These reviews have been independently verified and appear on VouchedFor, where all reviews are verified.

Review from Verified Client: Northumberland | June 2019

What were the circumstances that caused you to look for a financial adviser?

First time mortgage buyer

How did Julie help you?

Julie made the whole process a lot less stressful for me, helped out a lot. I would recommend anyone to go to Julie.

Have you seen the outcome you were hoping for?

Yes, I am very happy with the advice Julie was able to give me it has made me feel a lot more secure.

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Review from Verified Client: Midlothian | June 2019

What were the circumstances that caused you to look for a financial adviser?

First time mortgage and renewing for the past 3 years

How did Julie help you?

With everything! Gave updates when needed and always there when we had questions. Made the process so easy and made sure we always got the best deal for us. Always knew when things didnt look right too and made sure they were fixed straight away.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Very happy with Julie’s service.

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Service:

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Review from Verified Client: East Lothian | June 2019

What were the circumstances that caused you to look for a financial adviser?

Julie helped us twice when buying our house (two different houses)

How did Julie help you?

Julie provided mortgage comparison, advise and submission. She also provided us comparison and advice for house-,life-, income- insurance and managed all practicalities related to the submission. She liaised with solicitors during the purchase.

Have you seen the outcome you were hoping for?

Yes and most importantly, Julie made it stress-free.

What could they have done better?

Absolutely nothing. At that time she was working for an agency and we can not comment on the current aspect of value for money. Nonetheless, her service is priceless.

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Review from Verified Client: Northumberland | June 2019

What were the circumstances that caused you to look for a financial adviser?

had another financial advisor that was doing my remortgage who was getting me no where. Things were taking so long. So I looked for a second option. I found Julie.

How did Julie help you?

Julie took charge for me. She called the lender I was using ( with the other financial advisor) explained everything and eventually got the mortgage through for me in no time.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Julie did great but my original guy .... not so good!

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Review from Verified Client

Review from Verified Client: Northumberland | June 2019

What were the circumstances that caused you to look for a financial adviser?

Remortgage.

How did Julie help you?

Made the whole process easy and effortless.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Advice:

Service:

Value: