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Top Rated Firm 2024

145 reviews | 2 verified advisers

Selection of recent reviews. Read all reviews

Review for Michelle Ford

May 2024

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

Remortgage

How has Michelle helped you?

Arranged suitable prodcut replacement speedily and effiecently

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review for Michelle Ford

May 2024

How has Michelle helped you since your last review?

She has kept in touch, reminding me that she is there for us, if and when we need her.

Review for Michelle Ford

May 2024

How has Michelle helped you since your last review?

Michelle has been so incrediblely helpful and takes away the pressures of understanding situations and makes things easy to work with. She is someone that is always there for advice which is so reassuring. Would recommend her always.

Review for Michelle Ford

April 2024

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

To find a better rate with my current lender and potential investment

How has Michelle helped you?

Michelle has been warm, understanding and highly approachable while greatly listening to her clients’ needs. Highly professional and patient at the same time in her advice and swiftly providing me with a different, far better rate with my current lender. Her professionalism and knowledge is outstanding!

Have you seen the outcome you were hoping for?

Yes I am very happy with the outcome as she has helped me save money during these turbulent economic times

What could they have done better?

Nothing so far

Review for Daniel Ford

April 2024

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

Dan and Kate were the advisors for my father in law and he recommended them as me and my partner were buying our first house

How has Daniel helped you?

We got a mortgage for our first home

Have you seen the outcome you were hoping for?

Yes! We got a house and mortgage with a good rate

What could they have done better?

Nothing comes to mind