Casey Financial Planning Limited

Mortgage broker · Birmingham · incorporated 2012

  • First-time buyers
  • Self-employed
  • Later life & equity release

Contact details published by the firm

07792 849982 Visit partnership.sjp.co.uk

Services mentioned on its website

When we checked partnership.sjp.co.uk on 2026-09-13, Casey Financial Planning Limited mentioned first-time buyers, self-employed, later life & equity release. This comes from the firm's own pages, not from an assessment by us — confirm directly that it handles your situation.

Checking Casey Financial Planning Limited on the FCA Register

Its website says it is an appointed representative of St. James's Place, which takes regulatory responsibility for its advice. We haven't verified this with the FCA. Search Casey Financial Planning Limited on the FCA Register →

Questions to ask Casey Financial Planning Limited

  1. Can you recommend mortgages from the whole market, from a panel of lenders, or from a single lender?
  2. Do you charge a fee? If so, how much is it and when is it payable?
  3. What deposit will lenders realistically want for the homes I'm looking at, and which first-time buyer schemes am I eligible for?
  4. How many years of accounts or tax calculations will lenders want to see for my income?
  5. Are you qualified to advise on equity release, and how would you involve my family in the decision?

Frequently asked questions

Is Casey Financial Planning Limited authorised by the FCA?

Casey Financial Planning Limited's website describes it as an appointed representative of St. James's Place, which means that firm takes regulatory responsibility for its advice. Check both names on the Financial Services Register before taking advice.

What types of mortgage does Casey Financial Planning Limited mention?

On its own website, Casey Financial Planning Limited mentions: First-time buyers, Self-employed, Later life & equity release. Services change, so confirm directly that the firm handles your situation.

How do I contact Casey Financial Planning Limited?

Casey Financial Planning Limited's website is partnership.sjp.co.uk and it lists the phone number 07792 849982.

Does Casey Financial Planning Limited only work with clients in Birmingham?

Its registered office is in Birmingham, but many brokers advise by phone or video and take clients from further afield. Ask the firm which areas it covers.

General information, not advice. Mortgage Brokers List is a directory, not a broker, and nothing here is a recommendation. Contact details and services come from the firm's own website; its identity was matched by the Companies House number shown there. Is this your firm? See how to request a correction or removal.