Cat's reviews
Reviewed for
Insurance and Protection ( 37 )
Mortgages ( 57 )
Pensions ( 27 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 6 )
Auto Enrolment ( 4 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 10 )
£100k - £200k ( 7 )
£50k - 100k ( 6 )
Up to £50k ( 21 )
Review
by a verified client in Leicestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My mortgage term was coming to an end
How has Cat Eley-Gaunt helped you?
Cat helped me to find another mortgage deal to ensure I was paying the lowest rates. Process, information and using the portal to upload, view and approve documents was straightforward and clear. Thank you for your help Cat!
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Leicestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking and struggling to get a mortgage
How has Cat Eley-Gaunt helped you?
Cat helped us through a long and difficult process resulting us getting the mortgage we required
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, they worked closely with us and kept us up to date with all information
Cat:
Thanks Graham, we love working with you. You're always responsive and friendly. Look forward to assisting you with other financial planning needs in the future. CatReview
by a verified client in Leicestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Works pension transfer and whether to opt out or not
How has Cat Eley-Gaunt helped you?
She has given me the correct advice, even though it might not be what you want to hear.
Have you seen the outcome you were hoping for?
Yes I have. I feel I have got the right products in place for my needs. She hasn't tried to get me to invest in things which I don't need. So genuine advice, not commissioned driven
What could they have done better?
Nothing I can think of
Review
by a verified client in Leicestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We're looking to move house
How has Cat Eley-Gaunt helped you?
We've been given helpful advice and Cat has sourced us what seems to be a good deal.
Have you seen the outcome you were hoping for?
Hopefully yes, we're just awaiting the application
What could they have done better?
Nothing particularly, but there was just a bit of confusion regarding the additional lend. However, it was soon sorted ?
Review
by a verified client in Leicestershire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were struggling to get a mortgage without the deposit they wanted
How has Cat Eley-Gaunt helped you?
Can sat with us and loked at al the details then gave us some options. Cat then sources different mortgages to compare what we could afford
Have you seen the outcome you were hoping for?
Yes, we have our home
What could they have done better?
Nothing