Hear from our Clients

Jane was a star and the Need Financial Planning team were the best guiding us through our first mortgage application. As first time buyers we had a lot of questions but they met our every need being very supportive and responsive. The team as a whole are very friendly and approachable. We are very happy with the service & highly recommend them for any financial service, will definitely be using them again. Thank you!

Positive: Professionalism, Quality, Responsiveness,  Value

Alexandra M

Excellent service from James in our remortgage. James found us a fantastic deal which perfectly suited our needs (and which another advisor had not), and went above and beyond in securing it, supporting us through the whole process from start to finish, professionally and punctually. Brilliant, all round, and highly recommended.

Positive: Professionalism, Quality, Responsiveness

Ed W


Absolutely couldn't recommend Need Financial Planning enough. Dedicated to finding you exactly what you need in a friendly, approachable and professional manner. Nothing is ever too much for them. They keep in contact with you every step of the way and make sure that no additional help is required throughout the entire process. They are happy to explain everything and anything, ensuring that you are completely aware of every step of the process (I had absolutely no clue so they had to start at the very beginning!) I will be recommending them to everyone and anyone and certainly wouldn't take my business anywhere else.

Catherine W


James was super helpful and patient whilst helping us with our remortgage and arranging our wills. he was extremely accommodating meeting with us in the evenings. I wouldn't hesitate to recommend him and the rest of the team.

Brad B

Excellent, informed guidance and advice. The whole Need team provided us with not only first class financial services but on-going personal, emotional support throughout a very difficult and trying time in our life. Highly recommended and will certainly use them again.

Adrian N


Very professional! And very helpful, it's nice meeting people you can trust, great team!

Chris B


I used Colin for my initial mortgage 8 years ago. His son, James recently sorted my finances and moved our mortgage to a lower rate. Excellent service, friendly and I have recommended Need Financial a number of times to people who are looking for financial advice. Highly recommended! *****

Keiron H