Gerard Potts

Gerard Potts

Elite Financial Planning Consultants

Gerard's reviews

Reviewed for

Insurance and Protection ( 59 )

Mortgages ( 115 )

Pensions ( 2 )

Equity Release ( 3 )

Investments and Savings ( 3 )

Financial Planning ( 2 )

Financial Mentoring ( 1 )

Reviewers' assets

£200k - £500k ( 3 )

£100k - £200k ( 5 )

£50k - 100k ( 4 )

Up to £50k ( 50 )

Review

by a verified client in Manchester

a month ago

Overall

Advice

Service

Value

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

I first approached Ged in 2020 when I was looking at buying my first home (during the pandemic!) I have since sold that home, moved house and done a remortgage all through Ged

How has Gerard Potts helped you?

Ged has been amazing at getting me all of my mortgage deals, he searches for the best deals, contacted mortgage providers on my behalf and kept me up to date with the whole process

Have you seen the outcome you were hoping for?

Yes! Ged has been super helpful and the best part of it is, it doesn’t cost me a penny!

What could they have done better?

Honestly, nothing!

Review

by a verified client in Manchester

4 months ago

Overall

Advice

Service

Value

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

I need some quick advise regarding an issue with a proposed mortgage and Gerard helped with resolving said issue.

How has Gerard Potts helped you?

He contacted the lender at the time to understand what was required but then went away to find me a better deal.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing Gerard is very clear at all stages of the application process and is always happy to help.

Review

by a verified client in Lancashire

5 months ago

Overall

Advice

Service

Value

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

First mortgage

How has Gerard Potts helped you?

Gerard has helped me greatly by providing mortgage advice, obtaining the very best mortgage offers, and guiding me through every step of the home buying process, including supporting with necessary cover options.

Have you seen the outcome you were hoping for?

Yes, im now the proud of owner of my first home and finally on the property ladder - somewhere i never thought i’d be.

What could they have done better?

I’m not aware of anything at all that Gerard could have done better, that he was able to control.

Review

by a verified client in Manchester

6 months ago

Overall

Advice

Service

Value

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

I was struggling to find a mortgage as a single person moving from one property to a new one.

How has Gerard Potts helped you?

He has helped with my mortgage, mortgage renewal and life insurance alongside my property.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Ged could not have done anything better than he did.

Review

by a verified client in Lancashire

6 months ago

Overall

Advice

Service

Value

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

Because I was buying my first house

How has Gerard Potts helped you?

Helped me with my mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of