299 reviews | 8 verified advisers

Selection of recent reviews. Read all reviews

Review for David Jones

November 2023

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

Inheritance

How has David helped you?

David advised in all areas I required .

Have you seen the outcome you were hoping for?

I have

What could they have done better?

N/A

Review for Carl Gidman

September 2023

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

Needing mortgage

How has Carl helped you?

Secured a great mortgage at a very good rate - very helpful and personable with clear advice

Have you seen the outcome you were hoping for?

Very much so

Review for Carl Gidman

August 2023

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

Dramatically worsening mortagage options and clarification needed re best options

How has Carl helped you?

Made it much easier to understand our options and facilitated discussions with solicitors and lenders.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nil

Review for Carl Gidman

August 2023

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

End of fixed rate mortgage

How has Carl helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review for Carl Gidman

August 2023

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

Moving home

How has Carl helped you?

Honest, approachable, friendly, professional, hassle free advice

Have you seen the outcome you were hoping for?

Most definitely