Testimonials

I have been an extremely satisfied customer of Michelle’s since 2019.  I think Michelle is an accomplished adviser, through her advice and support I have been able to change my life.  As a member of the over 55 age group, finally sorting out my pension pot has provided me with choices and Michelle has played a huge part in this process.  After a busy working life, I really can say that Michelle has helped me to put together a pension plan that will benefit my life choices and provide me to achieve financial freedom, something I never thought I would.  Michelle’s knowledge and expertise of the financial markets and products are her key strengths but her people skills and capabilities to support her clients are outstanding.  I am grateful for your help and understanding, you have given me so much more than financial advice.

I have had two mortgages arranged by Dan in the last three years and would never consider using anyone else.  He found me the best deals and consistently kept me updated as the applications progressed.  Dan has also reviewed private pensions that my wife and I took out over 20 years ago and moved them onto a more appropriate arrangement to suit our current needs.  The level of professionalism, expert advice and guidance from Dan has been outstanding, and I have no hesitation in recommending using his services.

We can’t thank our mortgage adviser, Dan, enough for his exceptional support.  With Ceire being a PhD student on a stipend, getting approved for a mortgage was challenging, but Dan made it happen.  His expertise and dedication were evident throughout the process.  He also sorted out our life insurance!  We wholeheartedly recommend Dan’s services to anyone looking for a mortgage, he truly goes the extra mile.

Overall, I am extremely satisfied and happy with what most people see as a stressful experience.  Dan has made this a breeze.

I approached Ray with some rather specific requirements for my first home purchase after being told by another broker it was impossible; not only did Ray promptly find multiple lenders who were able to cater to this, but he managed to get me a great deal too!  Everything was dealt with in good time, provided clear and understandable advice about the entire process of buying a house (and answered a ton of questions from me!).  At no point did I think “what’s happening with the mortgage?” as he provided consistent and timely updates, removing a great deal of stress from the process.  Without Ray this would have been impossible.