126 reviews | 3 verified advisers
I was looking for someone to manage my pension
Elliot had been very responsive and keen to answer my many questions.
Advice has been spot on and pension performing well.
I have gone through a series of major life events in the past few years (birth of first child and moving home)
Elliot has spent a lot of time and energy in helping me navigating these major life events from a financial perspective, and putting in plans and protections in place to help financially secured ourselves for the future
Yes
Nothing
I was purchasing a property.
Matthew was brilliant from start to finish - very clear and through with his advice and made sure to explore all options. Despite receiving a mortgage offer initially, Matthew flagged a few weeks before our exchange and completion that mortgage rates had moved in our favour by almost 0.2%, which allowed us to secure a cheaper mortgage just before completing our purchase. Matthew was able to act quickly and get the provider to process the application in a short timeframe
Yes, definitely
N/A
I needed a mortgage
Matt was brilliant in explaining the process, securing the mortgage and being on hand throughout with advice.
Yes
nothing, he proactively reached out and managed the whole process for me
Re-mortgage
helped me find a new offset mortgage at a good rate
yes