172 reviews | 3 verified advisers
Review for Aidan Brown
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
Buying our first home.
How has Aidan helped you?
Aidan has provided plentiful guidance and support throughout our entire purchasing process. Despite our purchase taking longer than expected, Aidan was always on hand to offer advice and help keep the process moving.
Have you seen the outcome you were hoping for?
Yes we have, we have a wonderful home and insurance policies in place for peace of mind.
Review for Jason Smith
What could they have done better?
I can't say there is anything that could of been done better, outstanding service
What were the circumstances that caused you to initially look for a financial adviser?
We looked for an advisor to help us better understand everything we needed.
How has Jason helped you?
Jason Smith has helped take the pressure of finding a mortgage and insurance, less stress for me and Charlene.
Have you seen the outcome you were hoping for?
We have definitely definitely seen the outcome we were hoping for, if not even better that a better mortgage rate was found before completion.
Review for Jason Smith
What could they have done better?
Cant fault anything with them
What were the circumstances that caused you to initially look for a financial adviser?
My partner and I were first time buyers and found the whole process quite stressful, we were recommended to Jason through our estate agent and it was the best thing we could of done.
How has Jason helped you?
Jason talked us through things and helped us understand he answered our questions and put us at ease whilst he found the right mortgage for us and then got us the best deal with our insurance policies. He took alot of stress of us and communicated amazingly with us keeping us in the loop at all times. once Jason had secured things for us we were kept up to date at every point and even got us a better mortgage rate before we exchanged contracts.
Have you seen the outcome you were hoping for?
Yes we now have the keys to our first and hopefully forever home together and Jason has helped make the process alot smoother and calmer for us.
Review for Andrew Wheldon
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
After a difficult separation, some debt and a property sale, I was always going to require some advice.
How has Andrew helped you?
Andrew helped me navigate the obstacles of getting a mortgage on my own given some tricky circumstances.
Have you seen the outcome you were hoping for?
Yes, a good mortgage that allows me to live without being financially constrained..
Review for Andrew Wheldon
What could they have done better?
Nothing, Andrew was there each step of the way, made sure i understood everything that was happening and why.
What were the circumstances that caused you to initially look for a financial adviser?
My initial 5 years was coming to an end and i did not want to end up on a variable rate.
How has Andrew helped you?
Andrew talked through with me what I needed from my mortgage, what I expected from a mortagage company and then discussed the products on the market that would suit.
Have you seen the outcome you were hoping for?
Absolutley, I am really pleased with my new mortgage provider and would not hesitate to recommend Andrew to friends and family.
