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Masterplan Wealth

5.0(107 reviews)See reviews ↓·Birmingham

About the company

Masterplan Wealth is a trading style of Masterplan Financial, which is authorised and regulated by the Financial Conduct Authority. Savings are protected by the Financial Services Compensation Scheme (FSCS). Masterplan Wealth originated in Sutton Coldfield and has offices in Birmingham, and it services clients across the country.

The team at Masterplan have extensive experience across all aspects of financial planning and are highly qualified across all areas of personal finance, from mortgages to pensions. Masterplan Wealth offers financial planning and advice, retirement and pension planning, estate and inheritance tax planning, private investments, corporate services, protection and disaster planning, lifetime mortgages and later life planning, and mortgages.

What customers say

Based on genuine customer reviews

Repeat business and personal referrals characterise the feedback for this Sutton Coldfield firm, where customers in several reviews describe a service built on named advisers who stay involved from start to finish. Mark Griffiths appears often in accounts of mortgage applications and life insurance policies, praised for professional, knowledgeable handling and for resolving issues that arise along the way. Libby is credited with guiding clients through the mortgage process, explaining jargon clearly and keeping a close eye on rates, in one case securing a better deal.

Joe Young is named for patient reassurance during divorce and retirement planning, with reviewers noting he remained available through anxious moments. A point made in several accounts is the speed of response, with correspondence answered promptly and instructions acted upon without chasing. First-time buyers recount feeling well supported, and clients selling and purchasing property describe a process they had expected to be stressful turning out straightforward.

Debt consolidation and investment planning also feature among the matters handled. Reviewers value the thorough explanations at each stage, the proactive approach when problems need ironing out, and the sense that advisers take time to break down complex financial decisions into manageable terms. That combination of expertise and accessibility keeps clients returning to the same advisers for mortgages, protection and long-term planning.

Financial Advisor

Reviews

Reviews are taken from publicly available sources.

DH
David Hardcastle24 July 2026

Mark provided a fantastic service to renew our mortgage. We will be using him again come our next re-mortgage.

B
BobbiH5 May 2026

Highly recommend. We’ve had a great experience with John and Libby so far, who have really helped us as first time buyers. They are knowledgeable, prompt and answered all of our questions.

JS
Jade Sumpter1 May 2026

Mark provided a quick professional service with sorting out our life insurance policy. He was happy to answer any questions we had and feel happy with the overall sevice we recieved off Mark. Will use his services again in the future. Thankyou Mark!

M
M116 April 2026

Mark Griffiths was really helpful in setting up my life insurance policy. Really knowledgeable and experienced. Nothing was too much trouble for him. Would definitely recommend Steve

AA
Ayesha Ali31 March 2026

Mark Griffiths, provided an excellent, professional service, he visited me at home, and helped me all through the mortgage process. I really appreciate how he kept me informed, and thank him for all his hard work. That's what great service looks like, AMAZING WORK MARK SHAMIM AKHTER

AL
Andrew Lawson11 March 2026

When my friend told me he had used Masterplan Wealth for the selling and purchase of his new home and they had talked him through the whole process from start to finish, I thought that's exactly what I need because I haven't got a clue about buying n selling a house. Wow, they made what I thought was going to be extremely stressful really easy, normally in life you have to phone people to remind or ask them to carry out an instruction , however Mark would be calling or messaging me to remind or prompt me or id send a email in the early hours and by 9.15 hed be phoning me reassuring me it was all in hand. My daughters mom had paid a lot more with a different company and expected a hassle free journey but she was continually asking me did you have to do this and that and I was like no Mark has taken care of that and she could not understand why my journey was plain sailing. Well this was definitely one time she could not say ' I told you so '.... I owe my mate a massive drink because I did not have a clue where to start. Now 12 months on he's settled in his new home and I,ll be soon moving into mine. Thanks Masterplan!

MS
Manpreet Singh Jeerh3 March 2026

My experience with Mark Griffiths was extremely positive - my situation was a tricky one which required urgency and Mark was very quick and proactive in identifying and securing a lender with whom I had the greatest chances of success. Mark was patient and professional throughout, and continued to work in my interest (raise enquiries with the lender when confusion arose between lender and solicitor) right through to completion. There's no faulting Mark's experience and knowledge, I would use Mark's services again and recommend you give them a try if looking for a mortgage yourselves!

Financial advisers in Birmingham compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Birmingham are compared.

RankProviderRatingReviewsOpen Sat.
1Masterplan Wealth (this page)★ 5,0107No
2Jordan Financial Management★ 5,0117No
3Wardour Financial Planners Ltd★ 5,01No
4Henwood Court Financial Planning★ 5,095No
5Newstead Clark Financial Services Ltd★ 5,08No
Contact
+441213550905www.masterplan-fs.comTrinity Place, Masterplan Financial Unit 8, Midland Dr, Sutton Coldfield B72 1TX
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed