138 reviews | 3 verified advisers
Review for Jason Smith
What could they have done better?
I don't feel there was anything that could have been done differently and was happy with the level of service received.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted some guidance and expert advice as a sole buyer
How has Jason helped you?
Jason was really understanding, fully took on board what I wanted to achieve and managed my expectations well. He helped me secure a really goof mortgage.
Have you seen the outcome you were hoping for?
yes! I am really pleased with my property and how quickly everything moved.
Review for Jason Smith
What could they have done better?
Nothing. The service was professional, high-signal, and met all my expectations. The execution was efficient and the communication was direct, which I value highly.
What were the circumstances that caused you to initially look for a financial adviser?
I was purchasing a large detached property in Evesham and needed a specialist to navigate the mortgage market. As a business owner, I required an adviser who understood complex income structures and could deliver a low-friction experience to ensure the purchase stayed on track.
How has Jason helped you?
Jason provided high-signal, direct advice and managed the entire application process with professional efficiency. He identified the most suitable lenders for my specific financial situation, handled the administrative burden, and maintained clear communication throughout. His approach removed the typical stress of mortgage logistics.
Have you seen the outcome you were hoping for?
Yes. The mortgage was secured on excellent terms and the process was completed on schedule, allowing me to move into my new home exactly when planned. The financial infrastructure he put in place was solid and met all my requirements.
Review for Aidan Brown
What could they have done better?
Honestly nothing. Aidan was extremely supportive and knowledgable, I trusted his advice implicitly and he was a pleasure to work with.
What were the circumstances that caused you to initially look for a financial adviser?
I was a First Time Buyer looking to secure my first mortgage. Ernest Grant was recommended to me by a family member, and after an initial call I was placed with Aidan.
How has Aidan helped you?
My situation was quite complicated - I was looking in London, and am self employed with contract breaks within the last 5 years. Aidan took on the challenge and absolutely excelled. He gathered all the necessary information to present the best option to me, and we successfully secured a Mortgage In Principle.
Have you seen the outcome you were hoping for?
Yes, the mortgage application was successful and I am now a homeowner!
Review for Andrew Wheldon
What could they have done better?
Nothing. Andrew was just the best!
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to purchase my first home and a friend of mine recommended Andrew as he was the best.
How has Andrew helped you?
Andrew has took the time and patience to explain everything to me as a first time buyer for my new home. Andrew explain all relevant documentation and how it would continue to work following acceptance of my mortgage.
Have you seen the outcome you were hoping for?
Yes, Andrew helped me secure my mortgage in principle, and then further my mortgage, leading to finalising and competition of my first home. Andrew also assisted me in home insurance and explained this thoroughly as I did tho underaged this initially.
Review for Andrew Wheldon
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for help with a mortgage for my first home.
How has Andrew helped you?
Andy was great! He went through all the options available to us and helped us choose the most appropriate mortgage for us. He made us feel supported and we felt comfortable with him, which I find really important; especially when buying a house is such a big deal! He also helped us sort all the insurances too, which is something I would have forgotten about without him!
Have you seen the outcome you were hoping for?
We got great support from Andy and really helped make this part of buying our home smoother.
