Jason's reviews
Reviewed for
Insurance and Protection ( 27 )
Mortgages ( 61 )
Pensions ( 11 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 5 )
£100k - £200k ( 4 )
£50k - 100k ( 4 )
Up to £50k ( 15 )
Review
by a verified client in Dorset
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage on new property.
How has Jason Lewis helped you?
Mortgage advice and application.
Have you seen the outcome you were hoping for?
Yes. Jason was very understanding and knowledgeable, giving sensible and relevant advice all through the application process.
What could they have done better?
Nothing.
Review
by a verified client in Dorset
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving house and have used him before
How has Jason Lewis helped you?
to identify our budget for our next house purchase and secure our mortgage
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Repeat review
by a verified client in Dorset
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Lewis helped you since your last review?
Mortgage and financial advice
Repeat review
by a verified client in Dorset
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Lewis helped you since your last review?
Given updates and advice when needed
Repeat review
by a verified client in Dorset
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Lewis helped you since your last review?
Supported us with changing our Health Insurance Provider to match the cost of our new property. Expert advice requiring me to do very little.