430 reviews | 8 verified advisers

Selection of recent reviews. Read all reviews

Review for Ben Lavell

January 2022

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

Remortgaging and a second charge

How did Ben help you?

Ben helped me massively with remortgaging and helping to buy a second home

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

Review for Ben Lavell

January 2022

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

I needed to change my mortgage and felt that as my age may limit the options available it would be beneficial to seek professional guidance.

How did Ben help you?

Ben quickly found and excellent mortgage that suited our needs perfectly. He took time to explains the pro's and con's of the products identified as suitable and helped us to make an informed decision.

Have you seen the outcome you were hoping for?

Yes, we have.

What could they have done better?

Nothing. All aspects of the matter were dealt with exceptionally well. As an example, although our solicitor failed to keep us updated, Ben went the extra mile to establish the current status of our case and keep us informed.

Review for Darren Bilkey

January 2022

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

To consolidate our savings into pensions.

How did Darren help you?

Did as asked explaining everything very clearly.

Have you seen the outcome you were hoping for?

Yes, even in these uncertain times.

What could they have done better?

Nothing

Review for Laura Smith

January 2022

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

Laura was recommended

How did Laura help you?

Not only very competitive but overall a sublime level of service, friendly and really got to know our needs and the direction we want to go. Worked out the best value and she took the strain away from us will all the paperwork. I couldn't recommend anyone better.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing

Review for Paul Grey

December 2021

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

Wanted advice on pensions.

How did Paul help you?

Consolidated all my separate pensions into 1 plan and gave me advice on investments

Have you seen the outcome you were hoping for?

Yes