purely financial planning ltd

Your trusted specialists for mortgage and protection advice – we’re with you for the long-term.  

Get in touch today to discuss the most suitable mortgage option for you.

Get in Touch

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Welcome to Purely Financial Planning

If you’re looking for expert mortgage and protection advice, you’ve come to the right place. Since 2013, we’ve been helping clients, here in Walton-on-Thames and further afield, find the right type of mortgage deal to enable them to fulfil their property plans, whether they are first-time buyers or already on the property ladder.

Over the years, we’ve established a strong reputation for our in-depth knowledge of the mortgage market. We’ve helped hundreds of people access the funds they need to move into their first homes, move up the housing ladder, remortgage their property, or enter the buy-to-let market.

On these pages you’ll find out more about us, and details of the types of mortgage arrangements we regularly recommend to our clients. We’ve also included details of the protection plans that work alongside mortgages to give you and your family financial peace of mind.

Taking out any type of mortgage finance is a big step

So, if you would like to talk over the mortgage options that might work for you,
 why not give us a call today? Like many people we’ve helped over the years,
we feel sure you’ll be glad you did. Our clients tell us they enjoy working in
close partnership with us, and value our genuine interest in helping them
achieve their goals.

Call us today on 01932 213055, or complete our short enquiry form by
clicking on the button below.
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Purely Financial Planning Ltd offer a comprehensive range of mortgage products from across the market. We offer both first and second charge mortgages, but not deals that you can only obtain by going direct to a lender. For those seeking to increase their existing borrowing, alternative finance options may be available and more appropriate for your needs. For example, a further advance from your existing lender or an unsecured loan (e.g. a personal loan).

Other Areas of Expertise

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Life Assurance

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Critical Illness

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Income Protection

client testimonials

I was referred to Purely Financial as I was seeking a mortgage for myself and for my wife. Andrew was quick to respond and very informative of the products available. He drove to meet us in Guildford and instantly put our minds at ease. He helped us and guided us to a product that we were very happy with. The knowledge that the whole team at Purely financial have is second to none and really puts them in my eyes, head and shoulders above anyone else that we spoke to. From start to finish the Purely financial team were brilliant and I have since recommended them to several friends and I shall continue to use them in the future.

J. Newman

I cannot recommend Purely Financial enough. I approached them with a complex financial matter through a recommendation and the service was above and beyond any expectations. They were extremely efficient and professional throughout and would have no hesitation in recommending them. I would like to say a personal thank you to you all also for making this such a swift transaction.

V. Gibbons

We have always dreaded when our mortgage deal comes to an end as it involves lots of stressful research and paperwork!! However this time it was totally different as we were recommended by a friend to use Purely Financial Planning and we are so glad we did. From the moment we met Andrew he put us both at ease and helped us every step of the way making the process very easy to understand completing most of the paperwork for us. Both Andrew and his team were there to answer any of our questions via the phone or email. From start to finish we cannot fault the first class service we have received and we will certainly be using them again when our new deal is up for review. Thank you.

Mark & Lisa Bainbridge