When to speak to someone

When to speak to someone

General Interest, Mortgages
This week has been rather interesting for me as we have gone from been happy in our house to deciding to move. I could stop there but we actually took the spontaneous plunge of getting valuations and subsequently put our house on the market. What's the big deal I hear you cry? And in truth, there isn't one but it did make me realise the value of good financial advice. How come? Well, no sooner had I told Maria (my wife) that I think we should move, she picked up her phone and opened the Rightmove app and asked: "what can we afford?". At this point I did wonder if the idea of moving was mine, why else did she have the app installed... It was the question that struck a chord, let…
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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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It’s business as usual for our home buyers

It’s business as usual for our home buyers

General Interest, Market Watch, News
A positive message from our CEO, it’s business as usual and our doors are open to help you with your new mortgage. "In light of the Thursday’s Referendum result, there will be a lot of uncertainty about in the financial markets. This is not the first time we have faced change and it will not be the last. Whatever our political views, we will be leaving the EU, so we need to put the result behind us and move forward. In times of turmoil your clients will look to you for positive support, guidance and advice on all things financial. We at Finance Planning are very good at advising clients, whether it is about mortgages, investments, or protection.  Now is the time to remind your clients about what you do so well and to…
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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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The real importance of Protection

General Interest
Since 2009, the Finance Planning Group has had a total of £8,876,221 paid to our clients and their families in 151 claims through our Life and Critical Illness Protection recommendations. We are very proud of this impressive number of successful claims, particularly as these average out to £58,783 per pay out. These claims statistics mean that over the period 2009 to the end 2014 on average we have had 2 successful pay outs each and every month. Indeed in 2014, we have had over 2 upheld claims per month. That’s an amazing number of individuals and/or families helped in some way by FPG’s advisers when they really needed assistance.
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