Reviewed for

Insurance and Protection ( 21 )

Mortgages ( 27 )

Pensions ( 9 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 3 )

Investments and Savings ( 16 )

Inheritance Planning ( 1 )

Reviewers' assets

£100k - £200k ( 6 )

£50k - 100k ( 1 )

Up to £50k ( 16 )

Client reviews

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Frank

Very friendly and informative, gave us a lot to think about

First impression from a user who is not yet a client

July, 2020

Overall

Please provide a brief comment about your experience with Frank

Nice to talk to! Knows his stuff

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Antrim

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

Buying a house

How has Frank Smyth helped you?

Provided excellent, knowledgeable advice that was tailored perfectly to our circumstances.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No complaints with the service that was provided.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Down

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

Fixed rate was due to expire on Mortgage

How has Frank Smyth helped you?

He searched for the most appropriate mortgage rates in the market, after reviewing my circumstances.

Have you seen the outcome you were hoping for?

Yes, mortgage sorted in a timely fashion.

What could they have done better?

I couldn't have asked for anything more. I was kept informed at all times.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in London

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

I needed advice on investing

How has Frank Smyth helped you?

He gave me great guidance and advice on lots of products to invest in

Have you seen the outcome you were hoping for?

This only happened in the last few months

First impression from a user who is not yet a client

November, 2019

Overall

Please provide a brief comment about your experience with Frank

Candid & agreeable to work with.

Frank's reply

Thank you for your review Patrick. It was a pleasure doing business with you.

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Armagh

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

I needed a financial advisor for my mortgage and to obtain income protection, critical illness and life insurance.

How has Frank Smyth helped you?

Frank was really helpful, he knew exactly what he was talking about, he got straight to the point and focused on what was important. He worked quickly to find figures and information as well as keeping in touch with me throughout the process.

Have you seen the outcome you were hoping for?

Yes! I got a great mortgage deal and got other solutions set up as required.

What could they have done better?

Not a thing! I would not hesitate in recommending Frank and Atlas Financial Planning to anyone!

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Down

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

Remortgage

How has Frank Smyth helped you?

Frank provided clear advice on a range of mortgage options

Have you seen the outcome you were hoping for?

Yes

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Down

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

Needed a retirement plan and life insurance

How has Frank Smyth helped you?

He was able to help fine the best plan for me

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

January, 2019

Overall

Please provide a brief comment about your experience with Frank

Explained things very clearly and exactly what I was looking for/ needed.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Armagh

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

I personally don’t have the time to do all the research, I have dealt with Frank in the past and found him most helpful in exploring all avenues for me .

How has Frank Smyth helped you?

Frank puts a lot of time and effort in getting me the best mortgage deal around , time that I don’t have . Every avenue is explored right through the fine detail is explained to me in terms that I understand.

Have you seen the outcome you were hoping for?

Absolutely and more

What could they have done better?

I personally couldn’t have asked Frank to do any better . Very professional at what he does . I certainly would recommend Frank to anyone looking for financial guidance .

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Armagh

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

Reinvesting savings plans from another company.

How has Frank Smyth helped you?

He made the advice clear and fairly simple to understand. He had done his research. He gave me options which another independent financial advisor didn't. He made me feel confident in him. His manner was very professional. He advised me to pay off my mortgage a year early as my endowment policy had expired. This saved me over £1,000, to which I am very grateful to him.

Have you seen the outcome you were hoping for?

Early stages but the future looks good.

What could they have done better?

No, except to advertise himself more. I stumbled across him through googling for local independent financial advisors. Like other reviews read here, they are 100% accurate!

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Down

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

We were looking for our first mortgage.

How has Frank Smyth helped you?

Frank made everything very simple.. outlining exactly what we needed to do and explained our options.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Down

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

I was buying my first house & needed financial advice.

How has Frank Smyth helped you?

Frank set up my mortgage and gave me helpful advice in relation to being a first time buyer.

Have you seen the outcome you were hoping for?

Yes. Frank gave me the correct advice and ensured that I was approved for a mortgage by looking at various options in doing so. I would highly recommend Frank due to his extreme professionalism and because of the exceptional customer service I received from beginning to end.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Armagh

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

I looked for a finical adviser, as I found my mortgage application very stressful, time cosumming and generally hard work.

How has Frank Smyth helped you?

Frank helped by taking all the stress and red tape out of the process. Leaving me to focus on my work.

Have you seen the outcome you were hoping for?

Yes. Very happy with the services provided.

What could they have done better?

Frank was very professional and helpful from the start. My only suggestion would be to advertise more, as I wish I had worked with Frank earlier in my application.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Down

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

I was preparing to buy my first house

How has Frank Smyth helped you?

He found the best mortgage deals available

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Down

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

Retirement

How has Frank Smyth helped you?

Good advice across a range of options and products

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Down

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

we were buying our first home

How has Frank Smyth helped you?

Frank explained to us what our options were for mortgages and let us see the affordable of the options. alongside advising us on the insurance policies for the house and life cover

Have you seen the outcome you were hoping for?

yes - bigtime

What could they have done better?

in our case there is nothing I can say could have been done better

First impression from a user who is not yet a client

September, 2018

Overall

Please provide a brief comment about your experience with Frank

Frank contacted me straight away and talked me through my pension options and answered any questions I had.

First impression from a user who is not yet a client

April, 2018

Overall

Please provide a brief comment about your experience with Frank

Frank was friendly, respectful and professional. He listened to our needs carefully and made suggestions accordingly. We were very happy with the time, advice and guidance he gave us and look forward to continuing with the services he offers.

First impression from a user who is not yet a client

April, 2018

Overall

Please provide a brief comment about your experience with Frank

Made everything perfectly clear, would go above and beyone to help you.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in London

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

To make buying a house easier than it is.

How has Frank Smyth helped you?

Frank sorted out the mortgage from start to finish.

Have you seen the outcome you were hoping for?

Yes I am very pleased with the outcome.

What could they have done better?

Nothing, Frank offered solid advice through the whole process.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Down

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

My husband and myself were looking to get a mortgage. We were finding it very difficult due to his self employment status and having less than a year of accounts. We never thought it was ever going to be possible - we were in a hopeless situation as lenders are very strict after the recession.

How has Frank Smyth helped you?

Frank was amazing, he offered great insight into the marketplace for mortgages. He explained to us all the setbacks we may come across and helped with every aspect of getting a mortgage. I didn’t think it was possible for us on one income especially with the self employed status. Frank remained positive throughput the whole process and helped us with all documentation needed. He explained everything and was always so quick to reply to any questions I had.

Have you seen the outcome you were hoping for?

Yes, we are delighted. We couldn’t believe that we got a mortgage. Even when the money was in we still didnt believe it. Atlas Financial Planning and Franks services were excellent.

What could they have done better?

Absolutely nothing, Frank is at the top of his game. He is extremely knowledgeable in this field, and is genuinely interested in helping people. He asks a lot of questions and really gets to know your situation before advising on services suitable. 100% trustworthiness I would recommend Frank to anyone. He is worth every penny and more.

First impression from a user who is not yet a client

August, 2016

Overall

Please provide a brief comment about your experience with Frank

Very good

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Down

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

Advise on a mortgage.

How has Frank Smyth helped you?

Sorted my first mortgage for me.

Have you seen the outcome you were hoping for?

The outcome was exactly what I was looking for.

What could they have done better?

Frank was clear and efficient on my mortgage needs.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Down

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

My husband and I were unable to obtain a mortgage from our bank due to having been living abroad for many years and not having a high enough income.

How has Frank Smyth helped you?

Frank came up with some mortgage options for us and also advised us on income protection and critical illness cover.

Have you seen the outcome you were hoping for?

Yes, we moved into our first home 4 months ago!.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Down

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

Seeking a mortgage and wasn't sure the best way to go about it!.

How has Frank Smyth helped you?

Frank gave us brilliant advise and put us in the right direction,he has been an unbelievable help throughout the building process,he was always happy to answer any questions or queries we had or to source the information we needed!very easy to talk to and very friendly!nothing was ever a hassle!.

Have you seen the outcome you were hoping for?

Yes absolutely would recommend frank to anyone!.

What could they have done better?

Honestly I don't think I can think of anything!

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Armagh

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

I was a first time buyer seeking a mortgage to purchase a property.

How has Frank Smyth helped you?

Frank and his assistant Lorraine were extremely professional and diligent in helping me find the right mortgage product and appropriate insurance cover. As I was working it was sometimes difficult for me to arrange a face to face appointment but Frank worked with me remotely when needed, and in the end a suitable product was found. I was extremely grateful for his help.

Have you seen the outcome you were hoping for?

I have managed to purchase the property and have moved in with my family.

What could they have done better?

Nothing - Frank and Lorraine were very approachable, courteous and helpful throughout the process.

First impression from a user who is not yet a client

June, 2015

Overall

Please provide a brief comment about your experience with Frank

Very helpful. Sought out relevant info and phoned me back with additional details. Unfortunately my query was not relevant to Frank but he explained why and gave helpful advice on the type of advisor I needed to speak with.

First impression from a user who is not yet a client

June, 2015

Overall

Please provide a brief comment about your experience with Frank

Very happy with the service I was explained step by step what to do next regarding the mortgage... Definitely would recommend

First impression from a user who is not yet a client

May, 2015

Overall

Please provide a brief comment about your experience with Frank

Only had one meeting so far - first consultation meeting - it was very good - Frank seems very competent and eager to help. After we chatted a while and he had explained a few basics about pensions to me, he suggested a course of action that we agreed he

First impression from a user who is not yet a client

April, 2015

Overall

Please provide a brief comment about your experience with Frank

ok

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Down

How has Frank Smyth helped you?

Frank listened carefully to what our needs were and responded very quickly with a detailed report and recommendations as to any action required. He always takes your call and makes sure to contact you back asap if you happen to miss him. Very professional and efficient. Will highly recommend.

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Frank

Initial meeting was organised speedily and meeting was carried out in a thoroughly professional manner. I am currently awaiting his recommendations.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Frank

Very friendly and clear about the advice and options available. Frank has given me some food for thought which I will consider before deciding as to how to progress. Des

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Down

How has Frank Smyth helped you?

Frank made the daunting process of applying for and getting my first mortgage as straightforward as possible. He responded to questions and emails swiftly and comprehensively. All of the finer details and technical issues were handled and processed efficiently. I was provided with a range of mortgage and insurance options, according to the terms I had requested. These were explored and explained carefully so that informed decisions could be made. Realistic advice about managing finances and how to progress within the important first year as a homeowner were provided. Frank is personable and easy to communicate with and I would not hesitate in recommending him.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Down

How has Frank Smyth helped you?

Great advice . Happy to talk us through all the range of options available to us! Very easy to understand and made the whole process very easy for us

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Frank

At the initial consultation, Frank was clear and precise in detailing what options I had in terms of pension provision. He set out the payment structures very plainly and we discussed what information I would need to provide to him. In the end, I opted to

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Down

How has Frank Smyth helped you?

Frank is a tremendous listener and quickly grasped an understanding of our needs. He assessed our attitude to risk and our expectations regarding life cover and investments. He also encouraged us to look at our overall financial situation and we found this to be a very helpful exercise. After Frank explained various options to us he suggested that we go away to consider these. He emailed us with a detailed summary of our discussion within 48 hrs of our meeting. We were very impressed with the level of service provided and the professionalism of the business was very apparent.

What could they have done better?

After due consideration we are unable to suggest any area where there was room for improvement.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Armagh

How has Frank Smyth helped you?

Very knowledgeable in all areas of financial planning, easy to talk too and trustworthy.

What could they have done better?

N/a

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Down

How has Frank Smyth helped you?

Frank is very honest and reliable, he removed all the strain and pressure of getting us a new mortgage. He advised us on which mortgage was most suitable, and also got new insurance policies for us put in place. Frank was in constant contract with us, he fees are very reasonable for the standard of service he provides. I would have no problem in recommending Frank to anyone.

What could they have done better?

Nothing we were very happy with his service.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Down

How has Frank Smyth helped you?

I have been extremely pleased with the level of service and advice that I have received from Frank. He has provided me with financial advice in a number of areas and I have found him to be honest and upfront at all times. His level of knowledge and ability to break down and explain the often less than strait forward financial regs is fantastic.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Armagh

How has Frank Smyth helped you?

Frank illustrated our options clearly. He was professional but friendly at answering any questions we asked. We felt he was very approachable and we would not hesitate in contacting him with any further queries.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Down

How has Frank Smyth helped you?

Very knowledgable in all areas of Financial advice covered, all areas explained thorughly and in understandable language

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Down

How has Frank Smyth helped you?

We have been delighted with Frank's advise on all our finances. Understands are needs. When I have contacted Frank about a question or problem , he is very quick at responding, which is very important were your monies are concerned. Would offer different ways to invest monies. Frank as an excellent understanding in this field. We have been with Frank for sum years now , we have recommended our family and friends to him. As we are retired and we want to get the best from our savings which we have worked hard for . We trust Frank 100%.

What could they have done better?

For Frank to continue what he does best, and to be on top of advising people on there finances.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Down

How has Frank Smyth helped you?

Keeps in regular communication. Helps in any way he can when sorting out mortgage. Doesn't put any pressure on to buy products.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Armagh

How has Frank Smyth helped you?

Frank provided excellent information and advice regarding financial planning for my recent retirement. He explains the options, and the reasons for his recommendations, in language that is easy to understand. I always felt that Frank had my best interests at heart and that he genuinely tried his very best to provide the best possible service. In addition to an excellent service he has a warm and welcoming personality which puts you at ease from the first moment you meet him.

What could they have done better?

I cannot think of any area where the service could be improved.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Armagh

How has Frank Smyth helped you?

Everything to do with our mortgage and life insurance was done brilliantly

What could they have done better?

I honestly had no issues with our advisor and I have referred several people I know based on this

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Down

How has Frank Smyth helped you?

Explains in great detail in "lay mans" terms the pros and cons of all potential undertakings.

What could they have done better?

I was 100% satisfied with the suggestions made.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Down

How has Frank Smyth helped you?

Frank was able to advise my wife and I on a range of financial issues from general financial planning to arranging our first mortgage. When we were building our house he was always available to help us with any financial issues we had and to provide us with advice and reassurance throughout the process. Frank has provided us with an excellent level of service and is the first person we consult when we need any form of financial advice. Frank is very easy to talk to and explains things in a way that is easily understood which we really appreciate.

What could they have done better?

My wife and I feel that Frank has provided and excellent level of service and do not think there is anything that could have been done better.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Down

How has Frank Smyth helped you?

Frank is very professional and always has the best interests of his clients at heart. Frank is reassuring yet honest in making sure you make the right financial decisions.

What could they have done better?

We couldn't recommend Frank highly enough.