508 reviews | 4 verified advisers
Nothing
Pensions and investment advice
Joe has taken time to work through my questions and was really flexible when I changed my requirements.
Yes at this stage.
I was buying a house with my partner and needed mortgage advisor
Paul was brilliant. He took the time to discuss our options, explain things to us clearly and he was always at the end of the phone. He is really friendly and easy to talk to, reassuring and quick to reply. We can’t thank you enough
Yes we brought our first property, it was made to be such an easy process with Paul’s help
n/a
Looking to optimise and review my portfolio.
Great advice on analysis, and readjustments while being open and transparent with clear details
Yes
Nothing - he always goes the extra mile, offers fantastic customer service, hugely competent and i wouldn't use anyone else.
Moving home.
I have used Paul twice for two different house moves. He's excellent at his job, really understands the market and can be relied upon to work at speed whilst ensuring he secures the most appropriate mortgage deal.
Yes, on both occasions.
Nothing, Joe listens to the clients requirements, addresses any questions or concerns and provides advice on the best way forward. He provides information that allowed us to make informed decisions.
Looking to review and consolidate existing pensions
Joe review both mine and my husbands pension and gave advice on the best management of these.
Yes