Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 52 )
Pensions ( 50 )
Equity Release ( 14 )
Retirement income (annuities, drawdown) ( 25 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 7 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 12 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 8 )
£100k - £200k ( 11 )
£50k - 100k ( 17 )
Up to £50k ( 28 )
( 2 )
Client reviews
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Roger Dekkers helped you?
With advice specific to me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Orginally ,a mortgage
How has Roger Dekkers helped you?
With many aspects of finance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Bristol
What were the circumstances that caused you to initially look for an adviser?
I had six different pensions from six former employers and required advice about the best way to invest these for my retirement.
How has Roger Dekkers helped you?
Roger was able to advise on the merger of four of the pensions and to leave the other two in place as that would be significantly financially beneficial.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am not aware of anything.
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Optimise returns
How has Roger Dekkers helped you?
Provided financial advise in investing short term and long term
Have you seen the outcome you were hoping for?
Not yet but poor market years
What could they have done better?
I require more advise on Tax in my investments and how I can not go over tax thresholds and how I can optimise this better
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
initially i had taken extra monies out on my mortgage to purchase another property but in the current climate this was not a viable financial safe option therefore I opted to invest in savings
How has Roger Dekkers helped you?
His advice and professionalism was second to none. His knowledge of the market allowed me to invest wisely
Have you seen the outcome you were hoping for?
too early to comment
What could they have done better?
n/a
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I had an amount of savings which I was keen to invest for my retirement.
How has Roger Dekkers helped you?
He has made sure that my money has been invested to give me the best possible returns for my future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I needed professional advice to sort out pension options at retirement
How has Roger Dekkers helped you?
He facilitated a process of utilisation of my pension pot and setting up a draw down facility
Have you seen the outcome you were hoping for?
Yes, very much so
What could they have done better?
Not sure I know what could have been better ??
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Inherited some money
How has Roger Dekkers helped you?
Advise
Have you seen the outcome you were hoping for?
Long term investment
What could they have done better?
Not sure
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Long term investment
How has Roger Dekkers helped you?
Preciously with mortgages and ISA investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not applicable
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Money to invest
How has Roger Dekkers helped you?
Recommendations for investments
Have you seen the outcome you were hoping for?
No, but times have not been great over the last 3 years!
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Retirement and needed advice on whether to consolidate several pensions or not
How has Roger Dekkers helped you?
Yes. And when I needed to increase income he was able to advise and point out the updated longevity of the plan
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Knowledgeable and friendly and not at all pushy
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Time to look at our pension plus I was left some money Also a small mortgage arranged very efficiently
How has Roger Dekkers helped you?
Peace of mind
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
He was brilliant
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I was leaving full time employment with very little idea of how I should use my pension
How has Roger Dekkers helped you?
To understand my options
Have you seen the outcome you were hoping for?
Yes, very much
What could they have done better?
Hopefully nothing
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Roger Dekkers helped you?
Gave us a better income for our retirement than we expected
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Inheritance money
How has Roger Dekkers helped you?
Finance advice
Have you seen the outcome you were hoping for?
Not yet
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Inheritance money and pension
How has Roger Dekkers helped you?
Very clear in his advice without patronising
Have you seen the outcome you were hoping for?
Slowly getting better
What could they have done better?
No covid
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement age
How has Roger Dekkers helped you?
By giving us sound advise
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
April, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Wanted to put all my pensions into one
How has Roger Dekkers helped you?
He amalgamated all my pensions into one and gave me other advice as well
Have you seen the outcome you were hoping for?
Not yats but I have high hopes
What could they have done better?
Not that I can think of
Review from verified client
March, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I needed to access money that had been invested some years previous and wanted advice on how to do this and to make most of my remaining money.
How has Roger Dekkers helped you?
Advice on how best to invest my money. Clear explanations which I can understand.
Have you seen the outcome you were hoping for?
Investments go up and down but generally speaking I have been pleased with the outcome during some very turbulent times.
What could they have done better?
Nothing.
Review from verified client
March, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Looking to bring pensions together and get a better return.
How has Roger Dekkers helped you?
Discussed my needs and aspirations, recommended a course of action and investment and put the plan into action.
Have you seen the outcome you were hoping for?
Definitely.
What could they have done better?
Nothing.
Review from verified client
March, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Pending retirement and previous knowledge of Roger
How has Roger Dekkers helped you?
Roger helped me to transfer out of my dormantSantander pension to a more relevant Pension with Prudential. Roger always has a considered opinion on my financial situation.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No, I don’t think so!
Review from verified client
March, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Amalgamation of pensions
How has Roger Dekkers helped you?
With advice on our pensions and investment
Have you seen the outcome you were hoping for?
Yes
Review from verified client
March, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
To sort out pensions
How has Roger Dekkers helped you?
To get the best from my pension , and very reassuring
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Dorset
What were the circumstances that caused you to initially look for an adviser?
Getting a mortgage
How has Roger Dekkers helped you?
Roger sorted everything for us .
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing, it was all brilliantly dealt with.
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Amalgamation of 5 pensions into one and advice on investing money
How has Roger Dekkers helped you?
Amalgamated the pensions into one new one with the prudential,gave me advice on how much tax free cash it could take and planning investment of my surplus cash
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I am aware of
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
BankofDad to support a first time buy.
How has Roger Dekkers helped you?
Talked through the options, gave the appropriate caveat us about our preferred choice, researched the market and put forward a scheme that offered the best fixed interest rate for that time. Supported me through all the myriad processes and was always there to respond to any queries.
Have you seen the outcome you were hoping for?
Despite all the usual house purchase hiccups, the equity release can on stream at the right time to smotthly cmplete the purchase.
What could they have done better?
'Our' solicitor that I paid for was the mortgage lenders choice and, apart from simply replicating what the mortgage company had already issued failed to be responsive or proactive. But then that is solicitors for you.
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
needed the best
How has Roger Dekkers helped you?
The best
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing except how to win the lottery !!
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
independent advice.
How has Roger Dekkers helped you?
Roger made the process of re mortgaging very easy,
Have you seen the outcome you were hoping for?
Yes and we have passed his details on to friends.
What could they have done better?
Nothing
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Roger Dekkers helped you?
Advise on my pension pot
Have you seen the outcome you were hoping for?
yes
What could they have done better?
interest rates !
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Looking to but a house
How has Roger Dekkers helped you?
Roger was very helpful in helping to secure a mortgage with the best rating possible and he helped the whole way through the process.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
First time purchase of house, parents providing significant part of the deposit via equity release
How has Roger Dekkers helped you?
Found a suitable scheme for my parents, a suitable mortgage for me
Have you seen the outcome you were hoping for?
I am living in a house I absolutely love. Roger was instrumental in understanding the process, how much I can afford, and how it could be achieved.
What could they have done better?
Excellent service throughout - clear, professional and prompt. I have stuck very closely to the guidance on the star ratings - so, for example, I am not *completely* confident that I have the best deal, just *very* confident, as we didn't go through all the other options. But unguided I was hovering between 4 and 5 stars: and I don't give 5 stars lightly.
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Getting a mortgage for the first time.
How has Roger Dekkers helped you?
He walked me through it and made me feel safe and secure every step of the way. He dealt with problems and issues that arose along the way with ease and professionalism.
Have you seen the outcome you were hoping for?
Yes 100%.
What could they have done better?
Nothing
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
I had recently retired and my wife and I decided to move closer to our sons who live in Surrey. The need to retain capital from the sale of our property lead us to seek advice on how to achieve both the move and the retention of capital.
How has Roger Dekkers helped you?
He established our circumstances, objectives and then presented solutions. Having agreed a course of action he then managed the process with the mortgage provider ensuring we were kept informed of the progress from start to finish.
Have you seen the outcome you were hoping for?
We now live in Surrey within 10 minutes of both our sons. The process took six months, three mortgage applications and involved two attempted property purchases.
What could they have done better?
The time scale was longer than anticipated due to issues beyond Rogers control, but we were pleased with the way he managed the process for us.
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I had four pensions to sort out and covid present , I found it difficult to contact the relevant people
How has Roger Dekkers helped you?
Sort out all of my pensions to a satisfactory conclusion
Have you seen the outcome you were hoping for?
Yes very pleased
What could they have done better?
No very thorough and helpful
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Myself and my partner were buying our first home
How has Roger Dekkers helped you?
Roger found us a mortgage despite the difficulties of it being peak covid times where not many banks were lending to 10% deposits and my partner being on furlough
Have you seen the outcome you were hoping for?
Yes, we successfully became home owners
What could they have done better?
Nothing to feedback, Roger was excellent throughout the entire process I can to recommend him enough
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Dorset
What were the circumstances that caused you to initially look for an adviser?
As I was buying a new home we wanted to ensure we could find the best deal possible
How has Roger Dekkers helped you?
Roger was really helpful in providing sound advice and guidence that meant when were realy to make a decsion we had explored all options available to us.
Have you seen the outcome you were hoping for?
Yes, I feel confident we chose the right lender for our current siutation.
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Buying a new house
How has Roger Dekkers helped you?
I had not had reason to purchase a property for many years and found Roger to be helpful in stepping me through and simplifying the process
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Roger has a wealth of knowledge and experience that I should have tapped into earlier
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I needed a Financial Adviser when I was able to take income from my Private Pension
How has Roger Dekkers helped you?
Roger gave excellent advice and dealt with the Pru to organise an income from my PrivatecPension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Had to get mortgages on rental properties
How has Roger Dekkers helped you?
Sorted multiple mortgages and made sure I got low rates and dealt with the jumping through hoops that complicated mortgages sometime require.
Have you seen the outcome you were hoping for?
Yes I am a repeat customer
What could they have done better?
Has not let me down yet. Good knowledge of the market and law
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Initially I wanted to consolidate several pensions into one pension and later on advice on Equity Release.
How has Roger Dekkers helped you?
Roger took all the information I had and asked what I wanted to do. He then went away to see what he could do. Roger then came back with suggestions and recommendations and my pensions were consolidated into one scheme in order to work better for me.
Have you seen the outcome you were hoping for?
Absolutely. My Pension has worked out very well.
What could they have done better?
Foreseen Brexit and the Pandemic? Seriously though, I cannot think how the service could have been better.
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I received a sum of money that I was not sure how to invest/plan for the future.
How has Roger Dekkers helped you?
We discussed how best for me to save for the future, the best ways for my money to grow, and my pension plans.
Have you seen the outcome you were hoping for?
It’s only been a couple of years, and that time has been difficult due to Covid, but there are still positives.
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Was looking for pension options
How has Roger Dekkers helped you?
By giving advice and various options
Have you seen the outcome you were hoping for?
Yes
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I took early retirement
How has Roger Dekkers helped you?
He helped me make the most of my ISA allowance and helped with investing.
Have you seen the outcome you were hoping for?
Yes i have an organised portfolio now.
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Help with mortgage advice
How has Roger Dekkers helped you?
Comprehensive advice on mortgage options and provided a range of choices
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 Somerset
What were the circumstances that caused you to initially look for an adviser?
Not really understanding my pension and a query about transferring it.
How has Roger Dekkers helped you?
He talked me through my options, explaining the pros and cons of a pension transfer and whether or not it was wise, taking into account the overall financial picture of my husband and myself.
Have you seen the outcome you were hoping for?
Yes, I have.
What could they have done better?
I was very satisfied and confident in Rogers advice and how things were clearly explained and followed through.
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I wanted to get trustworthy advice on how the family should be investing effectively
How has Roger Dekkers helped you?
Roger has given us guidance on where to place our monies for investment whilst being tax conscious and look at longer term implications of our investments from IHT planning
Have you seen the outcome you were hoping for?
Yes we have set up a number of pensions, ISA's and now bonds with Roger for a number of the family members
What could they have done better?
At times we would like some of the investments to be set up a little quicker....
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Looking to start a portfolio to assist in my retirement
How has Roger Dekkers helped you?
Great advice on pensions, retirement planning and financial awareness
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
We "inherited" Roger from the previous financial adviser service we used and we have built on the relationship over a good number of years.
How has Roger Dekkers helped you?
He has conducted detailed reviews of our needs, helped us clarify our thinking on a number of matters , provided advice and guidance and recommended a number of pension and investment products that suit our needs.
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 Somerset
What were the circumstances that caused you to initially look for an adviser?
Initially my parents...they moved in with us and needed advice as to where to invest a lump sum.
How has Roger Dekkers helped you?
He set up a bond for my parents which performed realh well. Subsequently he found a life tkne mortgage for me following my husband's death.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing..very satisfied with the financial products.
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Pension transfer initially on leaving long term employment
How has Roger Dekkers helped you?
Restructured the pension pot with another provider
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, very happy with service and outcomes
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
We needed advice about pensions and insurance and a life time mortgage
How has Roger Dekkers helped you?
He was there every step of the way from choosing the right providers, chasing offers and giving much needed advice.
Have you seen the outcome you were hoping for?
Definitely. We have the house we wanted and are very pleased with all outcomes.
What could they have done better?
Nothing was too much trouble and he was always there to answer questions. He could not have done more.
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I was due to claim my private pensions from several sources. I was struggling to know how to withdraw the pensions and the best products into which to invest the money.
How has Roger Dekkers helped you?
Roger collated all the details for the various schemes, which was not as straightforward as we had hoped. He suggested a suitable financial product into which the money could be invested and explained all the pros and cons of the options available. It took a few months for some of the pension companies to supply the information required, but Roger was diligent in pursuing the more inefficient mortgage companies and ensuring everything was done properly. He allowed me plenty of time to consider the options available. His fees were extremely reasonable. Roger made what had been a stressful situation much better. His communication throughout was excellent. Roger was professional and friendly at all times and very approachable whenever I had questions for him.
Have you seen the outcome you were hoping for?
I now have one simple to operate retirement fund. I am very happy with the quality of service from the company and I know I can call on Roger again should my circumstances change.
What could they have done better?
I cannot think of anything Roger could have improved upon. When the pension companies were dragging their feet, Roger ensured he chased them up and kept me informed of the progress.
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Went from a permanent employee to a contractor so needed some financial advice which roger was able to give me
How has Roger Dekkers helped you?
Sorted my private pension and various other financial services I needed
Have you seen the outcome you were hoping for?
Yes am happy with my future financial situation
What could they have done better?
No been spot on
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Looking for mortgage advice
How has Roger Dekkers helped you?
Roger went above and beyond in arranging our mortgage. His expertise is second to none and he guided us easily throughout the whole process. He was recommended to us and I have also recommended him to others.
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 Somerset
What were the circumstances that caused you to initially look for an adviser?
Looking for a mortgage to buy a property
How has Roger Dekkers helped you?
Roger was amazing at finding us some suitable mortgage offers. It was extremely simple and straight forward for us. We provided our information and Roger did the rest. I would highly recommend Roger to anybody looking for the best possible mortgage offer they can get.
Have you seen the outcome you were hoping for?
100% we did and I’m extremely happy with the whole process.
What could they have done better?
N/A
Review from verified client
May, 2021
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
We were moving the family home to be closer to our family, both based in Surrey.
How has Roger Dekkers helped you?
Researched the Equity Release market to find provider and product most suited to our needs. Having made the initial choice we in agreement with Roger declined the property. This resulted in a second property and and new product.
Have you seen the outcome you were hoping for?
Yes, after extensive delays caused by various professional parties involved in the process Roger remained stoical, persistent and proved his metal not loosing aight of our goal. A man to have on your side.
What could they have done better?
I have experience in the IFA professional market and I could not fault Roger.
Review from verified client
February, 2020
Overall
Advice
Service
Value
Based in Inverness-shire
What were the circumstances that caused you to initially look for an adviser?
Having rented for the last 20 years we felt very new to the housing market. We wanted a small mortgage which could be paid off in a fairly short time period and with flexibilty to pay sooner if we could.
How has Roger Dekkers helped you?
Roger was fantastic! He understood what was important to us and was very prompt in responding to the (many) questions we asked him. He kept us up to date at every point with the progress of our application which gave us the reassurance we needed. And because he knows the mortgage market inside out and did the application for us it saved us a huge amount of time.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
This question crops up fairly frequently with surveys and there is often something that could have been done better. But with Roger I really can't think of anything.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Complicated mortgage and he was recommended to us.
How has Roger Dekkers helped you?
Sorted out our mortgage for us.
Have you seen the outcome you were hoping for?
Very happy with the mortgage he got us and the advice given.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I wanted to release money from a previous investment scheme which had not been reviewed for some years.
How has Roger Dekkers helped you?
He reviewed my financial situation and suggested ways to invest for the future that would be more beneficial to me.
Have you seen the outcome you were hoping for?
Yes, Though I’m fully aware that the financial market is unpredictable but with low risk investments I’m more than happy. And I am able to access my money if needed at short notice.
What could they have done better?
For someone like myself who does not fully understand the financial markets his advice was clear, explained in terms I understood and I was never put in a position that I was not happy with, So my answer to the question is nothing could have been done better.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I was looking to obtain a mortgage at the age 69yrs following my return to the UK from abroad non of the normal lenders would help due to age.
How has Roger Dekkers helped you?
Roger met with me and explained all options of which there was only one at that time. He worked tirelessly covering a large range of issues. At times when we were ready to throw in the towel he was rock solid in his commitment resulting in us securing a mortgage. We have now been in our home for 4yrs and last year he arranged the terms and conditions for a further 3 yrs. When a further review is required we wil enlist Rogers help again to discuss options
Have you seen the outcome you were hoping for?
Yes and so much more he is always at the end of a telephone to help with any issues we have
What could they have done better?
Nothing asa far as we are concerned see above
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
In relation to my property business
How has Roger Dekkers helped you?
Suggested things. Explained things well and always available by phone. Always happy to re explain things to me. Cheerful and pleasant to me always.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No idea
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Roger advised me on my first re-mortgage many years ago. He was recommended via a friend and I have continued to use his services subsequently.
How has Roger Dekkers helped you?
Roger was particularly helpful to me during a difficult period following a breakdown in a relationship; I needed urgent assistance in order to sort out my finances and Roger was on hand to help and ultimately resolve my difficulties.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
There is nothing specific I could think of.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Inheritance to invest
How has Roger Dekkers helped you?
Roger took the time to understand our circumstances and wishes before recommending a variety of solution which we worked through to get the right option for us. He also helped with remortgaging
Have you seen the outcome you were hoping for?
Yes, investments doing well
What could they have done better?
Once everything was sorted a low 'retainer' may have been useful
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
As I finished my working career earlier than originally planned I needed expert advice
How has Roger Dekkers helped you?
He Contacted the suppliers of my various pensions and AVC’s to advise which ones to keep and which ones to transfer.
Have you seen the outcome you were hoping for?
Yes so far
What could they have done better?
Nothing that I can see, Roger kept me appraised at each stage
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I was struggling with getting my private pensions sorted.
How has Roger Dekkers helped you?
He gave me good advice in a professional manner and sorted my finances out for me.
Have you seen the outcome you were hoping for?
Yes, I now have part of my pension in a drawdown type, and the other as a standard company pension.
What could they have done better?
Nothing really. I was completely satisfied with the service provided.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
We had several pensions and needed some advice to sort them out.
How has Roger Dekkers helped you?
He explained what we needed to be saving to have the kind of standard of living we wanted when we retire
Have you seen the outcome you were hoping for?
Early days yet
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I had a lump sum of money to invest and having lost a lot of money though seeking advice from an advisor at a bank years ago I wanted to speak with someone I felt I could trust. Roger name was recommended by several people I know and trust.
How has Roger Dekkers helped you?
He went to great lengths to explain how best to invest my money and dealt with everything for me.
Have you seen the outcome you were hoping for?
Having only made this investment a few months ago I was not expecting to see any outcome for a while but I have been informed that it is doing everything that it was expected to do.
What could they have done better?
At this point I don't think there is anything he could have done any differently or better.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Looking to consolidate my Pensions and to get Equity Release.
How has Roger Dekkers helped you?
Advised on ways to consolidate my pension and then sorted everything out. Also sorted out our Equity Release.
Have you seen the outcome you were hoping for?
Yes. Very pleased.
What could they have done better?
Really cannot fault the service. First class in every way.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I am a single Mum and needed to sort my life insurance and will out.
How has Roger Dekkers helped you?
He helped and explained everything very clearer to me as I do not know much about what I needed with my circumstances as a single parent.
Have you seen the outcome you were hoping for?
Yes I have Roger informed me every step of the way to completion.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Remortgage
How has Roger Dekkers helped you?
Sourced the appropriate mortgage for us, with complicated circumstances
Have you seen the outcome you were hoping for?
Yes absolutely. We were highly delighted with a speedy and first class service.
What could they have done better?
Nothing, all was perfect
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
A review of savings and plans for future post-retirement.
How has Roger Dekkers helped you?
He reviewed our existing savings and pension provision and made a number of recommendations. Roger listened carefully, identified our needs, correctly, explained issues and items in straightforward terms and is courteous, patient and professional.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
We were looking for someone we could trust to help us arrange an equity release.
How has Roger Dekkers helped you?
Roger gave us sound advice and arranged everything for us in a timely way.
Have you seen the outcome you were hoping for?
Yes, and we have since used Roger again. We would not hesitate to contact him for any financial advice in the future.
What could they have done better?
We don’t think Roger could have done anything better than he did. He answered our queries straight away and was always on hand if we needed any advice.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I have children and I’m the main earner in our household so want to Ensure that if anything happened to me my family was looked after financially
How has Roger Dekkers helped you?
Roger explained all that was available for me, and explained the benefits of everything that was on offer. But at no point was he pushy and he let me make an informed decision.
Have you seen the outcome you were hoping for?
Yes it has put my mind at rest that my family will be financially helped should anything happen
What could they have done better?
I don’t believe there is anything else Roger could have done for me.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
For mortgage renewals and advice
How has Roger Dekkers helped you?
By finding the best rates and deals for mortgages.
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
N/A
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Needed clear advice in plain English, Roger provided that and more.
How has Roger Dekkers helped you?
Sorted out my pensions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, excellent service
Review from verified client
September, 2016
Overall
Advice
Service
Value
Based in
What were the circumstances that caused you to initially look for an adviser?
insurance options, equity release and mortgage renewal.
How has Roger Dekkers helped you?
Roger talked me through all the options, explained a lot of items, was clear in his communications, gave me status updates and collected a lot of the information, took the complexity away from me. We gave him a lot of trust, which worked well and he certainly delivered!.
Have you seen the outcome you were hoping for?
Absolutely, yes.
What could they have done better?
Warn me of the portal for the mortgage renewal - it took some time for me to respond as I thought the mortgage portal was a spam / virus. Although the mortgage documentation was issued to us prior to completion, it would have been better for Roger to ensure that his fee was understood. As I said, this was in the documentation. Normally the fee would also be part of the transaction, however in my occasion, we had to make a provision for the fee post transaction completion.
Review from verified client
August, 2016
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Moving house and needed a mortgage.
How has Roger Dekkers helped you?
Helped find me a good rate with a lender willing to accept a fairly high leverage. Supported with the administrative side, including answering any queries I had.
Have you seen the outcome you were hoping for?
Yes - I obtained the morgage at a rate I was hoping for. This enabled me to move house.
What could they have done better?
No. I would add that what I particularly like about Roger is that he clearly enjoys discussing financial planning. I do too, and like speaking with enthusiastic people who like what they do.
Review from verified client
June, 2016
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Remortgage.
How has Roger Dekkers helped you?
Advised on various options.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
May, 2016
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
My partner and I were buying our first house together.
How has Roger Dekkers helped you?
He helped us work out how much we could borrow and get a mortgage.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing, he was extremely helpful and was always at the end of the phone
Review from verified client
December, 2015
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
We needed a mortgage which we could not obtain from the high street providers and also a life insurance policy to run alongside the mortgage.
How has Roger Dekkers helped you?
He provided all the assistance we required to obtain firstly the life insurance policy and then exceptional assistance and support in obtaining a very difficult mortgage. Without his expertise and unfailing support, we would have given up any hope of achieving this goal.
Have you seen the outcome you were hoping for?
We are very happily now the owners of our own home with the mortgage Roger obtained on our behalf, together with the life insurance policy underpinning the mortgage.
What could they have done better?
Roger went far above and beyond our expectations
Review from verified client
November, 2015
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
re-mortgage.
How has Roger Dekkers helped you?
arranged re-mortgage.
Have you seen the outcome you were hoping for?
mortgage completed.
What could they have done better?
Nothing, he was very helpful and was easy to contact
Review from verified client
October, 2015
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I wanted to staircase my shared ownership property.
How has Roger Dekkers helped you?
He was able to find me a suitable mortgage provider and product.
Have you seen the outcome you were hoping for?
Yes I have.
What could they have done better?
There was some miss communication between myself and the housing association which lead to the process being delayed. It would have been useful if he had checked that everything was in place with all parties for the completion date to be successfully met.
First impression from a user who is not yet a client
September, 2015
Overall
Please provide a brief comment about your experience with Roger
Prompt response and agreed with what I had found out on the internet.
Review from verified client
August, 2015
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
The need to obtain an equity release loan via my mother.
How has Roger Dekkers helped you?
He was open and honest and prompt upon any queries/questions we had. Most importantly he helped to negotiate the loan with my mother explaining each step in the process but gave her complete peace of mind she would NEVER loose the house.
Have you seen the outcome you were hoping for?
Completely satisfied.
What could they have done better?
We entrusted this to a professional and we got the outcome we were looking for - no improvement
Review from verified client
July, 2015
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I required advice on my pension.
How has Roger Dekkers helped you?
He sorted out my tax free sum and a new investment for the remainder.
Have you seen the outcome you were hoping for?
Yes I have the outcome I was hoping for.
What could they have done better?
Nothing, Roger kept me informed all along the way and it was all done relatively quickly.
Review from verified client
July, 2015
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Mortgage advice for over 70 year old.
How has Roger Dekkers helped you?
He found a lender that was willing to give us a mortgage when others refused. He also advised us about life insurance and bond release.
Have you seen the outcome you were hoping for?
We have now been offered a mortgage and are very pleased.
What could they have done better?
We cannot think of anything else that Roger could have done better. He was always available when we telephoned him and willing to explain questions we had and was happy to visit us. We would definitely ask his advice in the future if we needed it and would recommend him to our friends and family without hesitation.
First impression from a user who is not yet a client
May, 2015
Overall
Please provide a brief comment about your experience with Roger
Roger has so far been easy to deal with well informed on the best market rates and advice has been first class. Roger has kept us informed at every step of the way. We mainly deal via email and so far have always had prompt responses. Could not ask for any more,
Review from verified client
April, 2015
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
Roger has provided me with excellent positive advice and a fast and friendly service. His knowledge of mortgage , insurance and financial matters is exceptional, easy to understand and very efficient . He has helped on several occasions with comprehensive clear advice and I would recommend him unreservedly . I will no doubt be consulting him again in the future . Joan Griffith Taunton.
What could they have done better?
I cannot think of any thing
Review from verified client
April, 2015
Overall
Advice
Service
Value
Based in Avon
How has Roger Dekkers helped you?
Roger was introduced to me by Tim Brayne. i have found his advice very good and have changed my pension Policies based on the advice given.
What could they have done better?
overall speed of response could have been slightly quicker but not a real problem.
First impression from a user who is not yet a client
April, 2015
Overall
Please provide a brief comment about your experience with Roger
Rodger was very helpful and offered sound advicem to meet our individual needs
Review from verified client
April, 2015
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
We were so pleased with the service we received from Roger Dekker, he is considerate, knowledgeable and easily put one at ease.
What could they have done better?
Could not fault the service received.
Review from verified client
March, 2015
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
Well informed quality advise and after service. Very good service
Review from verified client
February, 2015
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
Roger possesses excellent communication skills. When he says he is going to do something he does it. Whilst visiting our home he provided us with all the information we needed to take the next step in our mortgage application, he explained everything clearly with the aid of proposals. He is a very genuine and honest individual who we would work with again and are happy to continue working with. We would also recommend him to others.
What could they have done better?
Right now, Roger is doing everything we need him to do so feel there is nothing he could do any better.
First impression from a user who is not yet a client
February, 2015
Overall
Please provide a brief comment about your experience with Roger
So far charges haven't been discussed as advice in general terms.
First impression from a user who is not yet a client
February, 2015
Overall
Please provide a brief comment about your experience with Roger
Roger was quick to respond by telephone came to our home with probable solutions he time to explain detailed options and is still making positive steps on our behalf
First impression from a user who is not yet a client
December, 2014
Overall
Please provide a brief comment about your experience with Roger
Explained all we needed to know in a calm way with zero pressure to do anything in any timescale that we would not be happy with. In fact at the end of the day we walked away from our plan and Rogers fee was a cup of coffee.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
We loved the honest and Impartial advice provided. We always feel like he is doing what is best for us and not what pays him the most. We will most definitely be back!
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
Always well researched advice with options clearly thought out and all given in simple terms. Roger is able to explain with complete clarity all information given.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
Roger is an open, honest and friendly adviser. He listens well and spends time establshing our needs. His information and advice related o possible courses of action at the point of voluntary severance and retiremen. The information and advice providedwere excellent and I felt confident that his recommendation was an appropriate course that we subsequently followed.
What could they have done better?
None - I would happily call on his advice again if and when the need arises.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
Roger is extremely helpful and knowledgeable, always easy to contact and I have found his advice invaluable. He is also a very nice person who puts you at your ease immediately and gives you confidence that the advice you are receiving is good. Highly recommended.
What could they have done better?
Nothing
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
Explains in plain language
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
Clear consistant and well targeted advice from someone i trust to tell me all the issues i need to understand.
What could they have done better?
Sometimes he is very busy.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
Clear, concise information different options explained- no hard sell.
First impression from a user who is not yet a client
June, 2014
Overall
Please provide a brief comment about your experience with Roger
Roger explained everything clearly and in such a way that made it easy to understand. He made the process of changing our mortgage provider straightforward and stress free.
First impression from a user who is not yet a client
June, 2014
Overall
Please provide a brief comment about your experience with Roger
It was a pleasure to have Roger advise me and I felt totally confident with his explanations and suggestions. A very professional experience.
Review from verified client
June, 2014
Overall
Advice
Service
Value
Based in Avon
How has Roger Dekkers helped you?
Roger provided a good overview of the options and gave comparisons between a range of providers. The response turnaround was excellent and I was kept informed of progress at all times. I was able to contact Roger whenever I needed and I was able to make alterations to the offer as I required .This was always speedily actioned.
What could they have done better?
I was very satisfied with the service, I have used Roger twice for mortgages and it is hard to think of what he could have done better
Review from verified client
June, 2014
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
Thanks to Roger , I was able to secure the purchase of my very special home . He is efficient ,personable, very knowledgable about financial services and products currently available . I would recommend him unreservedly .
Review from verified client
June, 2014
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
Always in contact, provided updates and always made himself available for any queries I may have had, I was and am very pleased with the service provided and would happily recommend to family and friends.
Review from verified client
June, 2014
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
Without contacting us every five minutes Roger spent quality time discussing our needs and exploring our options. He never hesitated to physically call on us and resolve any queries. Nothing seemed to be too much trouble and we never once felt we were being advised to take out anything that was not relevant. He contacts us when reminders are needed and we know we can contact him and get a very speedy response.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
He explains everything thoroughly in a way that you can understand all the terminology. He is a great problem solver and really good at reassuring you of any worries you may have. He is also very reliable, accessible and punctual when visiting. A very likeable, friendly chap.
What could they have done better?
Nothing
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Hampshire
How has Roger Dekkers helped you?
Roger is reliable, helpful and has given me sound advice over the past 4 years. He has advised me regarding my mortgages, insurance and potential investments as well as planning financially for the future. Every encounter has been dealt with smoothly and quickly. He is always happy to talk me through processes and answer any questions I have.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Gloucestershire
How has Roger Dekkers helped you?
The advisor located a specialist mortgage for a barn conversion and provided valuable support to ensure that the mortgage offer was processed quickly and efficiently.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in West Lothian
How has Roger Dekkers helped you?
Roger is approachable and very responsive - he returns calls quickly when I've contacted him - and generally has questions followed up and answered by the following day. Where I've had particularly difficult insurance conditions to match to a supplier, he's been tenacious in tracking down insurers who fit my specific needs. For investments, I've been well satisfied that he's covered the field and found me a bond that fits my needs and that I understand the level of risk around its expected performance over the medium term. Roger's not charging annual management fees - he billing me for advice when I need it - eg when I've got an investment decision to make, or a mortgage to set up. This works well for me - I feel like I'm paying for services I need, at the time I need them.
What could they have done better?
When I'm comparing several investment options, and want to compare Roger's advice with advice I'm picking up elsewhere, It would be useful to know the point at which I'm getting initial quick feedback from him that I can compare with "free" advice from websites and other suppliers. Beyond this point, there will often be significant research required which is advice I'd be expecting to pay for. It would be helpful to be clearer on when we've moved beyond a quick view that confirms or changes my thinking on an issue, and have moved on to seeking professional advice from my IFA.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Torfaen
How has Roger Dekkers helped you?
Roger was able to answer all my questions promptly and succinctly, and provided an outstanding service overall. I will not hesitate to return to him in future.
What could they have done better?
There were no areas that I feel could be improved on.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
Roger Dekkers is a friendly, empathetic and knowledgable IFA for whom nothing is too much trouble. He recently assisted me with obtaining an excellent deal on a fixed term mortgage and helped me investigate and subsequently resolve some issues regarding credit ratings. I feel he is entirely trustworthy and ethical in his dealings and always has the customers best interests at heart.
What could they have done better?
There is nothing I can genuinely think of to comment on here.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Somerset
How has Roger Dekkers helped you?
Explained the options available to me in clear non-jargon communication, that was both face to face, by telephone and by email. Asked for his advice on understanding certain aspects during the course of buying my home, and Roger was always happy to help.