Reviewed for

Insurance and Protection ( 91 )

Mortgages ( 213 )

Pensions ( 2 )

Equity Release ( 6 )

Investments and Savings ( 2 )

Financial Planning ( 3 )

Financial Mentoring ( 1 )

Reviewers' assets

£200k - £500k ( 1 )

£100k - £200k ( 7 )

£50k - 100k ( 15 )

Up to £50k ( 87 )

Client reviews

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Somerset

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

We where looking to by a property

How has Samuel Whittlesea helped you?

Samuel helped in all aspects we needed.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, they have been brilliant.

Samuel's reply

It's great to hear that you are you pleased with our service Sandra, it has been lovely to help you with your mortgage and insurances. Thank you for taking the time to provide a review, it is very much appreciated!

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Myself and my partner were looking to get a mortgage to secure our first house. Sam was recommended to us by family members

How has Samuel Whittlesea helped you?

Sam has helped us to secure the mortgage we needed to get onto the property ladder. We would not have been able to do this without his help

Have you seen the outcome you were hoping for?

Yes

Samuel's reply

Thanks you Daisy for your kind review, it's always wonderful to know that it's been possible to impress with our mortgage arrangement service and hearing great feedback is a pleasure. I'm so very happy for you that you're now able to buy your first home!

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Monmouthshire

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

With interest rates and mortgages constantly changing I needed to take advice from a mortgage specialist to ensure I obtained the right product for my situation.

How has Samuel Whittlesea helped you?

Sam (and Michaela) guided me through the whole process ensuring I was informed and content at each and every stage. I was initially briefed on the process and associated fees and timescales by Sam. Following a comprehensive and thorough review of my financial documentation I was provided with representative quotes to illustrate a range of products, Sam was also kind enough to provide additional advice to ensure that my financial position was the best as it could be prior to application, thus demonstrating his commitment to achieving a successful outcome. The AiP was really quick as was underwritten by Sam allowing me to make an offer on a property almost immediately. Once I was content with the advice and the proposed product, the application was submitted by Michaela and was swiftly accepted thanks to Michaela's efforts. Overall, I found the process much easier than anticipated with Sam and Michaela always at hand to answer any questions.

Have you seen the outcome you were hoping for?

My mortgage application was accepted almost straight away thanks to Sam and Michaela's efforts.

What could they have done better?

Nothing. The process was managed very efficiently ensuring I was informed and happy at each step.

Samuel's reply

Hi Dan, thank you for your detailed and generous review. We've enjoyed helping with your home purchase mortgage and much appreciate your lovely comments. As you know, we're very proud of the service we provide and work tirelessly to secure the best outcomes for all of our clients. It's been a pleasure to help you and we look forwards to speaking with your again soon.

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Samuel

We initially went with another mortgage advisor, but had a nightmare experience. Finally moving to Whittlesea was the best thing that could have happened to us. Sam is extremely knowledgeable and has been flexible. I have shouted and ranted but Sam has treated us with understanding and respect throughout the process. We are hoping to move very soon, and can't thank Sam enough for restoring our faith in Mortgage Advisors. lets hope we are successful, but if not it wont be down to Sam because he has been amazing.

Samuel's reply

Thanks Joe for sharing your experience so far, it is lovely to hear that even in tricky times we are able to provide satisfaction and confidence. We look forward to helping you achieve your homebuying goals soon!

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Taking out a mortgage.

How has Samuel Whittlesea helped you?

I cant recommend Whittlesea mortgages enough! I had a fantastic experience working with Sam. He is incredibly knowledgable in this field of work, have quick responses, always on hand to support with any questions or queries you have and made the entire process smooth and stress-free. He was truly dedicated to our case and treated us with such care and attention finding the best deals which we got on our mortgage. Thank you so much Sam.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing A1 service. Thank you.

Samuel's reply

Thank you Kirsty, that's such a fantastic review! It's wonderful to hear back about your experience and I'm pleased to know that you are so satisfied with the help we've provided with your home purchase mortgage. On behalf of our team at Whittlesea Mortgages I thank you very much for taking the time to provide us with a review :)

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Cornwall

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

Buying a house we already lived in, from a family member with gifted equity which made things a little tricky.

How has Samuel Whittlesea helped you?

Advised us and found us a mortgage that worked with our terms.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Samuel's reply

Thanks Chris! It always great to hear feedback and I'm glad that you are pleased with the service and mortgage provided. I wish you much happiness in your home.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Northamptonshire

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

Moving house and needd new mortgage

How has Samuel Whittlesea helped you?

Advised on multiple different products for our cirumstances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Samuel's reply

Thanks Sam! It's been great to help you again and we hope that you are very happy in your new home.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

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

I needed a mortgage advise with a partner who's credit rating was a tad poor at the time . Samuel filled me with confidence that he could help .

How has Samuel Whittlesea helped you?

Insurances, mortgages, financial advice , and general queries .

Have you seen the outcome you were hoping for?

Absolutely, we are in our new home and we have Sam to thank for this .

What could they have done better?

Nothing!

Samuel's reply

Thanks Claire, it's great to hear you're happy! It's been a pleasure to help you.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Needed to get a fixed rate mortgage with Scottish Widows

How has Samuel Whittlesea helped you?

He was able to process the mortgage and was attentive and timely in executing it.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I could recall

Samuel's reply

Hi James, thank you for your review. We're happy to know that you are satisfied with our service! Thank you for choosing us for your mortgage needs, we look forward to helping you again in the future.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Samuel helped me secure a mortgage in 2018 and approached me in 2023 ahead of the fixed-term ending.

How has Samuel Whittlesea helped you?

He took the worry out of re-mortgaging during a very uncertain time. I was able to release equity, very the terms and secure an affordable mortgage with an alternative lender.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing.

Samuel's reply

Thank you Lee for your review and thanks for continuing to use our services for your mortgage needs. I look forward to seeing you again in the future :)

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Myself and my partner wanted to buy our first property. We wanted to save us the time and stress in dealing with everything that was involved in the mortgage process. We decided to go with Sam as he's one of the best mortgage advisors out there.

How has Samuel Whittlesea helped you?

Samuel has been very professional from the start to finish.Listened carefully to our requirements and then spent time to consider the options available, before getting back to us with an appropriate mortgage proposal. We've had very helpful service. It was a pleasure dealing with him, making us feel at peace always keeping us informed and making this process seem stress free and quick. Emailed us with all the information, including monthly fees , costs so we could make a decision based on that.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, everything went smoothly and best as it could be

Samuel's reply

That's a lovely review Gratiela, thank you very much! It's been great to help secure your mortgage funds for your first home purchase and I'm pleased to know you've been impressed with our service. Many thanks for taking the time to provide a review, it is much appreciated.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

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

We were trying to buy a house

How has Samuel Whittlesea helped you?

He has found the best option for us as a family trying to secure a mortgage, talked us through everything very clearly and is always very quick to respond and help if we’re unclear on something

Have you seen the outcome you were hoping for?

Yes definitely!

What could they have done better?

Nothing everything was great !

Samuel's reply

It's lovely to hear you are happy with every aspect of our service Simona! We know it's tricky being a First-Time Buyer and navigating the wold of mortgages and home buying. It's been a pleasure to help you and we look forward to seeing you again soon :)

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Buying a house

How has Samuel Whittlesea helped you?

Strongly helped

Have you seen the outcome you were hoping for?

Yes

Samuel's reply

Thank you Eugeniu, it's great to hear that you are happy with your new mortgage and the service that has been provided to you as a First-Time Buyer. The team at Whittlesea Mortgages remain available to you throughout your purchase process and future remortgages. The next step is to discuss your personal insurances, to ensure you are properly protected against unforeseen financial events. I look forward to speaking with you again soon!

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Somerset

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

I needed a remortgage

How has Samuel Whittlesea helped you?

He found the best deal available for remortgage

Have you seen the outcome you were hoping for?

Yes, I got all I hoped for

What could they have done better?

nothing, all good

Samuel's reply

Thanks Ernie, it's lovely to know you are happy with your remortgage! It's been a pleasure to help you again and we look forward to the next time! :)

First impression from a user who is not yet a client

December, 2023

Overall

Please provide a brief comment about your experience with Samuel

I contacted Samual about a product I had already started an application for. Rather than sell me a product that he could arrange he confirmed that my plans were a good idea and endorsed it with some research too. He did not need to take the time to do that but he did and for me that means a lot. I don’t like hard sells and i will certainly use his services in future.

Samuel's reply

Thank you Darren for your kind review, it is always great to hear that people love what we do. On this occasion you were already onto a winner with your mortgage and I was happy to confirm that. Thanks again for your review and recognising our focus on putting client benefit first, rather than profit. Nest wishes, Sam

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?

Buying our first home

How has Samuel Whittlesea helped you?

Michaela Edney

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Everything was done perfectly

Samuel's reply

Thank you Jess for your generous review, we love to hear that you're happy with the service we've provided! We know that as a First Time Buyer it can seem quite scary and hope that we've made your homebuying journey and securing your mortgage as easy as can be. We'll now guide you through your insurance options and look forward to continuing to support you in the future. Thanks again, we do love to get a pat on the back! :)

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?

We were buying a house, let down by the previous mortgage advisor/broker. Advised to go to Whittlesea mortgages and they were absolutely brilliant. Very helpful, efficient and professional.

How has Samuel Whittlesea helped you?

We have received a brilliant mortgage offer with the help of Sam, Michaela and Charlotte. They communicated with us every step of the way, sat down with us and gave us their undivided attention. Got us the best deal for our circumstances, we would highly recommend them.

Have you seen the outcome you were hoping for?

Absolutely have been offered a brilliant mortgage offer.

What could they have done better?

Nothing, they were superb.

Samuel's reply

That's a wonderful five-star review, many thanks Cora! It's always lovely to hear how happy our clients are with the service and advice we provide on mortgages and insurance. We're here for you throughout the rest of your home purchase and at any time in the future, please do keep in touch :)

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?

I hear about him is a prefesional adviser ?

How has Samuel Whittlesea helped you?

Yes, (Michaela)

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everithing , very good staff help full and respect full

Samuel's reply

We're very pleased to know you're happy with our mortgage advice service Erjon, helping you through the journey of being a first-time buyer. We look forward to helping you again in the future!

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Somerset

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

buying a house in Bridgwater

How has Samuel Whittlesea helped you?

by finding a suitable mortgage

Have you seen the outcome you were hoping for?

I have a mortgage provided by Nationwide Building Society

What could they have done better?

no comment - when available meetings were good.

Samuel's reply

Hi Stephen, many thanks for your review on the remortgage service we provided. It's lovely to hear that you are pleased with the outcome and customer experience and we look forward to helping you again in the future.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Somerset

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

I have had an associate whom has assisted me with financial advise in the past, however, was unable to help in this instance & recommended we make contact with Samuel as an alternative.

How has Samuel Whittlesea helped you?

Porting of existing mortgage & setting up a new deal.

Have you seen the outcome you were hoping for?

Yes

Samuel's reply

Thank you Keith for your 5/5 review, feedback is always welcome and it's wonderful to hear that you are happy with the service provided. We look forward to speaking with you again in the future.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Somerset

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

We were looking to purchase our first property so needed mortgage advice.

How has Samuel Whittlesea helped you?

My partner and I chose to get some advice on our first mortgage from Whittlesea Mortgages as they had good reviews online. We were contacted by Michaela who has been nothing but wonderful throughout the whole process. To start with she is very flexible with her time. Our first meeting was later on one evening which we really appreciated, as it let us work around our schedule. Immediately Michaela expressed an interest in our case, which filled us with confidence as it's nice to have someone who actually cares about you. Michaela provided us with frequent updates throughout her research and the mortgage application, and answered any questions promptly. Once we had found a property and began the conveyancing process Michaela would even call our solicitors for updates on our behalf. This was completely unprompted and a very nice service, again showing that she cared about us. Since we were first time buyers we had many questions about all aspects of the process which Michaela was happy to help us with. It was nice to have someone hold our hand throughout the process! Overall, I would recommend Whittlesea Mortgages and Michaela, and will definitely be coming back if we need any more advice!

Have you seen the outcome you were hoping for?

Yes, we have just moved into our first home!

Samuel's reply

Thank you Niall for your great review, we're so pleased to know that you're happy with the service provide for your mortgage and home purchase. We look forward to helping you again in the future!

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Looking to remortgage

How has Samuel Whittlesea helped you?

Very efficient and friendly effective advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I believe they've done all the best they could've already

Samuel's reply

It's lovely to hear you are happy Hugo, we are very proud of the high quality service and mortgage advice we provide and hearing that you've enjoyed a great experience is wonderful. Thank you for your review and custom, it has been a pleasure to help and we hope we can do so again for you in the future.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Bristol

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

Need a mortgage

How has Samuel Whittlesea helped you?

Advice and deal to mortgage company

Have you seen the outcome you were hoping for?

Yes

Samuel's reply

Thank you Chris! It's great to hear that you're happy with the process and outcome achieved for your Limited Company Buy to Let purchase mortgage, as we strive to ensure that all of our clients an excellent experience. It has been a pleasure to help and we look forward to speaking with you again in the future.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Somerset

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

We are I the process of purchasing a new home

How has Samuel Whittlesea helped you?

Michaela at samuel whittlesea listened to what we wanted, what we needed, our current circumstances, was able to support and advise what the best mortgage rates were for us. Was able to explain all aspects and support us to make a decision. Michaela was able to apply on our behalf and take the hassle out of the process. Communication was excellent and we were kept up to date regularly. We have been having regular check ins whilst waiting to finalise.

Have you seen the outcome you were hoping for?

Yes we have been offered a mortgage

What could they have done better?

Nothing really happy

Samuel's reply

It's great to have helped you again Jo, many thanks for your generous review!

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Moving from a rented property with a complicated situation.

How has Samuel Whittlesea helped you?

We were delighted with the service Alex provided, we were complicated customers and he did a wonderful job in securing us a mortgage. Thank you!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Samuel's reply

Hi Karen. thanks for your lovely 5* review for the mortgage advice and service we've provided. We look forwards to helping you with your enquiry regarding Life Insurance, Critical Illness Cover and Income Protection. Thanks again!

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Somerset

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

We were relocating and wanted to keep our house as a let to buy

How has Samuel Whittlesea helped you?

Michaela has been fantastic and been at the end of the phone every time we've needed her.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing in particular

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Somerset

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

First time buyers - Mortgage

How has Samuel Whittlesea helped you?

We are so happy with the mortgage deal and extremely happy with their service! Big thanks again Whittlesea

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, all services were fantastic

Samuel's reply

Thank you Hayley for your review, it is great to hear that you've been impressed with our service and the mortgage arranged. Happy Easter!

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Remortgage due in the next few months.

How has Samuel Whittlesea helped you?

Helped to secure us a great mortgage rate.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

Not really sure! :)

Samuel's reply

Thanks Hannah for your lovely review, it is a pleasure to have helped you secure a great product for your remortgage.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Looking to buy a property with a mortgage.

How has Samuel Whittlesea helped you?

Finding the right mortgage/solicitor/insurance.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Samuel's reply

Thank you Tamas for your generous review, it has been a pleasure to help you with your mortgage and other needs so far and we look forward to supporting you throughout your home buying journey and beyond.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Somerset

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

With help in a remortgage to pay off another mortgage

How has Samuel Whittlesea helped you?

This is the 3rd time we have used Sam to help us with our mortgage. As usual we received very prompt professional, unbiased advice. Great communication from Sam and his team, and was always available for help and guidance in filling out forms, or understanding the process. Highly recommend Whittlesea Mortgages

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Samuel's reply

Thank you Andy for your great review, it's always lovely to be of help and your continued custom is much appreciated!

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Moving house

How has Samuel Whittlesea helped you?

Found us a new mortgage for a new house we are purchasing

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, brilliant service all round

Samuel's reply

Hi Sam, thank you so much for taking the time to provide a review! It is great to hear that you are happy with the service yet again, it is always a pleasure to help you!

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Remortgage

How has Samuel Whittlesea helped you?

Found us a great new mortgage within our budget.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Samuel's reply

Thank you Rosie for your generous review, it is lovely to hear that you were again impressed by our service and we look forward to helping you again in the future.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Moving home/mortgage renewal

How has Samuel Whittlesea helped you?

Samuel initially found us or initial mortgage when moving house and now a remortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Samuel's reply

Thank you Laura for your review, it has been a pleasure to help you again and I'm glad you are happy with everything!

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Getting a mortgage

How has Samuel Whittlesea helped you?

Organised a suitable mortgage

Have you seen the outcome you were hoping for?

Yes, good rate mortgage was agreed

What could they have done better?

Nothing

Samuel's reply

Hi Sue, it's great to hear how happy you are with our service and the mortgage secured for you. We wish you much happiness in your new home!

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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

I was looking for a competetive remortgage and was not satisfied with what my current provider could offer.

How has Samuel Whittlesea helped you?

After an initial consultation with Sam I felt confident that he could help. Both Sam and his colleague Michaela were professional and helpful throughout keeping me updated and answering any queries quickly, culminating in an offer which I have now accepted.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

Nothing at all.

Samuel's reply

Thanks Nigel, it's lovely to hear that you are happy with your remortgage experience!

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Buying a property

How has Samuel Whittlesea helped you?

Provided me with advice and options available to me and help locate best mortgage offer available to me and my financial situation

Have you seen the outcome you were hoping for?

Yes. The process was quick and efficient and had a mortgage offer accepted which fit to my needs

What could they have done better?

Nothing

Samuel's reply

Thank you for your review Kim, it's lovely to know that you are happy!

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Somerset

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

We needed advice on a buy to let mortgage

How has Samuel Whittlesea helped you?

Sam and Michaela helped us through the process of finding and applying for the best mortgage for the buy to let property

Have you seen the outcome you were hoping for?

Yes the outcome was exactly what we wanted

What could they have done better?

Nothing better! They made the process so easy for us, helped at every stage and were always there when needed.

Samuel's reply

Thanks Naomi, it's been a pleasure to help you with your mortgages and we very much look forward to continuing that with you as your plans develop further. We're here when you need us!

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Somerset

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

We were looking to move home to a bigger property.

How has Samuel Whittlesea helped you?

Sam helped to secure us a mortgage to enable us to purchase our second home.

Have you seen the outcome you were hoping for?

Absolutely

Samuel's reply

Thank you Katie for your great review, we're proud that you are so happy with the service provided and the outcome achieved!

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Bristol

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

I was looking for a mortgage advisor

How has Samuel Whittlesea helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Sam was brilliant he did an amazing job and I don’t think he could have done any better

Samuel's reply

Thank you Irina for another fantastic review, it has been lovely to help you finance your home!

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Somerset

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

I was looking for someone to make a remortgage

How has Samuel Whittlesea helped you?

Help a lot with remortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Sam and michaela did a good job

Samuel's reply

Thank you Anne for you review, it is very much appreciated and we are happy to hear that you are please with your remortgage and service provided.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Somerset

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

First time mortgage applicant wanting professional advice

How has Samuel Whittlesea helped you?

As first time buyers we needed a lot of help and guidance, which Sam and Michaela were more than happy to provide. Getting a mortgage was very daunting for us, but their knowledge and patience with us was so reassuring. They were supportive and friendly and showed us options that without them, we wouldn't even know that we had. The service was highly professional, they kept us updated throughout and went out of their way to accommodate us when we changed something on them at the last minute! They took what would have been a very stressful situation and made it so easy for us

Have you seen the outcome you were hoping for?

Yes, Whittlesea were able to secure us the best mortgage possible for our circumstances.

What could they have done better?

There isn't anything they could have done better. They provided an excellent service

Samuel's reply

Thank you Hayley for your amazing review, we are so very pleased that you are so impressed with the service we've provided and the outcome achieved. It is great to hear such lovely feedback!

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Hampshire

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

First time buyer looking for help and advice on getting a mortgage.

How has Samuel Whittlesea helped you?

As a first time buyer not knowing what my options are, helped me to understand the whole process, the pros and cons of various choices and helped me feel supported at every step.

Have you seen the outcome you were hoping for?

Yes I obtained a great mortgage offer and am very pleased.

What could they have done better?

Nothing, first class service!

Samuel's reply

That is a lovely review Corina, thank you so much! It is great to hear how happy you are and we look forward to helping you again in the future.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Hampshire

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

We wanted to remortgage and get a fixed rate

How has Samuel Whittlesea helped you?

Sam sourced us a great fixed rate remortgage

Have you seen the outcome you were hoping for?

We are extremely happy with the outcome

What could they have done better?

Nothing, they provided a very professional and quick service

Samuel's reply

Hi Andrea, thank you for your remortgage review! It is great to hear that you are happy with the outcome and service provided. Thank you for your business, it is much appreciated.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Dorset

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

I needed a fairly complex re-mortgage of a buy to let property carrying out following divorce

How has Samuel Whittlesea helped you?

I simply cannot recommend Whittlesea Mortgages highly enough. The team dealt with my complex Buy to Let re-mortgages with professionalism, speed and efficiency

Have you seen the outcome you were hoping for?

They succeeded in securing me a fantastic rate where other brokers had failed to deliver.

Samuel's reply

Thank you for your great review Cris, we're proud to hear that you are happy with the Buy to Let remortgage service we provided and look forward to helping again in the future.

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Somerset

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

I needed to renew my moorage

How has Samuel Whittlesea helped you?

I would highly recommend Sam, he explained how they worked, how they would support and guild me through out the process. They were very welcoming and no question was too silly. After discussing everything, Sam explained I would be better off looking at things myself as this would save me money and time. The advice he gave me was to the highest standard and wouldn't think twice at sending friends and family there. Thank you.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

No not at all

Samuel's reply

Hi Sarah :) Thank you for your great review following your remortgage enquiry. In some circumstances the best out come is to stick with the current lender and go direct, as it was with you. We are happy to be honest about that and save you some money in the process! We very much look forward to speaking with you again in the future.

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Leicestershire

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

Buying our first home and wanting to make sure we get the best mortgage for us and the right insurances.

How has Samuel Whittlesea helped you?

Found us a great mortgage deal, helped us decide which solicitor to use and give us advice on insurances.

Have you seen the outcome you were hoping for?

We would highly recommend Whittlesea mortgages. Sam and Michaela have been so helpful and made buying our first home so much easier. They've helped us through every step of the process including sorting out solicitors and insurances. We're really happy with the mortgage deal they found for us and can't recommend Whittlesea Mortgages enough!

What could they have done better?

Nothing!

Samuel's reply

Great review Liv, thank you! We know that buying your first home can be daunting and it's great to know that the range of support we provide has been appreciated, it's a passion for us :)

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

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

remortgaging property

How has Samuel Whittlesea helped you?

Sam is fantastic to deal with, really friendly, transparent with the options available and always responsive. We have used Sam twice now (once in purchasing our property and again to re-mortgage), we will not hesitate to use him again in the future.

Have you seen the outcome you were hoping for?

yes, absolutely! Sam approached us and reminded us that our mortgage would run out later in the year (something we where completely oblivious to) - had he not done that, we would no doubt have been hit by the rate increases - he has saved us money and stress!

What could they have done better?

Nothing!

Samuel's reply

We're so pleased to have been able to proactively save you money Sam, as well as taking away the stress. It has been lovely to help you again and look forward to many more years as your adviser!

Review from verified client

June, 2022

Overall

Service

Advice

Value

Based in Somerset

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

First time buyer, looking for help securing a mortgage.

How has Samuel Whittlesea helped you?

Helped me find what information I had to provide and found the best product for me as well as communicating with the lender in my place.

Have you seen the outcome you were hoping for?

Yes.

Samuel's reply

Thanks you for your 5/5 review Callum, it is much appreciated and we look forward to seeing you move into your first home soon!

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?

I have been wanting to look into Property Investment. Sam, advised me how to start and how to build a portfolio over time. My husband and I have sold a commercial property so we want some monthly income.

How has Samuel Whittlesea helped you?

He calculated which mortgage was best for me and I was successful with my mortgage application.

Have you seen the outcome you were hoping for?

Yes, very pleased.

What could they have done better?

Nothing. Everything was processed very quickly.

Samuel's reply

Thank you Kim for your review, it is much appreciated and great to know that you are happy with the advice provided, as well our processing. You've now got a great Buy to Let mortgage to start your portfolio off well. We look forward to helping you again in the future.

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?

With a few to invest in a buy to let property.

How has Samuel Whittlesea helped you?

Sam and Michaela both helped point us in the right direction with regards to the type of property, the things to look out for and personal experience. This led to us being comfortable and happy to proceed with all services that Sam offers. Sam managed to secure a very good rate for us and has allowed us to purchase our first Buy to Let. Michaela has helped all the other processes that go with buying a house and nothing has been to much trouble.

Have you seen the outcome you were hoping for?

Yes, we have got everything we wanted and more. I couldn’t recommend these guys any more. I look forward to work with them again in the future.

What could they have done better?

Nothing!

Samuel's reply

Thank you Tom for your great review. We're happy to know that you've enjoyed financing your first Buy to Let with us and are impressed with the service we provide. We look forward to continuing that with you as you build your portfolio!

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

Mortgage

How has Samuel Whittlesea helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Samuel's reply

Thank you Louise, we love a 5/5 review and are pleased to have helped you with your mortgage again.

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?

Remortgage

How has Samuel Whittlesea helped you?

find the best option for my remortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

everything I needed he already did very happy

Samuel's reply

Thank you Anne for your review, it is lovely to hear you are happy with your remortgage! We look forward to helping you again in the future.

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Samuel

Very professional and fulsome assistance. Took the time to patiently explain and clearly outline options. Extremely knowledgeable and also personable service. I will certainly return to Sam when I am in need of further help. Highly recommended.

Samuel's reply

Thanks for your review Teddy, I'm glad you found it helpful and I look forward to speaking with you again in due course.

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?

Moving home

How has Samuel Whittlesea helped you?

Sam and Michaela are really good at what they do as soon as we were beginning to look at houses I got hold of Sam and everything we needed was done by the time we got to putting an offer in. They are really good at communicating throughout the whole process which made it so much easier for us knowing that the mortgage sides of things was sorted. I’ve used Whittlesea Mortgages for both my house moves and couldn’t recommend them enough.

Have you seen the outcome you were hoping for?

Yes

Samuel's reply

Wonderful! Thank you for your review Liam and continued custom, it has been a pleasure to help you with your mortgages and insurance needs again. We wish you much happiness in your new home.

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?

Moving house and wanted the best on offer across the market.

How has Samuel Whittlesea helped you?

He found us a mortgage which quoted us and allowed us to proceed and buy our dream property.

Have you seen the outcome you were hoping for?

Yes, fantastic,

What could they have done better?

Nothing, Sam and Michaela were both brilliant, responded to my emails and calls and answered any questions promptly.

Samuel's reply

Thank you for your generosity Fay, that is such a great review and we're proud that you are so pleased! It is wonderful to know that we've been able to help you you've secure your dream home and protect your family too. Congratulations!

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?

My wife and I were looking to buy a house and Whittlesea mortgages was recommended to me by a friend.

How has Samuel Whittlesea helped you?

He has assisted us in getting a mortgage, finding a solicitor, sorting out what type of survey we want and also in getting quotes for insurance.

Have you seen the outcome you were hoping for?

Yes, and more.

What could they have done better?

I can't honestly think of anything

Samuel's reply

Thanks you Chris for your wonderful review! It is lovely to know that you are happy. We look forward to speaking with your again soon.

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?

Buying a house

How has Samuel Whittlesea helped you?

He's helped us choosing the best mortgage deal offered to us

Have you seen the outcome you were hoping for?

Yes

Samuel's reply

Thank you for your review Irina, it is very much appreciated! We look forward to helping you again in the future.

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?

House move / rental mortgage

How has Samuel Whittlesea helped you?

We’ve used Sam for over 5 years now for both our residential and rental mortgages. The service is professional and we can rely on him to get us a competitive rate and take care of all the paperwork. We will be using him in the future and easily recommend him to first time buyers and seasoned home owners.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Samuel's reply

Thank you Michelle for your feedback, it is always lovely to hear from happy clients and especially when we have all been on quite a journey together. I look forward to many more years helping you!

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?

My partner and I wish to purchase a property together whilst also retaining our own existing properties for rent

How has Samuel Whittlesea helped you?

Sam advised and arranged how to manage the finances for our portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of anything we were guided every step of the way

Samuel's reply

Thank you Hannah for your review, I am glad we were able to help you with your Let to Buy and onwards purchase mortgages!

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?

Remortgaging

How has Samuel Whittlesea helped you?

We used Sam before when we purchased our first house, and went back to Sam to remortgage after our fixed deal ended. Sam went through all of the options available to us and found us a great deal. Michaela kept us updated throughout the whole remortgage process. We are very pleased with the outcome and will be using Whittlesea Mortgages again the next time we need advice.

Have you seen the outcome you were hoping for?

Yes

Samuel's reply

Thank you Matt for your lovely review. We are glad you are pleased with the remortgage service provided and look forward to being of further help to you in future.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

I wanted a mortgage

How has Samuel Whittlesea helped you?

By giving me excellent advice, finding the perfect mortgage for me and most of all making the whole process as simple and straightforward as this enormously complicated process can be.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing Sam is an absolute star!

Samuel's reply

Thank you very much Mark for your kind words, it has been a pleasure to help you secure your new home and lovely to hear that you are are impressed with the service provided. I look forward to helping you again in the future and wish you and family much happiness.

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?

House move

How has Samuel Whittlesea helped you?

Insurances in place and mortgage secured. Sam is a true professional. He takes time to thoroughly understand your needs and knows the mortgage market inside out. But the real difference is that he cares and will go to great lengths to find the perfect solution. He is thorough, efficient, fast and delivers it all with a smile. I'd recommend Whittlesea Mortgages widely.

Have you seen the outcome you were hoping for?

Definitely

Samuel's reply

Huge thanks for your review, that is lovely to read! We're glad you are so pleased with the service and that we've been able to help secure the best outcome for your needs (Let to Buy mortgage, onwards residential purchase mortgage and personal insurances). We look forward to helping you again in future.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Remortgage & loan consolidation

How has Samuel Whittlesea helped you?

From start to finish, good communication via email and phone tailored to our questions, requirements and needs.

Have you seen the outcome you were hoping for?

Yes, very pleased.

Samuel's reply

Hi Kit, thank you very much for your review! It is great to know that you are very pleased with the outcome and the service received. We look forward to helping you again in the future.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

I was looking for a mortgage, and had not been in the UK for fives years so had a short credit history.

How has Samuel Whittlesea helped you?

Sam and Michaela did a fantastic job. They are very responsive, professional and friendly and they turned what could otherwise have been a bit if a sweat into a breeze. Having solid advice upfront about what was available and what steps to take also really helped. Can’t recommend enough!

Have you seen the outcome you were hoping for?

Yes.

Samuel's reply

Hi Rupert, many thanks for your kid review! It is lovely to hear how happy you were with the service we provide. We wish you much happiness in your new home!

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Dorset

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

Looking for the best mortgage deal for our circumstances

How has Samuel Whittlesea helped you?

We cannot thank Whittlesea Mortgages enough for efforts in securing us a mortgage. Our house sale & purchase process wasn't a straight forward one and Whittlesea Mortgages worked hard to ensure we had the best mortgage possible. They went over and above with their services and were always on hand to answer any of our questions. I would highly recommend. They have a personal, professional and dedicated approach to their services. We will certainly be using them again in the further.

Have you seen the outcome you were hoping for?

Yes, better than we had hoped

Samuel's reply

Thank you Lisa for your review, we are pleased to know that you are happy with the service and outcome and very much look forward to helping you again in the future. We also hope you very much enjoy your new home! :)

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

The renew the mortgage product I had been with for 5 years

How has Samuel Whittlesea helped you?

Samuel does all the leg work and looks at the best options for me now, to get the best rate possible whilst taking my personal situation into account.

Have you seen the outcome you were hoping for?

Yes, 100%

What could they have done better?

Nothing, everything with quick, easy and simple which is helpful when working full time.

Samuel's reply

Thank you Charlotte for your review, it is much appreciated! It has been great to help you again with your mortgage needs.

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Samuel

Sam has been really great right from the initial consultation. Very knowledgeable and professional with a personable approach to his recommendations. Both he and the team have made what can be a very daunting and time-consuming process feel really easy and supported.

Samuel's reply

Hello Christie, thank you so very much for your wonderful review! It is lovely to hear that your first impression was so good. We look forward to being of further help.

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Samuel

Exceptionally knowledgable, friendly and professional. Given the circumstances we’ve discussed, I can say it’s well worth the money when you take in account what you’re going to save between mortgage providers, solicitors and various other fees. Excellent tailored service to meet your needs. Fully recommend!

Samuel's reply

Thank you Aaron for your review, that is very much appreciated!

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Somerset

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

We are moving house and needed advise about our mortgage

How has Samuel Whittlesea helped you?

Samual found us a new mortgage for our new property

Have you seen the outcome you were hoping for?

Yes!

Samuel's reply

Thank you for your review Hannah, it has been a pleasure to help you again

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Somerset

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

We wanted to purchase a new house

How has Samuel Whittlesea helped you?

He went above and beyond in helping us get our mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing they were all amazing we are very happy to have found sam and his team

Samuel's reply

Thank you Leanne for your review, it is wonderful to hear how happy you are with the service provided. We look forward to helping you again in the future :)

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Set up a buy to let mortage

How has Samuel Whittlesea helped you?

Set the mortage up stress free

Have you seen the outcome you were hoping for?

Yes

Samuel's reply

Thanks for your review Matthew, it is a pleasure to have been able to help again with your mortgages.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in London

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

I needed a mortgage for a part commercial/part residential property

How has Samuel Whittlesea helped you?

Sam really went the extra mile in finding me a mortgage in what turned out to be a pretty complicated situation. He searched the whole market to find me the best possible deal, and was helpful and communicative every step of the way. I would definitely speak to Sam again if I needed another mortgage - this is my fifth mortgage that I've used a broker for and he was the best by far.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Samuel's reply

It's fantastic to hear you are pleased with our service and the best broker you have ever used, thank you for your lovely review!

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Somerset

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

To obtain a mortgage for my son

How has Samuel Whittlesea helped you?

Sourced a suitable mortgage and explained everything in layman’s terms - cutting through the legal speak! Also assisted in finding a solicitor and surveyor

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Nothing they have been exemplary

Samuel's reply

You are very welcome Amanda, thank you for placing your faith in us.

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Samuel

My Partner and I have had an initial introductory meeting with Sam to discuss our options for a pending property move. Sam was happy to spend time with us for this initial consultation and explained all about the service he and his team could offer going forward. We are now armed with our options and are planning to meet again in the near future to start making these a reality

Samuel's reply

Hi Hannah, thank you for your review on our initial meeting. It is great to hear you are pleased with the outcome and we look forward to helping you further in the future.

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Samuel

Sam was very cordial on the phone, giving me very clear and detailed advice. I felt at ease during the process and knew exactly what needed to happen to progress through this process.

Samuel's reply

Thank you Hannah, we look forward to helping you further.

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Samuel

After speaking to Sam on the phone and explaining our situation, Sam was on the ball and had managed to make more progress in 1 hour than we've been able to make in nearly 6 months! As first time buyers, we have no idea where to start and Sam has taken the time to explain things to us and is very open about how it all works. I have a lot more confidence now that my mortgage is in good hands.

Samuel's reply

What a wonderful review! Thank you for your kind words ?

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Samuel

We have found samuel Very efficient so far, friendly and knowledgeable. Making myself and my partner much more confident in buying are first new home. Regards

Samuel's reply

Thank you Jade for sharing your first impressions, it is great to hear that you are impressed! We look forward to speaking with you again soon.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Mortgage

How has Samuel Whittlesea helped you?

Samuel has found the best deal for us

Have you seen the outcome you were hoping for?

100% yes

What could they have done better?

We received the highest service

Samuel's reply

Thank you Ingrida for your lovely review, it is always a pleasure to be of help.

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Samuel

Very friendly and professional. Made things so much easier for me being a first time buyer.

Samuel's reply

It's wonderful to hear that you had a great first impression! Many thanks for your review Jason, we look forward to helping you further.

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Samuel

Sam is truly amazing. It was the first time we’ve seen him, yet felt so comfortable discussing with him all the doubts and querries about Mortgages. I’m sure he will guide us in the best way possible throughout our journey ?

Samuel's reply

Wow! Thank you for your lovely review Baptista, it is very much appreciated and we look forward to continuing to work for you.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Looking for best mortgage deal available

How has Samuel Whittlesea helped you?

Arranged AIP for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, absolutely excellent service

Samuel's reply

Thank you Liz, your kind review is very much appreciated! Best of luck with your homebuying journey, we look forward to speaking to you again soon.

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Samuel

Sam was very accommodating and saw me for a last minute appointment one afternoon. He was very professional, friendly and approachable with a wealth of knowledge. He was so thorough with explaining everything that I had no questions during or after our meeting. Michaela (Sam's assistant) was also excellent. I would highly recommend Whittlesea Mortgages for anyone who is looking for a great mortgage deal with friendly professional advice.

Samuel's reply

Thank you Elizabeth for your lovely review! We do our very best to help everybody who contact us and I look forward to continuing with our help to you.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Redemption of my mortgage.

How has Samuel Whittlesea helped you?

Sort it out well.

Have you seen the outcome you were hoping for?

Yes

Samuel's reply

Thank you Karol for your review, we look forward to be of further help in the future.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Needed a mortgage.

How has Samuel Whittlesea helped you?

Sam and Michaela, helped me with my insurance needs and with me getting the best mortgage I can get.

Have you seen the outcome you were hoping for?

Yes. Far exceeded my expectations.

What could they have done better?

No, they were amazing.

Samuel's reply

You are welcome Curtis! Many thanks for your lovely review.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Somerset

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

A break up

How has Samuel Whittlesea helped you?

He was brilliant with help and advice and action

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not a lot really

Samuel's reply

Thank you for your review Keiron, it has been a pleasure to be of help.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Remortgage and buy to let mortgage. Life insurance.

How has Samuel Whittlesea helped you?

Provided detailed advice and a range of options. Kept us updated throughout.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Somerset

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

I have used Samuel before and his knowledge in the sector is outstanding. The main banks could not help with my situation for a mortgage, but Samuel (Whittlesea Mortgages) did.

How has Samuel Whittlesea helped you?

Samuel sourced a mortgage for me through a professional and outstanding service.

Have you seen the outcome you were hoping for?

Yes, very pleased.

What could they have done better?

Nothing.

Samuel's reply

Thank you for your wonderful review Pat, is is very much appreciated and I look forward to helping you again in the future.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Somerset

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

We wanted to up our current mortgage

How has Samuel Whittlesea helped you?

He got us mortgage higher then we ever imagined we could.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Samuel's reply

Thank you for your review James, it is much appreciated!

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Needed help getting the right mortgage due to bad credit.

How has Samuel Whittlesea helped you?

Sam literally done everything for us, and found us a lender.

Have you seen the outcome you were hoping for?

Yes 100% definitely, couldn’t be happier.

What could they have done better?

Nothing at all everything was absolutely perfect.

Samuel's reply

Thank you Carly for your kind review, I am so very pleased to have been able to help you finance your home purchase and I wish you much happiness there!

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Somerset

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

I had never taken a mortgage out on my own before and wanted someone who knew what they were talking about to advise me.

How has Samuel Whittlesea helped you?

Sam went in my opinion above and beyond what I thought a Mortgage advisor would do. He promptly replied to all messages whether by text or email and often on a Saturday, which continues to suprise me. His advice and patience was excellent and I would wholeheartedly recommend him.

Have you seen the outcome you were hoping for?

Yes, I got my mortgage but beyond that, I got it at a far lower rate that anticipated and far quicker than I dreamt possible.

What could they have done better?

To be honest, Nothing comes to mind.

Samuel's reply

Thank you very much for your lovely review Jim, it has been a pleasure to help you finance your new home and I look forward to helping you again in the future.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Somerset

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

I used Samuel 5 years ago when I moved house, so it was a certain that I would use his company again this time around.

How has Samuel Whittlesea helped you?

He assessed our needs with obtaining a joint mortgage for our new home.

Have you seen the outcome you were hoping for?

Yes, 100% the outcome we were looking for was achieved.

Samuel's reply

Thank you Alex for your lovely review and repeat business, it has again been a pleasure to be of help.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Moving house, re-mortgage

How has Samuel Whittlesea helped you?

Sam helped us to re-mortgage, and find the right mortgage for us.

Have you seen the outcome you were hoping for?

Absolutely! The lending market is very tough at the minute, but Sam was able to give us the best advise, guide us through the process to make it as stress free as possible, and get us the best deal.

What could they have done better?

N/A

Samuel's reply

Thank you Hannah for your lovely review, it has been a pleasure to again help you with your mortgage needs.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

I was purchasing my first ever property and didn't even know where to begin. Due to the nature of my job, all the banks that I had been to were unhelpful and unaccommodating.

How has Samuel Whittlesea helped you?

Sam, was instrumental in helping me through the minefield of mortgages and processes involved in buying a property. His dedication, persistence and professionalism were the key driving factors in helping me achieve the home I wanted. I faced numerous set back, and issues along the way, but Sam remained ever contactable and supportive through what was the biggest purchase I will probably ever make. Thank you for all of you time, support, and knowledge, I could not have done it without you!

Have you seen the outcome you were hoping for?

Yes I secured the exact property I wanted, I also took out the necessary insurance and protection, and Sam offered help and guidance on my future investments and savings plans, and my pension.

What could they have done better?

Sam was really helpful and a was flexible around me and my needs. There was little he could have done to improve, what ended up being a, thanks to him, seamless journey to acquiring the property I truly wanted.

Samuel's reply

Thank you for your wonderful review Jordan! Great to hear you’re happy with your mortgage and insurance advice. Although we don’t provide investment and pensions advice ourselves I’m glad you found our referral partner worked well for you on that element.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Needed to remortgage our home.

How has Samuel Whittlesea helped you?

Very friendly, extremely helpful and was bale to help out with any problems we had.

Have you seen the outcome you were hoping for?

Yes, we have our mortgage, found us a great price and it was done very quickly!

Samuel's reply

Thank you for your review Joe, it is very much appreciated and I am glad you are pleased with everything!

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Our mortgage was due to end after our fixed rate and we were looking for someone to help us secure a new fixed deal on our home

How has Samuel Whittlesea helped you?

Sam was briliant he was happy to speak on phone and via text and email to help us to look for the best remortgage. Sam was very thorough and guided us step by step through the whole process.

Have you seen the outcome you were hoping for?

We have managed to secure a great deal with new fixed rate for next three years. We couldnt be happier and will be using sam again in three years for our next remortgage.

What could they have done better?

Nothing. I have already recommended sam to my friends and work colleagues.

Samuel's reply

Thank you Jo for your lovely review and for trusting us with your mortgage needs. It is great to hear that you are happy with the service and outcome achieved and I thank you for the recommendations you have already made to others. I look forwards to speaking to you again soon!

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Somerset

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

To secure a mortgage.

How has Samuel Whittlesea helped you?

Samuel helped us to secure the right mortgage for our circumstances.

Have you seen the outcome you were hoping for?

Yes.

Samuel's reply

Thank you Jess for your lovely review, it is much appreciated and I am glad we were able to help you finance your new home. I look forward to helping you again in the future.

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Somerset

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

In between jobs and nearing retirement made a long-term mortgage potentially difficult to secure.

How has Samuel Whittlesea helped you?

Walked me through all the options and reassured me that, with the right guidance and documentation, a mortgage was feasible.

Have you seen the outcome you were hoping for?

Yes. Very competitive rate. Exactly the type I was hoping for.

What could they have done better?

Nothing.

Samuel's reply

Thank you for your kind review Tony, I look forward to being of further help to you in the future.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Buy to let mortgages

How has Samuel Whittlesea helped you?

Finding a lender for a new property and renew an existing mortgage

Have you seen the outcome you were hoping for?

Yes very good 5 year fixed rate deals and saved nearly 50% on existing mortgage

Samuel's reply

Thank you for your lovely review Dave, it has been a pleasure to help you again.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Better mortgage

How has Samuel Whittlesea helped you?

Sam looked to see if there was a better mortgage for us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Potential remortgage

How has Samuel Whittlesea helped you?

Sam looked to see if there was a cheaper mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing!

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Needed a buy to let mortgage

How has Samuel Whittlesea helped you?

Took all our ‘complicated’ details and helped us through the process of chooses the right mortgage for our needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Sam and his assistant Flora were great and happy to make suggestions for some future changes to our finances

Samuel's reply

Hi Karen, thank you for your kind review. I am glad we were able to help and look forwards to helping you review your other financial needs in due course.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Releasing equity , to purchase more properties for rental market.

How has Samuel Whittlesea helped you?

Provided with the best deal most equity released and interest rates far lower than I am paying now.

Have you seen the outcome you were hoping for?

The results are far better than I expected.

What could they have done better?

no.

Samuel's reply

Thank you for your continued business Andrew and for your lovely review, I am very pleased that you are so happy with the outcome and look forwards to helping you again in the future.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Re-mortaging.

How has Samuel Whittlesea helped you?

Very helpful and thorough.always available for contact and very clear with advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

None recommended.

Samuel's reply

Thank you for your review Steve and for your continued use of our services. I look forwards to helping you again in the future.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Somerset

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

I have used Samuel Whittlesea before and have found him to be very quick and reliable

How has Samuel Whittlesea helped you?

I have taken some equity out of my property to enable me to purchase a buy to let

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing I was very happy

Samuel's reply

Hi Jayne, thank you for your lovely review. I am glad you are happy with the service provided and look forwards to helping you again in the future.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Somerset

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

I wanted to see what offers were on the market in terms of available mortgages.

How has Samuel Whittlesea helped you?

Sam showed me a number of policy based on my circumstances which some were better than expected, Sam also dealt with the process which has been a great help.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I believe Sam offered a great service and everything was done to or above what I was expecting.

Samuel's reply

Thank you for your kind review Neil, it has been a pleasure to help you buy your first home and I look forwards to helping you again.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Help to find the best remortgage

How has Samuel Whittlesea helped you?

He advised us on the best remortgage

Have you seen the outcome you were hoping for?

Yes

Samuel's reply

Thank you Natasha for your lovely review, I look forwards to helping you again.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Moving house

How has Samuel Whittlesea helped you?

Explaining clearly what options were available to us

Have you seen the outcome you were hoping for?

Yes

Samuel's reply

Thank you Jo!

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Somerset

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

I needed to remortgage my property.

How has Samuel Whittlesea helped you?

Sam found the best deal on the market for me and my circumstances.

Have you seen the outcome you were hoping for?

Yes and very quickly. A lot faster than I had planned.

What could they have done better?

I have no points to raise.

Samuel's reply

Thank you Ryan, I am glad to have been of help.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Somerset

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

remortgage.

How has Samuel Whittlesea helped you?

find the best deal.

Have you seen the outcome you were hoping for?

yes

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Mortgage advice

How has Samuel Whittlesea helped you?

Helping with mortgage

Have you seen the outcome you were hoping for?

Yes

Samuel's reply

Hi Paul, thank you for your kind review. I notice that you selected a rating of 4/5 for Quality of Service and wondered if you clicked on that in error, as you were telling me only yesterday how happy you were with everything? Please could you amend your review (if you are happy with the quality of service) and if not please do contact me so that I can find out how we may improve? Thank you :-)

First impression from a user who is not yet a client

March, 2020

Overall

Please provide a brief comment about your experience with Samuel

Samuel is very friendly and helpful in terms of making us understand. He really simplifies to our understanding. Would surely recommend to our friends.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Somerset

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

I needed a mortgage.

How has Samuel Whittlesea helped you?

Sam got me an amazing mortgage that ticked all of the boxes needed & he was extremely quick & helpful with this service too.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing!

Samuel's reply

Thank you for your wonderful review Corbett, it is a pleasure to help you again with another mortgage, as well as your financial protection needs. I look forwards to helping you further in the future.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Moving home and need new protection to be covered.

How has Samuel Whittlesea helped you?

Samuel have helped us with the mortgage and insurance protection for the second time with this move, reaching best possible deal which actually saved Us money.

Have you seen the outcome you were hoping for?

Everything as we hoped for and when problems appeared with the chain he went further than his job would require and helped sorting out problems with the agency and the solicitor making the move possible for Us.

What could they have done better?

I can't mention a thing. Thank you.

Samuel's reply

You are most welcome Attila, it is a pleasure to be of help to you

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Somerset

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

To set up a mortage

How has Samuel Whittlesea helped you?

Set up all the mortgages on my properties

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Samuel's reply

Thank you for your review Matthew, I’m glad to have been of help to you.

First impression from a user who is not yet a client

January, 2020

Overall

Please provide a brief comment about your experience with Samuel

Explained everything clearly, ensuring we understood.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Looking to purchase my first house but didn't know a lot about mortgages.

How has Samuel Whittlesea helped you?

Sam was brilliant at explaining what a mortgage entails and puts it in simple terms and makes it very easy to understand. He answered all my questions and was available to speak to easily which sped up the process.

Have you seen the outcome you were hoping for?

Yes got the outcome I was hoping for and the process was stress free and easy.

Samuel's reply

Thank you Liam for your lovely review, I am glad to have been able to help you buy your home!

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Somerset

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

We required a mortgage to secure our dream home and Sam was an obvious choice as he had successfully helped us before with buy to let property mortgages.

How has Samuel Whittlesea helped you?

Right from the start Sam explained all the different types of mortgages available on the market and highlighted and helped us with the paperwork needed to submit an application. We asked Sam to source for a particular type of mortgage and he came up trumps with an excellent interest rate that we could not have found on our own. His advice on which solicitor to choose was brilliant saving us a considerable sum. Flora kept us up to date with the progress regularly and Sam has since given us both some excellent insurance advice.

Have you seen the outcome you were hoping for?

Yes, with such a good interest rate secured, it has turned out better than expected

What could they have done better?

Sam and Flora were both professional and provided an excellent service, they could not have done anymore.

Samuel's reply

Thank you Peter for your fantastic review, we are very pleased to have been of help to you

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Somerset

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

To take the stress out of applications and putting myself in the hands of excellence to help me make the best decisions.

How has Samuel Whittlesea helped you?

He listened, was honest and worked to find me the right offer for my situation. Keeping me communicated too all the way and ensuring all my paperwork was accurate to prevent delays further down the process.

Have you seen the outcome you were hoping for?

Totally, thanks to Sam and Flo

What could they have done better?

Nothing, very professional and excellent service.

Samuel's reply

Thank you Sarah for your lovely review, we are happy to have been of help and wish you a very Merry Christmas!

First impression from a user who is not yet a client

December, 2019

Overall

Please provide a brief comment about your experience with Samuel

Samuel went above and beyond to help us. Nothing was to much trouble when we did not understand something. Highly recommend Samuel.

Samuel's reply

Thank you Steven for your kind review!

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Somerset

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

House move gave an opportunity to review all things financial.

How has Samuel Whittlesea helped you?

Sam listened to what we thought we may be able to do, understood our needs, and totally surpassed our expectations with the solutions.

Have you seen the outcome you were hoping for?

Yes, we have very quickly secured the outcome we wanted.

What could they have done better?

I can honestly say that nothing could have been better. Both Sam and Flo were great. Poppy is an added distraction from what can sometimes be a boring subject !

Samuel's reply

Thank you for your lovely review Sharon, we are so very pleased to have been able to help you secure your new home!

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Remortgage

How has Samuel Whittlesea helped you?

Find us the best deal for our new mortgage and advised us on insurance and protection

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Samuel's reply

Thank you Alex for your kind review

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Somerset

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

We were looking to buy our first home but had no idea where to start or what was needed to do this, so we went to Sam for help and advice.

How has Samuel Whittlesea helped you?

Sam helped us from start to finish. Discussed the house we were buying and what we could afford, found us the mortgage perfect for us, and guided us through the entire process. After we accepted the mortgage offer he then took us through insurances. He was so reassuring throughout and made the process so easy and understandable.

Have you seen the outcome you were hoping for?

Yes, we are so close to finishing the purchase of our first home and he has been a vital part of that success.

What could they have done better?

We have no suggestions, Sam has been spot on throughout the process!

Samuel's reply

Thank you Frances for your lovely review, I am pleased we have been able to help you to buy your first home!

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Re morgage

How has Samuel Whittlesea helped you?

Samual carried out all the searches needed and was extremely helpful in the process

Have you seen the outcome you were hoping for?

Yes and more

Samuel's reply

You are most welcome Gavin, I am glad to have been of help

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Somerset

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

First time buyer

How has Samuel Whittlesea helped you?

Transparent advice and got us a great mortgage product

Have you seen the outcome you were hoping for?

Even better than we were hoping for

What could they have done better?

Nothing

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Somerset

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

To look for options for a 95% mortgage

How has Samuel Whittlesea helped you?

Sam helped us look through mortgage based on our requirements and what we could afford. He was so efficient and helpful in every aspect of our house purchase.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Samuel's reply

Thank you for your lovely review, it has been a pleasure to help you both!

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Somerset

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

To obtain a mortgage and was recommended Samuel by word of mouth and we have not been disappointed sam explains in layman's terms and does what he says he is going to do

How has Samuel Whittlesea helped you?

achieving a mortgage and advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing very clear advice from outset

Samuel's reply

Thank you for your kind review Angus, I am glad to have been of help

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Remortgage

How has Samuel Whittlesea helped you?

Find the best mortgage deal & insurances as well

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, i am completely satisfied.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Somerset

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

I was a first time buyer trying to get myself on the property ladder.

How has Samuel Whittlesea helped you?

Sam is a very knowledgeable advisor who can go into great depth but explain it at a level of understanding! Very approachable and easy to talk too, whilst maintaining a professional manner. Good flexibility with making appointments which helps a lot if you’re working strange hours. I was never waiting around for answers from emails and always kept up to date with everything... Overall very pleased with the service that Sam and his team provided!

Have you seen the outcome you were hoping for?

Yes I have secured a mortgage with the help of Sam and his team!

What could they have done better?

I honestly believe there’s nothing else that Sam and his team could have done any better! The service was excellent! I’m a very pleased and happy customer! And would suggest Sam to anybody who needs this type of expertise!

Samuel's reply

Thank you for your kind comments Tom, I am pleased we have been able to help you finance your first home and look forwards to helping you again in the future.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Somerset

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

looking for mortgage

How has Samuel Whittlesea helped you?

Sam met with us, talked us through options and pitfalls and sourced us a mortgage that we could not have found without him. He navigated the entire process and dealt with all questions and queries from us and from the lender.

Have you seen the outcome you were hoping for?

Yes. we've got the mortgage we needed for our perfect home.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Looking for mortgage

How has Samuel Whittlesea helped you?

Samuel has been extremely knowledgable and accommodating. He worked really hard to secure us mortgage in quite difficult circumstances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I only wish we had found Samuel sooner! It would have saved us a lot of stress.

Samuel's reply

Thank you for your lovely review Iwona, I am happy to be helping you finance your next home!

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Buying a property.

How has Samuel Whittlesea helped you?

Samuel was very informative and knowledgeable and provided excellent help and advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Northamptonshire

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

Buying a house.

How has Samuel Whittlesea helped you?

Found me a morgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Maybe send out some biscuits or sweets to customers as a little "thank you for your business".

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Northamptonshire

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

We were buying a new home

How has Samuel Whittlesea helped you?

Samuel made the whole stressful process of buying a new home so much easier. He did all the comparisons, found the best deals and whittled them down to what is definitely the best mortgage to suit our needs - which we wouldn’t have ‘stumbled across’ ourselves. The cost of using Whittlesea Mortgages is saved within the first three months, of not less. We received a fee-free mortgage, at a competitive rate with a small deposit - our repayments are £150 lower than most high street lenders could offer and they then include lending fees of up to £1000 - and with the money we saved, our the mortgage Samuel sourced for us, allows for a decent level of overpayments per year.

Have you seen the outcome you were hoping for?

Yes - we moved in two days ago

Samuel's reply

Thank you Jen, I so pleased for you! :)

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Somerset

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

My wife and I are First time buyers so we felt we needed professional advice

How has Samuel Whittlesea helped you?

Sam helped us find a suitable mortgage and also recommended insurance cover for our personal needs

Have you seen the outcome you were hoping for?

Absolutely! Got our mortgage offer and we will hopefully be completing in the next week or so!

What could they have done better?

N/A

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Buying a house

How has Samuel Whittlesea helped you?

He arranged my mortgage for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot fault him

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Moving house.

How has Samuel Whittlesea helped you?

Helped us with understanding what we needed to cover and where our last mortgage/insurances weren’t quite right.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Somerset

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

To help look for a mortgage best that suited us as a first time buyer

How has Samuel Whittlesea helped you?

Sam help us by going through everything step by step and as clear as possible and was always available if we had any issues

Have you seen the outcome you were hoping for?

Yes we didn’t expect to get as good of a mortgage as we did Sam clearly took time to try and help find us the best mortgage possible

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Devon

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

Property purchase

How has Samuel Whittlesea helped you?

Samuel visited at our convenience to discuss mortgage options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, service was impeccable.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Returning client as our 5 year fixed mortgage was expiring and to review our insurance

How has Samuel Whittlesea helped you?

Gave all options and information based on our cicumstances and future wishes. Felt that the information given was impartial and that we could chose something else that what he recommended if we wishes.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

June, 2019

Overall

Service

Value

Advice

Based in Somerset

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

First time purchaser of a buy-to-let mortgage.

How has Samuel Whittlesea helped you?

Very prompt and accurate assessment of our needs. Timely turn around of advice and application of mortgage.

Have you seen the outcome you were hoping for?

Yes. A very competitive interest rate and cash back offer received.

What could they have done better?

I cannot suggest any further improvement as within 24hrs an appointment at our home concluded, preceded with an advisory email of all the information we would be required to provide.

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Devon

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

Needed to do a remortgage

How has Samuel Whittlesea helped you?

He sorted mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Samuel done everything that was required

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Remortgage

How has Samuel Whittlesea helped you?

Found a nice deal and sorted home/life insurance

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

re-mortgage

How has Samuel Whittlesea helped you?

Found a deal for us

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Remortgage on my own.

How has Samuel Whittlesea helped you?

Sam was very helpful. He has been very patient with my situation and he has come up with the goods.

Have you seen the outcome you were hoping for?

The outcome has been better than i wanted. He found me a mortgage that matched my needs and more.

What could they have done better?

I cant think of anything that he could of done better. He has moved mountains to get me this mortgage.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Somerset

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

I Been looking for best mortgage deals

How has Samuel Whittlesea helped you?

he found the best deal for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing, I am really happy with his services, got more than I expected.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Buying my first property

How has Samuel Whittlesea helped you?

Help me in great detail, as this was my first purchase it was all new to me and explained everything throughout the whole process. Very helpful and always happy to help.

Have you seen the outcome you were hoping for?

Yes Managed to but my first house and it was the one I really wanted.

What could they have done better?

I cannot fault Sam in anyway, he was always happy to help. As I always had lots of questions being a first time buyer.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Looked to buy my first home and then a remortgage at a later date.

How has Samuel Whittlesea helped you?

With first mortgage, renewal of mortgage, income protection, and life insurance.

Have you seen the outcome you were hoping for?

Yes, very much so.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Somerset

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

I needed to release some equity from a rented property so I could purchase another rental

How has Samuel Whittlesea helped you?

Samuel helped get me the best rate possible that suited my circumstances

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I was very happy with service provided there is nothing I feel that could have been done better.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Buying our first home.

How has Samuel Whittlesea helped you?

Samuel arranged our mortgage along with appropriate income protection insurance and life cover.

Have you seen the outcome you were hoping for?

Yes without a doubt.

What could they have done better?

Nothing. Samuel is incredibly professional and we felt very safe in his hands. He even visited us at a time and place of our choice to alleviate an already stressful time. We have recommended him to many friends and family since.

Samuel's reply

Thank you for your lovely review Jen, I am so very pleased you are happy with the service and outcome. Best wishes to you and family for 2019 and beyond.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Somerset

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

Moving house and required remortgage

How has Samuel Whittlesea helped you?

Found the right deal a difficult process very easy

Have you seen the outcome you were hoping for?

Outcome was the right mortgage and helped in the purchase of our home

What could they have done better?

All fine , nothing else required

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Somerset

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

It was our first mortgage... we wanted to know all the options available to us.

How has Samuel Whittlesea helped you?

Samuel helped us by looking at all the different options available to us. Finding us a mortgage considering our tricky situations.

Have you seen the outcome you were hoping for?

Yes...! :)

What could they have done better?

At times the communication lacked ever so slightly... but I do understand how busy people are.

Samuel's reply

Hi Stacey, thank you for you review! It is good to hear that we achieved for you the outcome you desired and I do apologise if communication was not 100%, your feedback will help improve that important aspect of our service.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Somerset

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

My credit rating hasn’t been the best and I wanted a mortgage with my girlfriend

How has Samuel Whittlesea helped you?

He came round to the house we were living in at the time and explained what our options were. He managed to find us a mortgage and insurance for the house and life insurance. He was helpful throughout answering any questions that we had and made sure we understood

Have you seen the outcome you were hoping for?

Yes. We are now living in the house that we wanted with all insurances that are needed

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Somerset

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

Requirement to remortgage

How has Samuel Whittlesea helped you?

Samuel gave my wife and I clear information as to the best options available to us in the market given our circumstances especially as I am self employed.

Have you seen the outcome you were hoping for?

Yes , we completed on a mortgage at a very good fixed rate and suiting our circumstances very well.

What could they have done better?

The process took slightly longer than hoped but it was at a time when our advisor was beginning to establish his independence and we also had some queries which required further assessment so was expected.

Samuel's reply

Hi Des, thank you for your review! I am very pleased that you are happy with the advice and outcome and apologise that the process took slightly longer than you had hoped. As you mention the complexity of your case did mean that there was no quick process available but I do appreciate that we may also have slowed it slightly due to changes in our business structure at the time of your remortgage. I wish you and family a Happy New Year and look forwards to helping you again in the future.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Somerset

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

Buying our first house

How has Samuel Whittlesea helped you?

Secured a mortgage offer and insurance policies

Have you seen the outcome you were hoping for?

Yes with ongoing research into insurance policies

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Somerset

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

We wanted the best deal possible and knew that the only way would be with an independent financial adviser such as Samuel.

How has Samuel Whittlesea helped you?

He got us the best deal possible with no fuss and quickly.

Have you seen the outcome you were hoping for?

Yes we have got a fantastic mortgage deal all thanks to Samuel.

What could they have done better?

Perhaps at the first meeting they could stress how important it is to check through all of your credit files and query anything out of sorts straight away.

Samuel's reply

Hi Jo, thank you for your lovely review! We discuss the importance of checking credit data at the first meeting with every client but on occasion an individuals credit circumstances dictate that even more data and sometimes significant support is required to ensure that they become eligible for their required mortgage. I am pleased that you are pleased with our advice, your mortgage and the service in general and I wish you much happiness in your home.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Somerset

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

We were looking to buy our first home, and found Samuel through a friend. Having had a meeting with a big firm broker, we were much happier with the help and advice Samuel gave us, he was able to offer us many more products than the other firm we had previously contacted, who seemed to have trouble with the fact that my husband was self employed.

How has Samuel Whittlesea helped you?

Samuel made sure that all of our documentation was ready and correct when applying for the mortgage we chose, he checked everything and dealt with the queries the mortgage company had. Samuel came to our home to discuss what we needed, he helped us with every aspect of the process and explained things to us very well. We were extremely nervous, because we are first time buyers and had no idea what to expect.

Have you seen the outcome you were hoping for?

We have been offered the mortgage we wanted, and are in the process of waiting for the rest of the process to complete.

What could they have done better?

I can't think of anything.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Cornwall

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

First time buyers

How has Samuel Whittlesea helped you?

Samuel Helped us to get our first mortgage.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

I Can't think of anything that can be improved. He was straight forward, explained everything and kept us informed all that was happening.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Somerset

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

We were looking to re mortgage our property, and apply for a separate buy-to-let mortgage. We also wanted advice on persinal insurances.

How has Samuel Whittlesea helped you?

Sam was recommended to us, and helped us with understanding the different mortgage options, and what would be the most suitable. We were able to discuss and ask questions about what would be the most financially beneficial for us. In regards to insurances, we discussed all options for personal insurance, what we were looking for and what policy would work best.

Have you seen the outcome you were hoping for?

Yes, our re mortgage has now completed and our insurances are in place.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Somerset

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

Mortgage application

How has Samuel Whittlesea helped you?

Mortgage brokering

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Cornwall

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

We are first time buyers so what's someone that could help is with that process.

How has Samuel Whittlesea helped you?

Sam helped us to see what we were able to borrower and what was involved in it all. Seeing as its our first we were unsure how to go about it all and the process of it all.

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

I can't think of anything he could of done better. He kept us updated through it all.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Somerset

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

because me and my partner wanted to mortgage for our small family so we chose Mr Sam to help us in our mortgages

How has Samuel Whittlesea helped you?

yes Mr. sam really helped us and my partner were very grateful because in the process of our mortgage it was actually very complicated because of 1. My credit score is very poor. But it is not an excuse for Mr. Sam to stop our mortgage process. He is trying to find a bank so we can provide loans. Thank you So much Mr Sam

Have you seen the outcome you were hoping for?

yes my results can be very satisfying

What could they have done better?

For me Mr.Sam is very professional in his work.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Somerset

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

Me and my partner were buying a house together

How has Samuel Whittlesea helped you?

He helped me buy my first home by myself and worked really hard on this. So I knew he would do the same in getting me and my partner the best mortgage for our circumstances and the insurances that went with it. He explained the process from the start to the end. Any questions that I had were answered efficiently with by phone and email. I would recommend him to anyone.

Have you seen the outcome you were hoping for?

Yes we have now bought and moved into the property that we wanted with an affordable mortgage and the insurances needed.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Somerset

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

Me and partner was looking for quotes on mortgages

How has Samuel Whittlesea helped you?

Sam helped us with everything starting with visiting us to find out what we are looking for and all the way through to buying a property.

Have you seen the outcome you were hoping for?

Yes most definitely we have been in our home now for nearly 3 month and are loving it

What could they have done better?

Na

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Somerset

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

We are (were) first time buyers, and Sam was recommended to us.

How has Samuel Whittlesea helped you?

Sam helped us by sorting out all of the paper work needed, found us a solicitor and secured us a mortgage .

Have you seen the outcome you were hoping for?

Defiantly, We have a mortgage offer accepted this morning! .

What could they have done better?

Sometimes it was hard to get through to Sam or replies would be a little slow, However it hasn't affected the overall outcome and we understand he has other clients, has to wait for answers from lenders/solicitors himself all while still having a life!

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Somerset

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

We were looking for a reliable mortgage advisor and friend of ours told to get in touch with Sam.

How has Samuel Whittlesea helped you?

Sam helped us with everything towards our first house purchase. Every step of the way towards receiving mortgage he was available for advice how to go forwards,no question asked to him were silly all was answered with an outmost professionalisms.

Have you seen the outcome you were hoping for?

Today we are glad to say that we are proud owners of our first home and it wouldn’t be possible without Sams help.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Wiltshire

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

Applying for a mortage.

How has Samuel Whittlesea helped you?

Samuel looked at all of the options available to us and took our 'unique' circumstances into account. He was patient with us when we had some difficulties locating or providing the correct information and he also spent a considerable amount of time discussing and explaining the different options to us.

Have you seen the outcome you were hoping for?

Yes, we were successful in getting a cheaper mortgage that offers I had received previously. We were also able to get key insurances that were necessary for our house purchase.

What could they have done better?

It would have been good to be able to complete some of the form-filling within our own time as the time taken to discuss the options over the phone was quite lengthy. If we could have had a generic form to complete for Samuel, which encompassed the majority of questions we might be asked, we could have avoided needing to answer the questions multiple times for different lenders.

Samuel's reply

Thank you for your lovely review, it is much appreciated. I note your comments regarding length of the fact finding phone call and appreciate that there is a lot of information required to secure a mortgage. We are in the process of developing an online user friendly form that would allow you to do the majority of that process. Regarding you comments on multiple answers for different lenders I can confirm that only one set of information was required and only one lender involved. Please do not hesitate to contact me if you have ay queries regarding that or any other part of the process, your feedback is much appreciated.

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Bristol

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

We were struggling to get a mortgage, not because we have a bad credit ratings, but because I was less than 3 years in the country.

How has Samuel Whittlesea helped you?

When we completely lost any hope to get a mortgage, he got recommended to us and we decide to give him a chance. He came over the same night, stayed till 8pm and he answered all of our questions and he was very confident he will find us a mortgage lender even though we thought it is not going to be sorted.

Have you seen the outcome you were hoping for?

Yes, we got approved for a mortgage very fast! He kept us informed every step of the way and answered all of our questions, no matter how ridiculous they sound! As we are first time buyers we have no knowledge at all about mortgages and Sam did a brilliant job! And the best part is our mortgage is just £20 more per month compared to what we are paying for rent! He gave us really good recommendation :).

What could they have done better?

Can't think of anything, as he pretty much collected all of the documents he needed straight away and every possible paper that may be needed for possible complications/issues so he won't loose any precious time.

Review from verified client

August, 2018

Overall

Advice

Value

Service

Based in Somerset

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

I was a first time buyer and was looking for a mortgage.

How has Samuel Whittlesea helped you?

Sam provided me with very sound and clear advice and was able to find us a mortgage that suited us. He guided me through the whole process and was always on hand to answer all my questions.

Have you seen the outcome you were hoping for?

Yes I am now in my house and am happy with my mortgage.

What could they have done better?

Sam was absolutely fantastic through out however the solicitor's that he recommended were not very good.

Samuel's reply

Thank you for your review Jessica, it is lovely to hear that you are pleased with the service provided. I am sorry to hear that you were not satisfied with the solicitor used and recommend that you let them know so that they can try to resolve that for you. We did not recommend the solicitor and advised you that we had no experience of them, they were offered to you as the only firm found that were suitable for the mortgage lender required for your circumstances.

First impression from a user who is not yet a client

May, 2018

Overall

Please provide a brief comment about your experience with Samuel

Na

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Somerset

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

Buying a house.

How has Samuel Whittlesea helped you?

Samuel help with everything we needed to know about mortgages and insurances. He set everything up and explained it all exceptionally well and did all the lengthy leg work!.

Have you seen the outcome you were hoping for?

Yes and far more.

What could they have done better?

N/A

Review from verified client

April, 2018

Overall

Advice

Value

Service

Based in Buckinghamshire

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

We are first time buyers who needed to find the best mortgage option.

How has Samuel Whittlesea helped you?

He provided us with mortgage options and helped us to obtain a mortgage that had a great rate and suited us. He also researched the best life and contents insurance. He was brilliant at answering questions, and making sure we understood everything clearly, even if the call took much longer than needed.

Have you seen the outcome you were hoping for?

We have a great outcome that is very well suited to our needs and what we wanted. We feel we got the best through from service to product.

What could they have done better?

There have been a few times where its been hard to get hold of Sam but this is understandable when there are many clients to be dealing with!

Samuel's reply

Thank you for your kind review Hannah, it is much appreciated! My apologies if on occasion you have not been able to contact me as easily as you would have hoped, sometimes the flexible hours on offer (evenings and weekends) mean that at other times I may not be immediately available and you are correct that we do have some periods that are very busy however our aim is to always make sure you receive the best service possible and your feedback is much appreciated in helping inform the continuous improvement of our service. I hope that you will be very happy in your new home :)

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Somerset

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

I had a BTL property that required a mortgage adviser to port to another property, The Mortgage Works will not deal directly with their client. They also do not offer the service in branch nor online.

How has Samuel Whittlesea helped you?

Samuel was able to help me understand the criteria required and advise me on what information I needed to provide.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I don't actually believe he could have made any improvement in the way in which he dealt with this matter. He was quick to respond to my questions, he made everything clear to understand and achieved the outcome that I required.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Somerset

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

We are First Time Buyers and were struggling to get appointments with banks and understand what was involved in the whole process.

How has Samuel Whittlesea helped you?

Samuel was great at guiding us through all our options and explaining all the different packages available for us. He has been a constant source of advice through the entire process.

Have you seen the outcome you were hoping for?

We now have our first mortgage in the price range we were looking for. We are thrilled with the outcome and the product the Samuel has delivered to us.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Somerset

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

We are currently moving to a larger home.

How has Samuel Whittlesea helped you?

Samuel explained each option available to us in a professional way and made sure we understood exactly what we were applying for.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

My partner and I were more than happy with the service we received and would highly recommend Samuel and his services to others.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Somerset

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

Moving house - mortgage.

How has Samuel Whittlesea helped you?

Samuel found us the most competitive mortgage for our needs. He explained everything clearly and was very flexible with appointments. Samuel was very efficient and kept us updated throughout the process. Samuel has also helped us with insurance.

Have you seen the outcome you were hoping for?

Yes we had our mortgage approved.

What could they have done better?

Nothing.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Somerset

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

we were looking to buy our first home.

How has Samuel Whittlesea helped you?

Samuel helped us to find the best suitable mortgage as well as life insurance.

Have you seen the outcome you were hoping for?

Yes, we purchased our house within tywo weeks of first speaking with Samuel.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Somerset

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

Buy to let.

How has Samuel Whittlesea helped you?

Provided advice and guidance discussing all the options and allowing time to make the right choice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Samuel was perfect.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Northamptonshire

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

Mortgage.

How has Samuel Whittlesea helped you?

First time buyer and re-mortgage.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Somerset

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

We needed a mortgage.

How has Samuel Whittlesea helped you?

Sam found us some great options for our mortgage and income protection, which were explained and discussed to find the best solution i was happy with.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Somerset

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

I was buying my first house and needed to find the best mortgage suited for me, I was working at a time limit and didn't have time to be searching myself.

How has Samuel Whittlesea helped you?

Samuel found me a mortgage which is perfect for my finances and told me on the day what I could look at borrowing in my mortgage to help me work around it.

Have you seen the outcome you were hoping for?

Yes I have seen the outcome I was hoping for, I have an accepted mortgage and received updates throughout the process.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Somerset

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

To assist with reviewing financial position prior to mortgage application.

How has Samuel Whittlesea helped you?

Samuel was incredibly helpful and professional. He helped us to understand the process of acquiring a mortgage and position ourselves to be successful whilst also giving really fantastic advice and support.

Have you seen the outcome you were hoping for?

We found a mortgage that far exceeded our expectation and enabled us to buy the property we had hoped for.

What could they have done better?

Samuel was consistently helpful and clear

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Somerset

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

First mortgage together with my partner and associated insurances were a mystery !!.

How has Samuel Whittlesea helped you?

Found a comprehensive choice of mortgages and gave information to help us reach a decision that my partner and I are very happy with. Also gave us help with our relevant insurances as these were an issue due to our weights.

Have you seen the outcome you were hoping for?

Very happy with our current deals and will be using his services again when our current fixed term is up!.

What could they have done better?

Couldn't have been more pleased with his professionalism, his thoroughness and his communication with us!

Review from verified client

December, 2017

Overall

Value

Service

Advice

Based in Somerset

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

Advised by the estate agents.

How has Samuel Whittlesea helped you?

He found us a great mortgage at a good price.

Have you seen the outcome you were hoping for?

Yea very pleased with him and jade.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Devon

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

First time buyer - too busy to look for mortgages myself and wanted some professional advice.

How has Samuel Whittlesea helped you?

Found a good 5 year fixed rate mortgage on the day it was released and also negotiated a custom term direct with mortgage supplier.

Have you seen the outcome you were hoping for?

Yes - going back for assistance with the re-mortgage!.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Somerset

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

House move.

How has Samuel Whittlesea helped you?

Samuel sourced our mortgage and life insurance products.

Have you seen the outcome you were hoping for?

Yes, Samuel explained everything thoroughly, and went above and beyond to source suitable life insurance products when the first company would not offer due to my husbands prior health issues.

What could they have done better?

Nothing - he was excellent and kept us well informed throughout

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Wanted the best deal for me and someone to talk me through it and really someone to hold my hand as older client getting her 1st mortgage alone.

How has Samuel Whittlesea helped you?

He was amazing and I really mean that went out of his way to help,advice and even spoke on my behalf couldn’t have done it without him.

Have you seen the outcome you were hoping for?

Yes I have use Samuel more than once and still seeing the rewards and will continue to use him at different stages in my life.

What could they have done better?

Nothing. like I said he went that extra mile but was level headed and if things couldn’t be done For example I wanted to try for a loan he would explain if it couldn’t be done and why !!

Samuel's reply

Thank you for your lovely review!

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

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

We needed help identifying potential mortgages that would suit our financial situation. Both myself and my husband work full time and have 2 young children so didn't have time to spend searching and then filling out the required paperwork.

How has Samuel Whittlesea helped you?

Samuel took some details from us including bank statements and outstanding debt information and helped to identify the best value for money mortgage that would suit our situation. My husband will hopefully have a lump sum payment coming to us in the next year or so, so finding a mortgage that would allow us to pay of a large sum without penalty was important - Samuel helped us to find a mortgage with an amazing rate over 5 years which also allowed for large overpayments.

Have you seen the outcome you were hoping for?

Absolutely - we are about to complete on our purchase in the coming days.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Somerset

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

I wanted to visit a financial adviser to help me obtain my first mortgage as I was new to it all.

How has Samuel Whittlesea helped you?

Made an appointment out of hours with Samuel who took the time to search for the best rates and provide me with information which assisted me to understand the process.

Have you seen the outcome you were hoping for?

I found the service really helpful and took out the mortgage. A couple years later I went back for assistance as I purchased another property which I would have struggled doing by myself. He helped with the mortgage and also set up my life insurance policy.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Needed a buy-to-let mortgage.

How has Samuel Whittlesea helped you?

Able to secure a competitively priced buy-to-let mortgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

My mortgage was secured. I have only dealt with one other mortgage adviser, so my experience is limited. Samuel did all he set out to do .

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Somerset

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

I bought my first home with Samuel, and my second one, his service is great and is done in the highest quality standard.

How has Samuel Whittlesea helped you?

he dealt with my mortgage and insurance for 2 properties.

Have you seen the outcome you were hoping for?

yes !.

What could they have done better?

Nothing, all was done as required.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Somerset

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

help sorting out a mortgage after my divorse.

How has Samuel Whittlesea helped you?

found me the best deal.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

nothing he kept me informed of his progress and sorted it out very professionally

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Initially, looking for the best deal on our first mortgage, then wanting the best longer term fixed re-mortgage deal.

How has Samuel Whittlesea helped you?

By finding us mortgage products that were exactly what we asked him to find for us.

Have you seen the outcome you were hoping for?

Absolutely. Our re-mortgage was better than we had hoped for, and given us the security we wanted.

What could they have done better?

None.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Somerset

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

First mortgage.

How has Samuel Whittlesea helped you?

He helped us get out first mortgage.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Somerset

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

House purchase.

How has Samuel Whittlesea helped you?

Full service from start to finish; mortgage, subsequent remortgage and associated mortgage & income protection policies.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2017

Overall

Value

Advice

Service

Based in Somerset

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

Buying a property, wanted to get a unbiased view on the best mortgage available to me.

How has Samuel Whittlesea helped you?

Found the most suitable mortgage available at the time. Arranged excellent insurance products, to ensure peace of mind for myself.

Have you seen the outcome you were hoping for?

I have been very happy with the mortgage and insurance policies Sam arranged for me. I have had one insurance payout, which was very helpful, and without Sam's diligence I wouldn't have been aware of it.

What could they have done better?

I don't think Sam could have done anything better. I'm 100% happy in the service he has, and continues to provide me with.

Review from verified client

November, 2017

Overall

Value

Service

Advice

Based in Somerset

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

To help me find a mortgage.

How has Samuel Whittlesea helped you?

Out of all the places and people we seeked help from. Samuel was the only person who was able to help us. Due to a low deposit and a baby on the way we were desperate to get a house. Samuel helped us with just that. Quick, efficiently and stress free.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

There is nothing that we could say he could have done better.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Setting a mortgage u.

How has Samuel Whittlesea helped you?

Got the best deal.

Have you seen the outcome you were hoping for?

Yrs.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Northamptonshire

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

Moving house.

How has Samuel Whittlesea helped you?

Arranged the mortgage for us.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Somerset

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

I wanted a market review to obtain the best mortgage for my needs and requirements.

How has Samuel Whittlesea helped you?

Samuel was fantastic and helped me find the best mortgage option for me, he provided all the options to me including different term times and everything was stress free for me.

Have you seen the outcome you were hoping for?

Yes, Samuel helped fill in my mortgage application and this was accepted with no issues.

What could they have done better?

I don’t think Samuel could have done anything differently or better. I was updated at every step of the process and I would be more than happy to recommend him to friends or family.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Needed help getting a mortgage as i had only been self employed a few years.

How has Samuel Whittlesea helped you?

He got us our mortgage and was extremely helpful throughout.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I really can’t fault Samual.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Somerset

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

we were looking to remortgage.

How has Samuel Whittlesea helped you?

he put us at ease when applying for mortgage.

Have you seen the outcome you were hoping for?

we got the mortgage we needed without to much fuss, a good rate with extra years.

What could they have done better?

a couple of times supplying the right paper work was not always clear

Samuel's reply

Thank you for your review Hugh, my apologies for any confusion regarding your documents.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Purchasing our first house and insurance for my husband.

How has Samuel Whittlesea helped you?

Talked us through our options and found the best deal for us.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Somerset

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

A friend of mine had an accident and had to take a substantial time off work. My partner and I decided to get some insurance cover incase anything similar happened to us.

How has Samuel Whittlesea helped you?

Samuel was very helpful and provided lots of information that may be suitable for us.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, Samuel was very helpful and informative

Review from verified client

November, 2017

Overall

Advice

Value

Service

Based in Somerset

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

Buying our first home.

How has Samuel Whittlesea helped you?

Sam helped us with our first mortgage. It was very taunting for us but Sam put any lingering nerves to rest with his brilliant advice and friendly nature.

Have you seen the outcome you were hoping for?

We are in our first house. We've been here now for 2yrs now and were very thankful to Sam for helping us and guiding us through the process. His expert advice and professionalism saw that we got we wanted.

What could they have done better?

I don't think he could do anything differently. We were happy with everything he put forward.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Re mortgage.

How has Samuel Whittlesea helped you?

Very thorough with looking at products that suited our needs for our remortgage and life assurance.

Have you seen the outcome you were hoping for?

More than very pleased with the final product which has balanced our fiances to a more affordable living,.

What could they have done better?

Nothing Sam was very sensitive to our request and has an easy way of listening.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Remortgage.

How has Samuel Whittlesea helped you?

He arranged our mortgage and hot us the best deal on his professional opinion for the perimeters we have him.

Have you seen the outcome you were hoping for?

Yes we got the mortgage we needed.

What could they have done better?

We were existing customers for the mortgage we ended up with and through them were entitled to some money back but we ended up having to claim it back after taking out the mortgage. Getting this organised initially would have just completed it perfectly.

Samuel's reply

Thank you for your kind review Lisa, I am glad that you are happy with the service provided. I can confirm that your mortgage product included a free valuation and free legals as incentive from the lender and no cashback element was part of the product. Any cashback that the lender offered to you subsequently as an account holder was not an aspect that we could have known about or arranged in advance.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Housemove.

How has Samuel Whittlesea helped you?

Samuel took great care in assessing our financial position and sourced a mortgage to suit us. He was very thorough when collating our documents which meant the mortgage went through successfully on the first application. He and his admin staff proactively tracked the application and liaised with the solicitors to progress the house purchase.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

In the past we've gone straight to the banks for mortgages but having used Samuel on this occasion we would definitely use him again. We cannot see how he could improve his polite and professional service. Well worth the money.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Somerset

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

House move.

How has Samuel Whittlesea helped you?

Found excellent mortgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Give some idea of how long paper work can take to complete, especially when applying for life cover with previous medical history.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Somerset

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

We needed a mortgage for a new house and decided to use a mortgage advisor to save time. I'd previously arranged mortgages for myself but felt this time it may be beneficial to use a FA.

How has Samuel Whittlesea helped you?

Sam visited us at home and took our details. He discussed our requirements in depth and then explained some of the products available and the process involved. He then went away and produced a detailed analysis of the best product.

Have you seen the outcome you were hoping for?

Yes, we have secured a very good mortgage.

What could they have done better?

No, I think the service was very good, communication was good throughout and Rose has followed up throughout to ensure everything is ok with the purchase.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Devon

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

Our purchase was a particularly complicated case and we needed someone who knew the ins and outs of the lenders.

How has Samuel Whittlesea helped you?

He got us what we asked for...to the letter.

Have you seen the outcome you were hoping for?

Yes, it was all straightforward...once it was in Sam's hands, it took all the stress away.

What could they have done better?

Not sure he could have done anything better, he helped us achieve what we were trying to do, simple as that without any fuss

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Help with buy to let.

How has Samuel Whittlesea helped you?

Sam answered all my questions .set everything up perfectly.

Have you seen the outcome you were hoping for?

Yes Sam could not have done anything better.he was 100/per cent.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Somerset

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

I was buying property to rent out.

How has Samuel Whittlesea helped you?

He gave me honest advice and understood what my aims and limits were he explained everything fully in a way that i fully understood.

Have you seen the outcome you were hoping for?

Yes i was happy with the outcome and the product that i finally got.

What could they have done better?

Nothing as i asked for a service and he provide in a clear fashion for me to understand and this is what i wanted from Financial Adviser

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Somerset

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

We were first time buyers looking to buy a property.

How has Samuel Whittlesea helped you?

He was great, with my credit score not being the best he was amazing and found us the best deal possible at the time. He then helped us to remortgage to a better deal once my credit score had improved.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Wanting a mortgage.

How has Samuel Whittlesea helped you?

He worked incredibly hard and found us our mortgage under very difficult circumstances.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Somerset

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

We first used Samuel for a mortgage when we sold our house. Samuel is a very friendly person and knows his business inside out. Since then we have used him for all our insurances and investment needs.

How has Samuel Whittlesea helped you?

Samuel helped us to get all our insurances and policies in place. Making sure we have the cover needed.

Have you seen the outcome you were hoping for?

Yes, all our financial business is covered and its always nice when I receive phone calls offering services that I can say I have an financial advisor who has everything in hand.

What could they have done better?

no, very happy with Samuel and the products he offered us.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Somerset

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

I needed a mortgage but had a almost expired CCJ on my credit check (a family members default) I had great trouble finding a lender so contacted Simon. I was very impressed with his honest advice.

How has Samuel Whittlesea helped you?

He managed to get me a mortgage quickly and at a decent rate, I also opted to purchase income insurance.

Have you seen the outcome you were hoping for?

Yes 100%Given my credit rating was low Simon got me the best deal he possibly could. I don't think anyone could have done better.

What could they have done better?

Nothing to add. See above. Honest Frank quick.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Looking for a second mortgage for buy to let property.

How has Samuel Whittlesea helped you?

Samuel help arrange the mortgage on this property.

Have you seen the outcome you were hoping for?

Yes very good result.

What could they have done better?

Samuel went through every aspect of the requirements that we needed to secure a mortgage that worked for us

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Somerset

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

I was looking to buy my first house and required a mortgage.

How has Samuel Whittlesea helped you?

Helped me obtain the right mortgage for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in London

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

We were looking to remortgage.

How has Samuel Whittlesea helped you?

Samuel provided expert, first-class advice. He was amazingly thorough, talked through and explained a range of options, and left us to consider them all. He was patient, professional and a pleasure to deal with. And, above all he provided strong personal advice.

Have you seen the outcome you were hoping for?

Yes, we were happy with the decisive we took and with Samuel's guidance at every step.

What could they have done better?

The only reason i didn't give five stars for value for money is we feel their payment structure could have been explained better upfront. It's not complicated and perhaps this was our fault, but they take a fee from both us and the mortgage provider. We don't have a problem with this but I would like to have been fully aware upfront. However, this is by no means a reflection on the service Samuel provided and we will be working with him again.

Samuel's reply

Thank you for your kind review Rupert. I apologise if our remuneration was not made as clear as you would hope, it is something I explain in the first conversation with all clients and the information is included in the Retail Client Agreement provided to all clients prior to the provision of services. Regardless of that if it was not clear for you there remains room for improvement and I thank you for your feedback which will be used to guide future practice. I am pleased that you were happy with the service provided and look forwards to helping you again in the future.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Buying my first home.

How has Samuel Whittlesea helped you?

He found the best mortgage out there for me and sorted all my paperwork.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Nothing he did everything possible for me

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Somerset

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

I was looking for advice on a first time buyers purchase, which would be a buy-to-let.

How has Samuel Whittlesea helped you?

Samuel gave true, honest & professional advice from start to finish and made the tricky areas very simple to deal with. The application sailed through in a short time.

Have you seen the outcome you were hoping for?

Yes, the process has achieved everything I asked for & required.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Bristol

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

to re mortgage.

How has Samuel Whittlesea helped you?

He found me a great product that gave me the additional funds needed.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

I was happy with the service provided to me.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Somerset

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

House purchase.

How has Samuel Whittlesea helped you?

Absolutely he is first class.

Have you seen the outcome you were hoping for?

yes and more than we expected.

What could they have done better?

i dont believe he could of done anything better he exceeded our expectations

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Mortgage - First time buyers.

How has Samuel Whittlesea helped you?

Samuel explained all the different types of mortgages available and helped pick the right one for us. Samuel also advised us on the different income protection and life insurance policies available as well as helping us set them up. Being first time buyers we did not know a lot about mortgages but Samuel explained things really well, making it easy to understand.

Have you seen the outcome you were hoping for?

Yes we were very happy with Samuel and would recommend to friends and family. We will also being using Samuels services in the future when we come to remortgage.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Somerset

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

We were looking for mortgage advice to move to a new property.

How has Samuel Whittlesea helped you?

Samuels advice was professional and flexible to fit around my family.

Have you seen the outcome you were hoping for?

Yes Samuel was able to secure us a fantastic deal on our mortgage and provided us with life insurance that was best for our family and within our budget.

Samuel's reply

Thank you for your lovely review Carly, it was a pleasure to help you secure your new home and protect your family! I look forwards to speaking to you again :)

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Somerset

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

First time buyers needing advice.

How has Samuel Whittlesea helped you?

Sorted out our mortgage and insurance hassle free.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

The sessions were long would have been useful to have known how long the sessions would last so we could plan around them. However the sessions were always very informative and useful!

Samuel's reply

Thank you Hannah for your lovely review! Yes there can be a lot to discuss to ensure that you get the perfect mortgage and insurance products and I am glad that you found it informative and useful. I will continue to try and make appointment duration estimates as accurate as possible, sometimes there are unexpected matters to address and that can extend appointments somewhat. I am glad your found it a hassle free experience and look forwards to helping you again in the future :)

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Buying our first house, we wanted specialist help on finding the best deal.

How has Samuel Whittlesea helped you?

Talked through different types of mortgages, helped us select the best one and then completed all the paper work for us. He also helped look into life insurance and income protection.

Have you seen the outcome you were hoping for?

Yes. Really happy with the products we brought, didn't feel pressurized into buying with him, as we decided not to take out income protection after Samuel did all the work to find the best one. Will be returning when our mortgage deal runs out.

What could they have done better?

I think I remember it being difficult to arrange appointments around work, otherwise perfect service

Samuel's reply

Hi Jo, many thanks for your lovely review! I do try to offer as much flexibility on appointment times and venues as possible, with many of my appointments during evenings or on Saturdays to fit around client working hours. In addition I offer home and workplace visits where required and also offer phone, Skype and FaceTime video appointments. Please do let me know if you feel it would be helpful to add further options so that it is as easy as possible to access the services I offer. Thanks again for your lovely review, I look forwards to speaking to you again when your current mortgage deal nears expiry. Kind regards, Samuel :)

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Cardiff

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

Moving house.

How has Samuel Whittlesea helped you?

Arranged mortgage, new insurance policies and gave us excellent and knowledgeable help in what was a complicated process.

Have you seen the outcome you were hoping for?

Yes in new house on a good mortgage rate!.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Somerset

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

The need to remortgage, not an easy task when approaching 70.

How has Samuel Whittlesea helped you?

By providing my wife and I will a range of credible options.

Have you seen the outcome you were hoping for?

Very much so, in fact better than we'd hoped for.

What could they have done better?

Really can't think of anything.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Previous mortgage company had let me down so searched elsewhere.

How has Samuel Whittlesea helped you?

Straight forward and helpful information on a buy to let mortgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

There was nothing more that samuel could have done,it was perfect

Samuel's reply

Thank you for your kind review Ian, I am glad to have been of help!

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Somerset

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

I bought a house.

How has Samuel Whittlesea helped you?

He is make a good deal for mortage.

Have you seen the outcome you were hoping for?

Yes 100%.

What could they have done better?

I recommend

Samuel's reply

Thank you for your kind review Arunas, I am glad to have been of help!

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Buckinghamshire

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

I was a first time buyer looking for a mortgage and had had a bad experience with another adviser who actually had effected my credit score due to his inexperience and so Samuel was a breath of fresh to speak to. I could tell he was very experienced at his job as soon as I first engaged with him.

How has Samuel Whittlesea helped you?

After meeting several brokers and not getting the desired result I was introduced to Samuel by a friend. Samuel was excellent and he understand my personal situation and came back to me within hours with good news. As a first time buyer, this was all very new to me and Samuel took the time to have calls with me and conference video meetings to go through the process with me so that I totally understood all of the documentation. The most important thing Samuel did for me, was find me a very good mortgage provider and rate!.

Have you seen the outcome you were hoping for?

Absolutely. The product which I have brought and advised to get from Samuel is one of the best at the moment and I am very pleased.

What could they have done better?

There isn't anything I could have asked for Samuel to do differently. I highly recommend his services and have already done so to a work colleague.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Somerset

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

First time buyer looking for help and advice to find the best mortgage deal.

How has Samuel Whittlesea helped you?

As first time buyers with limited knowledge of mortgages, Samuel took the time to understand our circumstances and what we were looking for. Everything was explained to us thoroughly, including the process that Samuel undertakes to find the right mortgage deal, giving us the confidence we needed. We received regular updates during the mortgage application and the process as a whole, and Samuel was happy to put the extra work in when the property we were purchasing changed.

Have you seen the outcome you were hoping for?

We were very happy with Samuel's recommendations and the mortgage deal that we have. The whole process went smoothly and I would use Samuel again without hesitation for future mortgage advice.

Samuel's reply

Thank you for your lovely review Matt, I am glad to have been of help!

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Needed a mortgage to move house.

How has Samuel Whittlesea helped you?

He helped me get a mortgage and excellent insurance.

Have you seen the outcome you were hoping for?

Yes, fantastic service.

What could they have done better?

Nothing! Our experience with Samuel was first class. I needed an agreement in principal within a matter of hours or I would have lost out on my dream house and he helped me, out of hours (this was before we had even met, I simply called him out of the blue based on recommendation) and we managed to secure the house because of him.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Somerset

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

New house purchase.

How has Samuel Whittlesea helped you?

Samuel helped us get exactly what we after, couldn't recommend highly enough!.

Have you seen the outcome you were hoping for?

Really helpful, always prompt in response. Achieved desired outcome.