What our clients say
Required assistance in looking for a mortgage on a new property.
Stuart dealt with all the mortgage requirements, only coming to us when he required some information. He was very personable and answered all questions and queries we had promptly.
We are now living in our new house!
Completely happy with the service provided. Stuart and Sami were quick to respond to emails and happy to talk on the phone or for me to drop in.
We were First time buyers looking for advice.
Stuart found a mortgage for us, explained the mortgage market and the technical terms. Assisted us with life insurance.
Exceeded expectations, without Stuart I think the process of getting on the housing market would be much more stressful and probably more expensive in the long run.
Nothing ! he's like Mary Poppins ,practically perfect in every way!
Looking to remortgage to save money.
Stuart handled everything from start to finish and saved us a considerable amount of money with the deal he recommended. He is polite and professional and I would definitely recommend getting in touch.
Have you seen the outcome you were hoping for?
yes without doubt.
Stuart explained everything in a clear way that was easy to understand and was prompt with emails with answers. He listen to my needs and found the best product for my circumstance. Stuart made the whole process easy and I have recommended him to my friends and will return if I need further advice in the future.
We needed help with Equity Release.
Stuart helped in every way possible to get a deal that was right for us.
We had a fantastic outcome.
Found us great deal based on our initial information, but then through discussion we established an even better option which will shorten the mortgage terms. We also worked through reducing the cost of the life cover together so that it was at a manageable amount.
Stuart was very efficient. I contacted him on the Friday and asked him to review this for me and expressed my concerns that I was paying over and above. He listened to everything I had to say and reassured me that he would be able to look and this for me. I had the quote by Monday morning and was absolutely delighted when he informed me he had found a policy suitable to my needs for a much cheaper premium.
Stuart helped us find a policy with increased cover for the same price as i was paying previously. He is very knowledgeable and professional. I would not go to anyone else for financial advice.
Everything was perfect. Top service.
He was very good and found us a great deal with our mortgage and life insurance that has saved us money.
Words can't do justice to the help I received. Whenever I needed advice and/or a face to face meeting.....Stuart was always available. So many questions I wouldn't have asked my new mortgage company without Stuart's help.....I don't think I would have succeeded on my own. There was no time pressure when meeting......it took as long as needed to get a reply from the new mortgage company. Very quick reply to any email queries I had. As a bonus.....the coffee is very nice.
Stuart was excellent in his approach to ensure that he gave the best advise for us. He listened intently to our needs before discussing our different options. Stuart spoke in language that we understood and explained everything in full before answering all of our questions.
Where to find us
Shore Financial Planning Ltd, 15 Athenaeum Street, Devon, Plymouth, PL1 2RH
Make an enquiry
Ocean Mortgages Ltd and Ocean Equity Ltd are our two Independent, Whole of Market Broker firms who can help you with all your Mortgage, Equity Release, Protection (where Vitality is a speciality) and Home Insurance needs.
Managing Director, Stuart Powell has over 15 years experience in the Financial Service industry.
We pride ourselves on the personal levels of customer service we offer whether you are looking to buy your first home, move house, remortgage or release some of the capital from your property.
We also help customers set up or review their Life Cover and Critical Illness policies, as well as help with Income Protection policies and Home Insurance.
Whatever your Mortgage or Protection needs, contact us and we will offer an efficient and friendly service.
We specialise in giving Equity Release and Mortgage advice.
This includes releasing equity form your property for any purpose. Our free hour long initial reviews have no obligation and will outline the potential options available to you.
For First Time Buyers, we hep you through the entire House buying process from initial enquiry to moving in.
If you are looking to remortgage, we give expert advice on the best available deals.
We give the personal and efficient service that you want.
We are a Top UK Firm in the Vouched For list as seen in The Times newspaper March 2019.