259 reviews | 5 Verified advisers

Selection of recent reviews. Read all Reviews

Review from verified client for mortgage adviser, Paul Steggle

August 2020

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

Financial assistance to help pay for elderly parents' full time care

How did Paul help you?

Paul assisted in a rather stressful situation regarding my parents' financial care needs. He acted very professionally, calmly and efficiently in gaining a successful outcome.

Have you seen the outcome you were hoping for?

Yes. I will definitely use Paul's services again should the need arise.

What could they have done better?

I cannot think of anything

Review from verified client for mortgage adviser, Paul Steggle

July 2020

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

Needed a mortgage

How did Paul help you?

Arranged mortgage, also recommended and arranged life insurance.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Paul was really superb - couldn’t fault him. Helpful, reassuring, professional and proactive throughout. Chased the life insurance policy for us time and again because of Covid delays. We recommend him wholeheartedly.

Review from verified client for mortgage adviser, Paul Steggle

July 2020

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

Purchasing a property so we needed mortgage advice and then critical illness and life cover.

How did Paul help you?

Paul was exceptionally patient and thorough. He found us a mortgage that suited us and our financial circumstances even as they changed. The process of finding critical illness and life cover involved lots of questions and Paul answered them all for us quickly and without complaint.

Have you seen the outcome you were hoping for?

We are really happy with the deals Paul found us.

Review from verified client for financial adviser, James Sambrook

July 2020

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

I needed to set up a new pension as part of a pension sharing order

How did James help you?

James talked me through the process, carried out a risk assessment to find a suitable plan that aligned with my risk profile, provided me with options and most importantly explained everything in layman's terms so that I was always confident and happy with the advice

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

James has been brilliant throughout a very difficult situation for me and I would definitely recommend him to others

Review from verified client for financial adviser, James Sambrook

July 2020

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

James helped me to compile my various pensions I had built up over the years.

How did James help you?

James advised me on compiling my pensions into a pension portfolio.

Have you seen the outcome you were hoping for?

I was looking for a solution to manage my pension portfolio with minimal effort or input, that is what I got!

What could they have done better?

James is a brilliant IFA. Highly knowledgeable and personable. I have no hesitation recommending James.