Stephen Davies

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

We were looking to get some work done on the house and wanted to re-mortgage to pay for the work.

How has Stephen Davies helped you?

Stephen listened to what we needed and offered advice and a range of options to allow us to make the best decision for what we required.

Have you seen the outcome you were hoping for?

Yes we got the re-mortgage package we wanted.

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

Divorced and looking for a mortgage for the first time on my own.

How has Stephen Davies helped you?

Stephen was so helpful in searching all the best mortgage deals and presenting a range of options that met my needs. We discussed and considered what ones would best suit my circumstances and budget.

Have you seen the outcome you were hoping for?

Yes, this was 9 years ago and I was so pleased with the service that I have continued to use Stephen and his services when it’s been time to remortgage.

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

My mortgage deal was ending

How has Stephen Davies helped you?

He found me the best deal and did all the paperwork in switching.

Have you seen the outcome you were hoping for?

Yes and the deal was cheaper than my last mortgage deal!

What could they have done better?

Nothing - Stephen was great and I’d highly recommend his service

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

Refinance to clear debt

How has Stephen Davies helped you?

End to end enabled us to sustain our quality of life and affordability.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

No suggestions here

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

How has Stephen Davies helped you since your last review?

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