Reviewed for

Insurance and Protection ( 8 )

Mortgages ( 14 )

Pensions ( 2 )

Investments and Savings ( 2 )

Reviewers' assets

£50k - 100k ( 2 )

Up to £50k ( 9 )

Client reviews

First impression from a user who is not yet a client

November, 2019

Overall

Please provide a brief comment about your experience with Peter

Very friendly and knowledgeable, thank you!

First impression from a user who is not yet a client

April, 2019

Overall

Please provide a brief comment about your experience with Peter

Very knowledgeable on mortgages and generally very insightful in terms of financial planning. Also seemed to be a genuinely nice guy : )

First impression from a user who is not yet a client

October, 2018

Overall

Please provide a brief comment about your experience with Peter

Appointment in ours house.

First impression from a user who is not yet a client

April, 2018

Overall

Please provide a brief comment about your experience with Peter

A fantastic service offered by Peter. We will be using him for our first mortgage and future mortgages.

First impression from a user who is not yet a client

March, 2018

Overall

Please provide a brief comment about your experience with Peter

Friendly, knowledgeable and really responsive

First impression from a user who is not yet a client

March, 2018

Overall

Please provide a brief comment about your experience with Peter

Efficient, clear, concise, friendly and obviously someone who know their stuff.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We needed help finding the right mortgage for us as it was our first house and we didn't know where to start.

How has Peter Catton helped you?

Peter helped and explained our best options in finding a mortgage. He gave us lots of help and advice and more than one choice when it came to selecting the right mortgage.

Have you seen the outcome you were hoping for?

Yes. We were successful with our application and are happy home owners.

What could they have done better?

I felt like we were well informed and assured and don't feel like peter could have done any more. Great service

First impression from a user who is not yet a client

September, 2017

Overall

Please provide a brief comment about your experience with Peter

Excellent comms, precise and clear. Responded quickly to emails.

First impression from a user who is not yet a client

April, 2017

Overall

Please provide a brief comment about your experience with Peter

I have had initial communication with Peter and we have set up a meeting, to discuss remortgaging. Very simple process and hopefully we will get a deal suits us.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

My partner and I were purchasing buy to let properties.

How has Peter Catton helped you?

Peter initially met with us at our home to get to know us and understand exactly what we were looking for and what our overall plans and motivations were. This enabled Peter to advise us accurately and appropriately and seek the mortgage product most suited to our needs.

Have you seen the outcome you were hoping for?

We have probably achieved more than we could have hoped for at the outset. Peter has guided us along the way providing us with up to date market information and the best products available. What we have come to appreciate is the level of communication. Peter is quick to respond to calls and emails and during applications he monitors closely the progress bing made and intervenes promptly if and when problems arise.

What could they have done better?

Nothing comes to mind as we have always been very happy with the outcomes achieved from Peter's advice.

First impression from a user who is not yet a client

February, 2017

Overall

Please provide a brief comment about your experience with Peter

we had a good meeting with Peter and are awaiting a recommendation from him. negotiations are still on going.

First impression from a user who is not yet a client

January, 2017

Overall

Please provide a brief comment about your experience with Peter

Peter visited our house yesterday and was excellent. He is approachable, professional, and clear. He has our business and we are looking forward to receiving the services we've signed up for with him and 2plan.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We needed to remortgage and change ownership of the property by removing one existing member from a joint mortgage and adding a new member. In this process we also needed to raise money for an extension and internal renovations. We did not have the time to do our own research and find the best mortgage rate out there and also needed guidance on how best to approach the situation. It is not our area of expertise, so needed someone we could trust to guide us through the process.

How has Peter Catton helped you?

Peter found us a mortgage with a lower rate than we were on and helped us raise the money needed for our extension / renovations. He helped us understand the short term and longer term implications of our particular mortgage and raised our awareness of the need for insurance on our mortgage and critical illness.

Have you seen the outcome you were hoping for?

We obtained a good rate on our mortgage and was able to release equity in the property to build our extension. We also have insurance in place to provide our family with some degree of financial security for the future.

What could they have done better?

We were extremely happy with the advice and work Peter did for us. He was proactive and regularly updated us on progress. Peter was really flexible with us and all our meetings took place on an evening outside of work hours. Very professional yet personable and we would highly recommend him to our friends and family.

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Seeking a mortgage and updating life and critical illness cover.

How has Peter Catton helped you?

Understood our future goals and provided a range of options for a mortgage. Clearly explained the relative merits of each and helped us choose a mortgage which suited us. Updated our life and critical illness insurance to cover our new mortgage and clearly explained what was covered in our policy. Throughout Peter was very approachable and friendly and always went the extra mile to provide information and explain the options. Very easy to contact and able to fit meetings around our schedule.

Have you seen the outcome you were hoping for?

Very happy with the mortgage and insurance chosen and felt well supported and informed throughout.

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

The purchase of our first house/first mortgage and also 2 remortgages since. Also advise on life insurance.

How has Peter Catton helped you?

Peter was absolutely fantastic in providing us with all available information, all available options for us and his advise of what would be most suitable for our circumstances. He explained everything very thoroughly and answers all our many questions. Both myself and my partner have full confidence and trust in his advise.

Have you seen the outcome you were hoping for?

Yes we are very happy with our mortgage and insurance policy.

What could they have done better?

N/A

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

We were introduced to Peter by a friend of ours whilst we were looking to buy our first home and needed Mortgage advice.

How has Peter Catton helped you?

Peter helped us find the best Mortgage and associated insurances etc.

Have you seen the outcome you were hoping for?

Yes and we have gone back to Peter for advice on many occasions, he is always happy to help.

What could they have done better?

I can't fault the service he has given to date!

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I required finanial advice and a new mortgage following a change of circumstances.

How has Peter Catton helped you?

He spent time clearly explaining my situation and financial options in an understandable way and found a more suitable mortgage that saved me money.

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Nothing.

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Unhappy with service/advise from Bank/Building Society.

How has Peter Catton helped you?

Provided concise clear information and saved us both time and money.

Have you seen the outcome you were hoping for?

Yes as above Pete's recommendations saved us time and money and we got the best mortgage availale.

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

finding a mortgage for a flat and for a residential properety.

How has Peter Catton helped you?

he found the mortgages.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

nothing

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Mortgage application to purchase new property.

How has Peter Catton helped you?

Listened to our requirements, explained clearly and concisely the options available to us and the benefits and potential downsides to each option.

Have you seen the outcome you were hoping for?

Yes. Peter kept us informed of progress throughout the entire process up to the point of completion.

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We were looking to buy our first house and needed advice and help to find the right mortgage.

How has Peter Catton helped you?

We had originally been using another financial advisor who was hard to contact and right at the last minute said he was unable to help. Peter was recommended to us and I called him to see if he could help. Peter was at our house that night and our mortgage was sorted within days.

Have you seen the outcome you were hoping for?

Absolutely. Peter helped us to get the best mortgage for our needs within the time we needed to secure our house.

What could they have done better?

Nothing. Peter is always extremely reliable and always there to answer any questions. Nothing was ever a problem.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

How has Peter Catton helped you?

Peter is a fantastic finanical adviser. We have used his services for mortgage and remortgage applications. He explains everything clearly and is always available for help and guidance. He is also extremely honest and will offer advice even if the best option is a provider which does not accept applications from financial advisers. Previously I also looked for and applied for mortgages myself but after using Peter's services I will not go back to managing everything personally.

What could they have done better?

I don't think Peter can provide a better service.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

How has Peter Catton helped you?

Clear explanations of what we could and couldn't do. We felt he made good recommendations when it came to advising which products would be the best for us and he also sorted our insurances for us, again advising us of what was relevant to us!

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

How has Peter Catton helped you?

Peter advised me on my mortgage and set up some insurance for me, in what can be a stressful time in moving house he took all that away by taking the care and time to explain the process to me. He saw me at my home in an evening which was great as I'm unavailable during the day. Really pleased with the service I received and would highly recommend.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

How has Peter Catton helped you?

I wanted an advisor with a lot of experience and technical know-how, but also who would take on board all the details of my situation and advise on the best way forward for me. IÂ’ve used Peter for the last 8 years and have no intention of changing that. HeÂ’s clearly kept on top of all the changes to the industry and how they might impact on the people he advises. I have great trust in his advice and have over the years felt more than confident about recommending his services to family and friends. HeÂ’s very professional and above all cares about whatÂ’s best for you.