390 reviews | 2 verified advisers
Review for Simon Chalk
What could they have done better?
Everything was totally satisfactory from start to finish.
What were the circumstances that caused you to initially look for a financial adviser?
We have no dependents who would really need an inheritance so decided to put the Equity in our house to use now for home improvements and a newer car. We had considered using companies that advertise in newspapers or on the television but preferred to discuss equity release face-to-face.
How has Simon helped you?
We knew that Simon was involved with setting up the Principles of the Equity Release Council in 2012 so we had every confidence he would be trustworthy, experienced and knowledgeable. He listened carefully to our requirements and found the ideal solution for us.
Have you seen the outcome you were hoping for?
Most definitely. There was no time-wasting and everything went through smoothly.
Review for Simon Chalk
What could they have done better?
Nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
We were looking for advice on how to fund my elderly father’s late life care. At 95 his dementia had become quite pronounced and we needed to find ways to safe guard him.
How has Simon helped you?
Simon was invaluable when planning my father’s late life care. He was able to give helpful real world advice that gave us options in deciding how to fund carers.
Have you seen the outcome you were hoping for?
In our case my father’s condition worsened requiring care in a facility, so we had to pursue other options.
Review for Nick Dutton
What could they have done better?
I am convinced that nothing could have been done better than it has been done
What were the circumstances that caused you to initially look for a financial adviser?
My wife and i were at the stage were we wanted to enjoy our remaining time together after i stopped all work early this year and itb was important that we got the correct advice from somebody experienced in the field whic he certainly is.
How has Nick helped you?
Nick was extremely uknowledgeable about the right strategy to adopt and helped us through the process from start to finish and advised us on the correct approach based on our situation.
Have you seen the outcome you were hoping for?
Yes although it is still early days - hopefully
Review for Nick Dutton
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
We were looking for an option to release equity to help family now, when help was needed, rather than an unknown date in the future when they would inherit .
How has Nick helped you?
He has Ben exceptional. His calm and friendly approach is extremely helpful. His knowledge of products and which is appropriate to our specific needs was very reassuring .
Have you seen the outcome you were hoping for?
Yes everything has worked out perfectly without any problems or stress.
Review for Nick Dutton
What could they have done better?
nothing
What were the circumstances that caused you to initially look for a financial adviser?
My husband, Pete, was awaiting a hip operation, and in alot of pain. There is quite a long queue on the NHS, so we decided to take some equity from our house to facilitate having it done privately, at a cost of £17.500. After filling out all the necessary forms and agreeing to the various requirements, a surveyor was appointed to view the property, and it was declined owing to the fact that we had spray foam put in the loft 6 years ago. At the time, this was approved by the government. We were informed that the foam was sprayed directly on the felt lining, which would cause problems with removing it, so we had to have a new roof. Our home is nearly sixty years old, so a new roof was not a bad idea. A great job was made of this, at a cost of £10.000. We then had our equity request granted, but most of the request had now gone on the roof. so as the NHS were now putting my husband's operation near the top of the queue, we went with it, and the operation is planned for the 16th September. Nick was very helpful through all this and we would have no hesitation in recommending him to our friends and family. .
How has Nick helped you?
He has kept us sane through these problems, and kept us in touch all the way through.
Have you seen the outcome you were hoping for?
It wasn't the original outcome we were looking for, but hey, the new roof looks brilliant. The house value has probably risen, and we now feel our problems are behind us.
