Reviewed for

Insurance and Protection ( 20 )

Mortgages ( 82 )

Equity Release ( 15 )

Investments and Savings ( 3 )

Inheritance Planning ( 1 )

Long Term Care ( 1 )

Financial Planning ( 1 )

Financial Mentoring ( 2 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 3 )

£100k - £200k ( 4 )

£50k - 100k ( 6 )

Up to £50k ( 29 )

Client reviews

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with Allan

Responds quickly, knowledgeable and friendly

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Allan

The meeting went great I understood And I learned a lot from the meeting.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Staffordshire

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

Looking to buy a house

How has Allan Robertson helped you?

He was very involved in the process and always there with an answer

Have you seen the outcome you were hoping for?

Even better

What could they have done better?

They did more than we expected

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Staffordshire

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

Allan is an incredibly professional whjile extremely friendly

How has Allan Robertson helped you?

Remortgage

Have you seen the outcome you were hoping for?

Better then I could have wished for

What could they have done better?

Absolutely nothing

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Staffordshire

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

Remortgage of property

How has Allan Robertson helped you?

Offering the best advice and choice of market options

Have you seen the outcome you were hoping for?

Yes the outcome was fine

What could they have done better?

Nothing all was well done

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Outside UK

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

Remortgaging on a property in the UK when living in Switzerland. I needed an expat buy to let and had two mortgages on the property to line up before the switch.

How has Allan Robertson helped you?

Advice on how to line mortgages up, finding the best deals, help with paperwork, communicating with the bank and solicitors.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nobody is perfect but this service has come pretty close.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

We were needing to sort a mortgage to buy our first house.

How has Allan Robertson helped you?

We had a great experience with Allan when he helped us with buying our first house. Having someone to talk us through the process, help reassure us, sort our mortgage and handle all the communication with the seller was absolutely worth every penny. We are so grateful for all his help for making the process so simple, quick and stress free!

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

1st time buyers.

How has Allan Robertson helped you?

Allan has been a rock of advisory. Timely adjusting our amendments where need be. Clarifying wordiness. Ultimately Allan has been frank yet efficient. As 1st time-buyers, he's the perfect buffer making what is a long complicated procedure, swift and simple.

Have you seen the outcome you were hoping for?

110% !!!

What could they have done better?

NOTHING. spot on every step of the way.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

I was looking for a mortgage broker that understood how to set that up for Directors of limited companies.

How has Allan Robertson helped you?

Allan helped us tremendously along every step of finding and securing a mortgage - and beyond that in general advice as to the process itself.

Have you seen the outcome you were hoping for?

Absolutely - I'm typing this in our beautiful new home!

What could they have done better?

Nothing - Allan was excellent.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

Mortgage advice, particularly for my wife who is self employed

How has Allan Robertson helped you?

Helped with all the logistics and multiple complicated forms needed during a house move, as well as all the necessary accounts for my wife who is self employed

Have you seen the outcome you were hoping for?

Yea

What could they have done better?

Nothing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

Initially to purchase a new property, however after deciding to stay in our property we then went on to use Allan to re-Mortgage 18months later

How has Allan Robertson helped you?

Allan has given us a complete understanding of the process and answered any questions we had, big or small in a really prompt response time. Given the current market Allan worked really hard to ensure we could get the best deal with our provider. The process was smooth and is now complete. 5 Star Service from Allan and his team

Have you seen the outcome you were hoping for?

100% and then some

What could they have done better?

I don't think anything could of been done better, Allan and his team go over and above so much so we have recommended his to friends who have also used him.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hampshire

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

wanted to buy a house and needed a good financial mortgage advisor. A friend made the referral to Allan and his work has been excellent.

How has Allan Robertson helped you?

Yes, he did an amazing job and today me and my family are happily living in pour dream home. Thanks to Allan and his amazing team for an excellent job done.

Have you seen the outcome you were hoping for?

Yes, happily living in our dream home.

What could they have done better?

A good work done

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

Looking to get a EPC done

How has Allan Robertson helped you?

Swapped a mortgage for me

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

Nothing kept me updated through out the whole process

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Shropshire

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

Sale and purchase of residential properties.

How has Allan Robertson helped you?

Allan was absolutely brilliant throughout the whole process. He understood our needs and requirement for a mortgage in principle without delay - he duly turned this around within a day or so. Thereafter he was extremely pro-active (contacting the estate agent with necessary documentation immediately after our offer was accepted, for example). He kept us informed regularly of developments and even sent communications at weekends, such as confirming correspondence from the lender that the funds were in place just prior to completion. This is greatly received when nervously awaiting the completion of a purchase.

Have you seen the outcome you were hoping for?

Yes. Every aspect of the house buying process where Allan had involvement went without any hassle whatsoever.

What could they have done better?

Nothing! We are 100% happy with the service Allan at Equity Select provided.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

We were about to purchase our first property when we decided to use Allan after reading good reviews.

How has Allan Robertson helped you?

Allan booked an appointment to come and visit us to discuss options the same day I enquired. Even squeezing us in a few days before his wedding! Without Allan, I don't think we'd have got the application sorted as quickly, we managed to secure an affordable rate just before things went crazy due to his swift action.

Have you seen the outcome you were hoping for?

Yes, we have now just moved into our new home and couldn't be happier.

What could they have done better?

Genuinely, nothing! Allan is obviously very knowledge, organised and has customer service nailed.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Midlothian

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

Unable to find a mortgage myself

How has Allan Robertson helped you?

Helped me get a great deal on a mortgage at a really difficult time to do so

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Allan

He was very helpful

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

High Street banks could not assist in finding information on going forward with equity release and mortgage application.

How has Allan Robertson helped you?

Equity release, mortgage application and 2nd property purchase

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing, the service was second to none

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

Moving house

How has Allan Robertson helped you?

Getting the best available mortgage. Always on hand to offer support and advice.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Midlothian

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

My partner and I were looking to understand our financial position as we were looking to buy a house together in the near future. We were recommended Allan by a friend who used him previously

How has Allan Robertson helped you?

Allan understood our financial position very quickly and clearly helped us understand the full picture and potential scenarios/options of what we could do including releasing equity and moving properties to buy-to-let mortgages. He gave us space to understand and make our own decisions after fully understanding what we could do. Allan was always available and offered us a service that I couldn’t imagine elsewhere from anyone else, this helped put us at ease which as we often hear is unusual when buying properties and working with solicitors and banks. Again, by simplifying our financial position and potential future scenarios it allowed us to understand the process extremely clearly.

Have you seen the outcome you were hoping for?

We have seen the outcomes we were hoping for as we successfully bought a house and are renting out our other properties. Also, if we have any future enquiries regarding these services it would only be Allan we would go to.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Cheshire

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

Relocating from over-seas and needed to secure a mortgage.

How has Allan Robertson helped you?

He found us a mortgage provider who would accommodate expats and helped us, incredibly efficiently, navigate a successful house sale as a result.

Have you seen the outcome you were hoping for?

Absolutely, Allan took all the stress out of buying a house. Something I didn’t think possible, especially in our unusual circumstances.

What could they have done better?

I really cannot think of anything that Allan could have improved upon.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

Existing mortgage provider not being user friendly with a remortgage

How has Allan Robertson helped you?

Exceptional service from searching the market for the right deal to recommending other consultants he trusts, goes over and above to save his Clients money

Have you seen the outcome you were hoping for?

Absolutely, better than expected whilst managing our demanding expectations

What could they have done better?

Nothing at all, Allan and his team were always on hand to help and answer any queries.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Nottinghamshire

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

First time buyer

How has Allan Robertson helped you?

Allan was great in explaining everything and patient in answering all my questions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, great service.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

Wanted to release some cash

How has Allan Robertson helped you?

To do just what I asked him to do

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

We had tried a number of other advisers about a mortgage that would be tailored to our specific needs and we were told no where would probably be able to help us.

How has Allan Robertson helped you?

Allan and Vicky at Equity select were helpful from the word go, always positive and made us feel like our mortgage needs were not going to be a problem. Every email / phone call were answered very quickly and we were always greeted with a positive and friendly response.

Have you seen the outcome you were hoping for?

Yes, the outcome we received was better than we could have hoped for and Allan helped us to find one that properly suited our needs.

What could they have done better?

In our opinion Allan and Vicky at Equity select did everything they could to meet our needs and left nothing out, we could not recommend them highly enough.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

Needed a bigger house with more rooms

How has Allan Robertson helped you?

Helped us every step of the way with finding the right property, our mortgage applications and preparing us for when we moved in

Have you seen the outcome you were hoping for?

Yes couldn’t be any better

What could they have done better?

Nothing

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Equity release, we were undecided and also some old press reports made us hesitant, so when we made the decision we both decided we would prefer an independent advisor, who would explain to us the positives and the negatives, if there were any, and through lots of investigation, we found Allan Robertson, there was no bad reports and everything was positive. I also knew we had made the right decision, when I rang there office, and the lady who answered was so helpful, and informative, we certainly made the right choice.

How has Allan Robertson helped you?

Allan gives face to face information, answers all the questions, and shows you choices, and finally supplies you with all the documentation, so you can look at in your own time, and you will have more questions, we did, but again e-mail or ring and he always gets back.

Have you seen the outcome you were hoping for?

We were very fortunate, our legal paperwork was very straight forward, and the solicitor we used is very prompt and specialised in Equity release.

What could they have done better?

Nothing

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

We were looking to buy our first house.

How has Allan Robertson helped you?

Allan was instrumental in helping is buy our first house, from working out our finances to see if we were eligible for a mortgage all the way through to us getting the keys and everything in between. He assisted with applying for the Mortgage, putting an offer in on the house, various insurances that needed to be set up, and encouraging regular and concise communications between us, the solicitors and estate agents... and more. Allan's friendly and approachable nature also made him a pleasure to talk to, whilst also being able to get down to business when necessary.

Have you seen the outcome you were hoping for?

Absolutely, Allan was in constant communication with us throughout the process, any queries or assistance we needed - he either came in person (sometimes that very same day), or gave us a call at his earliest convenience. Whilst there were some bumps in getting to the final outcome (which were caused by external entities), we genuinely don't think that the process would have been as smooth or successful as it was without Allan's involvement.

What could they have done better?

Genuinely don't think there could have been anything done better.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

We (my wife and I) wanted to remortgage and release equity from our BTL property to finance another property but we’re struggling didn’t know what else could be available to us.

How has Allan Robertson helped you?

Allan is very knowledgeable about his profession; he was able to break things down to us in simple terms and guided us to navigate all the challenges of remortgaging and equity release.

Have you seen the outcome you were hoping for?

Yes, we have more than achieved the outcome we hoped for. We’ve always wished to expand our property portfolio but thought and felt our circumstances weren’t right; we were handicapped in knowledge. Allan made it possible to ‘see clearly through the weeds’. He provided us with all the information and advice to help us make informed decisions. As I write, we’ve concluded on our house purchase less than a week ago.

What could they have done better?

I can’t think of anything else beyond the excellent service we’ve received from Allan through Equity Select. I just wished I’d me Allan sooner. He has always been available and willing to assist with sound advice anytime we’ve reached out to him. He delivers a personal service par excellence.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Leicestershire

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

Remortgaging of rental properties

How has Allan Robertson helped you?

From start to finish, changing 3 mortgages to 2. Dealing with all paperwork enquiries.

Have you seen the outcome you were hoping for?

Yes, really pleased.

What could they have done better?

Absolutely nothing. The service we received from Allan was brilliant.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

I needed financial adviser for a mortgage

How has Allan Robertson helped you?

Allan Robertson did amazing job! He was always answering my questions. Found the best deal for me! I would recommend him to all my friends and family members!

Have you seen the outcome you were hoping for?

Yes, I do

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Leicestershire

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

Converting a residential mortgage into a business buy to let mortgage, and purchasing a new house.

How has Allan Robertson helped you?

Allan gave me advice and guidance in relation to the mortgage conversion, and suitability of new mortgages.

Have you seen the outcome you were hoping for?

Yes, absolutely. Allan’s input, skills knowledge and incredible work ethic were instrumental in the success of both purchases. I would never have been able to complete without him.

What could they have done better?

I don’t think that Allan could have done anything better.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

Mortgage

How has Allan Robertson helped you?

He sorted mortgage offer and got for us better offers than other financial advisor offered for us .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing could be done better 5* service

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

Buy first home

How has Allan Robertson helped you?

All the process went smooth, we felt no pressure as Allan helped us with everything and guided us every step of the way.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

Bought our first house.

How has Allan Robertson helped you?

Yes, greatest of help!!!

Have you seen the outcome you were hoping for?

Yes, more than happy!!!

What could they have done better?

Everything was PERFECT!!!

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Surrey

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

As an independent contractor, I wanted someone who could help me to understand my mortgage options and Allan came highly recommended.

How has Allan Robertson helped you?

Allan’s knowledge of the mortgage market meant he knew the right providers to approach for my specific needs, and successfully managed three mortgage applications for me

Have you seen the outcome you were hoping for?

Yes, absolutely. We have just moved into our forever home

What could they have done better?

Nothing - Allan was outstanding from start to finish

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

Remortgage my home to repay Help to Buy and purchase the Freehold for my house

How has Allan Robertson helped you?

Allan took care of al the paperwork for the mortgage and for the solicitors. He made the whole process simple and straight forward

Have you seen the outcome you were hoping for?

Absolutely. Allan made the whole process stress free, couldn't have been easier.

What could they have done better?

Nothing. I can't recommend Allan highly enough

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

Funding a mortgage to finance a flat for my daughter rather than paying rent.

How has Allan Robertson helped you?

Finding a specialist mortgage that provided the perfect method of doing this.

Have you seen the outcome you were hoping for?

Yes, exchanged and completed in the last few days.

What could they have done better?

Everything was fine, so no not really

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Leicestershire

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

Looking to purchase additional properties for buy to let

How has Allan Robertson helped you?

Allan talked us through the process and offered advice. He supported us from start to finish with the mortgage and purchasing. He answered all of our questions and was very knowledgeable in his field. He went out of his way to help complete paperwork and submit in a timely manner.

Have you seen the outcome you were hoping for?

Definitely, we have purchased 2 properties and all finance was in place, in a short period of time.

What could they have done better?

We are very happy with the service we received, so pleased we found Allan in the first place and have recommended him to friends.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in West Midlands

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

Re mortgage

How has Allan Robertson helped you?

Fully understood our circumstances and was able to offer a selection of providers with recommendations. He provided a stratgery and kept us updated through the whole process.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

Nothing, as the service and advise was very professional, though also very approachable.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

We needed to re-mortgage 2 properties

How has Allan Robertson helped you?

Allan organised both mortgages for us

Have you seen the outcome you were hoping for?

Yes we are pleased with the outcome

What could they have done better?

Nothing that I can think if

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

Me and my partner looking to buying our first home.

How has Allan Robertson helped you?

Allan helped massively with the entire process. Was always available to help with anything we were unsure with and explained everything with clarity.

Have you seen the outcome you were hoping for?

Yes we got more than we were expecting in regards to knowledge and expertise.

What could they have done better?

Cant fault the service In any way.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

Self employed and required a mortgage.

How has Allan Robertson helped you?

Secured myself and partner a mortgage with good rates. Gave us quick advice whenever we required it at any time of day or night. Provided us with a variety of insurance quotes.

Have you seen the outcome you were hoping for?

Yes, we have moved into our new home.

What could they have done better?

I don’t feel anything could have gone better.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

To be advised on the best mortgage for my 18year old daughter

How has Allan Robertson helped you?

From the first phone call, he was friendly and professional.

Have you seen the outcome you were hoping for?

Absolutely- all completed and I have a very excited daughter who has bought her first home

What could they have done better?

Nothing he was brilliant

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in West Midlands

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

Mortgage renewal

How has Allan Robertson helped you?

Allan helped by taking all of the stress out of changing mortgage after fixed term ended. The process was seamless and Allan was helpful, supportive and gave clear instructions.

Have you seen the outcome you were hoping for?

Absolutely yes.

What could they have done better?

Nothing, I can’t fault Allan in any way.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

We wanted an independent supplier away from the high street that would understand our buy-to-let needs.

How has Allan Robertson helped you?

He found several options that could suit our needs. He also worked to solve any communications between the lender, solicitor, and even the estate agents. We would not have had this personal service from any other mainstream broker or lender.

Have you seen the outcome you were hoping for?

Yes, we have and we thank Allan for his dedicated service.

What could they have done better?

Nothing at all, it was above expectations.

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Leicestershire

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

Financing a holiday let

How has Allan Robertson helped you?

Sourced the appropriate mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

Mortgage advise

How has Allan Robertson helped you?

Found a mortgage to suit us by doing all of the ground work which we just did not have the time to do.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Midlands

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

Purchasing my first home - I needed a mortgage broker.

How has Allan Robertson helped you?

Allan is fantastic, genuinely. He got to work immediately after a quick call about what I was looking for and at what stage in the buying process I was in. He was in contact frequently, supporting me at every turn. He didn't stop when the mortgage was approved either, he went above and beyond making sure that the solicitors had everything they needed and chasing them when required, too.

Have you seen the outcome you were hoping for?

Allan got the best deal out of any of the mortgage brokers I spoke to and was thoroughly helpful throughout the buying process.

What could they have done better?

Nothing - service was excellent.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Manchester

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

My partner and I were buying our first house together.

How has Allan Robertson helped you?

Allan gave us really sound and great advice on mortgage offers and the mortgage that would suit our circumstance the best. He also ensured we sort after the best insurance policies.

Have you seen the outcome you were hoping for?

Most definitely. We were both really pleased with the outcome and all the help we received along the way. Also managed to complete on our first house!

What could they have done better?

Honestly, I personally have nothing to say about what they could have done better. A fantastic service throughout!

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Leicestershire

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

Myself & my partner were looking to buy or 1st property & we needed to seek guidance about applying for mortgages etc...

How has Allan Robertson helped you?

Allan offered advise on numerous topics in regards to buying a property such as advise on mortgages / improving credit scores / offers to vendors

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

Nothing - Allan was on the ball with everything we needed

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Remortgaging

How has Allan Robertson helped you?

Provided competitive remortgage quotes. Very prompt, friendly and efficient service.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

The purchase of a residential property and the sale of a property to a Ltd company as a buy to let.

How has Allan Robertson helped you?

Allan provided help and advice to us to purchase a new residential property, as well as selling our old property to a Ltd company in order to rent it out. Prior to this he had been very responsive in also running the figures and providing advice re purchasing a holiday home. Allan came out to see us and has gone above and beyond every step of the way, from providing really detailed and honest advice, to acting as the go-between with estate agents and solicitors. He put complex information into laymen's terms and was exceptionally supportive with the many forms and processes in this complex transaction! He was always available and pushed the process every step of the way. He even popped round with cake when we moved into our new home. This was a complicated move and we couldn't have done it without him. I would highly recommend Allan with any mortgage/property advice and support.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Exceptional service. Thank you

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

Me and my partner buying our first home together

How has Allan Robertson helped you?

He ensure the whole process of buying a property was as smooth as possible, kept us updated every step of the way and explained everything throughly to us.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Allan was great

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Leicestershire

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

Remortgaging

How has Allan Robertson helped you?

Found alternative repayment mortgage for my tenanted property

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

But of chasing to online solicitor but once I asked Allan was on it.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

Wanting to get our first house together

How has Allan Robertson helped you?

Allan was fantastic. He truly has been so supportive and we could not have done this without him. We will always come back to Allan when we need to remortgage. He’s honest and professional and very down to earth, he has made the whole process so much easier for us by explaining things and going out of his way to do whatever he can to reduce our stress and worries. 100% recommend Allan.

Have you seen the outcome you were hoping for?

Yea definitely. We have our dream home

What could they have done better?

Nothing everything was perfect

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

Buying a property

How has Allan Robertson helped you?

Good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Wrexham

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

Equity release and lack of knowledge in this market

How has Allan Robertson helped you?

He came to my fathers home and explained, answered questions, advised. No pressure simple advice and support. Excellent.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

Finding a better mortgage rate

How has Allan Robertson helped you?

By getting me a better deal with the same lender

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Buying investment property

How has Allan Robertson helped you?

Allan helped source the correct mortgage. He saw each mortgage through to completion; monitoring progress and keeping us informed every step of the way.

Have you seen the outcome you were hoping for?

Our portfolio of properties is slowly growing and we ask for Allan's help again. we would thoroughly recommend Allan's services.

What could they have done better?

Nothing

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Requirement for post retirement income. Long term support and advice required due to limited funds

How has Allan Robertson helped you?

Excellent knowledge, advice and commitment to following through to completion

Have you seen the outcome you were hoping for?

Yes, we are well in our way

What could they have done better?

Nothing I can think of.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

My partner had a permanent job but I had a 12 month contract and we needed our joint salary amount to obtain the loan we needed.

How has Allan Robertson helped you?

Allan not only found a mortgage provider who would lend to us with our circumstances but also a less low interest rate. The mortgage he found was only available through advisors like Allan - we wouldn't have found such a good deal on our own. I also think Allan was worth his weight in gold for arranging the mortgage on our behalf - making 99% sure we would get the mortgage before officially submitting the application.

Have you seen the outcome you were hoping for?

Absolutely. We have now completed and the mortgage is live.

What could they have done better?

Allan went above and beyond in help us.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Dorset

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

Remortgage

How has Allan Robertson helped you?

Arranged Remortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

April, 2021

Overall

Please provide a brief comment about your experience with Allan

Provided exactly what I required at this moment in time.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

we need advice on buy to let property, and Allan came up with the idea solution

How has Allan Robertson helped you?

Allan listened to everything we required, kept us informed at each stage of the process. He was very professional at all times He offered a number of solutions of which one was ideal. Allan followed up after everything was signed to check all had gone as it should. He could not have done more.

Have you seen the outcome you were hoping for?

Outcome was just what we wanted and in a very short time , meeting our deadline.

What could they have done better?

Allan could not have done any more to help us - we will be using him again when we need too

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Cheshire

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

To release equity on a property

How has Allan Robertson helped you?

Gave good advice and found the product

Have you seen the outcome you were hoping for?

Yes - took longer than expected

What could they have done better?

Not much , it was the solicitor involved that let the process down a little but Allan sorted it out

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

I wanted advise on the best mortgage rate available prior to moving home

How has Allan Robertson helped you?

Allan found me a great mortgage deal and kept in touch throughout the whole period even after the move had taken place

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

Absolutely nothing

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Leicestershire

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

Moving house

How has Allan Robertson helped you?

Allan went above and beyond throughout

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

Interest Only Mortgage ending

How has Allan Robertson helped you?

Sorted Lifetime Mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2021