Stuart Powell

Ocean Equity Release Ltd (FCA number 841683)

Reviewed for

Insurance and Protection ( 28 )

Mortgages ( 29 )

Equity Release ( 11 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 2 )

£100k - £200k ( 2 )

£50k - 100k ( 2 )

Up to £50k ( 26 )

Client reviews

Repeat review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Devon

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

How has Stuart Powell helped you since your last review?

Stuart has always been very approachable and nothing is too much of a problem for him. He goes out of his way to help and has always helped, even when I have turned up in his office without an appointment.

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Devon

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

How has Stuart Powell helped you since your last review?

No

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Devon

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

Stuart was very helpful in finding me a new mortgage deal.

How has Stuart Powell helped you?

Stuart helped me to find a good mortgage deal.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't think so.

Repeat review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Devon

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

How has Stuart Powell helped you since your last review?

Stuart and his staff are very, very approachable.....you even get a coffee.....and their help and advice was very helpful.

Repeat review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Devon

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

How has Stuart Powell helped you since your last review?

Stuart could not have been more helpful. Nothing was too much trouble. Even the coffee was nice.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Devon

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

I have a current equity release policy with a high interest rate. I contacted Stuart to seek his advice towards reducing my rate.

How has Stuart Powell helped you?

This is the first time ever that I have been given clear and understandable information regarding my circumstances. I was given the various options open to me without the pressure of having to please my adviser. My visit to see Stuart was friendly and relaxed.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Stuart's reply

Thank you for you kind review Ray.

Repeat review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Devon

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

How has Stuart Powell helped you since your last review?

Not yet

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Stuart

Stuart provided an excellent service and explained in a clear manner how he would help us with our requirements. We would definitely use him again.

Stuart's reply

Thank you for the kind review Bernie. Much appreciated. Best wishes, Stuart.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Stuart

Stuart was clear, helpful and never pressured - ideal

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Looking to release equity from my property

How has Stuart Powell helped you?

Stuart really made me think about whether it was the right decision. He was supportive from the beginning to the end of the process.

Have you seen the outcome you were hoping for?

Yes.

Stuart's reply

Thank you for your kind review Julie.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Interested to have information on Equity Release. Had already spoken to another organisation

How has Stuart Powell helped you?

Stuart was very professional, considerate and explained everything clearly when required. He actually made me think more carefully about the choices I was making. Very pleased with the conversations and help I had.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have not concluded my arrangements with Stuart but am very happy with the service provided so far

Stuart's reply

Hi Julie, thank you for your positive words. I am glad that you felt that you were given plenty of information and advice during your free consultations. Kind Regards, Stuart

Review from verified client

September, 2020

Overall

Service

Advice

Value

Based in Lanarkshire

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

Holiday home.

How has Stuart Powell helped you?

By giving advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Coulnt have been better

First impression from a user who is not yet a client

August, 2020

Overall

Please provide a brief comment about your experience with Stuart

I spoke to Stuart on the phone about Equity Release and he was very thorough in getting a full understanding about what I wanted to achieve, and then took time to investigate the best options for me. I received a very comprehensive and detailed email within the hour, and he answered my questions immediately. I am now taking time to consider what I want to do, but if I want to proceed with the Equity Release option I will certainly go back to Stuart and wouldn't hesitate to recommend him as I feel confident that he fully understood what I wanted to achieve, there was no pressure from him to make any decision, and the deal he recommended was very flexible, as I requested.

Stuart's reply

Wow. Thank you for your glowing review Anne. It has been really great giving you some initial advice...let me know if and when you have any further questions. Best wishes, Stuart.

First impression from a user who is not yet a client

August, 2020

Overall

Please provide a brief comment about your experience with Stuart

Very good he was very helpful and l didn't feel pressurised in any way

Stuart's reply

Thank you for your kind words Beryl. Equity Release was not the right option for you, so I was glad to be able to give you that advice. Best wishes, Stuart.

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Devon

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

Stuart was recommended to us by a friend of our son

How has Stuart Powell helped you?

He came and talked over what we required and explained the best ways of going about it

Have you seen the outcome you were hoping for?

Yes all been sorted for us

What could they have done better?

Think everything was handled well for us

Stuart's reply

Thank you for your kind review Bill.

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with Stuart

really nice chap. informative but not pushy

Stuart's reply

Thank you for your kind words Judith.

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with Stuart

pleasant to deal with, does what he says he'll do. Clear and transparent.

Stuart's reply

Thank you so much Pamela.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Essex

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

To free up money in my property for a holiday home abroad

How has Stuart Powell helped you?

Stuart helped by explaining the Benefits and the Pit falls in equity release in detail and got me figures, percentages and costs

Have you seen the outcome you were hoping for?

After taking everything into consideration with Stuart’s advice and expertise we decided the product was not for us.

What could they have done better?

To be honest there was nothing more Stuart could have done , he was articulate and most importantly honest .

Stuart's reply

Thanks Mark. I really appreciate you taking the time to leave these kind comments. Best wishes, Stuart

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Vale of Glamorgan

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

Excellent company and nice people to deal with

How has Stuart Powell helped you?

Very helpful and approachable

Have you seen the outcome you were hoping for?

Yes as stuart suggested and agreed we have completed on that basis thank you stuart

What could they have done better?

No considering the outcome and the pandemic everyone was helpful and understanding

Stuart's reply

Thank you Malcolm. Glad we were able to help.

Repeat review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Devon

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

How has Stuart Powell helped you since your last review?

Yes......Stuart has been very helpful and communicative. I couldn't have managed my re-mortgage without his help.

Stuart's reply

Hi Richard, Thank you for your kind review. Best wishes, Stuart

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Devon

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

Our fixed-rate was coming to an end, we wanted to move house but weren’t sure whether to remortgage to a portable product or try and move after the fixed-rate ended, so as not to pay any early repayment charges.

How has Stuart Powell helped you?

Stuart really listened to our objectives and reviewed our income and expenditure, helping us find the right mortgage for us.

Have you seen the outcome you were hoping for?

Even better, he found us such a good mortgage rate that we were able to increase our budget. Just waiting on a completion date now for our dream home.

What could they have done better?

Cannot think of anything else. The whole team at Ocean Mortgages have been brilliant, very proactive and regularly keeping us up-to-date with the progress.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Devon

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

Needed to renew mortgage deal

How has Stuart Powell helped you?

He found an excellent deal for us with minimal stress on us.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Devon

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

To raise money for our daughter to buy a house.

How has Stuart Powell helped you?

He guided us through it making sure we got the best deal suitable for us. Took the time to explain everything to us so we fully understood the process. Very grateful for that.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing !! We appreciated the patience he showed us when making this decision, and making sure we understood the whole process. It was a big decision for us .

Stuart's reply

Hi Gill, It was a pleasure to meet you and enable you to help Caroline on the property ladder. Thank you for taking the time to leave a review. Kind Regards, Stuart

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Devon

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

We needed to raise some money to be able to buy a house. My parents wanted to help us by releasing some equity from their house.

How has Stuart Powell helped you?

My parents were very apprehensive about equity release. Stuart came out to see my parents and ourselves at their house. He was very friendly, open and honest about the pros and cons of releasing equity. He has a wealth of knowledge and experience and was able to put all our minds at ease. We felt that he could answer all of our questions at the time as well as many on the phone thereafter. Stuart has always been very approachable and friendly and we would definitely recommend him to anyone wanting financial advice.

Have you seen the outcome you were hoping for?

Absolutely! We couldn't be happier.

What could they have done better?

I honestly don't think that there are any suggestions that we could make to improve the service that we had from Stuart.

Stuart's reply

Hi Caroline, Thank you for your really lovely words. It was a pleasure to help you all. Good luck with the move and I am sure you will be really happy in your new home. Best wsihes, Stuart

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Berkshire

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

Changing jobs and wanted to be sure my salary would apply

How has Stuart Powell helped you?

Found a good deal

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

July, 2019

Overall

Please provide a brief comment about your experience with Stuart

Extremely good service, helpful and clear about progress with my current situation.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Devon

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

I decided to look in to a shared ownership and stuart's company came up, thankfully as he was the most efficient and the best person I could of ever met in starting this process!

How has Stuart Powell helped you?

Stuart was absolutely fantastic from our first meeting to our last meeting and continuous phone calls and emails. Without Stuart this process would not have felt so easy. He literally guided me through everything,even when my questions felt silly he reassured me and now the outcome is only 2 months later, I have a mortgage and I'm living in a beautiful home and I have a mortgage!!

Have you seen the outcome you were hoping for?

Absolutely. Quick,efficient,I have a mortgage and it's all thanks to stuart and his amazing team.

What could they have done better?

The best thing about Stuart is the honesty and the reality of what I was doing and telling me straight that this is how it works and things dont happen overnight. Absolutely no criticism and I'm just so thankful that he was the person I went to.

First impression from a user who is not yet a client

July, 2019

Overall

Please provide a brief comment about your experience with Stuart

Stuart was very helpful in explaining my options. Unfortunately my options re not entirely straightforward and so I await further advice from Stuart when he has undertaken further enquiries.

First impression from a user who is not yet a client

June, 2019

Overall

Please provide a brief comment about your experience with Stuart

Excellent service and fast response

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Devon

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

Adverse credit rating looking to move home

How has Stuart Powell helped you?

Exceptional knowledge of the available lenders on the market, prompt, professional service.

Have you seen the outcome you were hoping for?

Advice we were given has helped us to forward plan to achieve our goal in the future.

Stuart's reply

Hi Karen, Thank you for your wonderful review. It was a pleasure to give you advice. Best wishes, Stuart

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Devon

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

I needed a re-mortgage

How has Stuart Powell helped you?

Words can't do justice to the help I received. Whenever I needed advice and/or a face to face meeting.....Stuart was always available. So many questions I wouldn't have asked my new mortgage company without Stuart's help.....I don't think I would have succeeded on my own. There was no time pressure when meeting......it took as long as needed to get a reply from the new mortgage company. Very quick reply to any email queries I had. As a bonus.....the coffee is very nice.

Have you seen the outcome you were hoping for?

Yes....100%

What could they have done better?

I cannot think of anything. Stuart and Sami were 100% efficient....I can't praise them enough. I am more than happy to recommend them to any friends that need help.

Stuart's reply

Thank ever so much for your kind review Richard. We are so pleased we were able to help you. Please do not hesitate to get in touch for any future help and we would be delighted to help any friends or family who you recommend. Sami and Stuart

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Devon

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

We were looking for additional life cover.

How has Stuart Powell helped you?

Stuart was really helpful and professional. Stuart made the whole process very straightforward for us.

Have you seen the outcome you were hoping for?

We're delighted with the Vitality policy that we now have, it has excellent cover/benefits and fits our lifestyle.

Stuart's reply

Hi Nadyne. Hope you are both well. Thank you for your fantastic review. Glad to see you are enjoying the benefits of Vitality as well as being reassured at the excellent level of cover.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Devon

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

Working in health care made me realise how important life Insurance it is

How has Stuart Powell helped you?

He was very helpful and advised me with the best option. Explained everything to smallest detail , couldn’t fault his job absolutely excellent. Very knowledgeable .

Have you seen the outcome you were hoping for?

Yes he got me the best deal .

Stuart's reply

Thank you Neringa. It was a pleasure to help you. Do let me know if you have any other questions or need further help.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Devon

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

helped with remortgage, and life policy

How has Stuart Powell helped you?

Stuart helped with the remortgage looked for the best deal

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing very helpful

Stuart's reply

Pleasure to help you Tony. Thank you for your review.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Cornwall

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

We needed reliable,professional advice in obtaining the best deal for a Bridging Loan and subsequent mortgage to suit our needs.

How has Stuart Powell helped you?

Without Stuart Powell's advice, expertise and guidance we would not have been able to rectify our circumstances regarding securing a Bridging loan and subsequent mortgage for the completion of refurbishing a buy to let property.

Have you seen the outcome you were hoping for?

Undoubtedly, yes!

What could they have done better?

None that we can think of.

Stuart's reply

Thank you Martin. You were one of my first Clients and it has been a pleasure getting to know you.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Devon

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

Wanted to get the best deals for a fixed rate mortgage and wanted to understand what would be best for my situation

How has Stuart Powell helped you?

Stuart searched the market and was able to get a better deal because he was a mortgage adviser

Have you seen the outcome you were hoping for?

Yes

Stuart's reply

Thank you Maz. Always a pleasure to help you.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Devon

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

Mortgage as first time buyers

How has Stuart Powell helped you?

-Fit us in for an initially appointment within 48 hours of getting in contact - thorough market search and explained everything about mortgages and our options -very quick communication

Have you seen the outcome you were hoping for?

Yes

Stuart's reply

Very kind words. Thank you.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Devon

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

We needed help with Equity Release

How has Stuart Powell helped you?

Stuart helped in every way possible to get a deal that was right for us.

Have you seen the outcome you were hoping for?

We had a fantastic outcome

Stuart's reply

Thanks Richard. Really glad we could help your Father.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Devon

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

Needed to review an old policy

How has Stuart Powell helped you?

Stuart went through all of the options in great detail.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing could have been done better! Top service!

Stuart's reply

Always a pleasure Mrs M.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Devon

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

First time buyers looking for advice.

How has Stuart Powell helped you?

Found mortgage for us, explained the mortgage market and the technical terms. Assisted us with life insurance.

Have you seen the outcome you were hoping for?

Exceeded expectations, without Stuart I think the process of getting on the housing market would be much more stressful and probably more expensive in the long run.

What could they have done better?

Completely happy with the service provided. Stuart and Sami were quick to respond to emails and happy to talk on the phone or for me to drop in.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

Required re_mortgaging and help with getting better rate.

How has Stuart Powell helped you?

Analysed existing finances/income/expenditure etc and worked with a service partner to get the best products for my requirements.

Have you seen the outcome you were hoping for?

Yes, I re-mortgaged, got a better rate and reduced outgoings considerably.

Stuart's reply

Glad you were so happy with the service Andrew.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in Devon

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

I needed advice on the best mortgages for my upcoming move.

How has Stuart Powell helped you?

Stuart was patient and informative giving me all the relevant information and taking the time to explain all my options clearly.

Have you seen the outcome you were hoping for?

Yes I have a far better understanding of all the options and look forward to my move.

Stuart's reply

Let me know when you need further help Rach. Thanks for the great review.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in Devon

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

I was looking for a 5 year fixed rate mortgage.

How has Stuart Powell helped you?

He looked at what I was currently paying on my mortgage and did a search for a better deal.

Have you seen the outcome you were hoping for?

Yes. I have seen a report which gives an accurate reflection of the advice I was given and the outcome I wanted. I was given a number of options to choose. I now have a 5 year fixed rate deal which is at a lower rate than my current mortgage so will allow me to pay off my mortgage sooner.

What could they have done better?

My financial adviser kept me informed the whole way through the process.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Devon

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

I needed a new life insurance policy.

How has Stuart Powell helped you?

He helped find the best policy for myself and my family and explained all the ins and outs which I had no real idea about.

Have you seen the outcome you were hoping for?

Yes definitely I have a comprehensive cover now that I’m confident is right for my familh.

What could they have done better?

Nothing

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Devon

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

I wanted to arrange a mortgage on a buy to let property to enable the purchase of second property.

How has Stuart Powell helped you?

Stuart helped my looking at all the different options and finding a suitable lender.

Have you seen the outcome you were hoping for?

Yes I was able to get a mortgage and purchase the property.

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Devon

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

Renewing our family health insurance.

How has Stuart Powell helped you?

Stu was able to look in to the different available policies and help us chose the best one for our family.

Have you seen the outcome you were hoping for?

Not only did he help us find the right policy but this also made it marginally cheaper compared to the old policy we had.

What could they have done better?

None.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Devon

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

Looking to remortgage to save money.

How has Stuart Powell helped you?

Stuart handled everything from start to finish and saved us a considerable amount of money with the deal he recommended. He is polite and professional and I would definitely recommend getting in touch.

Have you seen the outcome you were hoping for?

yes without doubt.

What could they have done better?

Nothing ! he's like Mary Poppins ,practically perfect in every way!

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Devon

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

Required assistance in looking for a mortgage on a new property.

How has Stuart Powell helped you?

Stuart dealt with all the mortgage requirements, only coming to us when he required some information. He was very personable and answered all questions and queries we had promptly.

Have you seen the outcome you were hoping for?

We are now living in our new house!.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Devon

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

Recommend.

How has Stuart Powell helped you?

Stuart help us set up with vitality life insurance for a good price.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Don’t feel anything could have been done better.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Devon

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

To arrange life insurance.

How has Stuart Powell helped you?

He was very informative of the product and gave me options for my consideration. Replied to emails promptly.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

In this instance nothing. I was slow getting things organised my end

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Devon

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

Needed to change my life cover to meet my needs.

How has Stuart Powell helped you?

Stuart helped me get the best possible life Cover to suit my family.

Have you seen the outcome you were hoping for?

Yes the policy we have offers fantastic rewards.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Devon

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

To obtain the best deal for our renewing mortgage.

How has Stuart Powell helped you?

Looked at the whole of the market for us and made good suggestions on saving money and which product would be right for us.

Have you seen the outcome you were hoping for?

Yes, a great deal and a product that really suits our needs.

What could they have done better?

Nothing, he was efficient and professional, showed his extensive knowledge of the market and products. Made the paperwork as easy as possible for us as we are very busy. We now know we have the right deal for us and can benefit from the savings Stuart's advice will bring.

First impression from a user who is not yet a client

December, 2017

Overall

Please provide a brief comment about your experience with Stuart

We were very pleased with the service and advice received from Stuart. He gave us a timely appointment and had prepared very relevant advice with detailed costings. During our meeting he updated the advice to reflect our comments by calling a colleague directly. We found Stuart easy to talk with and feel confident in moving forward with him.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Wiltshire

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

Wanted independent advice on building and home contents insurance.

How has Stuart Powell helped you?

Stuart found us comprehensive and competitive home insurance cover when our current (online) insurer sought to massively increase our premium on renewal.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

nothing!

Review from verified client

October, 2017

Overall

Based in

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Berkshire

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

Renewal of insurance.

How has Stuart Powell helped you?

Advised on policy & arranged cover.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Cornwall

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

Re-mortgaging to buy second adjoining property. In no way was this a straight forward application and Stuart's expertise, reassurance, attention to detail and advice has been vital in every respect.

How has Stuart Powell helped you?

Please see above.

Have you seen the outcome you were hoping for?

We're on the way!.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Devon

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

First time buyers and needed advice.

How has Stuart Powell helped you?

He advised us on how to tidy up our finances in preparation for applying for a mortgage. He was helpful and listened to our concerns and put our minds at ease.

Have you seen the outcome you were hoping for?

So far, yes! We are still speaking to Stuart about our options.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Cornwall

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

needed to update insurance.

How has Stuart Powell helped you?

came to my place of work and went through lots of different policies and providers.

Have you seen the outcome you were hoping for?

yes we now have a great ploicy with all the cover we need.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Devon

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

I didn't fully understand what i was doing and who to contact with regards to sorting out a morgage.

How has Stuart Powell helped you?

He talk us through all aspects of lenders and all other bits involved.

Have you seen the outcome you were hoping for?

This is still going through but am very happy so far I am being kept up to date at all stages of this process.

What could they have done better?

Nothing, this was very well talked through step by step and put into layman's terms so someone as dosy as me could get it.

First impression from a user who is not yet a client

September, 2017

Overall

Please provide a brief comment about your experience with Stuart

Clearly very knowledgable, flexible to client's requirements and excellent communication. Highly recommended.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Devon

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

Change of circumstance made me look for advice for a mortgage.

How has Stuart Powell helped you?

Stuart explained everything in a clear way that was easy to understand and was prompt with emails with answers. He listen to my needs and found the best product for my circumstance. Stuart made the whole process easy and I have recommended him to my friends and will return if I need further advice in the future.

Have you seen the outcome you were hoping for?

yes and still ongoing.

What could they have done better?

Stuart was very professional

Stuart's reply

Thanks for the kind review Dilys. I have renamed Mondays Dilys Mondays officially now!

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Devon

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

I wanted to get a quote for home and contents Insurance.

How has Stuart Powell helped you?

Stuart understood our needs and provided excellent and honest advice.

Have you seen the outcome you were hoping for?

We were happy with the recommendations Stuart gave us.

What could they have done better?

We would definitely recommend Stuart to family and friends

First impression from a user who is not yet a client

August, 2017

Overall

Please provide a brief comment about your experience with Stuart

Stuart was extremely helpful. As we are first time buyers we have lots of questions and he has been able to answer them all . He has also helped us get a very good understanding of the buying process. We will continue to use his services.

Stuart's reply

Thank you for your kind words and leaving a review Shelby. It was great to meet you both today and discuss some options for you. I look forward to helping you both on your next stages towards owning your first home.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Devon

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

Life insurance, critical illness and income protection needed reviewing.

How has Stuart Powell helped you?

He found some really competitive quotes and explained everything in detail. He gave us time to discuss and think about his proposals before going ahead with anything.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing! He did everything he said he was going to do quickly and efficiently.

Stuart's reply

Thanks for the glowing review Vicky. A Protection review was definitely needed. Glad to have helped you all.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Devon

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

looking for life cover for my family.

How has Stuart Powell helped you?

Stuart helped me by reviewing my circumstances and finding the best life cover choice to meet our needs.

Have you seen the outcome you were hoping for?

Yes we have a life cover policy within our budget and requirements.

Stuart's reply

Glad to have helped you and your lovely family Sami. Don't forget to come in and see me so we can set up your Vitality App and start earning you all cinema tickets!

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Devon

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

Chapnge of circumstances.

How has Stuart Powell helped you?

Stuart helped us find a policy with increased cover for the same price as i was paying previously. He is very knowledgeable and professional. I would not go to anyone else for financial advice.

Have you seen the outcome you were hoping for?

Exceeded expectations.

What could they have done better?

Everything was perfect. Top service.

Stuart's reply

Very kind words Vicky. I still can't believe how much we saved you on your Home Insurance!

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Devon

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

Home insurance renewal.

How has Stuart Powell helped you?

Stuart gave advice on the quality of our insurance and gave clear steps for us to take.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Stuart's reply

Thanks for your kind words Rachael.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Devon

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

Reviewing my life assurance.

How has Stuart Powell helped you?

He offered professional advice on a product I was interested in.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, I was very happy with the service I received.

Stuart's reply

Thanks for the review Claire. Let me know if you need any more help in the future.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Devon

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

We wanted to be able to cope financially if anything were to happen to either of us, so it would minimise the effect on the children.

How has Stuart Powell helped you?

Stuart advised us on what we could get for the money we wanted to pay and talked us through the different options.

Have you seen the outcome you were hoping for?

Our insurance is in the process of going through.

What could they have done better?

N/A

Stuart's reply

Thanks for coming to see me to help you with your Life Cover Claire and Dave. Thank you for the kind review too.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Dorset

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

I have recently been reviewing all of my insurance needs and wanted to review my home insurance as I felt that I was paying over and above for my property.

How has Stuart Powell helped you?

Stuart was very efficient. I contacted him on the Friday and asked him to review this for me and expressed my concerns that I was paying over and above. He listened to everything I had to say and reassured me that he would be able to look and this for me. I had the quote by Monday morning and was absolutely delighted when he informed me he had found a policy suitable to my needs for a much cheaper premium.

Have you seen the outcome you were hoping for?

I got the outcome I was looking for and more. Stuarts prompt and efficient service was more than I had expected and for him to then be able to save me money on my existing policy was fantastic.

What could they have done better?

In this situation I don't feel he could have done anything further. He kept in contact with me throughout, gave a prompt and efficient service and was able to find me a policy that met my requirements.

Stuart's reply

Thanks for a lovely review Kate. Looks like I will be able to help you with your Life Cover and Mortgage too.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Dorset

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

My Home Insurance has been increasing year on year so decided to review it this year.

How has Stuart Powell helped you?

Stuart was excellent in his approach to ensure that he gave the best advise for us. He listened intently to our needs before discussing our different options. Stuart spoke in language that we understood and explained everything in full before answering all of our questions.

Have you seen the outcome you were hoping for?

Stuart has saved us over £12 per month with a policy that equals the 5 star Defaqto rated policy that we already had.

What could they have done better?

My experience was first class

Stuart's reply

Thanks for a lovely review Dawn.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Devon

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

To see if there was a better deal for us due to not checking for a few years.

How has Stuart Powell helped you?

He was very good and found us a great deal with our mortgage and life insurance that has saved us money.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing service was fantastic and very quick

Stuart's reply

Great to have saved you money on your monthly payments as well as sort out your Life Cover policy Claire. Nice to have met Enda too and the boys too. Splash misses them!

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Devon

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

No life cover in place.

How has Stuart Powell helped you?

Searched market for suitable policy.

Have you seen the outcome you were hoping for?

Yes policy suited to my needs.

Stuart's reply

Great to have helped you with a suitable Life Cover policy Guy. Thanks for trusting Shore with this.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Devon

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

Current mortgage deal coming to an end, wanted to find a new one and also to look at life and critical illness cover.

How has Stuart Powell helped you?

Found us great deal based on our initial information, but then through discussion we established an even better option which will shorten the mortgage terms. We also worked through reducing the cost of the life cover together so that it was at a manageable amount.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing, Stuart is very patient and no question was left unanswered. We're very happy and confident in the choices we've made.

Stuart's reply

Thank you for your kind words Katie. I am really pleased to have met you and Kev and to have helped you with your Mortgage, Home Insurance and Life Cover.