It’s all about choice

It’s all about choice

Finance Planning News, General Interest, Mortgages
This month we are delighted to have introduced two new lenders to our panel. However, this wasn't as easy I just made it sound, I can think of two people who have had to complete a mountain of paperwork in order for this to happen and I'm sure they are as pleased as anyone that the process is over! Each month we review our panel of lenders to make sure meets the diverse needs of our customers, that's why we have all the big names you would expect and some that you may have never heard of. We are very fortunate in that our industry reputation opens doors that are otherwise shut, lenders are very fussy about who they do business with. Each month we review our panel to make…
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‘We feel like teenagers about to leave home’

‘We feel like teenagers about to leave home’

Finance Planning News, Market Watch
The Finance Planning Group network launched with little fanfare yesterday, but there's nothing low-key about its plans. “We feel like teenagers about to leave home. That’s how exciting it is,” says Terry McCutcheon, CEO of The Finance Planning Group (FPG). The group with 60 advisers set out on its own after months of planning and preparation to leave Legal & General, following 16 years as an Appointed Representative (AR). It’s been a life-long relationship as McCutcheon (pictured) joined L&G in April 1988 as a financial adviser, moved into management in 1990 and ended up as an area sales manager for the insurer before leaving to start his own financial advice firm. McCutcheon says: “I really liked 90-95% of L&G’s network proposition, but for us to have more control over policy…
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Sussex firm partners with Legal & General and Shelter to battle bad housing and help the homeless

Sussex firm partners with Legal & General and Shelter to battle bad housing and help the homeless

Finance Planning News, General Interest
Sussex based Finance Planning Group has joined forces with Legal & General Mortgage Club to bring its brokers an original way of donating money to housing and homelessness charity Shelter. The scheme, known as “Brokering Change”, allows brokers to support the charity by donating a suggested £1 of the procuration fee they receive for each completed mortgage case. This exclusive scheme is the first and only of its kind in the UK, and has proved hugely popular already with Finance Planning Group, which currently has most of its employees enrolled on the initiative. All registered brokers receive a membership certificate, a Brokering Change logo to be used on their web and printed materials, and regular updates on how their money is helping homeless and badly housed people in the UK.…
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Thank goodness I spoke to a mortgage broker – we’re £6,000 better off

Thank goodness I spoke to a mortgage broker – we’re £6,000 better off

Finance Planning News, Mortgages
Mortgages are difficult to compare and hard to get. Speaking to a mortgage broker can be the secret to finding the perfect deal - this family saved thousands of pounds. In the internet age, it may seem old-fashioned to go to a mortgage broker - not to mention paying them a fee as well. But when it comes to one of the most complex financial decisions you'll make, the advice of a professional can save you a lot of money in the long run. THIS FAMILY SAVED £6,000 “Thanks goodness I chatted to my mortgage broker, Richard Lucy from the Finance Planning Group, and took his advice,” says Salih Kuzubasoglu who is £6,000 better off after getting help to find a new deal in December.“I was on a two-year deal…
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