39 reviews | 1 verified advisers

Selection of recent reviews. Read all reviews

Review for Siobhan Heard

April 2025

What were the circumstances that caused you to initially look for a financial adviser?

We are first time buyers and had no idea where to start!

How has Siobhan helped you?

Siobhan helped up work out what we could afford and what we needed to do / pay off to be able to afford our maximum. We are now on our way to buying the house of our dreams

Have you seen the outcome you were hoping for?

Yes, everything Siobhan has said and done has been amazing and has really helped us out!

Review for Siobhan Heard

April 2025

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Our existing mortgage was due for renewal and we were exploring options for equity release

How has Siobhan helped you?

Siobhan has been so quick to help, she has secured us a mortgage at rates lower than we could have hoped for. She was on hand to answer any questions whenever we needed.

Have you seen the outcome you were hoping for?

Absolutely

Review for Siobhan Heard

April 2025

What were the circumstances that caused you to initially look for a financial adviser?

I approached Siobhan in order to change my existing mortgage to a let-to-buy, and then get a new mortgage to purchase a new home

How has Siobhan helped you?

She handled both my buy-to-let and residential mortgages with professionalism and care. She was always helpful, calm, and quick to respond to my many questions. The whole process felt smooth and stress-free thanks to her support.

Have you seen the outcome you were hoping for?

Yes, I was offered both mortgages

Review for Siobhan Heard

April 2025

What could they have done better?

Absolutely nothing, everything went very smoothly and proceeded quickly. There’s nothing that could have been improved upon.

What were the circumstances that caused you to initially look for a financial adviser?

Having retired, I decided to move closer to my family in East Kent. I needed a small mortgage to top-up my purchasing budget.

How has Siobhan helped you?

Being retired I expected it to be difficult to find a mortgage lender, which on my own I duly did! Siobhan found a lender in a matter of hours.

Have you seen the outcome you were hoping for?

Yes, I now have a lender, have put in an offer on a house and have quickly had a formal mortgage offer through Siobhan’s fantastic work.

Review for Siobhan Heard

April 2025

What were the circumstances that caused you to initially look for a financial adviser?

My partner and I were looking to buy our first house, and I’m self-employed. At the time, I only had one year of tax returns, but I was close to reaching the two-year mark. So, we decided to start preparing ahead of April to make sure everything was in place when the time came.

How has Siobhan helped you?

Siobhan was incredibly helpful throughout the whole process. Even though I only had one year of tax returns, she managed to find us a lender who was happy to work with that. She guided us through every step, explained our options clearly, and actually got us a mortgage approved much sooner than we expected.

Have you seen the outcome you were hoping for?

Yes, we’ve definitely seen the outcome we were hoping for. We now have our mortgage approved and will be moving into our first house soon!