Masterplan Wealth Financial Service in The Royal Town of Sutton Coldfield, Birmingham

Reviews

1. Samatee Bacorisen ★★★★★

   Joe Young from Masterplan Wealth has been helping me for many months now. I have just got divorced and Joe has been brilliant with reassuring me that I could afford to buy my dream retirement flat, plus have enough money left over to invest to live on until I can claim State Pension. I have been very anxious about unforeseen costs now that I have moved, and Joe has been extremely patient and reassuring whenever I’ve phoned him in a panic about finances. He has always reassured me, and his confidence in my financial security, has been proven correct.

   almost 8 months ago
2. Karen Davis ★★★★★

   We found Mark to be helpful and professional. He sorted our mortgage and ironed out a couple of issues to ensure things went smoothly for us. Would recommend your services. Thanks again.

   almost 9 months ago
3. Sami ★★★★★

   I don’t normally write reviews, but I had to make an exception to do the service I received justice. Where do I start? Mark Griffiths at Masterplan Wealth has been absolutely brilliant from beginning to end. He was professional, knowledgeable, and so supportive throughout the whole process. Not only did he find me the right mortgage, but he also helped me consolidate my debts, which has made a huge difference to my finances. Mark explained everything clearly, kept me updated at every stage, and made what could’ve been a stressful experience feel easy and straightforward. Thanks to his help, I’m now completely stress-free and finally sleeping properly again, knowing everything’s sorted. If you’re looking for someone who genuinely cares and goes the extra mile, Mark Griffiths is the one to call. Truly first-class service, I couldn’t recommend him more.

   almost 10 months ago

1. Joanne Griffiths ★★★★★

   Mark Griffiths was fantastic,professional,knowledgeable and always available to answer my questions. He made the whole process smooth and stress-free, and secured me a great deal. I would Highly recommend!

   almost 11 months ago
2. Paige Bromley ★★★★★

   We received and excellent service from Libby. As first-time buyers, we were quite nervous and had a lot of questions, which Libby very patiently answered all of. She was quick and efficient and got us an excellent rate. We would definitely recommend anyone to work with Masterplan

   1 year ago
3. Janet Flynn ★★★★★

   Our meeting with Joe was a very positive experience, nothing was too much trouble. He was friendly, patient, informative, and made the whole process easier than expected.

   almost 3 years ago

1. Aidan Kenealy ★★★★★

   Thanks to Joe and his team I am better equipped to handle financial decisions, and I felt I have more guidance because of their advice. They offer expert advice in a very personalized way, props to everyone at Masterplan for being so open and honest!

   almost 3 years ago
2. Charlotte Edwards ★★★★★

   Joe spent time to talk through my circumstances and work out what would be the best option both personally and for my business. He provided me with all the information needed and answered all of my questions to make sure I fully understood everything. Joe was really friendly and made me feel at ease. His advise was really useful in helping me plan both mine and my business's future.

   almost 3 years ago
3. Rachel Harrison ★★★★★

   I cannot thank the whole team enough . I have been using Masterplan for 8yrs and every time they surpass all expectations !! The whole team are so kind and helpful in more ways than they need to be !!!!! I cannot imagine moving house / re mortgaging / sorting insurances without there help , guidance and support . I cannot recommend them enough !!

   almost 4 years ago

1. Gabriela Ciocarlan ★★★★★

   Liz@ masterplan was absolutely amazing through the whole process, she was in touch with us and explained everything, she was always available when needed and she also kept in touch with the solicitor. Thank you so much Liz for everything.

   almost 4 years ago

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