Welcome to
Intelligent Finance Planning Ltd

At Intelligent Finance Planning Ltd, we offer bespoke mortgage and protection advice and aim to provide a high quality, client focused service since establishing in 2001. We offer a service that compares a comprehensive range of mortgages and insurance products from across the market, as well as often having access to exclusive products that are only available through our network, First Complete.

The guidance and advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK.

Steven Davies

"A friend put me in touch with Davinder and intelligent finance planning, and ive got to say they made the whole process so easy, Davinder was on the ball from the word go, nothing was to much trouble, he sorted it all and truly was a lovely guy to speak to and was very friendly and approachable. And the team he had behind him in the office was amazing, the two girls that dealt with our mortgage were fantastic, they really knew there stuff , nothing was to much trouble and they were so friendly and if you had any kind of issue it was sorted that day, i cant thank antlanta and tally enough. Would absolutely recommend these guys to anyone."
5.0
2019-06-10T00:11:13+00:00
"A friend put me in touch with Davinder and intelligent finance planning, and ive got to say they made the whole process so easy, Davinder was on the ball from the word go, nothing was to much trouble, he sorted it all and truly was a lovely guy to speak to and was very friendly and approachable. And the team he had behind him in the office was amazing, the two girls that dealt with our mortgage were fantastic, they really knew there stuff , nothing was to much trouble and they were so friendly and if you had any kind of issue it was sorted that day, i cant thank antlanta and tally enough. Would absolutely recommend these guys to anyone."

Tony Gardner

"Five star service! Davinder has consistently provided my wife and I with clear and excellent advice over the years and always keeps us informed at every step."
5.0
2019-06-10T18:04:22+00:00
"Five star service! Davinder has consistently provided my wife and I with clear and excellent advice over the years and always keeps us informed at every step."

Jin Saini

"I was first introduced to davinder and intelligent finance planning around 10 years ago and they have looked after my financial affairs ever since and they taken away the headache and time of finding the best deals for my mortgages and insurance .They are thoroughly professional but also a friendly service and i have reccomended them to all my friends and family over the years.Keep up the fantastic work!"
5.0
2019-06-10T17:52:14+00:00
"I was first introduced to davinder and intelligent finance planning around 10 years ago and they have looked after my financial affairs ever since and they taken away the headache and time of finding the best deals for my mortgages and insurance .They are thoroughly professional but also a friendly service and i have reccomended them to all my friends and family over the years.Keep up the fantastic work!"

Sunny Rai

"Rajesh Hargun done a great job on my remortgage, reduced the terms and also the monthly payments. Thanks"
5.0
2019-06-10T17:55:43+00:00
"Rajesh Hargun done a great job on my remortgage, reduced the terms and also the monthly payments. Thanks"

Adam Fellows

"Great job on our remortgage 👍 no problems and great customer service"
5.0
2019-06-10T00:19:34+00:00
"Great job on our remortgage 👍 no problems and great customer service"

Pala Khera

"A brilliant customer service from start to finish, kept us updated throughout the process helped us to get the best package for our needs, warm and friendly service thank you."
5.0
2019-06-09T23:50:54+00:00
"A brilliant customer service from start to finish, kept us updated throughout the process helped us to get the best package for our needs, warm and friendly service thank you."

Louise Harman

"We were introduced to this company and Bob by a friend of ours. What a brilliant recommendation! Bob is an absolute star sorting out our mortgages, insurances and wills. Bob even managed to find an affordable mortgage for my 65 year old dad! We have recommended this company many times to friends and family and will continue to do so. Excellent service every time! Thanks Bob!"
5.0
2019-06-10T17:53:43+00:00
"We were introduced to this company and Bob by a friend of ours. What a brilliant recommendation! Bob is an absolute star sorting out our mortgages, insurances and wills. Bob even managed to find an affordable mortgage for my 65 year old dad! We have recommended this company many times to friends and family and will continue to do so. Excellent service every time! Thanks Bob!"

Dawn Foxall

"An extremely professional and approachable company. I have found the service provided superb and would highly recommend them. Davinder has arranged my mortgages and insurances for a number of years with no fuss to me at all. When you have such busy working and family lives to have a reliable company arrange such important matters and have confidence that product is suited to your needs is priceless."
5.0
2019-06-10T17:52:52+00:00
"An extremely professional and approachable company. I have found the service provided superb and would highly recommend them. Davinder has arranged my mortgages and insurances for a number of years with no fuss to me at all. When you have such busy working and family lives to have a reliable company arrange such important matters and have confidence that product is suited to your needs is priceless."

Faye Jeffs

"Great service from Intelligent Finance Planning. Bob took the hassle out of finding the best deal for our mortgage and other policies. We would highly recommend."
5.0
2019-06-10T18:06:28+00:00
"Great service from Intelligent Finance Planning. Bob took the hassle out of finding the best deal for our mortgage and other policies. We would highly recommend."

Melissa Timmis

"I was recommended Davinder & intelligent finance from a friend who had previously used them. I simply cannot praise them enough. Davinder made the whole process a breeze, being first time buyers a mortgage seemed alien and daunting, however he came to our home, explained everything and made us feel completely at ease. He communicated with us through the whole process and took away the stress of arranging life & house insurance. The girls in the office (Tally & Atlanta) are complete angels, they listened to us moan, cry and rant more times than I would like to admit, but consistently chased, reassured and were generally a shoulder to lean on. They never failed to return a call and were completely on the ball at all times. We finally have our dream home and we could not of done it without you guys. Thank You all so much!"
5.0
2019-06-10T00:11:59+00:00
"I was recommended Davinder & intelligent finance from a friend who had previously used them. I simply cannot praise them enough. Davinder made the whole process a breeze, being first time buyers a mortgage seemed alien and daunting, however he came to our home, explained everything and made us feel completely at ease. He communicated with us through the whole process and took away the stress of arranging life & house insurance. The girls in the office (Tally & Atlanta) are complete angels, they listened to us moan, cry and rant more times than I would like to admit, but consistently chased, reassured and were generally a shoulder to lean on. They never failed to return a call and were completely on the ball at all times. We finally have our dream home and we could not of done it without you guys. Thank You all so much!"

Paul Moore

"Great service on our remortgage and fully recommended !!! Davinder and the team really do go the extra mile and it really is worth checking them out for the deal that suits you"
5.0
2019-06-09T23:51:13+00:00
"Great service on our remortgage and fully recommended !!! Davinder and the team really do go the extra mile and it really is worth checking them out for the deal that suits you"

Sarah N Kev Nuttall

"We were introduced to this company by a friend of ours a few years ago, and have never looked back. Excellent service every time Bob has visited us. Sorted our mortgage, insurances and even my parents Will. I would highly recommend intelligent finance and have done so to all my friends and family. 5 stars every time."
5.0
2019-06-10T17:54:33+00:00
"We were introduced to this company by a friend of ours a few years ago, and have never looked back. Excellent service every time Bob has visited us. Sorted our mortgage, insurances and even my parents Will. I would highly recommend intelligent finance and have done so to all my friends and family. 5 stars every time."

Kash Atwal

"Have been using davinder for years now ! Have recommended him to many people. He's great at what he does!"
5.0
2019-06-10T18:09:55+00:00
"Have been using davinder for years now ! Have recommended him to many people. He's great at what he does!"

Leesa Paine

"We were introduced to Intelligent Finance Planning Ltd by my cousin who highly recommended Bob to us. He led us through the remortgaging minefield with ease and found the very best deal for us. Bob and Atlanta were extremely supportive and answered all our queries quickly and efficiently. Atlanta also helped us find a much better deal for our Buildings and Contents insurance. We will definitely use their services again."
5.0
2019-06-10T00:10:17+00:00
"We were introduced to Intelligent Finance Planning Ltd by my cousin who highly recommended Bob to us. He led us through the remortgaging minefield with ease and found the very best deal for us. Bob and Atlanta were extremely supportive and answered all our queries quickly and efficiently. Atlanta also helped us find a much better deal for our Buildings and Contents insurance. We will definitely use their services again."

Lee Prescott

"What a relief! Buried my head in the sand over my financial matters but Intelligent finance have now rearranged all my finances and the future looks a lot brighter! Intelligent finance made it simple and were extremely professional and kept me informed throughout the process which was superbly handled by the administration team. Once again big Thank you to intelligent finance."
5.0
2019-06-10T17:55:03+00:00
"What a relief! Buried my head in the sand over my financial matters but Intelligent finance have now rearranged all my finances and the future looks a lot brighter! Intelligent finance made it simple and were extremely professional and kept me informed throughout the process which was superbly handled by the administration team. Once again big Thank you to intelligent finance."

Kara Duggan

"I couldnt rate Davinder and his team highly enough. Davinder has been brilliant throughout our first house purchase and nothing has been too much trouble. Great service. Highly recommend."
5.0
2019-06-10T17:56:28+00:00
"I couldnt rate Davinder and his team highly enough. Davinder has been brilliant throughout our first house purchase and nothing has been too much trouble. Great service. Highly recommend."

Ben Whitehouse

"We were put in contact with Bob via my sister who knows him. Such a lovely bloke but also incredibly professional, informative and helpful. Made the daunting task of buying our first house run so smoothly and explained everything so clearly. I cannot recommend his services highly enough to anyone- a real top guy and service from bob and the rest of the team from the first step to completion. Thanks Bob!"
5.0
2019-06-10T17:51:47+00:00
"We were put in contact with Bob via my sister who knows him. Such a lovely bloke but also incredibly professional, informative and helpful. Made the daunting task of buying our first house run so smoothly and explained everything so clearly. I cannot recommend his services highly enough to anyone- a real top guy and service from bob and the rest of the team from the first step to completion. Thanks Bob!"
5
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  • Who regulates us?

    Intelligent Finance Planning Ltd is registered in England at 134 Sandon Road, Bearwood, Birmingham, West Midlands, England, B66 4AB (number 04254437). Intelligent Finance Planning Ltd is an appointed representative of PRIMIS Mortgage Network, a trading name of First Complete Limited which is authorised and regulated by the Financial Conduct Authority for mortgage and non-investment insurance advice. The Financial Conduct Authority does not regulate some forms of Buy to Let.

    YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS OF YOUR MORTGAGE.