122 reviews | 0 verified advisers
Review for Tom Atley
This review is for an adviser who has since left this firm.
What were the circumstances that caused you to initially look for a financial adviser?
Property Purchase
How has Tom helped you?
Securing a mortgage at a very good rate, being very responsive with any queries or questions
Have you seen the outcome you were hoping for?
yes, so far
Review for Tom Atley
This review is for an adviser who has since left this firm.
What could they have done better?
Honestly nothing, really happy with the service we received.
What were the circumstances that caused you to initially look for a financial adviser?
We were looking at buying a new house and wanted to borrow a little more than what most banks would lend us.
How has Tom helped you?
Tom was able to get us the mortgage we needed with a better rate than others had found for us. He advised us on different options and what he thought would be best for us.
Have you seen the outcome you were hoping for?
Yes we did
Review for Sonny Joannou
This review is for an adviser who has since left this firm.
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Because I needed expert help.
How has Sonny helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
Review for Tom Atley
This review is for an adviser who has since left this firm.
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
We were looking to buy our first house and we wanted some advice on mortgage rates.
How has Tom helped you?
Tom has helped us buy our first home and sorted our mortgage for us with no stress. He has also given us lots of advice and was very quick in responding when we had any questions for him.
Have you seen the outcome you were hoping for?
Yes
Review for Sonny Joannou
This review is for an adviser who has since left this firm.
What could they have done better?
Happy with advice, all required areas covered, nothing more to be done
What were the circumstances that caused you to initially look for a financial adviser?
Amalgamated pensions requiring ongoing advice post retirement
How has Sonny helped you?
Annual advice and discussion with respect to investment and future actions.
Have you seen the outcome you were hoping for?
Yes
