Leanne Tolley

C D Financial Ltd

Leanne's reviews

Reviewed for

Insurance and Protection ( 11 )

Mortgages ( 33 )

Pensions ( 5 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 1 )

Inheritance Planning ( 1 )

Long Term Care ( 1 )

Financial Planning ( 3 )

Financial Mentoring ( 1 )

Financial Coaching ( 1 )

Reviewers' assets

£50k - 100k ( 2 )

Up to £50k ( 21 )

Review

by a verified client in Shropshire

a month ago

Overall

Advice

Service

Value

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

To obtain my first mortgage

How has Leanne Tolley helped you?

Arranged mortgage Helped find Solicitor

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Leanne:

Thank you so much for taking the time to leave this review. I'm really pleased to hear that you were happy with the support you received throughout your first mortgage journey. Securing your first home is a major milestone, and it was a pleasure to assist you from start to finish. I'm especially glad to know that you felt well supported not only with the mortgage arrangement, but also in finding a solicitor—making the whole process as smooth and stress-free as possible. Hearing that the outcome met your expectations is exactly what I aim for with every client. Working with a financial adviser can bring peace of mind, especially during such an important financial decision. I’m delighted I could play a role in helping you take this exciting step, and I’m here should you need any further advice in the future. Leanne

Review

by a verified client in Shropshire

3 months ago

Overall

Advice

Service

Value

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

Mortgage renewal/product.

How has Leanne Tolley helped you?

Leanne managed to find me another achievable mortgage in a personal face to face/online manner where all my affordability questions were covered 100%

Have you seen the outcome you were hoping for?

Yes. I am satisfied with the product and grateful for her team helping me directly over the phone with my solicitors mortgage questionnaire.

What could they have done better?

Nothing, as Leanne and her team covered all bases. I will never be using anyone else when it comes to mortgages as Leanne and her team are that good!

Leanne:

Thank you so much for taking the time to leave such a thoughtful review. Your kind words about not wanting to use anyone else for mortgage advice are truly appreciated and reflect the commitment we make to every client. It means a great deal to hear that you felt fully supported throughout your mortgage renewal process. I’m especially pleased that the combination of face-to-face and emails worked well for you, and that we were able to address all your questions clearly and thoroughly. I’m also glad the team could step in to assist with your solicitor’s mortgage questionnaire—we know how important it is to keep things moving smoothly at that stage. Helping people secure the right mortgage is about more than just rates—it’s about understanding your needs and making the process as straightforward as possible. We’re so pleased we could do that for you, and we look forward to supporting you again in the future. Warm regards, Leanne

Review

by a verified client in West Midlands

3 months ago

Overall

Advice

Service

Value

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

Coming up to retirement wanted check to ensure best allocation of funds as well as consolidate

How has Leanne Tolley helped you?

Review requirements, advised route forwarded and support contacting and working with pension providers

Have you seen the outcome you were hoping for?

Only started late last year, given timescales difficult to assess the impact

Leanne:

Thank you for your review. I'm really looking forward to helping you towards retirement, and helping you to keep on track. Leanne

Repeat review

by a verified client in Staffordshire

7 months ago

Overall

Advice

Service

Value

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

How has Leanne Tolley helped you since your last review?

Leanne and her team helped me to secure a remortgage allowing me to move and free up some equity. She was there with me every step of the way; always accessible and broke down all the jargon and explained everything so simply. I always knew what the situation was regarding the mortgage which was great as moving house was very stressful!! It was one less thing to worry about - Leanne is amazing and I'd recommend her to anyone.

Leanne:

Thank you for leaving me such a lovely review! Look forward to helping you in the future. Leanne

Repeat review

by a verified client in Herefordshire

8 months ago

Overall

Advice

Service

Value

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

How has Leanne Tolley helped you since your last review?

Leanne has consistently been a source of valuable financial advice following our original purchase of our house. In order to complete renovations we needed to refinance. Leanne advised the best path and completed the refinancing efficiently and effectively. Leanne has also provided us with pensions advice.

Leanne:

Thank you for your review. Looking forward to helping you more in the future! Leanne