Richard's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 85 )
Pensions ( 7 )
Equity Release ( 23 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 2 )
Pension Transfers - Non Specialist ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 5 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 3 )
£100k - £200k ( 4 )
£50k - 100k ( 6 )
Up to £50k ( 19 )
Review
by a verified client in West Midlands
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were purchasing a property.
How has Richard Latteman helped you?
He mads the process of finding a good mortgage easy and relieved us from the stress finding a mortgage creates.
Have you seen the outcome you were hoping for?
Yes. We obtained a great mortgage offer.
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to find the best policy for my circumstances
How has Richard Latteman helped you?
He identified the policy with the lowest interest rate and a drawdown facility, with the option to repay.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure how
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving home
How has Richard Latteman helped you?
Richard used his experience and knowledge to advise us on how to proceed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a mortgage
How has Richard Latteman helped you?
Did our mortgage from start to finish with no problems
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Kent
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking to do Equity Release on our house and was recommended to Richard Latteman by our solicitor.
How has Richard Latteman helped you?
He was able to find a mortgage company that would help us.
Have you seen the outcome you were hoping for?
Yes we have ,
What could they have done better?
Nothing!