Susan's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 8 )
Equity Release ( 110 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 2 )
Inheritance Planning ( 4 )
Long Term Care ( 3 )
Financial Planning ( 5 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 5 )
£100k - £200k ( 4 )
Up to £50k ( 44 )
£50k - 100k ( 5 )
Repeat review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Susan Williams helped you since your last review?
Have not had a reason to use Susan’s services since our last review, however always known that she was there if needed and happy that she is.
Repeat review
by a verified client in Dorset
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Susan Williams helped you since your last review?
She recommended a mortgage broker for a family member . This proved to be very helpful.
Repeat review
by a verified client in West Sussex
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Susan Williams helped you since your last review?
We know that if we wanted to release further equity, Susan would be the person to help and advise us.
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Susan
Susan Williams has been excellent. I felt very safe and comfortable with her . Arriving at my home and being very patient going through my files . Which were not in good order.!! I’m relieved to be able to pay the taxes in full . I would highly recommend Susan Williams to any person requiring the same finacial help. Susan Rowatt- Clemens
Susan:
Thank you Susie for the lovely review! its always appreciated. we are hopefully on the home stretch of getting your situation sorted. Once done, which i hope will be imminently soon. You can breath again! I will help you with sorting out your budgets for saving, spending and essentials and hopefully you will be set up for life! Thank you Susie for trusting in me to help you. S xRepeat review
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Susan Williams helped you since your last review?
We have not had cause to return to Susan Williams as the advice she gave and the service we received was so beneficial we had no need of further help.