Steven Burgess

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

Separating from my husband and transferring the mortgage to me.

How has Steven Burgess helped you?

Talked me through all possible options in a very professional and clear way.

Have you seen the outcome you were hoping for?

Yes! Couldnt be happier.

What could they have done better?

N.a

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

My partner and I are purchasing a house. Given that Steve is already the established Financial Advisor for my partner and his mother, and has an excellent existing rapport with the family, selecting him was the clear choice.

How has Steven Burgess helped you?

Steve provided invaluable service by serving as a central point of contact, streamlining communication between our solicitor, the estate agent, and us. Beyond securing the most competitive mortgage available, he offered essential guidance to clearly define our financial budget and has maintained an exceptionally high standard of communication throughout the process.

Have you seen the outcome you were hoping for?

Yes!

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

Steven Burgess has been our mortgage advisor for over 10 years and has helped us with 3 separate mortgages and insurance

How has Steven Burgess helped you?

Steven Burgess has been our mortgage advisor for over 10 years and has helped us with 3 separate mortgages and insurance

Have you seen the outcome you were hoping for?

Yes

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

To get better rates

How has Steven Burgess helped you?

Arranged my remortgage policy with ease

Have you seen the outcome you were hoping for?

Yes

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

House purchase

How has Steven Burgess helped you?

Helped sort best options for initial mortgage and also renewal

Have you seen the outcome you were hoping for?

Yes