Client Stories
We believe that financial planning makes a real and lasting impact on our clients’ lives. Here are just some of the stories of the people we have helped.
Mortgage advice
There is no ‘one size fits all’ solution for financial planning – our service is personal to you. You may need one-off advice on a particular topic such as your retirement, or a comprehensive plan for your overall finances with ongoing support.
Very professional and excellent results.
Me and my wife used Steve to renegotiate our mortgage and we were very happy with the offer that Steve managed to obtain, also we were given excellent advice which was ideal for me as I’m not up to speed with financial planning of this scale. I have also used him for a PPI claim in the past which again proved to be very worthwhile. My father and in law also uses this company and is very pleased with the outcome.
I have and will continue to recommend.
– Sam Standell
I cannot recommend Steve enough!
I contacted Steve in April 2017 following a recommendation to advise me on getting a mortgage. I received a fantastic service from the start to finish of the process. Steve was extremely helpful, guided me and kept me updated throughout. Steve went above and beyond in my opinion and was extremely prompt. He is very down to earth, approachable and professional, which put me at ease as a first time buyer, and made the process stress free. When I come to remortgage, or require any further financial advice I would not consider using anyone else. Steve is excellent at his job, and genuinely cares for his clients and providing them a quality service.
– Sam Standell
Genuinely cares for their clients.
I cannot recommend Steve enough! I contacted Steve in April 2017 following a recommendation to advise me on getting a mortgage. I received a fantastic service from the start to finish of the process. Steve was extremely helpful, guided me and kept me updated throughout. Steve went above and beyond in my opinion and was extremely prompt. He is very down to earth, approachable and professional, which put me at ease as a first time buyer, and made the process stress free. When I come to remortgage, or require any further financial advice I would not consider using anyone else. Steve is excellent at his job, and genuinely cares for his clients and providing them a quality service.
– Marie Hotchkiss
Financial planning
There is no ‘one size fits all’ solution for financial planning – our service is personal to you. You may need one-off advice on a particular topic such as your retirement, or a comprehensive plan for your overall finances with ongoing support.
Professional, unbiased advice.
Steve has been our advisor for many years now and my wife and I can’t fault his service and expertise. Steve has always provided us with professional, unbiased advice and guidance on a wide range of financial issues and investment opportunities that have proved to be both accurate and effective most recently finding us the right mortgage with no hassle or complication. – We would recommend their services without hesitation
– David Shepherd
