42 reviews | 1 verified advisers

Selection of recent reviews. Read all reviews

Review for Siobhan Heard

July 2025

What could they have done better?

Nothing, Siobhan was very friendly and professional. She was always available to answer questions and explain the process clearly.

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

I needed help with getting a mortgage for my right to buy.

How has Siobhan helped you?

Yes, she was able to support me in securing a mortgage.

Have you seen the outcome you were hoping for?

Yes, I did.

Review for Siobhan Heard

July 2025

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

After completing a recent MBO with the company I’ve worked at for the past 18 years – I reached out to Siobhan for help setting up a life insurance policy to cover key terms within the SPA.

How has Siobhan helped you?

Siobhan was incredibly helpful from the start – she made sure I fully understood all of my options and worked hard behind the scenes to secure the best possible deals. Once everything was in place – she clearly presented the most suitable options for me to choose from.

Have you seen the outcome you were hoping for?

100% - Thank you so much Siobhan – when our re-mortgage comes up, I’ll definitely be back in touch!

Review for Siobhan Heard

May 2025

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

I am a self employed first time buyer but had no idea what my affordability would be or even where to begin the process of trying to get on the property ladder

How has Siobhan helped you?

From the very first step Siobhan guided me through the process of buying my first home. She gave me hope that I had lost and assured me that despite being self employed and going solo, I could still achieve my goals of buying a property.

Have you seen the outcome you were hoping for?

Yes

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