344 reviews | 3 verified advisers
Review for Christopher South
What could they have done better?
Nothing,was great from start to finish and kept me well informed,made the process quick and easy
What were the circumstances that caused you to initially look for a financial adviser?
Loss of job,meant finances were impacted
How has Christopher helped you?
By explaining and starting the process of equity release on my behalf
Have you seen the outcome you were hoping for?
Definitely
Review for Simon Chalk
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to arrange equity release on behalf of my husband's elderly auntie, who needed funding for continued at-home care.
How has Simon helped you?
Simon helped by explaining all the options available and by guiding us smoothly (as smoothly as possible!) through what might otherwise have been a much more complex financial situation. He was available at every stage of the process for advice and reassurance. He made a stressful and potentially worrying situation much less so and we are very grateful for all the help he has given us.
Have you seen the outcome you were hoping for?
Yes. The equity release is now complete and funds have been released.
Review for Christopher South
What could they have done better?
I don't think there's anything that could have been done better.
What were the circumstances that caused you to initially look for a financial adviser?
When we found the property that we both fell in love with and was in the early stages of putting our home on the market so not in a position to make an offer, we spoke to our financial advisor who put us in touch with Chris.
How has Christopher helped you?
Without Chris's help and advice we wouldn't have been able to buy our new home.
Have you seen the outcome you were hoping for?
Yes
Review for Nick Dutton
What could they have done better?
Given the time constraints there was no other option.
What were the circumstances that caused you to initially look for a financial adviser?
My interest free mortgage had come to an end
How has Nick helped you?
Looked into the various options to repay the mortgage
Have you seen the outcome you were hoping for?
Yes
Review for Christopher South
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I was recommended to use Chris for Equity Release
How has Christopher helped you?
He explained things very clearly and gave me support and updates all through the process
Have you seen the outcome you were hoping for?
Yes
