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
Reviews
Reviews are taken from publicly available sources.
Mark provided a fantastic service to renew our mortgage. We will be using him again come our next re-mortgage.
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.
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!
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
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
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!
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Masterplan Wealth (this page) | ★ 5,0 | 107 | No |
| 2 | Jordan Financial Management | ★ 5,0 | 117 | No |
| 3 | Wardour Financial Planners Ltd | ★ 5,0 | 1 | No |
| 4 | Henwood Court Financial Planning | ★ 5,0 | 95 | No |
| 5 | Newstead Clark Financial Services Ltd | ★ 5,0 | 8 | No |