Neil Swan

Neil Swan Financial Services

Reviewed for

Insurance and Protection ( 13 )

Mortgages ( 24 )

Pensions ( 2 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 2 )

Investments and Savings ( 3 )

Inheritance Planning ( 1 )

Reviewers' assets

£100k - £200k ( 1 )

Up to £50k ( 9 )

£50k - 100k ( 4 )

Client reviews

First impression from a user who is not yet a client

February, 2020

Overall

Please provide a brief comment about your experience with Neil

Nice man came to me. Got me a great deal

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Dorset

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

Looking to finance home improvements

How has Neil Swan helped you?

Did everything and provided guidance on completing application

Have you seen the outcome you were hoping for?

Near completion now

What could they have done better?

No further comments Neil was very helpful indeed!

First impression from a user who is not yet a client

November, 2019

Overall

Please provide a brief comment about your experience with Neil

Neil came highly recommended. We found him to be friendly, calm, knowledgable and very professional. We discussed our mortgage on numerous occasions, he was always readily available and consistently offered great advice. He provided us with a broad spectrum of data about mortgages/rates relevant to our financial plans which lead us to buying above our expectations. We are very grateful for his services and highly recommend him.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

I needed an advisor to help me find a mortgage.

How has Neil Swan helped you?

He helped me find a good mortgage, he did all the leg work but spoke to me at each step of the way. He also helped me sort out life insurance for myself and my partner which we didnt plan on but couldn't be happier that we have organised now.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

Couldn't think of a thing!

First impression from a user who is not yet a client

October, 2019

Overall

Please provide a brief comment about your experience with Neil

Fantastic service, always at end of phone or email. Lovely friendly and trustworthy

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

I was a first time buyer looking for a mortgage/

How has Neil Swan helped you?

He found me a good rate mortgage and delivered a high quality personal service.

Have you seen the outcome you were hoping for?

Yes, very much so.

First impression from a user who is not yet a client

August, 2019

Overall

Please provide a brief comment about your experience with Neil

Straightforward advice, explores all the options. Highly recommended.

First impression from a user who is not yet a client

August, 2019

Overall

Please provide a brief comment about your experience with Neil

He is a friendly and I would say well experienced gentleman.

First impression from a user who is not yet a client

July, 2019

Overall

Please provide a brief comment about your experience with Neil

Nice guy, will be using him for our new house purchase

First impression from a user who is not yet a client

May, 2019

Overall

Please provide a brief comment about your experience with Neil

he does what he promises.

First impression from a user who is not yet a client

May, 2019

Overall

Please provide a brief comment about your experience with Neil

Have used Neil for some preliminary information re a new mortgage. This was extremely useful and we will be considering using Neil once we have made some other decisions on our property options if we need a mortgage.

First impression from a user who is not yet a client

February, 2019

Overall

Please provide a brief comment about your experience with Neil

Q

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

First time buyer

How has Neil Swan helped you?

He made everything feel easy and explained the processes so that even me who’s never understood mortgages etc understand,fast friendly and professional

Have you seen the outcome you were hoping for?

Still processing but I now feel a bit more confident

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

Remortgage

How has Neil Swan helped you?

Fast, efficient, reliable and trustworthy

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

To get health insurance

How has Neil Swan helped you?

He was very good at resourcing insurance for those who already have medical conditions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Really helpful. Good at communicating and knowledgeable. Thank you.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

remortgage

How has Neil Swan helped you?

to source a mortgage

Have you seen the outcome you were hoping for?

yes

What could they have done better?

he was perfect. I have referred him to friends and family members.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

I was buying a house and required mortgage advise.

How has Neil Swan helped you?

Neil has suggested suitable morgage offers, explained differences between different mortgage types, has filled in the application with the building society.

Have you seen the outcome you were hoping for?

Yes, i have had mortgage offered and have completed on the house purchase.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

Looking to buy our first house.

How has Neil Swan helped you?

Gave us very good honest candid advise for our situation as well as explained all questions we had.

Have you seen the outcome you were hoping for?

Absolutely.

Review from verified client

July, 2018

Overall

Advice

Value

Service

Based in Hampshire

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

I wanted to remortgage my house and release equity to purchase a second property for investment.

How has Neil Swan helped you?

Neil gave me some very helpful tips for our venture as well as sourcing us the mortgage we needed which saved us money and put us in the best position moving forward. Neil was very personable and approachable and nothing was too much for him. He was able to answer all of our queries along the way and came to our house for all of our meetings which made things so much easier due to my incredibly busy schedule! I will continue to use Neil's services for our future property ventures as he goes the extra mile to ensure things are right for you and he cares about what he is doing. Neil Swan comes highly recommended by myself and my husband, we couldn't have asked for anymore from him.

Have you seen the outcome you were hoping for?

Yes definitely. The remortgage and transfer of equity process was slower than expected BUT that was the mortgage company and their solicitors that caused delays not Neil and it didn't hinder the progress of anything so it was fine. We are using Neil's services again now already for the purchase of our investment property and again he has delivered the best mortgage available to us on the market. I am a happy customer.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

Advice re buy-to-let mortgage & a remortgage needed.

How has Neil Swan helped you?

By offering advice & options, & helping me choose my final products.

Have you seen the outcome you were hoping for?

Annoyingly interest rates dropped significantly in last couple of years so my fixed term rates haven't stood up well against the new flexible interest rates. But that was my choice to not take the risk as I know it's difficult to predict what will happen.

What could they have done better?

I don't know if it's possible to timetable a follow-up call once a mortgage is getting close to the end of its fixed term, in order to offer further advice & support going forward. That would be helpful.

Review from verified client

July, 2018

Overall

Advice

Value

Service

Based in Hampshire

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

About to retire.

How has Neil Swan helped you?

He gave us a great deal on funeral plans. He informed us clearly the limitations of his advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

We like his reliability

First impression from a user who is not yet a client

February, 2018

Overall

Please provide a brief comment about your experience with Neil

Arrived on time and spoke common sense

First impression from a user who is not yet a client

February, 2018

Overall

Please provide a brief comment about your experience with Neil

Friendly, personal service with solid advice without being overbearing. Very pleased.

First impression from a user who is not yet a client

August, 2017

Overall

Please provide a brief comment about your experience with Neil

Very helpful

First impression from a user who is not yet a client

April, 2017

Overall

Please provide a brief comment about your experience with Neil

Neil was extremely professional and helpful. I am looking forward to working with Neil in the future.

First impression from a user who is not yet a client

March, 2017

Overall

Please provide a brief comment about your experience with Neil

Neil conducted himself in a factual and professional manner and was able to answer all of my questions related to our circumstances. I may use his services in the future as we will need tp gather larger deposit before we are able to buy.

First impression from a user who is not yet a client

May, 2016

Overall

Please provide a brief comment about your experience with Neil

Great man, very honest

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Hampshire

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

Looking to get a mortgage for first time buy.

How has Neil Swan helped you?

Found us a mortgage and insurances with low rates.

Have you seen the outcome you were hoping for?

Yes just with solicitors.

What could they have done better?

Very happy with the service provided

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Hampshire

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

Buying my first property, with mortgage.

How has Neil Swan helped you?

Found the best mortgage deal for my circumstances. Arranged critical illness and life insurance cover for me.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

October, 2015

Overall

Please provide a brief comment about your experience with Neil

I met with Neil just a couple of days after contacting him and it was clear from the outset that he was extremely knowledgeable in his field. He ensured that I fully understood all of my options and I was delighted with his suggestions. I’ll look forward to having Neil deal with my mortgage. I have also already recommended him to a friend.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Hampshire

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

We were looking to re-mortgage.

How has Neil Swan helped you?

Neil found us a good fixed rate mortgage and organised all the necessary paperwork, followed up queries and updated related insurance policies.

Have you seen the outcome you were hoping for?

The new mortgage is under process and is due to start next month.

First impression from a user who is not yet a client

September, 2015

Overall

Please provide a brief comment about your experience with Neil

Very good communication, direct to the point , knows what we want, knows what he is doing.Would recommend.

First impression from a user who is not yet a client

August, 2015

Overall

Please provide a brief comment about your experience with Neil

Was able to immediately identify what our needs were and suggest a solution.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Hampshire

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

Buying a bigger home therefore needed new mortgage.

How has Neil Swan helped you?

After much confusion over info given to us from mortgage advisors who claimed to be independant but had huge fees finally finding Neil was a relief. He was fantastic at explaining things simply and making our decision on what mortgage best for us easy. Nothing was too much trouble and Neil worked even after hours to get things completed and sorted for us-communication was spot on as we always knew what was happening throughout the process of the application. Neil has many many years experience and this definately shines through.

Have you seen the outcome you were hoping for?

Mortgage application accepted and we are about to exchange contracts so YES!.

What could they have done better?

I don't think there is anything Neil could have done better.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Hampshire

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

Moving house.

How has Neil Swan helped you?

Neil assisted us with finding the right mortgage and life insurance.

Have you seen the outcome you were hoping for?

We have moved house and everything is as expected. We are very happy with the service we received.

What could they have done better?

we were very happy with Neil and his advice there is nothing I can suggest that he could have done better.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has Neil Swan helped you?

Neil has provided us with information in an easy to understand format, and explained pros and cons of different plans. We were able to make an informed choice of what was best for our needs. I first contacted neil when I was in a difficult position financially and he helped me sort thing out and get into a better situation, which has continued to improve with his help over the last 10 years.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has Neil Swan helped you?

Neil is professional and genuine with his advice and knowledge. Very easy to talk to and not intimidating at all. I would recommend Neil.

What could they have done better?

N/a

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has Neil Swan helped you?

Mr Swan has arranged 4 Mortgage for me now. He provides an excellent one to one personal service. I would not hesitate to recommend his services. I would definitely be using him again in tje near future.

What could they have done better?

NA

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has Neil Swan helped you?

Neil is very easy to talk, vast experience and very knowledgeable in the areas I was interested in. He is reliable, willing to go the extra mile where required and communicates through the whole process so you always have a good understanding of the status.

What could they have done better?

Nothing, very positive

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has Neil Swan helped you?

An excellent friendly face to face service. Neil made sure we knew all our options when choosing a mortgage. Great service, would use again in an instant.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has Neil Swan helped you?

Clear explanations and good advice.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has Neil Swan helped you?

Mr Neil Swan has proved to be very effective over the years that I/we have been dealing with him

What could they have done better?

nothing to speak of

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has Neil Swan helped you?

Neil is always willing to help and seek the right options for us. Gives us the choices available but is never too pushy. We trust his advice.

What could they have done better?

Nothing I can think of.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has Neil Swan helped you?

Neil provided a fast response to my initial phone call. He made the mortgage application fuss free unlike two other advisors I previously went with. The mortgage (a difficult one) was arranged within a couple of days. Neil kept me informed throughout the entire process. Highly recommend. I will be arranging all my remortgages through Neil.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has Neil Swan helped you?

Explains everything very clearly and makes sure he advises on the best deals for us. He takes the worry out of form filling and handles our paperwork brilliantly.