Masterplan Wealth - Sutton Coldfield

Address: Trinity Place, Masterplan Financial Unit 8, Midland Dr, Sutton Coldfield B72 1TX, United Kingdom.
Phone: 1213550905.
Website: masterplan-fs.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 70 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Masterplan Wealth

Masterplan Wealth Trinity Place, Masterplan Financial Unit 8, Midland Dr, Sutton Coldfield B72 1TX, United Kingdom

⏰ Open Hours of Masterplan Wealth

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Masterplan Wealth is a reputable financial planning and consulting company located in Trinity Place, Masterplan Financial Unit 8, Midland Dr, Sutton Coldfield B72 1TX, United Kingdom. With the telephone number 1213550905 and website masterplan-fs.com, this company specializes in financial planning and consulting services.

Specialties

  • Financial planner
  • Financial consultant

Other Points of Interest

  • Wheelchair-accessible car park
  • Wheelchair-accessible toilet
  • Toilet
  • Appointments recommended

This company has received 70 reviews on Google My Business, with an impressive average rating of 5/5. If you're looking for a reliable financial planner or consultant, Masterplan Wealth is definitely worth considering.

👍 Reviews of Masterplan Wealth

Masterplan Wealth - Sutton Coldfield
Chelsea P.
5/5

Mark Griffiths was recommended to us when my partner and I were trying to buy our first property. We had limited options and from our very first meeting we were impressed. Mark had come up with a possible solution for us which made us feel better about the situation instantly. He worked quickly and efficiently to help us through the process and we’ve now had an offer!

We couldn’t have asked for anyone better to handle everything for us. We were going through a difficult time with family and Mark had taken away all of the stress and worry, we honestly couldn’t have done it without him. Mark had even found much better life insurance cover for us which was an added bonus!

I couldn’t recommend Mark enough, he is professional, efficient and a great communicator. If you need help with the mortgage process or your situation is a bit complex, I would absolutely recommend that you reach out to Mark!

Masterplan Wealth - Sutton Coldfield
Samantha C.
5/5

We have been using Masterplan for some years now but needed some advice as mortgage was due to change and saw a lot going on in the press about mortgage rates. We got in touch and Mark accepted our case. Over the last few weeks he has worked hard to get us the best deals and found us one that has kept costs down. He is also looking into our life assurance as he thinks he may be able to get us more savings there. Mark is very quick in his responses, efficient and professional. On a couple of occasions we have required information quickly and he always responds within a few minutes. Thanks for all your help Mark, we don't know what we would have done without you. Samantha and Dean C.

Masterplan Wealth - Sutton Coldfield
Josyvania F.
5/5

Highly, highly recommend Mark Griffiths, he works in the best interests of his clients his persistence, and calm approach helped us through the challenges . My partner and I faced some difficulties during the mortgage process, but Mark went above and beyond to make it all possible.
We’re incredibly grateful for his dedication and wouldn’t hesitate to recommend him to anyone needing a reliable and supportive mortgage advisor.

Masterplan Wealth - Sutton Coldfield
recourbet
5/5

An absolute pleasure to deal with! I have used Masterplan for 6 years now and they always keep things really straight forward when remortgaging your home. No question is too silly or small for people who feel a bit overwhelmed with all of the paperwork and legal jargon. Thank you Libby for supporting me this time around and for securing me a great repayment rate!

Masterplan Wealth - Sutton Coldfield
Emma G.
5/5

Mark Griffiths was helpful and organised throughout the whole process of our remortgage. He worked to get us the best deal, got back to us straight away when required and was also happy to explain things to us in detail, to ensure we understood everything. I would highly recommend

Masterplan Wealth - Sutton Coldfield
Ian G.
5/5

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!

Masterplan Wealth - Sutton Coldfield
Jessica F. C.
5/5

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.

Masterplan Wealth - Sutton Coldfield
Joanna ?. J.
5/5

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!

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