Reviewed for

Insurance and Protection ( 24 )

Mortgages ( 45 )

Equity Release ( 1 )

Investments and Savings ( 1 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 2 )

£100k - £200k ( 1 )

£50k - 100k ( 1 )

Up to £50k ( 17 )

Client reviews

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Devon

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

We needed advice on our remortgage.

How has David Mortell helped you?

He found us a product when no one else could!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

They’ve gone above our expectations.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Cambridgeshire

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

I was looking to get a Mortgage

How has David Mortell helped you?

He help me get a better mortgage deal

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The has done his best

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Cambridgeshire

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

10+ years ago David was recommended by an estate agent. I didn’t use the agent, but appreciated David’s expertise and have worked with him ever since.

How has David Mortell helped you?

Always knowledgeable, personable and efficient. I’ve been a regular client of Agentis for more than 10 years and have always been happy with the outcome. No nonsense and highly recommended.

Have you seen the outcome you were hoping for?

Absolutely.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Mortgage

How has David Mortell helped you?

Great service from David and Alison!! Helped me through each stage of the purchase and explained everything thoroughly!! Highly recommend!!

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

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

Mortgage deals coming to an end and the purchase of additional properties

How has David Mortell helped you?

I know I can rely on David to source the best mortgage deal for my circumstances and I have absolute confidence that he understands what I need.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Cambridgeshire

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

david is a very approachable person and very easy to communicate with. he provided me with the best option suitable to myself and found his services invaluable.

How has David Mortell helped you?

sort out my remortgage

Have you seen the outcome you were hoping for?

got a perfect remortgage rate in these very insecure times.

What could they have done better?

not really sure. found service provided impeccable.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

I used davids services 8 years ago when I bought my first home and going in blind he was fantastic helping me every step of the way, responded to any questions I had straight away and was always very reassuring through the process. I decided to use davids services again when I decided to sell my property and look for another and again he went above and beyond throughout the process. I wouldn't hesitate to use davids services again and I would highly recommend his services.

How has David Mortell helped you?

Davids has guided us throughout the process, responds straight away to every query and if he doesn't have the answer he will find out. He goes above and beyond.

Have you seen the outcome you were hoping for?

Yes, it was a stressful situation but we got the outcome we wanted through alot of hard work from dave and his team.

What could they have done better?

Nothing

Review from verified client

November, 2022

Overall

Value

Service

Advice

Based in Cambridgeshire

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

We urgently needed to reduce my outgoings by hundreds of pounds.

How has David Mortell helped you?

I cant thank Agentis enough, their efforts to find us a better mortgage have reduced our outgoings by £500 a month, and that has been enough to improve life considerably. They succeeded where others had failed, so dont hesitate, we recommend that you try Agentis first.

Have you seen the outcome you were hoping for?

David reduced my outgoings by more than £500 a month, much more than I dared to hope for.

What could they have done better?

Not a thing that could be better.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Cambridgeshire

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

We bought a new house & needed a mortgage

How has David Mortell helped you?

He advised us on which mortgage would suit us best & also got us all our insurances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to my knowledge

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Cambridgeshire

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

To receive advice and guidance with the service we needed. Which we got and couldn't be happier.

How has David Mortell helped you?

He gave advice and guidance when asked.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Our mortgage was interest only and we wanted to switch to a repayment.

How has David Mortell helped you?

David has now helped us 3 with mortgage and everything has been hassle free. We are now buying a new property and David and his team have been fantastic and again hassle free so far.

Have you seen the outcome you were hoping for?

So far so good everything has been been great

What could they have done better?

At this moment in time no everything and everyone has been so helpful and have kept us up to date.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lincolnshire

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

Needing to remortgage our rental property onto a better fixed rate

How has David Mortell helped you?

David was fantastic. He was helpful, very knowledgable, advice was second to none. Will definitely come back to David in the future.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Literally nothing

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Cambridgeshire

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

We wanted to remortgage our house.

How has David Mortell helped you?

David helped us remortgaging our house. He communicated with us every step of the process. He also took his time to provide details and explain the while process. He was always available to reply to our queries.

Have you seen the outcome you were hoping for?

Yes and beyond.

What could they have done better?

Nothing.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Change of Mortgage

How has David Mortell helped you?

Getting a new deal for a great price

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

nothing

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cambridgeshire

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

First mortgage and two remortgaged since

How has David Mortell helped you?

How didn’t he? From talking through options, answering endless questions & generally being willing to help regardless the matter.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing I can think off.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cambridgeshire

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

I was looking for a mortgage adviser

How has David Mortell helped you?

David Mortell really help me to buy my first house, which I really appreciate

Have you seen the outcome you were hoping for?

A big yes and a big thanks for David

What could they have done better?

they are te best and you cannot add perfection to something already perfect

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cambridgeshire

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

I was going through a divorce and needed a financial adviser to help me re-mortgage my property.

How has David Mortell helped you?

David helped me re-mortgage with a different lender, which made my monthly payments lower as well as my years paying the mortgage. He also helped me set up my new life insurance.

Have you seen the outcome you were hoping for?

100%, David was brilliant through out the whole process. He was always happy to answer any questions or concerns I had and I was very pleased with the outcome I received.

What could they have done better?

Nothing, I was overall very happy with all the work David did for me and would recommend him to anyone looking for a financial adviser.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Moving house

How has David Mortell helped you?

David helped us find the right mortgage for our needs and advised us on the levels of protection and insurances we would need for our circumstances. He explained everything clearly and answered any and all questions we had.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cambridgeshire

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

House purchase

How has David Mortell helped you?

Mortgage and Protection Product selection

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Buying my first property.

How has David Mortell helped you?

He did everything for me, applied for my mortgage, sorted paperwork, organised all my insurance such as life, building and contents etc Very helpful

Have you seen the outcome you were hoping for?

Yes, I move into my new house tomorrow

What could they have done better?

Absolutely nothing!

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

David has been my adviser since 2014 and has been dealing with mortgages, remortgage and insurances. I have bought a new house so I needed his services.

How has David Mortell helped you?

In every step of the mortgage application. Before the application he has made himself available to discuss what products are available and what suits my needs. David's straight and simple advice was a clear direction for me that really helped me to figure out my affordability when I was looking for a house to buy.

Have you seen the outcome you were hoping for?

Yes as always, we have achieved what I was thinking I would receive. I have now got a very best deal from the lender and I m very happy with the mortgage product. David has been actively chasing the lender and got the decision in our favour.

What could they have done better?

He has done everything right although we are in a covid situation reaching out to lenders and communicating with them is not easy.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

I am in investor and I’ve been looking for the best deal on buy to let mortgages

How has David Mortell helped you?

He has made our dream of becoming successful within property investment real. We are 100% confident that we are getting the best deals and the best rates

Have you seen the outcome you were hoping for?

100% yes! We couldn’t be happier with the service and the end result.

What could they have done better?

Nothing. Literally couldn’t have asked for more.

David's reply

Thanks Clare!!

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with David

Not really used his services to the maximum as yet but looking forward to working with him on this journey

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Looking to purchase 2nd property Insurance and Protection to ensure my family is safe

How has David Mortell helped you?

David was extremely professional and confident in delivering advice. able to answer all my questions to put me at ease. great advice an variety of subjects. quick and effective solutions with each possibility discussed in detail.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

David was very thorough and almost one step ahead of me. I feel safe and guided through the whole process.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Lincolnshire

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

David personally helped secure me the mortgage I wanted.

How has David Mortell helped you?

From start to finish the process of gaining the mortgage was brilliant. The team at Agentis (we worked directly with David) couldn't do enough to help. It is rare I write reviews but have no hesitation in doing so this time. I would highly recommend

Have you seen the outcome you were hoping for?

100% Yes

What could they have done better?

There is nothing David couldnt have done better, I cannot recommend David and the team at Agentis high enough

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Re mortgage, used in the past.

How has David Mortell helped you?

finding the best possible deal.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Lincolnshire

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

We looked for a financial advisor as we were looking to buy our first home. David was highly recommended to us to help with not only the mortgage but the insurances and protection we needed in place too.

How has David Mortell helped you?

David was amazing and did all he could to get myself and my fiancé on the property ladder. Without all of his hard work this wouldn’t have been possible. Always in contact throughout the process taking away all the stress. Couldn’t recommend David and Agentis highly enough. Will definitely be back in contact when it’s time to remortgage. Thank you Davi

Have you seen the outcome you were hoping for?

Yes we got the outcome we were looking for and would recommend David to anyone looking for a financial advisor

What could they have done better?

David was always on the phone to help us through each stage of the process providing us with all the information needed at each stage. We don’t personally think there is anymore that David could have done throughout the process.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

David was recommended to us , and we have been extremely happy with all the help and advice. He responds to calls promptly and I have always felt comfortable to ask questions. A truly professional service.

How has David Mortell helped you?

David has dealt with all our financial matters and he has always done an outstanding job, and found the right solution for us. Professional, conscientious and very helpful. Above all he speaks our language !!!!! Highly recommend. Thank you.

Have you seen the outcome you were hoping for?

Yes, Pleased with everything so far

What could they have done better?

Nothing to date

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Devon

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

Looking for a mortgage

How has David Mortell helped you?

He was fantastic to work with. He organised everything

Have you seen the outcome you were hoping for?

Yes we have

What could they have done better?

From start to finish David was professional yet personable. He made the difficult things easy to understand and process. We feel very fortunate to have been given his details

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Remortgage and buy-to-let mortgage

How has David Mortell helped you?

David provided timely advice and helped to simplify various options to decide which approach would be best for us.

Have you seen the outcome you were hoping for?

Yes. David’s service was seamless.

What could they have done better?

I was really happy with the service.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Mortgage

How has David Mortell helped you?

David, exceeded both our expectations. 100% clarity from the very beginning, whilst providing a very competitive mortgage and Insurances within an extremely challenging time frame. He understood our requirements from the start and managed to ensure the whole process ran smoothly to completion date, with excellent communications to both my partner and I throughout. Would, and have strongly recommended to friends and family......

Have you seen the outcome you were hoping for?

100%

What could they have done better?

Nothing! I enjoy giving both positive and negative feedback if deemed appropriate ! However like I stated in my original recommendation “ he totally exceeded our expectations “!

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Re mortgage

How has David Mortell helped you?

I never usually leave reviews but I really felt the need to here as I would like to stress what an absolutely fantastic company Agentis is to deal with. David, my financial advisor went above and beyond and made the whole process completely stress free for us. I would HIGHLY recommend this company to anyone. First class. THANK YOU!

Have you seen the outcome you were hoping for?

Yes

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Lincolnshire

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

Buying a house

How has David Mortell helped you?

Cannot thank David from Agentis enough for everything he has helped us with buying our first house. He's been amazing from start to finish, he has been available to talk to whenever we needed it, we will definitely be recommending him to others and using him in the future.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

Nothing

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Lincolnshire

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

Buying my first house.

How has David Mortell helped you?

David from Agentis was recommended to me by a friend and I would definitely recommend him to others in the future. He has helped me from start to finish in purchasing my first property. He is always available, no matter the time of day and I will definitely use Agentis and especially David again when the time comes.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing. I felt that he provided all the answers to my questions and was unbelievably helpful throughout the whole buying process.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in North Yorkshire

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

To buy a house

How has David Mortell helped you?

Me and my husband were looking for a mortgage and was told by my son who has dealt with Agentis Financial Solutions how amazing they are. He Dealt with David Mortell. Having tried so many banks without much success, we made a phone call to David he was absolutely amazing although we live in Scarborough that wasn't a problem at all, David was in contact on a daily basis with us keeping us up to date and asking for us to send over any information he needed. Within no time at all he got us a mortgage, He deffinately deserves a big thank you from us both. We couldn't of done it without you. We will definitely be passing you on to other people. Thank you so much again. Mark & Tracey

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We were very satisfied with everything that David did for us.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Selling and buying a house

How has David Mortell helped you?

David was so amazing always on the end of the phone to help and give advice, I wouldn’t have my lovely home without him, I can’t recommend agentis enough.thankyou so much

Have you seen the outcome you were hoping for?

Yes I’m happy in my new home

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Coming to an end of previous mortgage.

How has David Mortell helped you?

I can't praise Agentis enough. I find all things financial a bit of a mine-field but David and his team took care of everything and were always there to offer their knowledge and expertise. Their support was amazing and I really appreciated the fact that no question was too small or insignificant and despite my total ignorance and naivety I always felt listened too and reassured. A really professional service and I cannot recommend them highly enough. The bonus was I also got an amazing product along with a phenomenal service. Outstanding!

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

New house purchase therefore required a new mortgage. Also additional advice received for life insurance.

How has David Mortell helped you?

We cannot thank David enough for all his help & hard work over the past couple of months. After our first house purchase back in 2011 we contacted David after7 & half years for his expertise in finding us a suitable mortgage for our second family home. David was very professional, helpful & informative through out the whole process, we felt very comfortable approaching David & asked him any questions without hesitance. We will definitely be recommending David & the team at Agentis to our family & friends for their expert financial advice & mortgage services. Thank you David once again, words cannot describe how grateful we are for everything you have done for us. Keep up the fantastic work

Have you seen the outcome you were hoping for?

Above and beyond.

What could they have done better?

To continue doing a fab doing that he's already doing :-)

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Lincolnshire

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

We wanted to get a mortgage, and wanted help in doing this.

How has David Mortell helped you?

David Mortell got us our mortgage. He was absolutely brilliant. Can’t recommend this company enough. Explained the whole process to us, anything we didn’t understand he had no problem in going through things again. He was in touch throughout the whole process which put our minds completely at rest. Would HIGHLY recommend and will certainly use him in the future!

Have you seen the outcome you were hoping for?

Yes, we now are homeowners. Which we couldn’t of done without David Mortell taking us through it all.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Competitive market and remortgage was due so needed some expert opinion from David.

How has David Mortell helped you?

The communication is very good, very professional people. They have an honest and very straightforward approach. I have been dealing with David since I bought my new house. He is very professional and genuine. I will recommend David and his company to everyone because he is the best at what he does.

Have you seen the outcome you were hoping for?

Obviously, I have been getting excellent services from the past 5 years.

What could they have done better?

He has been doing everything spot on for me beyond my expectations.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Looking to remortgage

How has David Mortell helped you?

Cannot thank David enough for the work he did to get my remortgage sorted. Despite some initial difficulties, he and the team were able to sort me out an excellent deal, which was always at the forefront of their searches for me. Communication is excellent and problems dealt with efficiently. Many thanks. Would have no hesitation in recommending to anyone.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Perfectly happy with the service I received

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Northamptonshire

How has David Mortell helped you?

David was an absolute pleasure to deal with and made what seemed like a complicated application process really easy. My partner is recently self employed so we thought this would be a huge stumbling block in getting a mortgage. David knew from the very start which mortgage companies would be most likely to offer us a mortgage and he worked tirelessly in getting us the very best deal possible. Even once he had showed us the illustration of the mortgage chosen, he then continued to search for better offers and found us one. When the mortgage company withheld our offer due to a subsidence issue, and would not talk to our solicitor, David happily picked this up and quickly got it resolved. I cannot fault Davids professionalism and knowledge in this complicated area and I have happily passed his details on to several people.

What could they have done better?

Honestly there is nothing that David could have done better.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has David Mortell helped you?

The advisor was extremely helpful from the start ensuring that the mortgage application was submitted quickly and with all the necessary requirements. He communicated well and any problems or queries were explained and dealt with immediately. As a first time buyer David's approach was helpful with lots of advice and information provided.

What could they have done better?

Once the initial applications had been submitted and the advisor's role was complete, in relation to the applications being with the various mortgage and insurance companies, a regular update once a week during this period may have been helpful. Nevertheless when contacted the advisor responded quickly and answered any questions adequately.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has David Mortell helped you?

brilliant adviser !!!

What could they have done better?

brilliant adviser !!!

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has David Mortell helped you?

Got use the best deal for our needs

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has David Mortell helped you?

David is extremely knowledgeable and friendly. He explains everything in a way that anyone can understand. No matter how 'silly' you think the question is, he can help - he seems to know everything and gets the best deal for you and your circumstances. He doesn't try pressuring you into things that you do not need/want. I highly recommend him - and have already done to friends!