Reviewed for

Insurance and Protection ( 40 )

Mortgages ( 119 )

Pensions ( 17 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 5 )

Investments and Savings ( 17 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 4 )

Long Term Care ( 3 )

Financial Planning ( 3 )

Financial Mentoring ( 4 )

Financial Coaching ( 1 )

( 1 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 9 )

£100k - £200k ( 7 )

Up to £50k ( 35 )

£50k - 100k ( 4 )

Client reviews

First impression from a user who is not yet a client

May, 2024

Overall

Please provide a brief comment about your experience with Akhil

Excellent advice given by telephone.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Warwickshire

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

Current mortgage provider was very inflexible and had high rates

How has Akhil Satsangi helped you?

Very professional, fast acting and a lovely guy

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Product expiry and remortgage the BTL property.

How has Akhil Satsangi helped you?

Akhil has been advising the right products and help out to secure a good deal in these turbulent times.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Given the financial turbulence, interest rates in the market, I believe Akhil has done a good job.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in West Yorkshire

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

originally years ago it was for mortgage advice

How has Akhil Satsangi helped you?

he is the most helpful and reasonably priced advisor I have ever had the fortune of using , goes above and beyond everytime

Have you seen the outcome you were hoping for?

always

What could they have done better?

nothing

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in East Sussex

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

As a single woman purchasing my first house independently, I recognised the importance of seeking professional advice to navigate the mortgage process effectively. Being new to this journey and wanting to ensure that I made informed decisions, I sought out the expertise of a mortgage broker to guide me through the complexities of securing a mortgage.

How has Akhil Satsangi helped you?

Akhil Satsangi from PKS Associates Financial Services Limited played a pivotal role in facilitating my home buying journey. He provided invaluable assistance by thoroughly explaining each step of the mortgage process, offering tailored advice that aligned with my financial situation and goals. Akhil's availability and responsiveness were exceptional, as he promptly addressed any queries or concerns I had, ensuring a smooth and stress-free experience. His expertise and support empowered me to make informed decisions confidently, ultimately leading to the successful purchase of my first home.

Have you seen the outcome you were hoping for?

Yes, thanks to Akhil's guidance and expertise, I achieved the outcome I was hoping for. I successfully secured my first home independently, and the entire process was made significantly easier and more manageable with Akhil's assistance. His advice and support enabled me to navigate the complexities of the mortgage process with confidence, ultimately leading to a positive outcome.

What could they have done better?

Honestly, there's very little I could suggest in terms of improvement. Akhil provided exceptional service throughout the entire process, exceeding my expectations at every turn. If I were to offer any feedback for improvement, perhaps enhancing the accessibility of certain documentation or resources could further streamline the process for future clients. However, this is a minor suggestion, as Akhil's professionalism, expertise, and dedication already make him an exemplary mortgage broker.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Warwickshire

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

I have used Akhil's services to find a mortgage on two separate occasions. In both instances my situation had some unique circumstances and both during periods of challenging financial landscapes. Akhil is an absolute pleasure to deal with! He is very knowledgable and aware of the latest mortgage offers and market conditions. He is very personable and extremely patient in explaining all details and options in a calm and clear manner. I would 100% use Akhil's services again and highly recommend to any seeking mortgage &/or financial advice.

How has Akhil Satsangi helped you?

Akhil has obtained a Mortgage for me on two occasions and provided advise on insurances.

Have you seen the outcome you were hoping for?

Yes absolutely.

What could they have done better?

I am fully satisfied.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Cheshire

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

Buying a house

How has Akhil Satsangi helped you?

Arranged our mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nil

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Cheshire

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

Ive known Akhil since 1999 when he helped me with getting mortgage for my first house as a junior doctor.

How has Akhil Satsangi helped you?

Akhil has helped me a lot in getting mortgages and also has helped with getting rental properties . He has also been helping me in retirement plans and pensions. I have found him extremely efficient, helpful, proactive and i have never had any trouble as I have always been supported and kept up to date with the progress. His knowledge in his work is exceptional and i would highly rate him,

Have you seen the outcome you were hoping for?

mortgage , buy to let, investment properties, pension.

What could they have done better?

cant think of anything

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Cornwall

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

I needed to feel in control of my finances and long term planning

How has Akhil Satsangi helped you?

Pensions, property, mortgages, life protection, advice

Have you seen the outcome you were hoping for?

Akhil helped me to realise a long term goal of moving the family to our forever location. Along the way, we have benefitted from advice to help us better think through our assets. And we were protected when we had illness in the family, which meant that we could focus on recovery and not worry about money.

What could they have done better?

There's no improvement necessary, Akhil is 5/5 brilliant service and always thinking ahead for us,

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Warwickshire

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

Buying a house

How has Akhil Satsangi helped you?

He found me a great mortgage deal, and even updated it when the rates lowered.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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

I received a redundancy settlement many years ago and wanted to invest in property. Akhil's advise and guidance has been invaluable in finding the right mortgages and also in all of my financial matters since

How has Akhil Satsangi helped you?

Akhil is always there to provide excellent advise and guidance. Not only has he helped with mortgage advice but he has also helped me with my pensions, inheritance and financial planning

Have you seen the outcome you were hoping for?

Although the property market can be volatile Akhil keeps ahead of the game, he really knows his subjects and investigates best options. I have always valued his advice and guidance

What could they have done better?

I can't think of anything

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Warwickshire

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

I wanted to remortgage in order to buy a second property.

How has Akhil Satsangi helped you?

I used Akhil's services two years ago when buying my current property. The service I received at that time was absolutely excellent. I therefore approached Akhil again to discuss a remortgage. My situation was not standard, as I have overseas earnings only, so a remortgage was not so straightforward to achieve. Akhil took all the worry and complexity out of it and I received an excellent and efficient service. I could not be happier with the outcome.

Have you seen the outcome you were hoping for?

I was delighted with the outcome. Akhil could not have done more.

What could they have done better?

The service was excellent and I received the outcome wanted.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Warwickshire

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

Me and my partner were looking for help with getting a mortgage for our new home

How has Akhil Satsangi helped you?

He went above and beyond to help us get the perfect mortgage, worked nonstop and was extremely efficient whilst still being kind and helpful

Have you seen the outcome you were hoping for?

Yes extremely happy

What could they have done better?

I don’t think I there is anything more he could have done for us he was exceptionally good at his job

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Warwickshire

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

House move

How has Akhil Satsangi helped you?

Friendly and professional service. Helped us find the right mortgage

Have you seen the outcome you were hoping for?

Yes, everything went smoothly

What could they have done better?

Nothing, we were pleased with the service

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Warwickshire

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

Renewal of mortgage

How has Akhil Satsangi helped you?

I’m getting our mortgage renewed

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Warwickshire

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

extendng the house

How has Akhil Satsangi helped you?

helped us find a rate that would suit us

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing Akhill is best in the game

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Warwickshire

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

First home

How has Akhil Satsangi helped you?

Achieving 1st, 2nd and 3rd mortgage.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not applicable!

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Berkshire

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

Buying our first house

How has Akhil Satsangi helped you?

Akhil helped us to get our first mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He could not have done any more

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Devon

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

I was hoping to move to the South West and was looking for a way to finance this.

How has Akhil Satsangi helped you?

Where to start? Akhil has helped me with endless patience, understanding and tolerance. He has always gone to endless trouble and effort on my behalf and to say he has consistently gone the extra mile would be an understatement.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Warwickshire

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

Mortgage term ending plus investment advice required

How has Akhil Satsangi helped you?

Secure best bank rate for 5 year mortgage. Investment advice for buy to let new business idea

Have you seen the outcome you were hoping for?

New mortgage signed, with very quick time span.

What could they have done better?

Nothing. Akhil used his time over weekend and bank holiday to go above and beyond.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Warwickshire

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

Remortgage

How has Akhil Satsangi helped you?

He has helped us a a lot. Finding us the best mortgage deal suitable for us.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing. Fantastic service. Thankyou .

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

Competitive rates

How has Akhil Satsangi helped you?

Start to finish with time taken to really understand our situation and provide options for us

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

Nothing

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Warwickshire

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

Remortgage

How has Akhil Satsangi helped you?

Akhil Has combined my mortgage and help to buy and been great throughout Highly Recommended

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Absolutely Nothing He Has Been Great

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

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

When I was looking for a mortgage

How has Akhil Satsangi helped you?

With ease he gets my mortgages through at a good rate of interest and does follow up till the completion or switching process is completed

Have you seen the outcome you were hoping for?

Yes , and with less paper work

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

We were hoping to buy a property which was proving tricky as it was on two separate deeds. We were also both self employed.

How has Akhil Satsangi helped you?

Akhil managed to find a mortgage company that would accept us and oversaw the whole project

Have you seen the outcome you were hoping for?

We have just exchanged on the property and move in next week!

What could they have done better?

Nothing. Akhil went above and beyond to make sure everything happened correctly and in a timely manner

Akhil's reply

Hi Jen Thank you for the feedback , was a challenge as a unique property and glad we got this one over the line for you both, enjoy the new home! Kind Regards Akhil

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

We were looking to renew our mortgage as we were nearing the end of our fixed rate

How has Akhil Satsangi helped you?

We have know Akhil for many years and he has always been very professional and has always had our best interests at heart. When we decided to renew our mortgage slightly early Akhil was very swift in finding us the best deal available at the time. Akhil kept us up to date every step of the way until the new mortgage was completed and constantly checked that we were happy with the progress and that we understood everything.

Have you seen the outcome you were hoping for?

Yes, everything was completed on time

What could they have done better?

Nothing, Akhil was brilliant!

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

Mortgage redemption, release of equity to pay off residential mortgage.

How has Akhil Satsangi helped you?

Akhil has a wide knowledge of mortgage lenders, many of whom were not mainstream. He was able to match my requirement to a potential lender, helped me take into account all the features and costs of the mortgage beyond the mortgage rate and to negotiate the outcome I required.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

To obtain a mortgage

How has Akhil Satsangi helped you?

In obtaining a mortgage and other relevant insurances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Akhil was excellent throughout the process, nothing could have been done better!

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

Financial advice for mortgages

How has Akhil Satsangi helped you?

Always gets us the best deal, super professional, great communication and great value

Have you seen the outcome you were hoping for?

Yes absolutely extremely pleased

What could they have done better?

Nothing, the service was first class

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Mortgage for a new home

How has Akhil Satsangi helped you?

Sorted out the lender for suitable rate

Have you seen the outcome you were hoping for?

Not really however the market is just changed and BOE rated changed by then. He tried his best to sort my mortgage

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

First time buyers

How has Akhil Satsangi helped you?

He provided a briliant service,he was very helpful throughout the process.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Keep doing good job.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

We were looking for a professional and experienced financial advisor to help us purchase a residential property in this current market. Due to the market conditions, we were advised to speak to Akhil and his team on guidance for the purchase.

How has Akhil Satsangi helped you?

Akhil has been able to effectively filter down on the mortgage products and recommend a mortgage which suited our requirements

Have you seen the outcome you were hoping for?

Yes, excellent mortgage product from a reputable high street lendor to service our needs for the property purchase.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Worcestershire

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

Buying a property.

How has Akhil Satsangi helped you?

I first went to Akhil as a first time buyer looking for a mortgage, since then Akhil has provided me both financial advice and new mortgages on further properties.

Have you seen the outcome you were hoping for?

Yes, the information and deals provided by Akhil were exactly what I was after.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

My wife and I required mortgage advice and Akhil was recommended by a trusted friend.

How has Akhil Satsangi helped you?

Akhil provided us with advice on a series of mortgage options and presented them clearly. As we are a little older than most mortgage applicants Akhil was able to find a product in the marketplace that was appropriate for our situation.

Have you seen the outcome you were hoping for?

We completed in September 2022 and now have an affordable mortgage all thanks to Akhil's excellent work.

What could they have done better?

Short of driving us to the pub to celebrate I can honestly say that the service could not be improved on.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

I have had 3 mortgages through PKS Associates.

How has Akhil Satsangi helped you?

Akhil is excellent, professional and was in contact with the whole mortgage process. Akhil was extremely helpful, patient and most importantly very proactive - outstanding customer focus. I will 100% recommend PKS Associates to my friends.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

Akhil was highly recommended when I need to remortgage.

How has Akhil Satsangi helped you?

Akhil has helped me remortgage several times, he always secures me the best deals in the market.

Have you seen the outcome you were hoping for?

On several occasions Akhil has delivered in securing the best mortgage deals on the market.

What could they have done better?

I would be keen to hear if Akhil and his team offer further financial planning advice around pensions, investments etc

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Akhil was providing mortgage advice to since 4 years in multiple instances. Always been supportive and ideal.

How has Akhil Satsangi helped you?

Always provide me with right information and been proactive too with the mortgage rates been changing in the current times.

Have you seen the outcome you were hoping for?

Yes, as expected

What could they have done better?

None

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

1. Understand different products 2. Get best products for my circumstances 3. Smooth journey

How has Akhil Satsangi helped you?

Explained different options best suited for me. Got me the best rates and best advise.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Increase the communication a bit to update the progress.

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

We are moving house and in the process we decided to look into restructuring our finances at the same time

How has Akhil Satsangi helped you?

Akhil has gone way above and beyond to help us achieve our house move and restructure our finances at the same time. He has been on hand at all times to communicate with us (even at weekends) and work through quite a lengthy and complex process. His level of service and expertise is incredible. His knowledge of financial products and his relationships with various financial institutions is so strong and this underpins the great service he provided us with.

Have you seen the outcome you were hoping for?

Absolutely... and it wasn't an easy solution to achieve either. He worked tirelessly for us.

What could they have done better?

Genuinely nothing he could have done better for us. We will be staying with Akhil for the long term and consulting with him in the future with regard to any financial decisions or moves we make. He knows us now, and we trust him to provide us with the best advice.

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

I was buying my first house, so I needed someone who help me go through all this procedure.

How has Akhil Satsangi helped you?

He was very helpfull during all process. Explained me everything (even simple things). He was available even during a weekend. Top man.

Have you seen the outcome you were hoping for?

Yes of course.

What could they have done better?

Nothing. Everything has been done on full professional level.

Akhil's reply

thank you Robert hope you will both be very happy in your new home!

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

Needed to remortgage

How has Akhil Satsangi helped you?

Akhil has dealt with my mortgage requirements for several years and during this time has built up an understanding of my needs (both future and current) as well as my required level of exposure / risk and flexibility. He takes time to review the market and present the options to me in a clear and conscience fashion, and I have always felt that he deals with any queries (either from myself or the lender) in a timeless fashion. I would highly recommend Akhil to deal with not only mortgages but other financial planning requirements.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nothing..the service has been excellent

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

moving to a bigger house.

How has Akhil Satsangi helped you?

Akhil was fantastic from start to finish, Under difficult circumstances he worked tirelessly to ensure me and my partner managed to purchase our dream home.

Have you seen the outcome you were hoping for?

Absolutley we completed on Friday 20th May and are settling in nicely to our new home.

What could they have done better?

Not a thing.

Akhil's reply

Jamie Many thanks for the review...am so glad you are in your new home now and speak soon! Regards Akhil

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

Mortgage advise for a new house

How has Akhil Satsangi helped you?

Provided us with a mortgage, home insurance life insurance and income protection cover

Have you seen the outcome you were hoping for?

Yes it was a seamless process and Akhil went above and beyond to help us find the cheapest mortgage that fitted our profile.

What could they have done better?

Nothing

Akhil's reply

thank you Jamie for the feedback its much appreciated!

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

I was purchasing a property an required a mortgage.

How has Akhil Satsangi helped you?

He was able to take into consideration my requirements and needs and find an affordable and suitable option in aid for me to buy a home.

Have you seen the outcome you were hoping for?

Yes 100%!

What could they have done better?

He went above and beyond so there’s nothing more he could have done!

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

Purchasing my first property

How has Akhil Satsangi helped you?

Akhil has helped me understand the whole process and walked through it with me when I've needed things explaining, which was often

Have you seen the outcome you were hoping for?

I have received the outcome I wanted

What could they have done better?

Nothing akhil would work through his sleep if he could to make sure everything was on track

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

I had gone self employed and was struggling with high street banks for mortgages

How has Akhil Satsangi helped you?

Akhil put me at ease straight away and went over the whole process. I got the mortgage I wanted through a big lender and have used Akhil ever since. I wouldn’t use anyone else.

Have you seen the outcome you were hoping for?

Absolutely! I couldn’t be more pleased.

What could they have done better?

Nothing at all. Every time I’ve dealt with Akhil he’s been professional and understanding. For something as important as having your own home he made the process from start to finish stress free

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Leicestershire

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

Securing a mortgage. Considering critical illness claim.

How has Akhil Satsangi helped you?

Demystifying the whole process and steering me through. I can’t speak highly enough of Akhil and the support and advice he provides. He always offers guidance in a clear and open way, showing real care and attention to my situation and going out of his way to explain the options that best suit the position I’m in.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

To find suitable Mortgage Provider for my circumstances

How has Akhil Satsangi helped you?

Helped me in taking decision to select right mortgage provider by explaining pros and cons of various alternatives in the market.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't see anything

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

I became self-employed in recent times, didn't realise the effect of it on the mortgages. We were struggling to find the correct information and options to progress this, and one of our friends recommended Akhil.

How has Akhil Satsangi helped you?

From the first phone call with Akhil, he has been clear with the options and possibilities. He provided many suggestions in the process, and also he has explained the possibilities that were not clear to me when I searched for the details on my own. He is always prompt and clear and concise to the details. We feel very fortunate to work with him, and without him, it would have been a challenge to secure the mortgage we were looking for. Thank you for the wonderful service.

Have you seen the outcome you were hoping for?

yes, we have.

What could they have done better?

Nothing I can think of in terms of communication and service provided.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

Remortgage

How has Akhil Satsangi helped you?

Obtained a great fixed rate with a high street bank

Have you seen the outcome you were hoping for?

Totally saving money

What could they have done better?

No so quick and easy

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

Trying to find the most suitable mortgage and also best investments for funds

How has Akhil Satsangi helped you?

Found the best options for mortgages and then drilled down into each of them to explain the pros and cons of each and finally help us choose the best one for us. We also wanted some investments funds info and again Akhil found the best ones and made sure it suited our needs, best profitable ones with constant review of their performances.

Have you seen the outcome you were hoping for?

Always. When the mortgage was due for renewal or review of the funds performance, Akhil was always there to give the best advice based the market tendencies.

What could they have done better?

Always had great meetings and Akhil made the time to visit us in our own home for convenience instead of us having to to the office.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

Firstly getting my first mortgage on my own, after separating with my husband. Then a returned customer when my mortgage came up for renewal.

How has Akhil Satsangi helped you?

By taking the time to explain everything in a way that I could understand, without any of the process feeling overwhelming.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing. Akhil was with us every part of the process.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

My partner and I were looking for a mortgage to purchase out first house, and subsequently explore income protection / life insurance options.

How has Akhil Satsangi helped you?

Akhil spent time with us working on our finances to ensure we were in a good position to apply for a mortgage. We were supported to take steps to improve our credit score, apply for and then secure a mortgage. Akhil is professional, honest but so approachable - we didn't know the first thing about applying for a mortgage, or even how to better our financial situation before applying; Akhil walked through every step with us, was always available for questions and ensured we had a clear understanding of the process, from start to finish. As part of the process, Akhil has been supporting us to explore Insurance options, taking our personal situations into account to find the best protection for us.

Have you seen the outcome you were hoping for?

We cannot be happier with the service we received. Akhil helped us get the mortgage we needed to buy out first home, but his support didn't stop there - we are beyond grateful for the advice given along the way!

What could they have done better?

We do not believe anything could have been done better than it was. We were delighted with the service provided and we have and will continue to recommend Akhil and his services.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

We wanted to organise a mortgage and Akhil was recommended to us by a friend.

How has Akhil Satsangi helped you?

Akhil ensured he was fully abreast of what we required and surveyed the mortgage market to find the most appropriate offer to meet our needs.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

To be honest, there is nothing Akhil could have done better. He is very knowledgeable and thorough, he listened to what we wanted and he kept us informed and updated throughout the process. Nothing was ever too much trouble. Word of mouth is a powerful thing and we would 100% recommend Akhil and would definitely contact him again should we require any financial services in the future.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

I have four small rental properties and am now classed as a Portfolio Landlord. Re mortgaging was looking complicated. My previous Mortgage Advisor told me that I would struggle to re mortgage because my properties do not bring in a high enough income for many lenders. He didnt want to know! Akhil was recommended to me by two different friends.

How has Akhil Satsangi helped you?

Akhils reassurance and advice enabled me to look at my properties in a way that I had not considered. Instead of thinking I needed to sell, I now have a clear plan for each property over the next 2/3 years when re mortgaging is required. He has found me a new lender with no problems and has kept in touch with me throughout the process.

Have you seen the outcome you were hoping for?

My new mortgage completes on 02/08/21. I see no reason why it will not take place

Akhil's reply

Thanks jane the feedback is really appreciated .. thank you !

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

I was buying my first house

How has Akhil Satsangi helped you?

Akhil has been absolutely amazing in helping me get a mortgage to buy my first home. He explained everything very clearly and made a daunting process a lot less confusing. He was professional throughout, has a lot of expertise and really went above and beyond to ensure I was comfortable and happy with each step of the process. I owe Akhil a huge "thank you" for all his diligent work.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing: Akhil has been great! :D

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Buckinghamshire

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

I have a portfolio of properties as an investment for my future. I also had a several company pensions and wanted to understand how to get the best out of investments to assure my future in retirement

How has Akhil Satsangi helped you?

Akhil arranged the best buy to let mortgages to suit my requirements and gave invaluable advise on insurance protection and other investments and savings. He collated my pension pots into a recommended investment product after analysis of my future needs and my risk tolerance

Have you seen the outcome you were hoping for?

My investments are still in place but I am happy with how they are performing, Akhil carries out a regular review of my circumstances and investments. He is extremely knowledgeable and helpful. I have every faith in his advise

What could they have done better?

I am happy with the service provided

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in West Midlands

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

The process of purhcasing a house was not something we felt confident in, so seeking a financial adviser to help with this seemed the best solution.

How has Akhil Satsangi helped you?

Akhil took the time to discuss what we wanted and our personal situation to provide the best advice. He explained all our options which allowed us to make a well informed decision.

Have you seen the outcome you were hoping for?

Yes we got the mortgage that was best for us.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

Remortgage to better fixed rate

How has Akhil Satsangi helped you?

Akhil was efficient and quickly obtained us a very low fixed rate mortgage and the process was very easy and explained everything along the way and kept us updated all the time with the process. We received a mortgage in principle in 3 days and a mortgage offer within 14 days. Brilliant work

Have you seen the outcome you were hoping for?

Yes without a doubt

What could they have done better?

Honestly no Akhil was just amazing and so easy to work with.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

Buying our first home.

How has Akhil Satsangi helped you?

Akhil secured us a mortgage when none of the big high street lenders would give us the time of day.

Have you seen the outcome you were hoping for?

Yes, we have our first home now and the mortgage we wanted.

What could they have done better?

Nothing, 100% satisfied with Akhil's services.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

Free up equity to consolidate debt and money for extension on house and wedding 2022

How has Akhil Satsangi helped you?

As My partner is self employed he helped find us a borrower that was willing to lend us the money. He also explained things simply for us to understand it all.

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

Nothing. His help and advice was 2nd to none.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

My partner and I were buying our first home and wanted the support and guidance from a mortgage broker.

How has Akhil Satsangi helped you?

We recently engaged with Akhil’s brokering service to purchase our first home. As first-time buyers with lots of questions, he took the time and consideration to guide us through the mortgage process from start to finish. Akhils’ understanding of the market and expertise secured us an excellent rate, which allowed us to purchase our dream home. Akhil was diligent, responsive, professional and thorough. It is clear he prioritizes the satisfaction of his clients above all else. Nothing was too much trouble and he went beyond the call of duty to get us over the line. Despite having many clients, Akhil always made us feel like a priority. I would recommend his services to anyone.

Have you seen the outcome you were hoping for?

Yes - Akhil's involvement was instrumental. We cannot fault the part he played in the purchase of our home.

What could they have done better?

Nothing - Akhil holds himself to an incredibly high standard which is evident in the way he conducts himself.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Northamptonshire

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

Needing to get a well thought through plan for my future

How has Akhil Satsangi helped you?

Listening, clarifying, creating a relevant solution for my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

I was looking for the best mortgage to purchase my first house.

How has Akhil Satsangi helped you?

Akhil found the most suitable mortgage for me very quickly

Have you seen the outcome you were hoping for?

Yes the service was very quick and efficient and akhil was very helpful

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

Purchasing a new home with a residential mortgage

How has Akhil Satsangi helped you?

Provided advice on mortgage products and protections

Have you seen the outcome you were hoping for?

Yes, we were successful with our chosen mortgage and have now moved into our new home

What could they have done better?

I cannot think of anything! Akhil is extremely proactive and quick to respond and has great knowledge to form the basis of his advice, which makes us as a customer feel relaxed and comfortable throughout the process.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

Buying a first home.

How has Akhil Satsangi helped you?

Akhil advised me on mortgages, my options on payment terms and the best advice on fixing my interest rates. He also helped with the Help to Buy documentation and helped in selecting appropriate income and life protection for my mortgage. He helped to maximise the amount I was able to borrow as a single income, allowing me to afford a home I believed was out of my budget.

Have you seen the outcome you were hoping for?

Yes, my expectations have been exceeded.

What could they have done better?

N/A

Review from verified client

April, 2021

Overall

Advice