Financial Advice in plain English

Mortgages

& Finance

Practical, hands on advice guiding you through the entire process from understanding your borrowing needs, recommending the right mortgage package, handling your application to liaising with the lender, solicitors and estate agents where appropriate.

Insurance

Advising on solutions to ensure that what you care about the most is properly protected.  

Investments

& Pensions

Helping you plan ahead for your life after work - we help you understand and make intelligent use of the benefits and assets already in place and help build a plan to address the gaps. 

Welcome to Plan Financial

A bit about us…

 

Plan Financial is a family run business based in Bristol and was started in 2011 by Craig and Michelle Raison.

 

Craig has been a qualified financial adviser for over 15 years and advises on all the key areas of personal financial planning such as mortgages, insurance, savings and investments and planning for retirement. Craig also advises businesses in the areas of Insurance and Corporate Pension solutions.

 

After having their second child Craig’s wife Michelle,  joined him as partner at Plan Financial. Michelle’s eye for detail has proven invaluable in helping to embed the frequent and ongoing changes in the financial services industry. 

 

…and what we do

 

Our strength is providing financial advice in plain English, helping you to make some of life’s most important decisions.

 

We like to treat our clients as the individuals they are. We’ll take the time to get to know you and understand your goals, helping you to achieve your aspirations.

 

By drawing on our professional knowledge and personal experience, we are well-placed to offer you a detailed and tailored financial planning service.

 

Whether you are buying a home, investing your money for the future or planning for retirement, we can offer you a personal service, bespoke to you and your needs.

Details of our Mortgage services can be found here, and you can find a summary of our other services and related fees here

What Our Clients Say

S. Stenner 

"Craig was able to help my whole family secure a number of personal and buy- to- let mortgages when all our banks failed to do so.

Craig is our go-to guy for all types of mortgage finance."

Dr Z Gill

“Craig has been providing me with advice on all aspects of my finances for the last three years now.  He has the ability to breakthrough the financial jargon and explain various options in a clear understandable manner.  One key area has been his help and advice in planning for school fees which has taken away the worry I had and ensured my childrens future is protected.” 

Mr M Greene

"Since my divorce Craig has helped me gain a semblance of order with my finances, particularly my Pensions and Investments. He is very professional and proficient in his actions and attitudes whilst being a friendly and caring human being." 

Argentum House 

510 Bristol Business Park

Coldharbour Lane 

Bristol BS16 1EJ

FOLLOW US

  • White Facebook Icon
  • White LinkedIn Icon
  • White Twitter Icon

T: +44 (0)1179 063 431

E:  contact@planfinancial.co.uk

Plan Financial is a trading style of Plan Financial Limited which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority (http://www.fca.org.uk/register/) under references 440703 440718. Plan Financial Limited, registered office: 510 Bristol Business Park, Coldharbour Lane, Bristol, BS16 1EJ. Company number 9378889. Registered in England and Wales.

TERMS & CONDITIONS | CUSTOMER PRIVACY POLICY