“PLFM have been looking after my finances for over 25 years now. Phil, Amanda and now Barwell have helped me with my mortgage, pensions and savings. They are professional, knowledgeable and provide a fantastic service. I would certainly recommend their service.” Helen Nash, 20th November 2024
“PLFM Ltd give a 5 star service. Phil has been managing my financial affairs for many years, Clear, concise and great advice to suit my needs. I wouldn’t hesitate in recommending them.” Helen Sylvester, 20th November 2024
“From mortgages to sound financial planning for our family’s future I have always found PLFM professional and proactive in all aspects of their services.” Mark Richards, 19th November 2024
“I have been using Phil and the PLFM team for 25 plus years. I am very pleased with all of the financial and pension management they have lead during this time.” Duncan Hodgkinson, 19th November 2024
“I have been working with Phil and the team at PLFM for over 30 years and cannot fault the service and advice I have been given from Mortgages to Pensions investment. They are knowledgeable, professional and always efficient and I would not hesitate in recommending them.” Tracy Douglas, 19th November 2024
“Phil, Amanda and the team have worked to make sure that we get the best financial advice, for many years now. There’s no way I would trust these decisions to anyone else and I have recommended them to several friends over the years.” Kirstie Morey 19th November 2024
“Phil helped get my private pension scheme set up over 30 years ago and ever since then I’ve used Phil and the team for mortgages, ISA’s, retirement planning etc. for myself and my wife. It’s great to feel that you can truly trust your financial advisor and that they have your best interests in mind.” Antony Davies, 18th November 2024
“Professional service, great communication would definitely recommend…… thank you” Jim Kirwan, 6th November 2023
“Amanda the mortgage adviser offer excellent service through a difficult BTL application.
She kept us fully informed throughout the process, even replying to email at weekends and in the evening we have now used her above and beyond service on x3 separate occasions and highly recommend this Mortgage adviser.” Mark Hurley, 19th October 2023
I have dealt with Phil and Amanda for the past few years and the service is very personable. They’re always very swift to respond and the financial advice has always been bespoke to my personal requirements and situation. I would highly recommend!” Karl Armstrong, 26th May 2023
“Couldn’t recommend PLFM more. They helped us with everything they could in the midst of a very stressful and time consuming house move. They went above and beyond to help us. Great people to talk to, just a phone call away.” Jake Reynolds, 16th May 2023
“Phil and Amanda at PLFM have been supporting me on investment and financial goals for around 10 years. Specifically they have supported me with mortgages and pensions, including transfers in. There advice is tailored to individuals needs. They are a very knowledgeable and friendly team, and a pleasure to deal with.” Robert Lynch, 8th May 2023
“I was first introduced to PLFM through my employer, they managed the company pension scheme and were also available for other financial advice. That was over 20 years ago. Since then, PLFM are still managing my pensions, they are my advisors for all my personal finances, including mortgages through several house moves, capital investments, insurances, and savings. I completely trust in their knowledge and advice, they are proactive in ensuring my plans are providing the best value based on my needs and required outcomes and will advise on changing plans based on forward forcasting. I have, and would recommend PLFM to anyone I care about needing financial services and advice.” Nicki Hayes, 22nd April 2023
“I have been with Phil and the PLFM team for many many years and would highly recommend them. Phil has a wonderful way of bullying me and my wife into diligently managing our financial affairs and we are all the better for it.” Jamie Holmes, 19th April 2023
“I have known Phil & the team for many years and would definitely recommend them for any financial planning. I’ve used them for mortgages, pensions, ISA’s and general advice. They are professional, knowledgeable and provide a great service.” Stafford Wright, 13th April 2023
“Phil has been our financial adviser for nearly 30 years now and during that time we have covered many different aspects of financial planning. Phil is very approachable and has a great understanding of which products and approaches are relevant for family life. All the PLFM staff act with tremendous integrity and professionalism. We wholeheartedly recommend them.” Fiona Whiston, 13th April 2023
“I can thoroughly recommend Philip Lucas and his very experienced team to guide you through financial decisions. We are very happy with the care he has shown towards us.” Sarah Williams Kelly, 8th April 2023
“Phil, Amanda and Barwell at PLFM have been outstanding in supporting our family’s financial planning decisions, since I had my first conversations with Phil regarding my long term my pension plans, they have supported us in a number of decisions and always provided great advice.” Neil Gabriel, 7th April 2023
“I’ve been working with Phil at PLFM for more than 10 years now and have always been very grateful for the advice received and the performance of my investments. Phil and the team are fantastic people and lovely to work with and I can’t recommend them highly enough. ” Simon Worth, 6th April 2023
“Thank you so much for helping me with my mortgage. As a first time buyer, PLFM guided me through the process and went over and above in helping me purchase my first house. Amanda and Phil were really lovely, incredibly knowledgeable and I completely trusted them to find me the best mortgage. I would highly recommend them!” Meg Archbold, 6th April 2023
“Phil Lucas from PLFM has been assisting my family with their financial planning for many years so PLFM seemed the obvious choice when my wife and I were looking to buy our first home together. From the very first conversation Phil and his team have given us honest jargon free advice and they remained committed to us throughout the entire process. As we all know, first time buying can be stressful but they constantly kept us informed and we never doubted we were in capable hands. Many of my friends have also used PLFM and have all been very positive about Phil and his team. I have no hesitation at all in recommending others in our position to use them!” Ben Kelly, 11th March 2023
“Highly recommended. I’ve known the PLFM team for 30 years and have recommended them to my family and friends.” Rob Howes, 14th March 2023
“Phil and Amanda helped me not only once, but TWICE to purchase and re-mortgage my new home, as well as setting up life-insurance and other financial aspects. The process was simple, fast and reliable. It was everything you could expect from a professional, friendly and reliable service. I wouldn’t have any hesitations whatsoever in working with PLFM in the future for any other projects. Thank you again to you both!” Aaron Calder, 9th December 2022
“We used PLFM for 2 of our house moves in the last 5 years. 1st was a shared ownership and the second most recent was a full purchase. We have had an excellent experience with PLFM on both occasions. Communication was always quick and helpful. Amanda S was our contact and she is knowledgeable and pleasant to deal with. We would recommend anyone to use PLFM Limited for their mortgage needs.” James A Smith, 2nd December 2022
“PLFM have been a constant source of knowledge throughout my career. Philip Lucas has assisted me with workplace pensions, Key Man cover and Share Protection Planning for the business. On the personal side Philip and Amanda are always on hand to assist with mortgage planning, pensions and ISAs. PLFM are a company that certainly puts the clients interests at the forefront of everything they do.” Duncan Hodgkinson, 23rd November 2022
“I have worked with Philip Lucas from PLFM for 35 years. During my entire working life he and his firm have been there for every important financial decision I have made. His knowledge of the pension and investment market is extensive and he has always ensured that myself and my family make the right decisions. I have recommended Philip to friends and family members and will certainly continue to do so.” Andrew Ranger, 22nd November 2022
“Fantastic service! Amanda is very professional and explained everything thoroughly to me so I easily understood. She is also friendly and approachable; I would highly recommend her for your mortgage needs.” Debbie Gilbert, 10th October 2022
“I can’t recommend PLFM Ltd highly enough. They have been handling my financial affairs for over 10 years. Excellent and very professional company.” Andrew Mustill, 21st January 2022