Purely Financial Planning

Welcome to Purely Financial Planning, where our passion is to provide impartial mortgage advice and exceptional customer service to individuals and families in Surrey and beyond. With over 60 years of combined experience, our team of experts has been assisting clients to find the right mortgage deal and financial protection solutions from our offices in Walton-on-Thames since 2013.

Our Expertise

From first-time buyers to forever home purchasers and investors, our customer-centric approach, combined with a wealth of specialist knowledge, provides our clients with a best-in-class service when obtaining a new mortgage. We understand that every individual's circumstances are unique, and that's why we take the time to listen, understand, and tailor our advice to meet their specific needs. Our mortgage brokers in Surrey have specialist knowledge in financial protection insurances, enabling us to offer impartial advice and recommend cover that is right for our clients' unique circumstances.

Our Commitment

Our overall goal is not only to help you obtain your dream property but to ensure that you're able to keep it, no matter what. We believe in considering every aspect of our client's circumstances, not just getting you a mortgage, but ensuring you get the right mortgage, with adequate protection, so that you can enjoy your family home with complete peace of mind. We're committed to delivering a truly first-class customer experience, and our team's passion is to help fulfill aspirations and see our clients' dreams realised.

Meet the Team

Our team is comprised of experienced professionals who share a passion for delivering exceptional customer service and mortgage advice. From our Director, Andrew Glover, who has over 30 years of experience in the financial services industry, to our team of mortgage brokers and protection experts, we're dedicated to helping our clients achieve their goals. We're a fun and close-knit team who work collaboratively, utilising our specialist knowledge to ensure we offer our clients the best outcome possible.

What We Offer

At Purely Financial Planning, we offer a range of services, including mortgage advice, financial protection solutions, and business protection. Our mortgage brokers in Surrey can help you with residential mortgages, buy-to-let mortgages, remortgaging, and more. We also provide expert advice on financial protection insurances, such as life insurance, critical illness cover, and income protection. Whether you're a first-time buyer, a seasoned investor, or a business owner, our team is dedicated to providing you with the highest level of service and expertise.