We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress.

  • Review From Verified Client 5 out of 5 Became a client: June 2016 What were the circumstances that caused you to look for a IFA? I needed to renew my mortgage. How did James Best help you? mortgage broker. What is your current situation? Have you seen the outcome you were hoping for? definitely!

    Vicky from Oxfordshire

  • became a client 2013 James & Mandy at Best Financial Planning are so knowledgeable and helpful. My partner & I were interested in Life & Critical Illness cover. Mandy worked tirelessly to find the exact plan for both of us, with additional benefits that suited our lifestyle. They also gave sound financial planning advice at no extra cost, going that extra mile to assist us. I have now recommended Best Financial to many of my friends, who have all been just as pleased with the high level of knowledge, customer service and product provided. I will now use BF for all my financial planning requirements.

    Sarah from Oxfordshire

  • Became a client: 2003 5 out of 5 We needed help with a remortgage & review of life assurance. James helped to find us the best mortgage product and life assurance, invaluable advice and support.

    Chris from Oxfordshire

  • Became a client: 2006 5 out of 5 I have been a client of James for about ten years now. He has consistently found me the best mortgage deals on the market, which has saved me considerable time, money and stress. He has kept me up to date with my life insurance and protection planning during this time and made sure that I am well covered within my agreed budget. an excellent service, which I am very pleased with.

    Stephen from Oxfordshire

  • Became a client: 2015 5 out of 5 As a first time buyer James helped me through the mortgage process and explained the options available to me and my partner for life insurance and critical illness cover. James found me products I felt were suitable to me at good rates. As a first time buyer it was useful to have someone look at a wide range of options, in addition to taking a lot of the stress / confusion out of the application process.

    Lewis from Oxfordshire

  • Became a client: 2012 5 out of 5 I had an insurance policy for 10+ yrs which covered loss of earnings and loss of Professional Licence to practice. I had decided to stick with the same broker because it was familiar and I was confident that they were working for me. WRONG WRONG WRONG!. It wasn't until I happened upon James at Best Financial Planning that my eyes were opened to better policies with a much better policy cost to benefit ratio. Since that initial eye opener James's company now handles all my Family's requirements. Why? Trust!!!. I have sent several friends and family in the direction of Best Financial Planning. That was 4-yrs ago. They are all very happy customers. My wife and I are very happy with the service.

    Tony from Warwickshire

  • Became a client: 2013 5 out of 5 Me and my partner were looking for a mortgage to buy a second home however on speaking to a high street lender this did not seem viable at the time so we contacted James Best. James could not have been more helpful. He took the time to understand what we were looking to achieve and also get right to the bottom of our financial situation and how we wanted our mortgage structured. I never felt rushed and everything that I didn't understand was explained to me fully. James gave us the full overview of what was available to us and then talked us through all the different options. James was always available on the phone and via email to discuss the concerns we faced and was even there to support us when our first property fell through offering invaluable advise and support. We had our mortgage applied for and offered and valued within 72 hours. We couldn't be more pleased.

    Victoria from Hertfordshire

  • Became a client: Before 2004 5 out of 5 I needed to release equity plus I wanted to protect my family upon death. Professional impartial solid advice that made sense. Friendly persona. Ability to communicate challenging information in an easy to understand manner. Going into the detail and ensuring I completely understood the different options whilst outlining his recommendations. I've been using James for over 10 years and wouldn't consider using anyone else. His knowledge of the industry is second to none.

    Rachel from Oxfordshire

  • Became a client: 2006 5 out of 5 I was looking to remortgage my first property. James remortgage my first house and then when we eventually moved he helped organise the buy to let mortgage on our existing property and arranged the residential mortgage on our new property and has handled the subsequent remortgages and life insurance ever since.

    Nick from Oxfordshire

  • Chris from Oxfordshire

  • Became a client: 2001 5 out of 5 I wanted to remortgage and look at other lenders to see what else was available for my rental property. James explained the different options and also how the lenders look at the rental i received. He managed to get me a really competitive fixed rate and I also reviewed my rental (I had not increased it for 5 years). He has been looking after my mortgages and also with his help I now have Income Protection (I am self employed) until my expected retirement age - which is an added bonus. Now I dont need to think about my BTL mortgage because it is self supporting and James contacts me when the rate is coming to an end, I am also more confident that I have some cover should I be unable to work in the future due to illness or an accident.

    Mandy from Oxfordshire

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