130 reviews | 3 verified advisers

Selection of recent reviews. Read all reviews

Review for Andrew Wheldon

February 2026

What could they have done better?

Nothing. Absolutely 100% tip top service. We couldnt be happier.

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

Older age, shorter year mortgage

How has Andrew helped you?

He put us at ease from the word go, gave us excellent advice and within a week had sorted the right mortgage for us to buy our house.

Have you seen the outcome you were hoping for?

Yes. We are now homeowners.

Review for Andrew Wheldon

February 2026

What could they have done better?

Nothing, everything done well.

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

I was looking for a small mortgage which suited my income

How has Andrew helped you?

Andy found a selection of lenders but based on his advice I made the right choice

Have you seen the outcome you were hoping for?

Now found a good deal with a major lender.

Review for Aidan Brown

January 2026

What could they have done better?

Nothing . In a long running transaction Aiden kept with it throughout

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

Buying a house

How has Aidan helped you?

Arranged a mortgage

Have you seen the outcome you were hoping for?

Yes

Review for Andrew Wheldon

January 2026

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

I needed a remortgage to keep my home of 20years.

How has Andrew helped you?

Andrew helped me find a mortgage that fitted my circumstances.

Have you seen the outcome you were hoping for?

Yes, my remortgage has completed and now own my house on my own.

Review for Jason Smith

January 2026

What could they have done better?

Nothing, everything he did was very helpful and he made the proses really easy and quickly for us to get a mortgage, life insurance and home insurance.

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

Buying a first house

How has Jason helped you?

He help us get a mortgage, life insurance and house insurance.

Have you seen the outcome you were hoping for?

Yes