99 reviews | 3 verified advisers
Review for Matthew Lay
What were the circumstances that caused you to initially look for a financial adviser?
We needed a mortgage quickly due to circumstances changing, and we don’t have the most straightforward of situations.
How has Matthew helped you?
Matt was very pleasant and proactive to work with, and got us a great offer in a short period of time. He was easy to reach and answered all our questions promptly.
Have you seen the outcome you were hoping for?
Yes. We’d definitely work with him again and will recommend him to any friend looking for a mortgage in London.
Review for Matthew Lay
What were the circumstances that caused you to initially look for a financial adviser?
I am a contractor working under an umbrella company and I needed someone that I could go to for help and advice that understands my situation.
How has Matthew helped you?
After being told from a few other mortgage advisors and mortgage brokers that my situation was restrictive and I'd be looking at needing a year of books etc, a quick call with Matt and I got all the answers I was looking for. Turns out my situation was not as limiting as it first seemed and did so in a professional, polite and friendly manner. This is a genuine person you can rely on and he will tell you exactly how it is without any sugar coating and doesn't push you to go with him which other companies may do. He's been available when we need him and we will be keeping him as a contact for years to come. If you are self employed or working under an umbrella, Matt knows his stuff and is fantastic at dealing with this niche area of employment when looking for a mortgage.
Have you seen the outcome you were hoping for?
Yes absolutely and made the entire process so much less stressful.
Review for Kanishk Swarup
What could they have done better?
I can't think of anything more. I think I have to book more time with him for better financial advice and to gain more from his financial knowledge.
What were the circumstances that caused you to initially look for a financial adviser?
We had siloed pensions across multiple providers. We also had ISAs with 2-3 providers. We were looking for a consolidation of all finance products into consolidated pot for better investment and portfolio management. We were also searching for better health and life insurance products in UK.
How has Kanishk helped you?
Kanishk helped us with pension and ISA consolidation as well as unbiased advice across the whole portfolio, health/life insurance products, long term investment strategy and other financial decisions like property investments.
Have you seen the outcome you were hoping for?
Yes. Kanishk has been an excellent financial advisor and also a good friend for many years. He is the one we can trust 100% with our investments as well as financial advice.
Review for Kanishk Swarup
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Following retirement we were keen to plan for our families future.
How has Kanishk helped you?
Kanishk has helped us by giving us a better understanding of the options open to us . This is always done in a professional and caring manner .
Have you seen the outcome you were hoping for?
Yes absolutely
Review for Kanishk Swarup
What could they have done better?
SJP Fees are very high. Kindly reduce the same and make more competitive.
What were the circumstances that caused you to initially look for a financial adviser?
After my retirement, I looked for an adviser.
How has Kanishk helped you?
He has guided us in right direction.
Have you seen the outcome you were hoping for?
Yes, the outcome was great.
