346 reviews | 5 verified advisers
Review for Andrew Goman
What could they have done better?
No complaints
What were the circumstances that caused you to initially look for a financial adviser?
I needed mortgage advice to purchase my first home in London, using the help to buy equity loan. I’ve since remortgaged with Andrew as I felt confident he’d help guide me through the various scenarios and financial options, as I was undecided if I should remortgage to buy out the HTB equity loan or staircase with savings.
How has Andrew helped you?
I needed specialist advice and time pressured support as I was purchasing my home through the help to buy equity loan. Five years on when it came time to renew my loan Andrew crunched the numbers to help me decide if I should staircase, remortgage to pay off the equity loan in full or stick and invest my savings. Andrew gives advice in considered ways prompting me to think about the next 5 to 10 years and my goals.
Have you seen the outcome you were hoping for?
Indeed!
Review for Andrew Goman
What could they have done better?
Nothing, he’s been great!
What were the circumstances that caused you to initially look for a financial adviser?
Was originally looking for a mortgage broker as a first time buyer. Since then have transferred my mortgage over to another one
How has Andrew helped you?
Great advice, support and flexibility. Helped me understand things clearly and so I understood the process. Goes above and beyond.
Have you seen the outcome you were hoping for?
Yes
Review for Daniel Ross
What could they have done better?
n/a
What were the circumstances that caused you to initially look for a financial adviser?
I approached Daniel at Hartley Ross in 2024 because I was trying to draw down a workplace pension aged 50. I couldn’t make any headway with the pension provider on my own and there were too many bureaucratic hurdles.
How has Daniel helped you?
Daniel very patiently and persistently worked through this issue. I had more or less given up and assumed the issue couldn't be solved. I was facing a very tight deadline to access the money and Daniel delivered this ahead of time.
Have you seen the outcome you were hoping for?
Accessing the money was critical to our family finances at the time and Daniel achieved a great result given the timeframe and complexity. He exceeded my expectations on this issue.
Review for Matthew Williams
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Changing mortgage to save money
How has Matthew helped you?
Found me a great deal with another mortgage lander
Have you seen the outcome you were hoping for?
Yes. Saved couple of hundred pound per month
Review for Matthew Williams
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
My offset mortgage was coming to an end and I needed to compare offset options vs a traditional remortgage.
How has Matthew helped you?
Yes, re-mortgaged to a new lender.
Have you seen the outcome you were hoping for?
Yes
