Masterplan Wealth - Sutton Coldfield

Joanna ?. J.

I usually do not write reviews but Mark definitely does deserve one. Knowledgeable, passionate, very patient and happy to respond to any questions no matter how silly you think they might be. Full clarity in each step of the process and amazing availability to top with.
Never been great with words but trust me - Mark will make the whole process a breeze!

Ian G.

Exceptional Service from Mark at Masterplan Financial!

I can’t recommend Mark at Masterplan Financial highly enough! My mortgage had a few complications, but he handled everything with professionalism and expertise. Not only did he sort out my mortgage efficiently, but he also managed to release equity from my property, allowing me to secure a buy-to-let mortgage. His knowledge, persistence, and attention to detail made the whole process smooth and stress-free. If you’re looking for a mortgage broker who truly goes the extra mile, Mark is the one to trust. Thanks again for all your hard work!

Jessica F. C.

We recently had the pleasure of working with Mark Griffiths, Senior Mortgage & Protection Advisor, who provided exceptional service in navigating a complex and challenging situation. From the outset, he demonstrated a high level of professionalism and expertise, quickly assessing the intricacies of our case. Despite the complexities, he was able to guide us through every step with clarity and precision, ensuring we understood all aspects of the process.

What stood out most was his speed and responsiveness. At every stage, he responded to our questions and concerns promptly, always willing to provide additional clarification whenever necessary. Mark’s proactive approach and dedication to finding the best solution for our needs made what could have been a stressful experience much more manageable.

We greatly appreciated Mark’s non-judgmental attitude, which allowed us to feel comfortable and confident throughout the process. Mark’s ability to handle such a tricky situation with professionalism and care led to a positive outcome, and I would highly recommend their services to anyone in need of expert mortgage advice.

Raylah A.

I had an outstanding experience working with Mark from Master Plan as my mortgage advisor. From start to finish, he was knowledgeable, patient, and dedicated to helping me navigate the mortgage process as a first time buyer. Mark took the time to thoroughly explain every option and answered all of my questions, ensuring I understood the best choices available for my situation. Mark was quick to respond and kept me up to date, the entire process felt smooth and stress-free. I am grateful for the level of care and professionalism Mark provided.
I highly recommend him to anyone looking for a mortgage advisor Mark is knowledgeable, trustworthy, and truly cares about his clients' best interests.

E M.

Nothing is too much trouble for Joe! He goes over and above in all his work for me. He makes me feel that I am important to the Company and a valued client. He is calm, professional and approachable. He always returns calls promptly and relieves my anxieties quickly. He makes time for good face-to-face meetings. He is an asset to the Company!

Elizabeth M.

Very happy with the service from Mark. He constantly kept us updated, throughout the process. Thorough with the information requested. With so much uncertainty with rates and future of mortgages, trusted Marks advice. Highly recommend!

Craig L.

Say a big thank you to Mark, who recently helped me with the remortgage of my property. I was really pleased with the remortgage he was able to source for me. Mark was really responsive to all of my emails. I would recommend Masterplan for a professional and quality, service received.

In T. M. P.

Mark recently helped me with the remortgage of my property. I was really pleased with the rate that he was able to source for me, much better than I would have been able to find myself. Mark was really responsive to all of my emails and calls and really helped me out when I had issues with the lender's solicitors. I would recommend Masterplan for a quality, professional service.