Ian Francis

This review is a follow-up review from a client who left a review previously.

How has Ian Francis helped you since your last review?

We havent spoken to Ian since we moved last august 2021. We know if we had any questions or issues, he would be there to help us.

Please provide a brief comment about your experience with Ian

Ian was more than happy to spend time discussing things with me over the phone. More than likely that I shall be using his services in the near future.

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

A re-mortgage with complicated circumstances.

How has Ian Francis helped you?

He gave us excellent financial advice, going through different options to find what was best for us.

Have you seen the outcome you were hoping for?

Yes

This review is a follow-up review from a client who left a review previously.

How has Ian Francis helped you since your last review?

Since using Ian's services to make a successful application to obtain equity release funds for an extension at my home (and a further successful application for additional monies due to an unexpected rise in costs) Ian has remained in constant contact to offer advice and support. He does this in a very professional and friendly manner.

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

i wanted to release some capital tied up in my house for my future needs.Trying to down size and sell my property did not work for me. i was not sure if equity release was safe or if it would suit my circumstances. i needed a financial advisor and a close friend of mine had chosen Ian as her advisor. She immediately recommended Ian to me .She could not commend him highly enough.

How has Ian Francis helped you?

Right from the first phone call,he put me at my ease,immediately assessed my situation and arranged his first visit'He talked me through equity release thoroughly ,being very patient and going over anything i was not sure about.He also helped me to write my will ,set up lasting Power of Attorneys for me and helped with other problems regarding my pensions.Last,but not least,Ian gave me advice and information regarding later life care. Amazing.

Have you seen the outcome you were hoping for?

My equity release is at the moment being processed.I am certain that it will give me the financial support i need to give me a happy future life.I feel very comfortable with everything that has so far taken place and feel that i am still in charge of my future.

What could they have done better?

Absolutely nothing.First class service,going above and beyond what could be expected.