all our needs in a professional manner, and within a very short time span. I would recommend Mark to anyone in need of guidance for their financial needs, you will not regret it.
A big thank you Mark, you're a diamond.

Lorena M

Mark has been incredibly helpful with all financial services and advice that he provided. He has great communication and customer service skills, providing reassurance every step of the way, answering all questions and guiding us in a professional yet friendly manner. I strongly recommend Mark as an advisor.

Abhi Deb

Highly recommend Mark from Masterplan as a mortgage adviser and other financial services he offers. He was lovely to work with, patient and very approachable. Mark was always quick to respond and on top of everything. Mark is perfect to get the job done!

Barry J

Mark Griffiths, Has been fantastic in sourcing the right mortgage product for my needs.There was no pressure sales, I explained what I required and Mark delivered quickly. He fully explained the process and responded to any enquiries I had. I would recommend Mark for any mortgage advice.

Ed Thomas

We've used Materplan for several mortgages now and plan to use them again in the future. Mark has been great, finding us the best deal possible and keeping us up to date with the progress.