
Collective Financial Planning Ltd
Photos of Collective Financial Planning Ltd


Collective Financial Planning Ltd business numbers & email addresses
Not available.
Location & directions
Milton Keynes Business Centre, 625 Foxhunter Dr, Linford Wood, Milton Keynes MK14 6GD
Service hours
| Thursday | 9 am–5 pm |
| Friday | 9 am–5 pm |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 9 am–5 pm |
| Tuesday | 9 am–5 pm |
| Wednesday | 9 am–5 pm |
Customer experiences
As a first-time buyer, the process of getting a mortgage and purchasing a home can be difficult When I started working with Linda From our very first conversation, she was not only professional and knowledgeable, but also warm, approachable, and genuinely invested in helping me find the right solution. Linda took the time to explain everything in clear, simple terms and guided me through every step of the process with patience and care. She was always available to answer questions, no matter how small, and she made what could have been a stressful experience feel manageable and even exciting. Thanks to her hard work and expertise, I was able to secure the mortgage I needed to my very first home. I truly couldn’t have done it without her. If you're looking for someone who goes above and beyond for their clients, I highly recommend Linda, she’s very kind and approachable and above all absolutely incredible!
We had an absolutely fantastic experience with our mortgage adviser Jake Lee. From start to finish, he was incredibly helpful, knowledgeable, and professional. Nothing was ever too much trouble every question we had was answered clearly and confidently, and he made sure we fully understood every step of the process. What really stood out was his genuine willingness to help. He took the time to truly understand our situation and worked hard to secure the right deal and solution for us. He explained everything in detail, patiently walking us through the process so we felt confident and informed throughout. His dedication to making things as smooth and stress-free as possible didn’t go unnoticed. His communication was excellent throughout, always following up with detailed emails and keeping us completely in the loop. His reassurance and aftercare were brilliant even after everything was finalised, he continued to check in and offer support and aftercare which meant a lot to us. He’s a true credit to the company, and we’ll absolutely be returning as customers in the future. Choosing to get help from Jake at Collective Financial Planning was one of the best decisions we made. Highly recommend.
As a first-time buyer, I was expecting the mortgage process to be stressful and overwhelming—but Jake made everything so easy from start to finish. He took the time to explain every step clearly, was always on hand to answer questions, and genuinely went above and beyond to make sure everything ran smoothly. I couldn’t have asked for a better experience. Highly recommend!
Jake is so professional, kind and very easy to work with. He takes a lot of the pressure and admin away, and explains everything in detail to ensure you're comfortable with your choices. Would definitely always use Jake for any mortgage or remortgages in the future too, top guy. Thank you Jake.
Collective Financial Planning Ltd is a financial planner.
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