76 reviews | 6 verified advisers

Selection of recent reviews. Read all reviews

Review for Steve Fowler

July 2021

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

I was wanting to take early retirement and wanted to know if I could afford to.

How did Steve help you?

Steve looked at merging my personal and works pensions into one that was more cost effective and arranged to draw down a monthly tax efficient income.

Have you seen the outcome you were hoping for?

Yes the income arranged will allow me to live comfotably.

What could they have done better?

Nothing happy with the advise and explanation provided.

Review for Jake Millar

June 2021

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

Buying my first home

How did Jake help you?

He help through every step of the proses buying my first house even up to getting my keys

Have you seen the outcome you were hoping for?

Definitely and more

What could they have done better?

Nothing, Jake was so helpful

Review for Jake Millar

June 2021

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

Expert advice

How did Jake help you?

With various options and clear communication

Have you seen the outcome you were hoping for?

Yes

Review for Jake Millar

June 2021

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

We were looking to purchase our first home together and literally didn’t know where to start. Our friend had recommended Jake, so we booked to see him!

How did Jake help you?

Jake helped with literally everything. We didn’t have a smooth ride whatsoever and Jake went above and beyond to ensure that we got our house... even when it looked like we were nowhere near getting it! Jake stayed involved, answering my endless questions right up until the day we actually got the keys. He pushed the right people’s buttons to get us where we needed to be and was really, the only positive part of our house buying experience. Jake is so friendly and easy to get along with- we’ll actually miss working with him!

Have you seen the outcome you were hoping for?

We’ve now been in our house for two weeks- 9 months delayed- but we’re here!

What could they have done better?

Not at all.

Review for Jake Millar

June 2021

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

Selling a home and porting a mortgage

How did Jake help you?

Jake has been absolutely wonderful and extremely patient with us throughout our house buying/selling journey! He's stuck with us even though our house sale fell through 3 times and has always offered the best advice for us. He's always kept us updated on the latest deals or what would be best for us. He helped get our mortgage approved with complicated circumstances and we really couldn't have done it without him! I highly recommend him for anyone wanting help with house sales and purchases! He's super friendly and does an amazing job! Thank you so so much, Jake!

Have you seen the outcome you were hoping for?

Yes! We wouldn't have been able to do it without him!

What could they have done better?

Nothing!