Josh, Gloucestershire - March 2018
Sarah has been an absolutely superb financial advisor. She has been so prompt, efficient and professional and has really taken the time to give thoughtful advice. Highly recommended.
KIMBERLEY, MERSEYSIDE – OCTOBER, 2017
It was our first mortgage and needed someone to remove the jargon and help us understand the process. As my husband was a student, our situation was a little bit more difficult than the average application and we wanted to make sure we were getting the best deal.
Allie was very friendly and easy to talk to on meeting, as was her assistant Kirsty. With both our first Read More
PIERCE, MERSEYSIDE – JUNE, 2017
We were looking for a mortgage as first-time buyers and also to get buildings and contents insurance.
Allie and her team helped find a number of mortgage options to suit our circumstances and helped to explain each. They also helped us to find appropriate buildings and contents insurance as we exchanged. Allie also ensured that our Mortgage Decision in Principle was Read More
Marta, Lancashire - July, 2015
Looking for advise to re-mortgage. One consultation put me on the road to a much more secure financial situation. Allie was understanding, put me at ease and offered extremely professional and clear advice. The outcome of the consultation was beyond what I was looking for. I was very negative about my situation, but Allie turned that around and has given me renewed confide Read More
John, Merseyside - July, 2015
I needed advice regarding long term savings / saving for retirement. Explained everything in plain English, didn't over promise and gave me a clear understanding of what I need to do to achieve my goals. An investment strategy has been put in place and I am happy with and understand the plan.
WHAT COULD THEY HAVE DONE BETTER?
I don't feel I could suggest anyt Read More