290 reviews | 4 Verified advisers

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Review from verified client for , Paul Steggle

March 2021

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

Looking to buy a shared-ownership property

How did Paul help you?

Paul was such an amazing adviser and helped me above and beyond with any issues that arose. He was speedy with his responses to any queries I had. I would recommend Paul to anyone looking for a mortgage adviser!

Have you seen the outcome you were hoping for?

Mortgage obtained on property

Review from verified client for , Paul Steggle

March 2021

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

I needed a re-mortgage plus some mortgage advice in general

How did Paul help you?

I can highly recommend Paul. Although in the grand scheme of things my re-mortgage was a very simple one, it wasn't simple to me and Paul understood this. His explanations were very straightforward and to the point - because he made an effort to understand where I was coming from and my previous frustrations with financial advisors. Paul answered every query I had very quickly, and it all worked out fine. I couldn't be happier with the service I got.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

Review from verified client for , Paul Steggle

March 2021

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

Wanted advice on the right mortgage for us and needed financial advice to ensure we got the best possible one

How did Paul help you?

He was very helpful and always on hand to explain even what might of seemed like a silly question. Provided great advice on a number of options and what that meant for us detailing the finer points.

Have you seen the outcome you were hoping for?

Yes, we moved to our new home on 25th Feb.

What could they have done better?

Noting comes to mind - all our queries were answered in a speedy timeframe

Review from verified client for , Victoria Redhead

February 2021

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

Twofold - I wanted advice and reassurance about my pension and advice about my mother's savings. Victoria was recommended to me when I ask for recommendations on Social Media.

How did Victoria help you?

She clarified my options for the future and helped switch my pension fund to one that suits my current circumstances. She also suggested ways to organise my mum's money and invest my mum's capital.

Have you seen the outcome you were hoping for?

Yes. I hate dealing with money and having to think about investments etc. Victoria's enthusiasm, claririty and encouragement made it easy to tackle. She is a good listener and ensured she was clear about our situation before advising us. She also researched different options very thoroughly, so I feel reasonably confident that I made good choices.

What could they have done better?

Nothing really.

Review from verified client for , Victoria Redhead

February 2021

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

We are nearing retirement age and want to make sure we are making best use of our investments and pensions.

How did Victoria help you?

Victoria reviewed the various pensions my wife and I have built up, and recommended where we should consolidate or leave as be. She also reviewed our overall portfolio of investments and assets in order to advise on how we can ensure the best provision for our 2 daughters.

Have you seen the outcome you were hoping for?

So far we are happy with the changes we made as a result of Victoria's advice.

What could they have done better?

Difficult to say if and how the performance could have been better had we chosen a different route, but in terms of the communication and clarity of advice we are very happy.