Looking to buy a shared-ownership property
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!
Mortgage obtained on property
I needed a re-mortgage plus some mortgage advice in general
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.
Wanted advice on the right mortgage for us and needed financial advice to ensure we got the best possible one
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.
Yes, we moved to our new home on 25th Feb.
Noting comes to mind - all our queries were answered in a speedy timeframe
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.
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.
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.
We are nearing retirement age and want to make sure we are making best use of our investments and pensions.
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.
So far we are happy with the changes we made as a result of Victoria's advice.
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.