569 reviews | 4 verified advisers
Review for Paul Steggle
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
We were looking to re mortgage
How has Paul helped you?
He quickly found us a new mortgage deal. Giving us options to choose from with a detailed breakdown of each offer
Have you seen the outcome you were hoping for?
Yes
Review for Paul Steggle
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
Our mortgage was up for renewal. We contacted Paul to see if there were any cheaper rates available other than our current mortgage provider.
How has Paul helped you?
Paul helped to find the best mortgage product for us and guided us through the whole process. Any questions were answered and the communication was great throughout. Couldn’t recommend more!
Have you seen the outcome you were hoping for?
Yes, mortgage rate lower than previous provider and easy process of changing over.
Review for Joe Parker
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Change of circumstances that I had to start drawing my pensions.
How has Joe helped you?
Joe was recommended to me through a very close person. Joe was excellent on advising me with taking my pensions. Without his cooperation I would not been able to achieve what I have.
Have you seen the outcome you were hoping for?
Yes I have. It was easier with the help of Joe.
Review for Paul Steggle
What could they have done better?
Nothing, Paul was amazing as usual.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to remortgage my property.
How has Paul helped you?
He has found me a great new deal for my mortgage,
Have you seen the outcome you were hoping for?
Yes definitely.
Review for Joe Parker
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Divorce
How has Joe helped you?
Friendly and empathetic, explaining and advising very clearly with attention to detail as well as giving overview performance and projections.
Have you seen the outcome you were hoping for?
Yes, have a clearer long term plan and pension invested.
