Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 7 )

Pensions ( 2 )

Equity Release ( 6 )

Retirement income (annuities, drawdown) ( 2 )

Auto Enrolment ( 1 )

Investments and Savings ( 1 )

Pension Transfers - Non Specialist ( 1 )

Financial Planning ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 2 )

£50k - 100k ( 1 )

Up to £50k ( 4 )

Client reviews

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Dorset

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

Failure to achieve a satisfactory loan from a previous advisor

How has Justin Travers helped you?

He found a better product than the previous advisor.

Have you seen the outcome you were hoping for?

Not exactly. It was a complicated process and not without its frustration and disappointment but this was at the later stages which didn’t involve our advisor.

What could they have done better?

Nothing.

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Dorset

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

Having to remortgage

How has Justin Travers helped you?

Remortgaged our property and set up life insurance for my wife

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Dorset

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

Needing to get advice and the best deal on a mortgage during these high interest times. Also to gauge how much we could reasonably borrow from the bank. We needed advice on insurances too to ensure we protected our mortgage & also had building & contents cover.

How has Justin Travers helped you?

Extensively researched and brought back the best options available to us for mortgages. Negotiated on our behalf, given us excellent advice on best approach and also re-ran affordability tests and chased banks for us. Insurance wise Justin really helped us understand what cover we needed to think about and also signposted us to solicitors for sorting out related items i.e. wills & legal paperwork.

Have you seen the outcome you were hoping for?

And more, we can feel confident we have the best rates for the mortgage we took out and we are much clearer on our insurance cover.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Devon

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

Current mortgage deal coming to an end.

How has Justin Travers helped you?

Justin provided invaluable help and advice in navigating current mortgage options and the best product to suit my circumstances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing-Justin’s support and advice was second to none.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Dorset

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

I had been referred to Justin through a mutual client, I have blended family with a complex financial situation. High street lenders were not able or equipped to deal with the situation I was in. Rising costs of living and increasing mortgage costs meant I had to take a firm grasp of my financial situation.

How has Justin Travers helped you?

Thanks to Justin, my financial situation has gone from complete despair to a manageable monthly commitment that has allowed us to keep our home and afford to enjoy life rather than worrying about what bills were going to land next.

Have you seen the outcome you were hoping for?

Yes, Justin managed to provide a solution that covered mortgages and debt consolidation that left me in a much better more manageable financial situation.

What could they have done better?

Nothing, the only fault was on my part for not getting in touch sooner.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Dorset

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

We wanted to release equity from our house to build a small extension.

How has Justin Travers helped you?

He talked us through how equity release works and gave us clear advice.

Have you seen the outcome you were hoping for?

Yes, we now have the funds to continue our build.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Dorset

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

Need advice on moving pension

How has Justin Travers helped you?

6 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing all went well

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Dorset

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

We wanted to look at the possibility of equity release as a tool to assist our adult children financially and to have a cushion to draw on in retirement.

How has Justin Travers helped you?

Justin guided us through the equity release process advising us on all aspects of equity release

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I do not feel that Justin could have done anything better as his advice and help was 100% what was required of him.

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 owned one house, and was looking to fund the purchase of a second and later third property, both of which were near derelict / uninhabitable, that I then planned to renovate. I needed advice to find the right provider who could fund my particular circumstances.

How has Justin Travers helped you?

Justin helped me by finding a specialist Bridging finance provider and helped me remortgage my existing property in order to release funds to both buy the houses and complete renovations on them.

Have you seen the outcome you were hoping for?

Yes, one house we have renovated and sold, one we have renovated and live in, and work now commences on my original property to modernise that. All funded with the assistance of Justin and Greenfields.

What could they have done better?

Not much really. We did have some delays due to Covid that were out of everyone's control, and 1 provider withdrew their offer which was a pain but Justin soon found a better company to work with.

First impression from a user who is not yet a client

June, 2022

Overall

Please provide a brief comment about your experience with Justin

Justin provided excellent service by giving us valuable advice at no extra charge.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Dorset

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

Not happy with Key

How has Justin Travers helped you?

Good advice and good servive

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Dorset

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

A decent chap Helped me in a lot of way Morgtage’s plus other bits investment can’t fault the guy knows what he talking about. Will use him again for sure ????

How has Justin Travers helped you?

Advise Morgtage’s

Have you seen the outcome you were hoping for?

Top bloke

What could they have done better?

Nothing I’m happy with outcome

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Justin

From the initial phone call, meeting and constant support , I can not recommend Justin enough!!! His advice and detection has been on point every step of the way, not too mention he always goes above and beyond!! 10 stars.

Justin's reply

Thankyou for your kind review, Its always a pleasure speaking to you Gemma and I look forward to working with you for many years to come. Best Wishes Justin

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Justin

I am especially dim when it comes to managing money and am not good with numbers. Justin advised me on an equity release that enabled me to buy some woodlands. All questions were answered clearly and anything I did not entirely understand I knew that he knew that I was putting my trust in him. I so enjoyed collaborating with him on this project.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Hampshire

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

We wanted to release some capital

How has Justin Travers helped you?

Justin talked us through the various options and the process we would have to go through and made sure that we understood all the implications. He then made all the arrangements with the lender and again met with us to run through the finalised offer before proceeding further. Justin was courteous and very professional and kept us fully advised throughout the whole process.

Have you seen the outcome you were hoping for?

yes very much so.

What could they have done better?

Nothing as far as we are concerned, all went quickly and stress free.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Dorset

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

My own lack of knowledge

How has Justin Travers helped you?

Provided appropriate advice to suit my needs and future requirements

Have you seen the outcome you were hoping for?

Always

What could they have done better?

Nothing

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Dorset

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

Life Cover to protect a new house purchase.

How has Justin Travers helped you?

Supplied a range of cover options and detailed the best possible option for me to cover for any circumstance

Have you seen the outcome you were hoping for?

I have been provided with a high level of cover that I would have been unable to have sourced myself.

What could they have done better?

Not applicable - Nothing