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What our company does:

Plan Money is a small team of award winning independent financial advisers. Within this team our advisers specialise in specific financial areas; I specialise in Mortgages and Protection

Plan Money - Colchester, Essex

Services we offer and key points:

I offer independent, whole of market mortgage and protection advice. I aim to be with you at the key stages of your borrowing life which demonstrates that I care about you over the long term and not just at the first transaction. I can therefore provide advice and guidance at the very beginning of thinking about buying a house or restructuring your finance or act quickly when a house has been found.

My mortgage service includes:

  • Purchase – standard, Right to Buy, Shared Ownership, Help to Buy, 95% borrowing
  • Re-mortgage – debt consolidation, raising capital, buying a second home
  • Buy to let – Purchase and re-mortgage
  • Second charge borrowing
  • Bridge facilities
  • Equity release/life time mortgage – purchase and re-mortgage

We can also provide advice in unusual circumstances i.e. purchasing a property for a dependent relative or family assisted mortgages  (Parents assisting children in purchasing)

My protection advice does not just concentrate on what you think you need but looking at the bigger picture and taking into account your future aspirations as well as considering your current financial position.

My Protection service includes:

  • Term Assurance
  • Mortgage protection
  • Income Protection
  • Family Income Benefit
  • Income Protection
  • Critical illness/serious illness

We aim to provide a streamlined service and will work closely with accountants, solicitors and other financial advisers in order to ensure you receive the best all round advice.


Plan Money Ltd
Bentley House, Forge Lane
Great Bentley

Contact Details:

Business Phone: 01206 257501

Mobile Phone: 07968 800 367



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