Plan Financial - Bristol

Address: Argentum House, Plan Financial, Business Park, 510 Coldharbour Ln, Stoke Gifford, Bristol BS16 1EJ, United Kingdom.
Phone: 1179063431.
Website: planfinancial.co.uk
Specialties: Financial planner, Mortgage broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Plan Financial

☎️1179063431

⏰ Open Hours of Plan Financial

Monday: 8:30 am–5 pm
Tuesday: 8:30 am–5 pm
Wednesday: 8:30 am–6 pm
Thursday: 8:30 am–5 pm
Friday: 8:30 am–5 pm
Saturday: 8:30 am–12 pm
Sunday: Closed

Plan Financial, located at Argentum House, Plan Financial, Business Park, 510 Coldharbour Ln, Stoke Gifford, Bristol BS16 1EJ, United Kingdom, is a reputable financial planning and mortgage brokerage firm. They can be reached at 1179063431 during business hours.

Their website, planfinancial.co.uk, provides valuable information about their services, team, and contact details. Plan Financial specializes in financial planning and mortgage brokerage, making them a one-stop-shop for all your financial needs.

Accessibility and Facilities

Plan Financial's office is wheelchair-accessible, with a dedicated car park, entrance, and toilet facilities, ensuring that all clients can access their services comfortably. Additionally, they have regular toilets available for use.

Client Reviews and Reputation

Plan Financial has an impressive average opinion of 5/5 based on 15 reviews on Google My Business. Clients have praised the firm for its knowledgeable and helpful team, with several citing Craig as an exceptional financial planner. His advice is described as exemplary, and he is commended for being easily contactable and ready to provide financial advice at a moment's notice.

Clients have expressed their trust in Plan Financial, stating that they will continue using their services for the long term. Many have also recommended the firm to their friends and family, highlighting their satisfaction with the services provided.

Recommendation

With their expertise in financial planning and mortgage brokerage, Plan Financial is an excellent choice for those seeking comprehensive and trustworthy financial advice. Their accessible office and commitment to client satisfaction make them a recommended choice for anyone looking for a financial partner.

Visit their website, planfinancial.co.uk, to learn more about their services and to get in touch with their team. Plan Financial is dedicated to helping you achieve your financial goals and providing you with the best advice and solutions for your unique situation.

👍 Reviews of Plan Financial

Sarah C.

5/5

Craig is not only super knowledgeable, he goes out of his way to find the best deal. His advice is exemplary and he is easily contactable and always is ready to give financial advice at the drop of a hat. . I’ve recommended Craig to my friends and will continue to do so.
Plan Financial will be my go to financial advisory service for the long term. Trustworthy and a library of knowledge for everything financial.

Julie M.

5/5

Professional and caring company. Craig has helped with an investment and financial planning for the future which fit my personal situation. A positive experience which cut through all the financial “jargon”. Thank you Craig, would use his services again.

Phil W.

5/5

Craig was absolutely brilliant in securing the best mortgage for me and went above and beyond to make sure everything went smoothly. I can’t recommend him enough.

Chris B.

5/5

Craig recently helped me with two successful mortgage applications and the process couldn't have been smoother, Craig really takes the stress out of the whole process.

Buying a new house can be really daunting at times, but with Craig’s help, the experience was faultless.

Would 100% recommend Plan Finance to anyone looking for mortgage advice.

Roger I.

5/5

'Planning and Investing for Retirement'
I would like to say a big thank you to Craig Raison of Plan Financial, for his help, with the in depth planning of my pensions and investments.
This was an area of concern for me, but with Craig's time and guidance, a long term plan was put together and I now feel relaxed and confident for my retirement.

Joe S.

5/5

Craig was absolutely phenomenal, he went out of his way to ensure I got the best deal he could find, and we worked late to get everything through before the interest rates were hiked up. He was incredibly thorough and also patient as there were long delays and complications with my purchase, he stayed in touched and helped with all and any questions I had. I would highly recommend to anyone looking for a Mortgage Advisor.

James S.

5/5

We had such a great service from Craig, super friendly and professional.
Craig set up pensions from our business, he explained everything so well and we felt a huge relief to have him onboard, helping to choose the right plan for us. Highly recommend Craig.

Ellie C.

5/5

As first time buyers, we are extremely grateful and impressed with every service Craig gave us. He made everything as clear and understandable for us as possible and was always available for any questions or queries we had along the way. He is extremely easy to talk to and nothing was to much trouble. We couldn’t recommend him enough and will be sure to use him again when the time comes!