Heide's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 88 )
Pensions ( 5 )
Equity Release ( 9 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 5 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 4 )
Financial Mentoring ( 2 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
£50k - 100k ( 8 )
Up to £50k ( 30 )
First impression
by a VouchedFor user
19 days ago
Overall
Please provide a brief comment about your experience with Heide
I recently had an appointment with Heide, and it was an experience worth sharing. From the very first phone call I felt reassured and confident. When we met in person, Heide maintained a professional yet approachable demeanour throughout our meeting, creating an environment where I felt comfortable discussing my finances and goals. She took the time to understand my current financial situation, aspirations, and concerns. Her explanations were clear and concise, ensuring I fully understood any points made. If you're considering working with a financial advisor, I would recommend Heide.
Heide:
Thank you so much for taking the time to share your feedback. I very much appreciate your kind words.Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice about taking out ISAs and investing
How has Heide Swift helped you?
Heide Swift was very helpful and friendly and help me sort things out
Have you seen the outcome you were hoping for?
Not all finished yet but that’s not Heide’s fault just the state of the markets at the moment
What could they have done better?
Nothing.
Heide:
Thank you very much for taking the time to leave your review. It's very much appreciated. Thank you!First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Heide
Heide was very quick to respond to my message and extremely helpful in giving me honest and factual guidance. She has managed to put me in touch with the best person for my needs and I am very grateful. Would go back to Heide again for any financial advice I need.
Heide:
Sorry for my delay but thank you so much for taking the time to leave your thoughts. Your feedback is very much appreciated. Thank you!Review
by a verified client in Northamptonshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed to renew our mortgage which was coming to the end of its term.
How has Heide Swift helped you?
Heide has always been current with information and has an ability to have her finger on the pulse when it comes to acquiring the best deal that suits our budget. We have always found her services to be robust and helpful.
Have you seen the outcome you were hoping for?
Yes, most certainly.
What could they have done better?
Nothing we can think of at present.
Heide:
Thank you so much for taking the time to leave your feedback. It's very much appreciated and I'm glad I was able to help you again :-)Review
by a verified client in Bedfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchasing a house
How has Heide Swift helped you?
Heide helped us get the best rate on our new build. She kept reappying as the base rated decreased, saving us a great deal over the term of the mortgage
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
NA
Heide:
Thank you for taking the time to leave your feedback. It's very much appreciated.