Lewis Roberts

Lewis Roberts

IFS Wealth Management

Lewis's reviews

Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 5 )

Reviewers' assets

£50k - 100k ( 1 )

Up to £50k ( 2 )

Review

by a verified client in Tyne and Wear

4 years ago

Overall

Advice

Service

Value

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

Buying my first home

How has Lewis Roberts helped you?

Searched and applied for my mortgage application

Have you seen the outcome you were hoping for?

Yes mortgage offer accepted

What could they have done better?

Nothing, excellent customer service and very professional would recommend to others

Review

by a verified client in Tyne and Wear

4 years ago

Overall

Advice

Service

Value

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

Remortgaging my property

How has Lewis Roberts helped you?

Helped find suitable lender and gave advise on all different options available

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing everything gone smoothly

Review

by a verified client in London

4 years ago

Overall

Value

Service

Advice

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

Were in the process of purchasing our first home and needed someone who specialised in Self-Employment

How has Lewis Roberts helped you?

He helped us get the best deal that didn't seem possible even a few weeks ago!

Have you seen the outcome you were hoping for?

We are nearly there with everything over the line, but Lewis has been fantastic every step of the way.

Review

by a verified client in London

4 years ago

Overall

Advice

Service

Value

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

Me and my partner are both self-employed so needed some help with getting the best mortgage for our circumstances. We are buying our first home and he also advised and arranged insurance cover for us.

How has Lewis Roberts helped you?

Lewis explained which mortgages would be available to us and how we could get our documentation together in the best way for a good mortgage offer.

Have you seen the outcome you were hoping for?

Yes! We have received a highstreet mortgage offer where we were expecting we would have to go with a specialist lender.

What could they have done better?

Nothing, he has been so valuable.

Review

by a verified client in Tyne and Wear

4 years ago

Overall

Advice

Service

Value

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

Moving home

How has Lewis Roberts helped you?

In every part of the process

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing!