Reviewed for

Insurance and Protection ( 50 )

Mortgages ( 85 )

Pensions ( 21 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 4 )

Investments and Savings ( 9 )

Pension Transfers - Non Specialist ( 6 )

Inheritance Planning ( 3 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 8 )

Financial Planning ( 4 )

Financial Mentoring ( 3 )

( 1 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 2 )

£100k - £200k ( 10 )

£50k - 100k ( 5 )

Up to £50k ( 23 )

Client reviews

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

Needed to help to find a mortgage that met mine and my partner's financial situation

How has Steve Jevons helped you?

Steve was so helpful, found us a mortgage at short notice at a fair rate. And was always on the other end of the phone to answer our never ending questions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind at the time of writing

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

For help

How has Steve Jevons helped you?

In many ways

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

April, 2023

Overall

Please provide a brief comment about your experience with Steve

Steve was really knowledgeable and supportive when it came to all our questions. He provided excellent service and we feel confident going forward with out financial decisions because of him.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

To purchase a property

How has Steve Jevons helped you?

Steve has given us the confidence to take the leap and purchase a property alot sooner than we thought we would be able to. He has taken all stress out of the process and has been great to deal with.

Have you seen the outcome you were hoping for?

We have indeed

What could they have done better?

N/A

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

Mortgage advice

How has Steve Jevons helped you?

Finding the best deals for our mortgage and life insurances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Berkshire

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

Mortgage needed

How has Steve Jevons helped you?

Very helped me to understand what I could afford and what questions to ask the estate agent.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

House purchase and mortgage

How has Steve Jevons helped you?

Steve has provided much financial advice, including help and guidance to obtain a mortgage that met our specifications and needs.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

Remortgage

How has Steve Jevons helped you?

Always helpful

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

First time buyer

How has Steve Jevons helped you?

Steve was incredibly supportive, available and on hand for advice when I needed. He is consistently very reassuring and reliable. Steve went above and beyond in helping us secure our first home. Steve is professional, friendly and will offer you trustworthy advice!

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

Purchasing a home

How has Steve Jevons helped you?

With everything involved. From start to finish

Have you seen the outcome you were hoping for?

Yes, absolutely

What could they have done better?

N/A

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Sussex

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

Mortgage Advise

How has Steve Jevons helped you?

Honest, swift advice.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

To remortgage

How has Steve Jevons helped you?

Made it very easy for us to get it sorted

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing all good

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

looking to remortgage my property

How has Steve Jevons helped you?

he aqquired the mortgage for us and has helped the entire way through

Have you seen the outcome you were hoping for?

the mortgage is in the final steps and all is looking on track

What could they have done better?

hes been amazing, im not sure he could have done anymore to help

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Wiltshire

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

Retirement

How has Steve Jevons helped you?

He has been a great help in making our financial situation thing easy to understand going forward.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Steve has been 100% and covered all aspects of our financial situation.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

Remortgaging.

How has Steve Jevons helped you?

Yes, to buy my current property.

Have you seen the outcome you were hoping for?

Yes, Steve helped with lots of questions and uncertainties.

What could they have done better?

Nothing really, the process couldn't have gone smoother.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

Buying a property.

How has Steve Jevons helped you?

Steve found me the best rate possible after a very thoroughly and diligently requesting all of my necessary information. Making things very easy for me to achieve my goal in buying a house.

Have you seen the outcome you were hoping for?

Yes most definitely.

What could they have done better?

Everything was above and beyond. Very happy with all aspects.

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with Steve

I have met Steve twice for financial advice and to establish a plan with regards to my personal finances. Steve has been excellent - professional, personable and clear. He explained the range of products and options and answered all my queries. I would recommend Steve to others.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

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

My mortgage was coming to an end in October and I panicked as rates were continually increasing.

How has Steve Jevons helped you?

He put my mind at rest and sorted out a remortgage within a couple of days. He gave me advise for the best rate and explained rates were rising. He obtained an excellent rate and I thank him gratefully.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

Nothing. Steve was excellent.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

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

Needed a mortgage and financial advise.

How has Steve Jevons helped you?

Steve has helped me with a personal mortgage and a buy to let mortgage along with life insurance.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

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

Advice on what was the best action to take with my pensions now I am 55 years old

How has Steve Jevons helped you?

He explained what was the best way forward in a way that I completely understood. He has also kept me advised with any developments

Have you seen the outcome you were hoping for?

So far I have received relevant information on what is happening. The process is still ongoing

What could they have done better?

The companies involved could act quicker (not my advisors fault)

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Worcestershire

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

To acquire mortgages to allow me to buy property

How has Steve Jevons helped you?

Mortgaging and remortgaging my properties

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

-

How has Steve Jevons helped you?

Steve helped me with the purchase of my first BTL investment and helped me navigate which lender to use for my circumstances. Steve is a good communicator and has a swift response time.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

-

Review from verified client

February, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

Buying our first jointly owned home

How has Steve Jevons helped you?

Steve has taken the stress out of having to navigate the mortgage and insurance markets several times for us now and makes the process easy to understand. We fully trust Steven’s knowledge and advice and wouldn’t want to use anyone else now!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Berkshire

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

needed some advice.

How has Steve Jevons helped you?

Yes Steve has always been a very good advisor and we would always recommend him.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

nothing

First impression from a user who is not yet a client

February, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Steve

I was in a frustrating position of being a first time buyer trying to get on the property ladder. Although on this occasion I did not get to the point of needing a mortgage. Steve has been extremely helpful in guiding me through the start of the process of purchasing a property and giving me advice to put me in the best possible position going forward. He was always easy to reach and quick to respond to questions. Steve made the whole process much easier and less daunting! I would 100% recommend Steve to anyone looking for any financial advice!

Review from verified client

February, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

First time buyers

How has Steve Jevons helped you?

He helped find us a mortgage that filled our needs and price and searched around

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Got in touch with solicitors more especially at the end when there was a problem

Review from verified client

February, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

Remortgage

How has Steve Jevons helped you?

Searching and provide best lender for remortgage

Have you seen the outcome you were hoping for?

Not as of yet but the process so far has been good

What could they have done better?

Nothing

Review from verified client

February, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in West Midlands

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

Need a mortgage for a new property

How has Steve Jevons helped you?

Steve has been absolutely fantastic in finding the best possible deal.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing, everything was first class

Review from verified client

February, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Berkshire

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

I was introduced by a friend that

How has Steve Jevons helped you?

Steve has been a brilliant advisor that words cannot only express. He has a very good communication skills that he explains everything to you clearly and will support you all the way through. I think I find him best is he is very patient. I will recommend him to the world.

Have you seen the outcome you were hoping for?

I have worked with him with different mortgages and I so far has been getting the outcome am hoping for.

What could they have done better?

I haven't encountered any problems jet so nothing to say.

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

Myself and Partner was looking for advice on purchasing our 1st house. We contacted Steve to help to secure mortgage in principle and inform us on money we could lend from bank.

How has Steve Jevons helped you?

Steve provided us with clear and detailed advice on mortgage deals available to us, With a breakdown on costs and commitments needed to own a property. He also explained the steps invloved in the process and gave us details for health Insurance and Protection. Steve also was very helpful with forwarding forms to solictors that they also needed to see to save us time.

Have you seen the outcome you were hoping for?

With Steve help we was able to agree a Mortage in Principle that we was very happy with, and would not be available without Steve's help. Allowing us to move onto next stages of purchase.

What could they have done better?

Steve was very welcoming, Engaging and Professional through the Process. Was always fast to reply and answered all the questions asked of him. We would highly reccomend the use of Steve's services in securing a Mortgage, Espically to any 1st time buyers to make your life easier.

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

Support and advise with the purchase of my house and reviewing my mortgage rates

How has Steve Jevons helped you?

Help us with the above

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

I didn’t know anything about mortgages

How has Steve Jevons helped you?

Advised me on the steps I need to take etc and found a mortgage that suited me.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

I originally used Steve from a word of mouth recommendation to obtain a mortgage.

How has Steve Jevons helped you?

Steve has helped me obtain 2 mortgages and income protection insurance.

Have you seen the outcome you were hoping for?

Yes - the service and products provided by Steve have more than met my expectation

What could they have done better?

I can't fault Steve and the services he provided. Hence I am a return customer and planning to return again for financial planning/Pension advice. Steve is very easy to communicate with, patient and happy to explain in further details where required.

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in London

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

Steve has supported us in finding our very first mortgage to buy our first home, and has been an invaluable support in helping us find products for subsequent buy-to-let mortgages.

How has Steve Jevons helped you?

Steve has helped us find various products over the years as we have started to build our buy-to-let portfolio, Steve has always been responsive, informative and clear when discussing the options available to us.

Have you seen the outcome you were hoping for?

Yes, we have successfully secured several products through Steve which have allowed us to move forward with our purchases.

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

Starting to buy a house.

How has Steve Jevons helped you?

Came prepared with both mortgage and protection information, was able to quickly and helpfully advise on where tweaking what we were looking for or how it was structured would impact on the costs, along with the advantages and disadvantages.

Have you seen the outcome you were hoping for?

Yes, mortgage approved

What could they have done better?

I'm struggling to think of anything that could have gone better, it was a very smooth process all round.

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

I first met Steve when I was searching for a mortgage after we had sold our business some 8 years ago, Steve sorted this out very well, he then helped us with our two buy to let mortgages, Life insurance, house insurance, transferring my personnel pension and more recently helping me sort my pension & drawdown requirements

How has Steve Jevons helped you?

Covered in the above but also he always makes himself available, calls you back the same day if I have left him a message & agrees dates during the year to review the performance of my pension plan and discuss any other requirements.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I don`t think.

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

Looking for a mortgage to move house

How has Steve Jevons helped you?

Finding a mortgage to suit my situation especially if I didn't have a permanent job

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

Purchase of our first home.

How has Steve Jevons helped you?

He sourced us a great deal on our mortgage and advised us thoroughly about all the options and features of the mortgage.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

We were buying a new property and needed advice on protection as well as how much we could feasibly afford.

How has Steve Jevons helped you?

He gave a clear and concise picture of exactly where we stood that helped us move forward quickly.

Have you seen the outcome you were hoping for?

Very much so, yes.

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

We needed to remortgage due to our deal ending but also wanted to release some equity to build an extension which Steve guided us through and exceeded what our current lender could do from a cost perspective.

How has Steve Jevons helped you?

Steve guided us through the process and managed everything which we really appreciated as changing lender had many things to be done

Have you seen the outcome you were hoping for?

We have exactly what we wanted and at a better monthly cost than expected. We are paying the same as before over the same term and have the money to build our extension.

What could they have done better?

It all went really well and happened very quickly with minimal input from us. A great service form Steve in a short time which meant we didnt have to pay our additional interest due to the current deal ending.

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Devon

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

Re mortgaging our house.

How has Steve Jevons helped you?

Got us a great deal and sorted all problems we had.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Devon

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

Looking to remortgage

How has Steve Jevons helped you?

With everything related to finding the best mortgage for us, checking affordability and advising us on life insurance and finding the best policy.

Have you seen the outcome you were hoping for?

Still waiting on confirmation

What could they have done better?

Happy with the service we have received

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

First time buyer - then future mortgages and transfers to buy to let

How has Steve Jevons helped you?

Great advice, deals etc

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Follow up to check all is ok / sorted / any questions when paper work is being sent from solicitors etc

First impression from a user who is not yet a client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Steve

Steve was very professional, he gave me honest fair answers to my requests and was also prompt with getting back to me with the information. I will definitely use his services again if I need to and will recommend him to others.

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

I wasn't happy with a previous advisor from another company. I am not very knowledgable when it comes to money and investment etc, and was in need of some trusteded support.

How has Steve Jevons helped you?

Steve was just the person I needed. He listened and took time to understand my circumstances, he was very understanding of what my needs were. (Soon to retire and a iminent house sale).

Have you seen the outcome you were hoping for?

Yes, the outcome has been exactly what I wanted.

What could they have done better?

Nothing - Steve is such an easy going, yet attentive financial advisor whom I trust implicitly and would whole heartedly recommend him to my friends and family. Thank you Steve!

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

Becoming self employed and selling my first property I wanted to look into my options as a self employed person, and as the years went on I have also seeked income protection from Steve

How has Steve Jevons helped you?

Investments, buying properties and income protection and insurances

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

The bank was being a nightmare in allowing us to raise capital from an existing property.

How has Steve Jevons helped you?

Steve sorted out all the issues, found us a lender that was easy and made the process simple.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing I can think of.

Review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Berkshire

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

Mortgages at first.

How has Steve Jevons helped you?

Steve helped me with my first mortgage to get on the property ladder 16 years ago.

Have you seen the outcome you were hoping for?

Yes, after 16 years and with the help of Steve Jevons I now have a property portfolio.

What could they have done better?

The customer service / support I have received from start to finish has excellent. I can highly recommend. 5 Stars.

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Bristol

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

Re-mortgage of property

How has Steve Jevons helped you?

Steve found me a mortgage specific to my needs

Have you seen the outcome you were hoping for?

we are still in the process

What could they have done better?

I am quite happy with how we are moving forward

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Value

Service

Advice

Based in Gloucestershire

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

Buy to let house.

How has Steve Jevons helped you?

All way to confirm deposit money from other country. Advice about buy to let process and renting.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am happy about all advice and service.

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Berkshire

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

My previous financial adviser retired.

How has Steve Jevons helped you?

He looked at what my previous adviser had done for me (no update from him for over 2 years) and then looked into some better products for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Steve is always on top of things and advises me when he thinks another product would work better for me and keeps me informed to what he is doing.

Review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Herefordshire

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

New mortgage

How has Steve Jevons helped you?

Found the best value mortgage for my needs and ensured the timescale was what was required couldn’t fault all the advice and outcome.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything was what I’d asked for and requested so couldn’t fault his service. Would recommend every time.

Review from verified client

June, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Herefordshire

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

Selling land

How has Steve Jevons helped you?

Secured new mortgage on split land and property

Have you seen the outcome you were hoping for?

Not completed yet

What could they have done better?

Steve was very good. When the bank made an error he fixed it.

Review from verified client

June, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Essex

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

Needed clear, technical advice.

How has Steve Jevons helped you?

Steve identified an option other advisers hadn’t mentioned.

Have you seen the outcome you were hoping for?

Most definitely. My mortgage payments went down by nearly half.

Review from verified client

June, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

I was looking for a buy to let mortgage

How has Steve Jevons helped you?

He found the best products available for me

Have you seen the outcome you were hoping for?

From Steve yes. I have yet to have the Mortgage offer through

What could they have done better?

Nothing

Review from verified client

June, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Berkshire

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

Moving house

How has Steve Jevons helped you?

Find the best mortgage and life insurance for me and my partner

Have you seen the outcome you were hoping for?

Yes excellent service, would highly recommend

What could they have done better?

Nothing, Steve was always available for any questions I had. Professional, knowledgeable and I felt I could completely trust him.

Review from verified client

May, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

Looking for a buy to let and Steve came highly recommended

How has Steve Jevons helped you?

pointed me in the right direction

Have you seen the outcome you were hoping for?

yes

What could they have done better?

don't think so

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

A change in circumstances.

How has Steve Jevons helped you?

Steve looked at all of the options and gave me information on which to base my decision.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Bristol

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

I was looking to purchase my first home.

How has Steve Jevons helped you?

He helped me throughout the process - we discussed all aspects of purchasing my first home and he provided useful and clear advice each time I needed it.

Have you seen the outcome you were hoping for?

Yes, I am just about the exchange on my first home.

What could they have done better?

I can't think of much which could have been improved. I'm very satisfied.

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

I have used a financial advisor every time I have needed a new mortgage deal.

How has Steve Jevons helped you?

He helped me find the best deal.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, he was quick to respond to my enquiry, find the right deal and sort out the paperwork.

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

First time buyer mortgage

How has Steve Jevons helped you?

Assisted with mortgage jargon and process. Provided sound advice on our optimal routes.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

Mortgage advice and some financial help.

How has Steve Jevons helped you?

He has helped us with numerous mortgages, residential and buy to let's.

Have you seen the outcome you were hoping for?

Yes definately.

What could they have done better?

Nothing

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Value

Service

Advice

Based in Gloucestershire

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

Re-mortgaging and pension

How has Steve Jevons helped you?

We have used Steve for many years, most recently he helped with our mortgage

Have you seen the outcome you were hoping for?

Absolutely, we were looking to remortgage with a view to renovate our property, and Steve helped find a solution which suited our needs perfectly.

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cornwall

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

Additional borrow on mortgage

How has Steve Jevons helped you?

Got us a good deal and was very helpful

Have you seen the outcome you were hoping for?

Yes saved £28

What could they have done better?

Nothing

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

I’ve used Steve since getting my first mortgage nearly 20yrs ago.

How has Steve Jevons helped you?

Steve sorted out everything for myself, explained what he needed from me and what he had done for me through it all and I just needed to agree and sign at the end. Very easy process.

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Nothing

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Berkshire

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

Was not sure what my pension was doing had never had someone from the existing pension provider contact me in years

How has Steve Jevons helped you?

Steve helped me by explaining what my pension can do and we transferred it to a well known pension provider

Have you seen the outcome you were hoping for?

Yes very much so

What could they have done better?

No nothing better

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Devon

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

To find a mortgage

How has Steve Jevons helped you?

Steve gave us the confidence to get the best mortgage

Have you seen the outcome you were hoping for?

Yes we have

What could they have done better?

Nothing

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Berkshire

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

had a large pension pot and was not sure how to handle it

How has Steve Jevons helped you?

Steve was introduced to me about fifteen years ago by another insurance advisor who advised me that Steve was a very good pensions adviser he helped to transfer my pension pot to another well know pension company and ever since its been doing very well even though I stopped paying onto it when I was made redundant. Steve has been very good in advising not just me but my daughter as well when she needed a mortgage.

Have you seen the outcome you were hoping for?

yes very much so

What could they have done better?

can't think of anything that could have been done better

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Berkshire

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

I needed an adviser to look after my pension whom I could trust

How has Steve Jevons helped you?

he has given me sound advise on were to invest my pension

Have you seen the outcome you were hoping for?

I am really please with the results we have achieved

What could they have done better?

You can always do better, but overall I'm very happy

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Berkshire

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

I needed someone to look after my pension and Steve came highly recommended. If you require honesty and sound advise on any financial matters, then I would look no further

How has Steve Jevons helped you?

Steve has now managed my pension for many years

Have you seen the outcome you were hoping for?

Yes, I am very pleased

What could they have done better?

You can always do better, but overall I am very pleased

First impression from a user who is not yet a client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Steve

Very efficient and a top service

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

New home buyers

How has Steve Jevons helped you?

Steve helped with everything! Advice on where to start, help with sending over documents and the support with other agencies.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Couldn't have asked for more.

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Leicestershire

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

We were not happy with the advice & investment ideas from my previous advisor.

How has Steve Jevons helped you?

Firstly, Steve reviewed all our finances, pensions, savings, isa’s etc. thoroughly then gave us time to consider his advice. Secondly, gave good solid advise, and still does, talking into account all aspects of our current circumstances taking into account, employment status, age and goals in the future.

Have you seen the outcome you were hoping for?

Yes, so far Steve has given good considered advice, we have seen as good outcome over several years despite a recent pandemic & consider ourselves fortunate. Steve continues to give sound advise.

What could they have done better?

Nothing.

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

I’m currently going through separation and divorce which lead me to seeking advice in my current levels of protection.

How has Steve Jevons helped you?

Steve listened to what I needed, assessed what I currently have in place and enabled me to plug any gaps.

Have you seen the outcome you were hoping for?

Yes. I now have a much better and broader range of protection and at a much lower price than I had anticipated.

What could they have done better?

Nothing springs to mind. Steve and his team have been attentive and helpful throughout the process.

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

We needed a mortgage for our first home and have worked with Steve ever since

How has Steve Jevons helped you?

Steve has helped with mortgages and remortgaging, life insurance and health insurance.

Have you seen the outcome you were hoping for?

Yes, every time we have worked together.

What could they have done better?

Nothing, the service is quick and tailored to our specific needs

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

Complicated mortgage

How has Steve Jevons helped you?

Steve went above and beyond to make sure our very complicated situation went ahead smoothly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

Felt more comfortable in the hands of a professional advisor

How has Steve Jevons helped you?

Getting our Mortgage and life insurance

Have you seen the outcome you were hoping for?

Always

What could they have done better?

Nothing . Second to none

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

An income protection policy was coming to an end and we were advised to speak to an Advisor.

How has Steve Jevons helped you?

He looked into a Policy for us to continue with. He is also looking into our Pension Schemes.

Have you seen the outcome you were hoping for?

It is being dealt with at the moment.

What could they have done better?

N/A

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

Looking to buy our first home

How has Steve Jevons helped you?

He got us on the property ladder

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Herefordshire

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

We were moving house.

How has Steve Jevons helped you?

Steve looked into finding us the best mortgage which wasn't an easy task due to the timing and the banks withdrawing a lot of the products they were offering due to covid.

Have you seen the outcome you were hoping for?

We are, hopefully, nearly there with the third property we have been in the process of buying so hopefully soon.

What could they have done better?

I don't think anything could have been done better.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

Needed to remortgage

How has Steve Jevons helped you?

Found us the mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - all smooth and quick

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

Morgatge advise.

How has Steve Jevons helped you?

He was able to give us lots of help and advise and secure us with our first morgatge.

Have you seen the outcome you were hoping for?

Yes, we now have our first home.

What could they have done better?

Nothing he was fantastic.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

I’m a first time buyer and wanted someone who could help, as I had very little knowledge around buying a property.

How has Steve Jevons helped you?

Steve provided me with all the information and steps that I needed to go through. He took all the stress away from finding a mortgage and getting life insurance. Everything was dealt with quickly and professionally.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

needed a will and life insurance updating

How has Steve Jevons helped you?

Arranged all

Have you seen the outcome you were hoping for?

yes

What could they have done better?

All satisfactory

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

Needed advise and help to find the best mortgage deal.

How has Steve Jevons helped you?

Being self employed is tricky finding someone who will loan you money. Steve found the best deal possible, and quickly

Have you seen the outcome you were hoping for?

Used Steve for my first mortgage and now currently working with him for my second.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

Remortgaging

How has Steve Jevons helped you?

Without Steve we wouldnt have been able to manage remortgaging alone.

Have you seen the outcome you were hoping for?

It was better, Steve came up with a much better product for us.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

A confusing marketplace for mortgage products

How has Steve Jevons helped you?

Steve offered a personal service whilst being extremely knowledgeable. Despite numerous phone calls and requests, he delivered first class responses.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Very good overall service

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

I initially was introduced to Steve when looking to review my pension arrangements. And then later contacted him to organise a remortgage and guide me with regards to medium term investments.

How has Steve Jevons helped you?

Steve introduced me to a new investment provider and assisted with a competitive remortgage arrangement

Have you seen the outcome you were hoping for?

The new mortgage provider has been operating well since it was agreed and it is still early days as far as the medium term investment is concerned

What could they have done better?

I have been completely satisfied with the service I received

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

Moving home

How has Steve Jevons helped you?

Advised on mortgages

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

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

Remortgaging to complete an extension on our property

How has Steve Jevons helped you?

Reviewed our current deal against the market and was able to present a better deal

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing further to add as Steve did what we had hoped he would do

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

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

Buying a house and needing some guidance

How has Steve Jevons helped you?

We were struggling to understand what we had to do in terms of getting a mortgage. He has been clinical with his advice and easy to get hold of.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Herefordshire

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

Reviewing finances generally

How has Steve Jevons helped you?

Clear and concise advice and suggested a number of options for us

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Herefordshire

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

New mortgage + change of work circumstances regarding pensions and life cover

How has Steve Jevons helped you?

Provided advice and arranged products

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Originally we used Steve for Savings & Investments Originally we used Steve for Savings & Investments, then in our recent meeting we contacted Steve for Pension advice for my wife Shirleys two Company Pension scheme's that needed professional advice as she was retiring.

How has Steve Jevons helped you?

He explained thoroughly the options that were available to Shirley.

Have you seen the outcome you were hoping for?

Not with regard to Pensions as she will not retire until her birthday on 5/11/20.

What could they have done better?

Nothing, I have known Steve for a number of years and always found him reliable, knowledgeable & available. He is a good bloke and I would be happy to recommend anyone to Steve.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Worcestershire

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

Moving house

How has Steve Jevons helped you?

Advising on budget, mortgage options, solicitors, insurance and coverage

Have you seen the outcome you were hoping for?

Yes in all aspects

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Cornwall

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

We wanted to remortgage the house the release some equity for an extension

How has Steve Jevons helped you?

Steve offered a clear breakdown of all our options, not only on the mortgage products available but other areas of our finances as well

Have you seen the outcome you were hoping for?

Yrs

What could they have done better?

No

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Cornwall

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

Advice and help with selling and purchasing a second home

How has Steve Jevons helped you?

Helped us to determine the best approach to buying a second home through remortgaging and pooling resources

Have you seen the outcome you were hoping for?

Almost, exchange and completion should occur in the next couple of weeks

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

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

Mortgage companies will only deal with brokers

How has Steve Jevons helped you?

Any other comments regarding your experiences with us Steve was fantastic, because of covid 19 and our unique circumstances there were numerous problems trying to sort out one new mortgage and two remortgages, however Steve never gave up and after many dead ends and sometimes stupid hurdles by lenders managed to arrange everything, Steve went FAR beyond what would normally be expected and I know he spent MANY hours on behalf of us, 10 out of 10 and extreme gratitude

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He couldn't have done more than he did 10 out of 10

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

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

We were recommended to Steve by an estate agent. We didn't deal with the initial estate agent in the end but decided to work with Steve Jevons and we're so glad that we did

How has Steve Jevons helped you?

Steve helped us to find a very competitive mortgage rate and secured our peace of mind with a tailored insurance policy. Steve made the process extremely simple and straightforward.

Have you seen the outcome you were hoping for?

Most definitely

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Cornwall

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

We have known Steve for many years, he has advised on many subjects but most recently with retirement planning. We have also recommended Steve to many others.

How has Steve Jevons helped you?

See above

Have you seen the outcome you were hoping for?

Yes