I was wanting to take early retirement and wanted to know if I could afford to.
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.
Yes the income arranged will allow me to live comfotably.
Nothing happy with the advise and explanation provided.
Buying my first home
He help through every step of the proses buying my first house even up to getting my keys
Definitely and more
Nothing, Jake was so helpful
With various options and clear communication
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!
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!
We’ve now been in our house for two weeks- 9 months delayed- but we’re here!
Not at all.
Selling a home and porting a mortgage
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!
Yes! We wouldn't have been able to do it without him!