256 reviews | 12 verified advisers
Review for Kevin Philip
What were the circumstances that caused you to initially look for a financial adviser?
I wanted the reassurance and expertise of a mortgage advisor to help me navigate the house buying process and identify any lenders that would be willing to consider me.
How has Kevin helped you?
As a sole applicant looking for a relatively large mortgage I wasn’t sure on my options. Kevin took time to explain everything clearly, identified lenders and continues to guide me throughout
Have you seen the outcome you were hoping for?
Yes
Review for Kevin Philip
What could they have done better?
Nothing. Kevin was extremely helpful and I would happily recommend him to anyone.
What were the circumstances that caused you to initially look for a financial adviser?
We were remortgaging our house.
How has Kevin helped you?
Kevin found us the best deal for remortgaging. He explained everything fully and answered any questions we had. He was extremely helpful and we couldn't have done it without him.
Have you seen the outcome you were hoping for?
Yes, currently waiting for my new mortgage to start.
Review for Margaret O'Brien
What could they have done better?
Nothing Margaret could have done but the process was very long and took about 5 months by she was very good at keeping updated
What were the circumstances that caused you to initially look for a financial adviser?
As I reach retirement age I wanted to get all my pensions in one place
How has Margaret helped you?
Margaret did all the heavy lifting. With the limited info I gave here she found my pension and liaised with the companies
Have you seen the outcome you were hoping for?
Yes
Review for Lewis Jackson
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
First time house buyer
How has Lewis helped you?
Lewis has provided mortgage advise and insurance/protection quotes
Have you seen the outcome you were hoping for?
Yes, he has helped with our mortgage application and insurance policies
Review for Lewis Jackson
What could they have done better?
He has given me the support and direction I needed.
What were the circumstances that caused you to initially look for a financial adviser?
Equity release and purchasing a house.
How has Lewis helped you?
Lewis has been very professional, proactive and offered support in every aspect. From the mortgage; different lenders, rates and packages, scenario analysis for equity release based on the information I have provided him and connecting me to the most efficient solicitors.
Have you seen the outcome you were hoping for?
Yes, super efficient.
