Collective Financial Planning Ltd

We started the process of buying our first home at the start of this year and were recommended Jake Lee by a family members mortgage advisor. I can honestly say it has been the smoothest, most easy going experience we could ever have wished for. Jake has been brilliant throughout our whole buying process and has taught us everything we needed to know. He is so skilled in what he does which made whatever part we came up against totally understandable. Jake would call us on teams and after he was finished he would say „any questions” and our answer every single time without fail would be „nope, none!!!!!!!” That speaks for itself Thank you so much for all your help and guidance, we look forward to working with you for the rest of our time being house owners 😄😄😄😄😄😄😄

Jake Lee was recommended to us by another financial advisor. Jake has been absolutely amazing! Throughout the remortgaging process there have been trials and tribulations, Jake has stuck with it all the way through. He has supported us, dealt with issues with external agencies and finally passed the finishing post! His commitment to communication, including him emailing us from his holiday and at weekends, is unsurpassed. Jake makes positive relationships very quickly, it leaves you knowing that you are in safe hands. Jake works very hard to get the best for his customers. I could not recommend Jake highly enough. Thank you very much Jake! The Darlings

I started using CFP in the middle of 2025 for beginning my path to early retirement. They have been very professional when dealing with my several pension pots, including being very patient with one difficult pension provider, who wasn't making access to info easy. All in all they have done a great job, I am now retired and drawing down from my pension pot in an investment fund recommended by CFP which (until Trump began in Iran), was doing extremely well. It is still doing very good despite this and I am very pleased with the performance. I would definitely recommend CFP for any Pension needs you have.

Very knowledgeable in his field. Explains it very well so I can understand. Very friendly and comfortable while discussing everything to me.

I've only got good things to say about Collective Financial Planning, and Luke Smulders in particular. Luke has been advising me on my pension planning/provision for some years now, during which time my fund has steadily risen. Luke is confident yet approachable and I'd have no hesitation in recommending his financial advice to anyone looking to plan for the future.

As a first-time buyer, I was expecting the mortgage process to be stressful and overwhelming—but Jake made everything so easy from start to finish. He took the time to explain every step clearly, was always on hand to answer questions, and genuinely went above and beyond to make sure everything ran smoothly. I couldn’t have asked for a better experience. Highly recommend!

We had an absolutely fantastic experience with our mortgage adviser Jake Lee. From start to finish, he was incredibly helpful, knowledgeable, and professional. Nothing was ever too much trouble every question we had was answered clearly and confidently, and he made sure we fully understood every step of the process. What really stood out was his genuine willingness to help. He took the time to truly understand our situation and worked hard to secure the right deal and solution for us. He explained everything in detail, patiently walking us through the process so we felt confident and informed throughout. His dedication to making things as smooth and stress-free as possible didn’t go unnoticed. His communication was excellent throughout, always following up with detailed emails and keeping us completely in the loop. His reassurance and aftercare were brilliant even after everything was finalised, he continued to check in and offer support and aftercare which meant a lot to us. He’s a true credit to the company, and we’ll absolutely be returning as customers in the future. Choosing to get help from Jake at Collective Financial Planning was one of the best decisions we made. Highly recommend.