Our customers rate us Excellent 
based on 696 ratings over the past
year 
A culture built on purpose
Not just a great play on words, Finance Planning's culture is purpose-driven and built around one clear goal: delivering excellent outcomes for every client. We believe in doing the right thing, not just the easy thing. That means high-quality advice, tailored solutions, and a genuine commitment to helping people make wise financial choices. Integrity is at the heart of everything we do, and we hold ourselves to high standards because we know that great results come from doing things properly.
But it’s not just about outcomes, it’s about people. Whether you’re a client, an adviser, or part of our wider team, you’ll find a respectful, supportive, and people-first culture. There’s no pressure, no sales targets, just honest conversations, thoughtful guidance, and a shared belief in doing our best for the people who trust us.
We believe in treating people how you expect to be treated yourself.
Why people choose Finance Planning
At Finance Planning, we’re proud of what we do, but even prouder of how we do it. From the care we show our clients to the values we live by every day, there are a few things that set us apart. Whether it’s the quality of our advice, the feedback we receive, or the way we support our people and the planet, this is what makes us who we are. Here’s a look at what we believe in, and why it matters.
Contact usWhether you’re a client or part of our team, you’ll be treated with care, respect, and real support. We believe excellent outcomes start with genuine relationships and honest advice, not pressure.
We’re proud to have a balanced team, with just as many women as men in client-facing roles. We champion diversity, inclusion, and individuality, and we create space for everyone to thrive.
We’re committed to doing our part for the planet, planting over 1,000 trees a year, running carbon-neutral conferences, and switching to electric vehicles where possible.
We’re proud signatories of the Mortgage Industry Mental Health Charter. Caring for people means looking after their well-being, not just their work.
With nearly 4,000 five-star reviews and almost every customer saying they’d recommend us, we’re proud of the trust people place in us. We’ve been recognised with the Feefo Platinum Trusted Service Award, and we’re especially proud to have won Feefo’s customer-voted Service Excellence Award, based entirely on honest feedback.
We support continuous learning through professional qualifications, leadership development, and skills training, because better advisers mean better client outcomes.
Many of our senior team members started in junior roles. We believe in nurturing talent and offering genuine career progression, not just a job, but a path.
We regularly support local and national charities, and our team gets involved in fundraising, volunteering, and community projects throughout the year.
