Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 21 )

Pensions ( 2 )

Equity Release ( 1 )

Investments and Savings ( 2 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 1 )

Financial Planning ( 3 )

Financial Mentoring ( 2 )

Financial Coaching ( 2 )

Reviewers' assets

Up to £50k ( 8 )

£50k - 100k ( 2 )

Client reviews

Repeat review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Somerset

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

How has Simon Mayo helped you since your last review?

Simon arranged my mortgage.

Simon's reply

Thanks for completing an annual review on our mortgage advice services, anything you need to review or need help with just let me know, speak to you soon.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Remortgage

How has Simon Mayo helped you?

2 mortgages

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at all

Simon's reply

Thanks for taking the time to leave me a 5 star review and for using our mortgage advice services.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Manchester

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

We had to remortgage.

How has Simon Mayo helped you?

He made the process so easy and straightforward for us.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

It was all good

Simon's reply

Thank you for using our mortgage advice service for your remortgage and taking the time to feedback.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Bristol

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

I approached Simon in January for advice regarding my mortgage. It needed to be renewed in June and with the current rates of inflation and market uncertainty I was unsure how best to proceed.

How has Simon Mayo helped you?

Simon assured me he would look at the whole of the market and keep checking and updating until he could lock in a mortgage that was affordable and would meet my list of requirements. His communication was fantastic. He kept me completely up to date and relayed everything in laments terms, ensuring I fully understood and was completely happy.

Have you seen the outcome you were hoping for?

Simon exceeded my expections. After initially agreeing to a mortgage that was suitable, he continued to check the whole of the market regularly, and managed to secure an even better rate. I am extremely pleased with the final mortgage agreed on.

Simon's reply

Thanks for choosing us to help you with your re-mortgage and move closer to your retirement goals

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Mortgage was up for renewal.

How has Simon Mayo helped you?

Simon gave us good advise and helped us through the new mortgage process seamlessly.

Have you seen the outcome you were hoping for?

Yes, helped us with a positive out come.

What could they have done better?

Not sure...given the info we had given him.

Simon's reply

Thank you for the review and 5 stars and for taking the time to answer all the questions and providing me with feedback on my advice,

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Bristol

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

Remortgage

How has Simon Mayo helped you?

Simon worked hard to find us the right deal.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing Simon was amazing and went over & above our expectations.

Simon's reply

Thank you for taking the time to review the mortgage advice provided and for choosing us to help you.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Bristol

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

Mortgage deal to expire.

How has Simon Mayo helped you?

Simon has give me a number of options to consider and was happy to monitor market and get best possible advise for my mortgage needs.

Have you seen the outcome you were hoping for?

Absolutely, 100%!

Simon's reply

Thank you for taking the time to review the advice provided on your buy to let mortgage and using our services, look forward to helping you again in the future.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Needed to remortgage for a buy to let

How has Simon Mayo helped you?

Found us the perfect deal, which he then arranged for us.

Have you seen the outcome you were hoping for?

Yes. Very happy with the mortgage Simon arranged for us.

What could they have done better?

Nothing. Was extremely straightforward and easy. Simon kept us informed every part of the way.

Simon's reply

Hi Sam, Thanks for taking the time to leave me a review and using my services for re-mortgage advice.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

Bought a property and required advise

How has Simon Mayo helped you?

Simon has been phenomenal, professional, helpful and knowledgeable and does reply too you when needed. :)

Have you seen the outcome you were hoping for?

Yes

Simon's reply

Thank you for taking the time to leave me a review and using our services, really appreciate it.

Repeat review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Somerset

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

How has Simon Mayo helped you since your last review?

He has stayed in touch, made sure that I am happy with everything and if there are any areas or concerns that I need to discuss. Having such great service levels makes me feel valued and not that my first engagement was just a financial transaction for his benefit. Mentally it’s so reassuring that an organisation such as this is here for it’s clients and not all about them.

Simon's reply

Thank you Guy for taking the time to provide an annual review, it means a lot to our business.

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 Simon Mayo helped you since your last review?

Followed up with us regarding changes in the financial landscape and made sure we were still doing well.

Simon's reply

Thank you for taking the time to leave feedback again.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Bristol

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

End of fixed term on kortgage

How has Simon Mayo helped you?

Found fixed rate and advised thoroughly of different options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Simon's reply

Thank you for taking the time to provide feedback and for using our services for your re-mortgage.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Cardiff

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

Suggested by a friend

How has Simon Mayo helped you?

Simon helped us find a competitive mortgage deal for our first home and was invaluable as a source of information on mortgage advice and any financial advice we needed. We had a complicated process and Simon was there to help every step of the way

Have you seen the outcome you were hoping for?

Yes, we got a great mortgage deal at good rates.

What could they have done better?

-

Simon's reply

Hi Jak, thanks for taking time to review our services, really please we could help you purchase your first home.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Bristol

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

Re-Mortgage whilst locked into a fixed rate to protect long term financial security

How has Simon Mayo helped you?

Simon listened well and took on board my current circumstances, he provided all the possible options and what it meant for me both in the short and long term. His customer care was paramount and he always puts the best interest of the customer first.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Simon's reply

Thanks for taking the time to feedback, really appreciate your kind comments, pleased we could help you with your re-mortgage.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Antrim

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

We initially contacted Simon and team 5 years ago when purchasing our first home, and again this year when deciding to sell our old home and upsize

How has Simon Mayo helped you?

Simon has been fantastic at giving us all the information we needed whilst making it all so easy to understand. We were given a handful of options which were all very clearly laid out and made the whole process so easy for us

Have you seen the outcome you were hoping for?

Yes, we were able to get our new mortgage and also renew our first portion of our mortgage with Simon with ease

What could they have done better?

Honestly Simon has been fantastic to work with, always so prompt replying to emails, so informative over our calls and in general just a really lovely man

Simon's reply

Thank you Rachael for taking the time to feedback. Thank you for using our services again, it was pleasure to speak to you both and help you.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Re-mortgage and additional borrowing to pay Help to Buy

How has Simon Mayo helped you?

Advice and Support on the process for paying off Help to Buy Secured better mortgage rates Options for instructing an independent valuer/surveyor (for home valuation) Options for instructing conveyancing solicitor

Have you seen the outcome you were hoping for?

Yes for the re-mortgage and still in the process for help to buy.

Simon's reply

Thank you for the review and feedback, really appreciated.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Bristol

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

Purchased a new property and needed insurance and protection

How has Simon Mayo helped you?

Excellent advice, customer service. Very knowledgeable and professional

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing it was excellent. Highly recommended

Simon's reply

Thanks for the feedback and using us for your insurance.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Lanarkshire

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

Looking to buy a house and required a mortgage

How has Simon Mayo helped you?

Simon found me the best deal gave me impartial and clear advise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Simon was very professional and knowledgeable, I was happy for Simon to guide me in this process as a 1st time buyer.

Simon's reply

Hi Karen, thanks for taking the time to provide feedback and a review

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Torfaen

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

Purchase of first house

How has Simon Mayo helped you?

Simon secured us a mortgage and overcame many difficulties with ease

Have you seen the outcome you were hoping for?

We certainly did been living in our new home for just under a year

What could they have done better?

There was nothing that could have been done better

Simon's reply

Thank you for the review, glad to hear you are still loving your new home.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Simon was easy to deal with, very friendly and made me feel at ease through every conversation we had. I would recommend him to anyone looking for advice as he is so genuine to deal with and doesn’t look down his nose at you like others I have dealt with in the past

How has Simon Mayo helped you?

Easy, professional advice and service Amazing service, easy to deal with, very professional, polite and listened to what I wanted. Also explained everything in a simple, easy to understand way. 100% recommend

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at all.

Simon's reply

Thank you for taking the time to review the mortgage advice provided.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Somerset

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

First time buyer using help to buy

How has Simon Mayo helped you?

Walked me through each step, found the best products for me, kept me updated and ensured the new build company were also updated and timescales met

Have you seen the outcome you were hoping for?

Yes now moved in on time and with no issues

What could they have done better?

Nothing

Simon's reply

Great we could help you with your Help to Buy Mortgage for your first home.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Devon

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

Buying our first home and considering various mortgage possibilities.

How has Simon Mayo helped you?

Simon and the team have gone above and beyond to help us with our mortgage, and to chase the solicitors when that needed to be done. Very helpful, and they make sure everything is absolutely clear, everything is made easy and efficient!

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

The conveyancing firm they recommended was not great and I hear BetterMortgage is no longer recommending them.

Simon's reply

Thank you for your review on our mortgage advice and for the feedback on the conveyancing solicitor which we no longer use.