203 reviews | 3 verified advisers
Review for Jason Smith
What could they have done better?
Everything was perfect.
What were the circumstances that caused you to initially look for a financial adviser?
Changing a property
How has Jason helped you?
I had an excellent experience with Jason Smith. He was professional, friendly and very helpful throughout the whole process. His advice was clear, honest and easy to understand, and he always took the time to answer my questions. The service was outstanding, and I felt supported every step of the way. I would highly recommend Jason to anyone looking for reliable advice and excellent customer service. Thank you for all your help!
Have you seen the outcome you were hoping for?
100%
Review for Andrew Wheldon
What could they have done better?
Genuinely can't think of anything. Andrew has been fantastic throughout and I wouldn't hesitate to use him again in the future.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to buy my first home and wanted someone who could guide me through the mortgage process. Being a first time buyer, there was a lot I was not familiar with, so I wanted someone knowledgeable who could help me understand my options and make the whole process easier.
How has Andrew helped you?
Andrew has been brilliant from start to finish. He's always been happy to answer any questions I've had, explain things clearly and make sure I understood everything along the way. He's was always really easy to get hold of and always quick to respond, which made a massive difference. Nothing ever felt like too much trouble and we always felt like we were in good hands. He went above and beyond to work around my working hours and even managed to lock in a mortgage rate on the same day, ahead of an expected increase the following day. Couldn't have asked for a better service!
Have you seen the outcome you were hoping for?
Absolutely! I managed to secure our mortgage and buy our first home, which is exactly what we were hoping for. Andrew made the whole process far less stressful than I expected and I couldn't be happier with the service I've received. I would happily recommend him to anyone looking for a mortgage adviser who discusses all the options.
Review for Aidan Brown
What could they have done better?
Nothing everything was great
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for a house to buy and needed mortgage advice
How has Aidan helped you?
The whole process from start to finish has gone smoothly and what could have been a daunting experience was made simple and easy to understand .
Have you seen the outcome you were hoping for?
Yes I have bought my house and also got insurances too
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?
Moving house and needing mortgage advice for a larger mortgage.
How has Aidan helped you?
Aidan helped us so much and he was so clear and helpful. He was so friendly and non judgemental. Very knowledgeable and kind.
Have you seen the outcome you were hoping for?
Yes and more so.
Review for Aidan Brown
What were the circumstances that caused you to initially look for a financial adviser?
Me and my wife needed to achieve a mortgage for our forever home.
How has Aidan helped you?
Aiden was clear and confident with his advise, providing various solutions to our needs. Each solution came with its pros a d cons and Aiden diligently explained each option this helped us make a genuinely informed decision..
Have you seen the outcome you were hoping for?
Absolutely, Aiden provided us with a fund structure that met our unique needs and has enabled us to make the property purchase possible.
