165 reviews | 3 verified advisers
Review for Andrew Wheldon
What were the circumstances that caused you to initially look for a financial adviser?
I was unsure of what I needed to be looking for being a first time buyer
How has Andrew helped you?
He helped to explore different options with me and spent time in the background looking at different option that would suit my circumstances and presented me with the best options with his recommendations. He also explained everything that I was unsure about and made clear everything in very easy to understand terms.
Have you seen the outcome you were hoping for?
Yes
Review for Andrew Wheldon
How has Andrew helped you since your last review?
n/a
Review for Jason Smith
What were the circumstances that caused you to initially look for a financial adviser?
Very happy with the service, found the best options and deals with Jason.Thank you so much that maje our process very fast .
How has Jason helped you?
We had our mortgage with Jason he was very helpfull
Have you seen the outcome you were hoping for?
Everything was perfect
Review for Andrew Wheldon
How has Andrew helped you since your last review?
No but would always go back to Andy if I needed any more advise.
Review for Aidan Brown
What could they have done better?
I don’t think there is anything.
What were the circumstances that caused you to initially look for a financial adviser?
We were looking for a mortgage advisor to purchase a home. The process felt overwhelming without expert help.
How has Aidan helped you?
Aidan was amazing every step of the way. He was very understanding, patient and very approachable which made the process very straightforward. He helped with the mortgage as well as the protection.
Have you seen the outcome you were hoping for?
Absolutely!
