Joanne Coleman

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

I needed life and critical illness cover

How has Joanne Coleman helped you?

She reviewed and researched various companies to get the best deal for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I needed to find a competitive mortgage product for the purchase of my first home. I also needed the appropriate insurances.

How has Joanne Coleman helped you?

Joanne used her extensive knowledge to find the best products for our needs. Joanne gave us confidence all through the process that we were in good hands by clearly communicating throughout the whole process.

Have you seen the outcome you were hoping for?

Yes, Joanne found us a very competitive mortgage product and also arranged our mortgage protection insurance.

What could they have done better?

Joanne’s service was absolutely thorough and professional. The service we received was excellent and I cannot think of anything that would have made the process easier. I will certainly be going back to Joanne for any other financial advice I need in the future.

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

Moving house after a divorce

How has Joanne Coleman helped you?

Made everything quick and easy with good explanation of terms and details whilst also finding the best deal for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I needed to fund major building works

How has Joanne Coleman helped you?

Jo found the right mortgage for me for a 10 year period - fixed rates for the first 5 - and to renegotiate after then.

Have you seen the outcome you were hoping for?

Yes. Mortgage achieved at a fixed and affordable rate.

What could they have done better?

Nothing I can think of.

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

Age and financial climate.

How has Joanne Coleman helped you?

By understanding and assessing my needs and starting at a pace I am able to sustain a growth rate.

Have you seen the outcome you were hoping for?

Getting there

What could they have done better?

Nothing