Top Rated Firm 2024
289 reviews | 5 verified advisers
Review for Christopher South
What were the circumstances that caused you to initially look for a financial adviser?
I wished to release equity from my home
How has Christopher helped you?
Chris discussed with me my current position and my requirements for my future. He understood my personal circumstances and sought to find the best solution for me. He was thoughtful, helpful, very knowledgeable and informative. He ensured that I had a full understanding of everything before I committed myself.
Have you seen the outcome you were hoping for?
It exceeded my hopes
What could they have done better?
Nothing. The advice and service were excellent
Review for Kevin Woods
What were the circumstances that caused you to initially look for a financial adviser?
Medical requirements, improving and simplifying our property, to improve standard of living in later years.
How has Kevin helped you?
Investigated needs and convinced us to not draw the full amount at the outset.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing comes to mind, we were well advised
Review for Nick Dutton
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to stay in my long term family home.
How has Nick helped you?
To say Nick helped is an understatement. My situation was complex and required a dedicated effort to resolve it. Nick Dutton was an invaluable support and expert guide to resolve a very difficult situation. I and my family thank him sincerely for his efforts on our behalf.
Have you seen the outcome you were hoping for?
Absolutely ! we are able to stay in our family home and avoided a very costly and uncertain future had it not been resolved by Nick.
What could they have done better?
The situation was completely resolved to our satisfaction.
Review for Kevin Woods
What were the circumstances that caused you to initially look for a financial adviser?
Equity release
How has Kevin helped you?
Sold us the product and saw it through to a conclusion Easy to contact and dealt with any issues promptly
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Kevin could have had better support and communication from the company he had to go through. We started the process in October, which wasn’t completed until March. The other company didn’t keep us informed, no communication at all, if it wasn’t for Kevin, we would probably still be waiting.
Review for Holly Hensleigh
What were the circumstances that caused you to initially look for a financial adviser?
Holly was extremely efficient from our very first meeting, and her friendly but professional manner gained our trust immediately . She did everything she said she would in a timely manner and exceeded our expectations at every stage, anticipating many of our questions.
How has Holly helped you?
She organised a lifetime mortgage for us.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing.
