Heide Swift

Heide Swift

Heide Swift Financial Planning

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

6 days ago

Overall

Please provide a brief comment about your experience with Heide

Within just a few minutes of our meeting, Heide's astuteness became clear to me. She comprehensively yet affably outlined the options available to me - from a mortgage, to renting, or then to a shared ownership - leaving me with a solid and reassuring understanding of my situation. I look forward to working with her and would recommend her without hesitation!

Heide:

Thank you so much for taking the time to reply. If you need anything further then please don't hesitate to get in touch! Good luck :-)
First impression

by a VouchedFor user

8 days ago

Overall

Please provide a brief comment about your experience with Heide

Very informative of my individual options and realistic to my situation

Heide:

Thank you so much for taking the time to leave your thoughts. If I can be of any help in the future, please do get in touch again. Good luck!
First impression

by a VouchedFor user

22 days ago

Overall

Please provide a brief comment about your experience with Heide

I asked Heide to help with releasing some capital from a buy to let property that I have as another project needed some funds. Heide's knowledge of the bank I am with was excellent and she dealt with it all for me within 24hrs, set up a Teams meeting the week after and I'm now just waiting for it all to be processed from the mortgage company's end. Heide looks after many aspects of my financial investments and it is always a pleasure doing business together because it is absolutely seamless.

Heide:

Thank you so much for taking the time to leave your review. It's very much appreciated.
First impression

by a VouchedFor user

24 days ago

Overall

Please provide a brief comment about your experience with Heide

Hide was very helpful with a query I had and went above and beyond to help me find the right advise I required even though it was transferring me onto another person

Heide:

Thank you very much for taking the time to leave your thoughts. Much appreciated.
First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Heide

Heide was extremely helpful and patient in explaining how to best manage my finances in order to move toward getting a mortgage

Heide:

Thank you so much for taking the time to leave your feedback. It's very much appreciated! :-)