Reviewed for

Insurance and Protection ( 22 )

Mortgages ( 343 )

Pensions ( 7 )

Equity Release ( 3 )

Investments and Savings ( 10 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 1 )

Long Term Care ( 1 )

Financial Planning ( 1 )

Reviewers' assets

£500k+ ( 18 )

£200k - £500k ( 25 )

£100k - £200k ( 19 )

£50k - 100k ( 38 )

Up to £50k ( 69 )

Client reviews

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Surrey

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

We need to re mortgage on our house and then we are moving house. Both times Charlie has helped us manage the process.

How has Charlie Wade helped you?

He has managed to make it very simple and helped massively navigating the jargon etc around mortgages

Have you seen the outcome you were hoping for?

Yes - we have been very happy.

What could they have done better?

N/A

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in London

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

I need to buy a property and I want an adviser other than the usual adviser that estate agent provided to me,

How has Charlie Wade helped you?

The first time I have approached him is for a buy-to-let property and the interest rate was starting going up. When the purchase procedure going on (which had some issue so the procedure prolong than usual), he kept me updated regularly about the rate so I could make a correct decision. Second time I approved him is for my own property. He responded so quick since he already had all my detail in the file he helped me a lot to get the seller more confident on our ability to purchase a property. Last but not least, he helped us to apply the mortgage. We got the offer from the bank super quick without any issue.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

They did better than I expected.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Wiltshire

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

I needed advice on the porting my mortgage and switching to the best available new product at the end of my fixed rate term.

How has Charlie Wade helped you?

Over the past five years Charlie has advised and helped me in remortgaging my property when transferring equity during my divorce, porting my mortgage when moving house and also in switching mortgage deals at the end of a fixed term.

Have you seen the outcome you were hoping for?

I have always been very satisfied with the products Charlie has recommended to me.

What could they have done better?

I cannot fault any aspect of working with Charlie, he has always been brilliant.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in London

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

My application wasn't straightforward because i was potentially considered self employed.

How has Charlie Wade helped you?

Charlie Wade and the team helped me with my complicated application, were extremely responsive, and gave me really good advice - also made everything really clear.

Have you seen the outcome you were hoping for?

The amazing part was once I had had offer accepted on the property, Charlie and the team put in my application really quickly, and I had my acceptance in less than 2 days - even my estate agent is in shock at how quick and efficient the whole process has been.

What could they have done better?

I'm so happy with the service and will be a strong advocate for them amongst my friends when they are looking for a mortgage.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Bedfordshire

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

My partner and I were buying and selling and needed advice on porting our mortgage and what would be the best option / how much we could lend.

How has Charlie Wade helped you?

Charlie was very efficient in getting back to us and provided us with all options available. When we had queries Charlie was happy to talk them through over the phone with me and my partner and provided us with what he thought would be the best option for our circumstances.

Have you seen the outcome you were hoping for?

Yes, definitely! Thank you!

What could they have done better?

Nothing we were happy with the service we received from start to finish!

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in London

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

House purchase

How has Charlie Wade helped you?

By getting me the mortgage super fast

Have you seen the outcome you were hoping for?

Yea

Review from verified client

February, 2024

Overall

Service

Value

Advice

Based in East Sussex

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

House purchase

How has Charlie Wade helped you?

Charlie found us the best mortgage for our needs and was very open to exploring multiple routes for us. He is a great communicator and always fast to respond. He made the whole process very smooth.

Have you seen the outcome you were hoping for?

Yes - Charlie has been brilliant every step of the way.

What could they have done better?

N/A

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?

Special circumstances of finding a mortgage with overseas income and no UK credit history

How has Charlie Wade helped you?

Charlie was already very familiar with how to solve my particular problem and said he could navigate the complexities of the situation and he was as good as his word

Have you seen the outcome you were hoping for?

Yes, quickly and easily

What could they have done better?

Not much I can think of?

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Charlie

Great and clear information from Charlie, especially as these things can be quite daunting and unknown for first time buyers - will definitely reach out again in a few months when we are in a more serious position to buy.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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

I was looking for professional help to help me to purchase my first property.

How has Charlie Wade helped you?

Charlie has been an outstanding advisor, not only helped me but also guided me through the best options I could get. Outstanding service. I would really recommend Charlie to anyone interested in acquiring a house/ mortgage or that only want to organise their personal finances / investments.

Have you seen the outcome you were hoping for?

Yes. The outcome was even better than the expected.

What could they have done better?

Nothing. Everything was brilliant.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in London

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

Needed a mortgage

How has Charlie Wade helped you?

Listened to exactly what I was trying to achieve, and did it, with minimal input from my end

Have you seen the outcome you were hoping for?

Yes, 100% and it was not a straightforward outcome.

What could they have done better?

Nothing

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in London

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

Buying a house. They’ve previously helped with remortgaging too.

How has Charlie Wade helped you?

By supporting in a mortgage application. They also provided advice during the buying process, which was a great help when selecting a house.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in London

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

I was introduced to Charlie by a work colleague and have never looked back. Truly excellent service.

How has Charlie Wade helped you?

I've worked with Charlie on getting the best mortgage for home, re-mortgaging and now porting my mortgage.

Have you seen the outcome you were hoping for?

Always 1st class service. Really friendly service. Fast and knowledgeable.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in London

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

Buying my first home with my partner

How has Charlie Wade helped you?

Charlie has provided invaluable counsel as we’ve looked to purchase our first home. He has gone above and beyond to help provide information that has put my nerves at ease and found us a great rate that beat out competitors. He’s very personable and always available for a chat. Would really recommend.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Middlesex

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

Difficult times with interests rates and knowing what rates to go on.

How has Charlie Wade helped you?

Fantastic, honest advice back up with years of experience in the trade. Made us feel so at ease in the whole process and was on hand for any concerns and questions whenever we needed him. Highly recommend.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in London

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

Looking to purchase a property

How has Charlie Wade helped you?

He has helped me secure a mortgage on a leasehold property in London

Have you seen the outcome you were hoping for?

Most certainly, I was working at the edge of affordability, Charlie really helped get this through.

What could they have done better?

Nothing!

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in London

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

Re-mortgaging.

How has Charlie Wade helped you?

Charlie and team were able to help me re-mortgage and lock in a low rate when I first engaged with them. Subsequently, he was able to help me with financing needs for a new property purchase. Charlie and team have always been responsive, professional, and creative to ensure that my objectives are met and that I receive sound advice.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in London

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

Buying new home

How has Charlie Wade helped you?

Helped me find the right mortgage product, secure better rates before rises and create some flexibility with greater permitted overpayments than usual

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Kent

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

Required a mortgage

How has Charlie Wade helped you?

Helped find the best possible mortgage deal available

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

NA

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in London

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

As a first time buyer, I used voucher for to find alternative mortgage brokers beyond those advised by the estate agents, family and friends.

How has Charlie Wade helped you?

Charlie was very helpful in explaining the process and answering all of the inane beginner questions we presented to him, as well as finding us a great deal that we eventually went with. He was transparent, friendly and always available.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in London

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

Looking to buy a house and Charlie was recommended by a few friends.

How has Charlie Wade helped you?

He helped us secure our mortgage offer and multiple breakdown scenarios in a timely manner.

Have you seen the outcome you were hoping for?

Yes, beyond expectations.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in London

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

Moving home and looking for new mortgage

How has Charlie Wade helped you?

Researching products and advising, negotiation / answering queries with lenders, processing applications

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nothing

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in London

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

I reached out to Charlie to get help with purchasing a new property.

How has Charlie Wade helped you?

Charlie has been very supportive throughout the whole process, from answering the initial questions and supporting me in my search, to finding the right product to finance my purchase. He worked really fast to secure the right product and he has always been really fast in getting back to me.

Have you seen the outcome you were hoping for?

Definitely. Everything went really smoothly and I got exactly what I needed.

What could they have done better?

Charlie provided an amazing service. Can't really find anything he could have done better.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Essex

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

House purchase and then Re-mortgaging

How has Charlie Wade helped you?

Extremely helpful and informative throughout the process. Always contactable and repeatedly offers an efficient service. Would recommend to others without a doubt.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in London

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

I was seeking a mortgage as a first-time buyer.

How has Charlie Wade helped you?

In addition to his comprehensive and helpful advice, Charlie was happy to give recommendations based on his experience, which was incredibly valuable as someone new to the process. I trusted his advice implicitly, and he was instrumental in getting a positive outcome.

Have you seen the outcome you were hoping for?

As a result of Charlie’s help, I secured a mortgage at a better rate than I’d expected, with the best terms for my circumstances that I could’ve got.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in London

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

I was looking for a mortgage advisor to purchase my first home.

How has Charlie Wade helped you?

Charlie and his team were exceptionally supportive, comprehensive and prompt in their replies. I have got the confirmation from the bank within just a week.

Have you seen the outcome you were hoping for?

Definitely. Considering that it is my first purchase, I had so many questions, and the team helped me to get a clear understanding how everything works.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Renfrewshire

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

Buying a new house - mortgage application

How has Charlie Wade helped you?

Charlie provided helpful advice and recommendations throughout our house-buying process. He was able to find us a great mortgage deal and get the application submitted in no time at all. We were kept informed of progress and any queries were dealt with really quickly. We've used Charlie for 3 mortgage applications now and can honestly say it's a stress-free experience. We know we can trust Charlie and don't have to worry as he manages everything so efficiently.

Have you seen the outcome you were hoping for?

Yes - offer issued and awaiting completion of our purchase.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in East Riding

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

I am a seafarer and my partner is on maternity so getting a mortgage was proving difficult.

How has Charlie Wade helped you?

Charlie and Julie talked us through the process and managed to get us a mortgage at a competitive rate. They are always quick to respond and also very freindly people to deal with.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Charlie

I'm afraid I never needed to make use of Charlie's expertise. A mortgage lender who I had previously dealt with came back to me just before he emailed me. I have already advised you of this.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in London

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

Buying first house

How has Charlie Wade helped you?

Charlie has helped us over the course of nearly 7 years now to buy our first home, remortgage and now to obtain a mortgage on our second home.

Have you seen the outcome you were hoping for?

Everything has been fantastic which is why we've stuck with Charlie for 7 years so far. He is always extremely responsive and helpful, not to mention patient with our numerous questions!

What could they have done better?

Nothing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in East Sussex

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

Buying a new home and needed a mortgage

How has Charlie Wade helped you?

Charlie found us an excellent mortgage very quickly. He was very understanding of our specific requirements and happy to work within our budget and timelines.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing at all - a really great service.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in London

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

We were looking for a mortgage for the purchase of a property and Charlie came recommended to us.

How has Charlie Wade helped you?

Charlie discussed with us our circumstances and clearly set out our options. He helped us to make the most informed decision we could. Charlie was always quick to reply to emails and/or jump on a call and made the whole process very easy.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, it was all great!

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

Buying a new home.

How has Charlie Wade helped you?

Helped obtain multiple mortgages.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

n/a

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Berkshire

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

I was buying a house and needed a mortgage advisor

How has Charlie Wade helped you?

More than helped me! Charlie has been patient and willing to answer questions on short notice. Hiss advice is professional and even the solicitors he's recommended I work with are fantastic! Charlie was recommended to me by partner, and recommended to a partner by a friend. I have since recommended him to coworkers. Extremely pleased with his service!

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Not much at all - 10/10 service

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Manchester

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

Buying a house and needed a mortgage - I am recently self-employed and it was proving difficult to even find a lender, let alone an affordable mortgage, so I wanted advice on what I could do.

How has Charlie Wade helped you?

Charlie found me a mortgage almost instantly, and at a rate more than 3% lower than my existing decision in principle.

Have you seen the outcome you were hoping for?

Absolutely - probably a better outcome than I'd hoped for.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

purchasing a property

How has Charlie Wade helped you?

Charlie's advice in a challenging mortgage market has been excellent. He has a clear understanding of the economic dynamics driving the mortgage market and is able to provide tailored advice as a result. He is quick to respond to queries and provided significant support given the changing environment and following two property purchases falling over.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

I was seeking advice relating to obtaining a mortgage while self-employed.

How has Charlie Wade helped you?

Since my initial conversations Charlie has provided clear, concise advice on the mortgage process, requirements, market etc. He's answered all my questions promptly and honestly, and has always done what he said he would, when he said.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

It's easy to say, but in all honesty I'm not sure he could have done anything more.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Essex

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

Not happy with mortgage advisors and the products they were tied to. Needed someone that could span the whole market not just preferred products.

How has Charlie Wade helped you?

Charlie has helped in finding the best mortgage offer we could get and his speed of turning things around meant that we managed to get our most recent mortgage offer through within a week and also the day before the interest rate went up!

Have you seen the outcome you were hoping for?

Yes, I have seen the outcome I wasn't hoping for.

What could they have done better?

Nothing that I can think of that they could have done better.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

First time buyer looking at mortgage opportunities

How has Charlie Wade helped you?

Charlie prepared us for potential monthly costs and mortgage options based on our budget, salary and deposit expectations. Most importantly, as we were new to this investment potential, he explained every step of the process clearly, followed up with written content and provided a pre-purchase checklist so we were able to prepare the extensive paperwork required in advance. as a result, we have a good mortgage given the financial climate, with options for the future.

Have you seen the outcome you were hoping for?

Yes; mortgage was prepared, valued and offered within one week.

What could they have done better?

Charlie was excellent, always in touch via what's app and email and professional throughout.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Charlie was recommended to us as an expert in assisting the self employed in getting on the housing ladder. His help during this process was absolutely crucial for us.

How has Charlie Wade helped you?

We’ve been working with Charlie for years now, he gives great advice and support through every stage and is always on hand if you ever have any questions.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

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

We had recently moved back to the UK after a long period abroad and needed a mortgage.

How has Charlie Wade helped you?

Charlie - Listened as we explained our situation and asked appropriate follow up questions - Clearly outlined the lenders we could work with and products we could expect to be offered - Gave clear and detailed instructions on the documentation required for our application - Kept us up to date on the progress of our application and was quick to inform us when additional information was required - Gave us useful information on the mortgage process in general

Have you seen the outcome you were hoping for?

Yes, Charlie quickly secured us an affordable mortgage offer.

What could they have done better?

I honestly can't think of anything that wasn't handled really well.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in London

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

Buying a property.

How has Charlie Wade helped you?

Very approachable and available for questions. Efficient with the work and always returns emails/calls. We liked working with him and felt we could trust his advice.

Have you seen the outcome you were hoping for?

Yes our mortgage was approved.

What could they have done better?

Not sure.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Surrey

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

We were selling our house and buying a new one and wanted a good mortgage broker to help us navigate the best mortgage for us as a family

How has Charlie Wade helped you?

Charlie is an expert in the mortgage market and in the highs and lows of securing a house. He listens and gets under the skin of you and your needs. He considers all the options, connects the dots between your needs and the options and presents his recommendations with clear insight and facts. He understands people and how they tick, and helps provide support and insight in navigating the many challenges that often get thrown up (particularly in this tricky economic landscape) during the process. He has been both mortgage advisor and purchasing consultant - worth his weight in gold. He is super responsive and will always returns your call (within an hour or so max).

Have you seen the outcome you were hoping for?

Yes, and we are very happy.

What could they have done better?

Nothing.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Bristol

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

Looking for an experienced broker to help us secure a product for our family home

How has Charlie Wade helped you?

Advised on product availability, adapted search to our circumstances, advised on the process and informed dealings with third parties.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in London

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

I needed a mortgage broker

How has Charlie Wade helped you?

Charlie was experienced and knowledgeable enough to present me with a bespoke mortgage solution, most suitable for my needs.

Have you seen the outcome you were hoping for?

Yes, very happy.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Moving house

How has Charlie Wade helped you?

Found me the best mortgage and smoothed the process despite the significant market turmoil

Have you seen the outcome you were hoping for?

yes

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

Charlie was recommended to me by a friend

How has Charlie Wade helped you?

Charlie helped me find my first mortgage and has subsequently helped with porting that mortgage and a completely new application for my latest property

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing, whole process was very smooth

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in London

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

We were looking for mortgage as first time buyers.

How has Charlie Wade helped you?

Charlie's guidance and advice was very professional, his responses were very quick and very clear. Great service and we will absolutely reach out to him again should we need financial advice in the future.

Have you seen the outcome you were hoping for?

Absolutely!

First impression from a user who is not yet a client

September, 2022

Overall

Please provide a brief comment about your experience with Charlie

I have dealt with Charlie’s team, first and foremost. Julie was efficient, polite and professional throughout, to ensure my circumstances were dealt with. Would recommend to others.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in London

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

We were looking to buy our first home after moving here from abroad.

How has Charlie Wade helped you?

He has helped us to find the best deal and has communicated with the mortgage provider on our behalf to make things smoother and simpler.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in London

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

We need to have an expert, we found Charlie.

How has Charlie Wade helped you?

Charlie helped us to find a good deal but more, he gave us great advice and reinsurance when needed.

Have you seen the outcome you were hoping for?

Yes and more!

What could they have done better?

Mortgage without interest ?? :) Joke apart, nothing.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in London

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

I needed help with a mortgage

How has Charlie Wade helped you?

Got me a mortgage

Have you seen the outcome you were hoping for?

Yes, Charlie were a real help, and very happy to sort out a rearrangement when we renegotiated the sale price

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in London

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

Thanks so much for Charlie for his prompt help on finding a mortgage. He was patient and fair with us, and assisted us in every way.

How has Charlie Wade helped you?

In finding a mortgage for first time buyers

Have you seen the outcome you were hoping for?

We are still waiting on completion, but we're pleased with the service.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in London

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

Mortgage for a new home

How has Charlie Wade helped you?

He found us the best rate and made the application process very simple

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

New house purchase

How has Charlie Wade helped you?

Charlie has helped us now achieve the best financing options on several homes and property investments

Have you seen the outcome you were hoping for?

Charlie has always come through. He gives honest advice upfront and works hard to get his clients the best deal

What could they have done better?

Nothing

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in London

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

Mortgage

How has Charlie Wade helped you?

Charlie was helpful throughout the whole process. He was always at hand for a phone call and gave appropriate advice. A great professional and I recommend him to anyone looking to take out a mortgage.

Have you seen the outcome you were hoping for?

Yes, mortgage was accepted.

What could they have done better?

Nothing.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

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

Sourcing the best mortgage

How has Charlie Wade helped you?

Charlie is efficient, reliable and incredibly knowledgeable; he has steered us through the process brilliantly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

re mortgaging

How has Charlie Wade helped you?

Found me the best deal on a new mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in London

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

To buy a flat

How has Charlie Wade helped you?

He helped identify the best mortgage option for us

Have you seen the outcome you were hoping for?

yes

What could they have done better?

N/A

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in London

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

Looking for a mortgage to purchase a new home.

How has Charlie Wade helped you?

Charlie got me a great mortgage deal. His advice was great and his communication was incredible. He kept me updated throughout the process and was always available, no matter what time I called or emailed.

Have you seen the outcome you were hoping for?

Yes, definitely.

What could they have done better?

Nothing. Everything was perfect.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in London

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

I was looking for a mortgage broker who could help with my mortgage, as someone who went from being an employee to self-employed in the last few years

How has Charlie Wade helped you?

Charlie provided excellent advice on which providers would be able to help me in my situation (as self employed), outlined the key date windows when we would likely be successful with our application and was always quick to follow up with the tangible details. Then, during our process, Charlie was very flexible to the curveballs we got thrown, including when our initial purchase fell through.

Have you seen the outcome you were hoping for?

Yes - throughout our long process, Charlie provided very pragmatic advice, was very responsive and quick to follow up on everything. I always felt that Charlie was looking out for our best interests rather than just pushing something through to earn himself a commission, and I couldn't be happier with the service provided.

What could they have done better?

Nothing.

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Charlie

I was contacted by Charlie a couple of days after submitting my enquiry and he seemed helpful and informative. He said he would contact me within a few days with some options but that was more than 10 days ago and I haven't heard anything from him since (and I have checked my junk folder).

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

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

I was looking for a buy-to-let mortgage

How has Charlie Wade helped you?

Charlie advised me on which lenders would be suitable for what I needed, found me a mortgage and helped me get an offer

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Once or twice could have been more responsive replying to my messages

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Kent

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

We were looking to get a mortgage

How has Charlie Wade helped you?

I have had contact with Charlie for a couple of years now, whilst deciding how to get around to buy our first home. He helped us understand what we could do with our money. We had a lot of harder factors, both being self employed. And inheritance wrapped up in a house etc. he was so helpful and in contact constantly. He made the whole process not scary, and it went incredibly smoothly!

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

I can’t think of anything!

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

Needed mortgage advice

How has Charlie Wade helped you?

Charlie has been our trusted mortgage advisor for the past 5 years, helping us to purchase and remortgage as well as provide many illustrations during our property search. Charlie is fast and efficient in his communication, and provides a high level of care in his approach. We feel extremely confident in his abilities.

Have you seen the outcome you were hoping for?

Yes on multiple occasions.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in London

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

We were looking to move house and needed a new mortgage. We had never used a broker before and Charlie was recommended by a friend.

How has Charlie Wade helped you?

Charlie was great at every step of the process - got us a great deal and was quick!

Have you seen the outcome you were hoping for?

Yes, great deal and great service. Ticked all the boxes and more.

What could they have done better?

I couldn't fault the service received.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in London

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

Buying our next house

How has Charlie Wade helped you?

He’s very clear with advice and gives a number of options. Communication is great.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

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

Buying a house - for mortgage advice

How has Charlie Wade helped you?

Charlie was incredibly responsive and helpful throughout our mortgage application process

Have you seen the outcome you were hoping for?

Yes - we have just received our mortgage application and happy that Charlie was able to advise on what would work best in our circumstances

What could they have done better?

n/a

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in London

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

Mortgage advice.

How has Charlie Wade helped you?

Really made it easy to navigate a normally stressful process - great advice and moved very quickly!

Have you seen the outcome you were hoping for?

Yes, really helpful and we're glad to have what we believe the best possible outcome.

What could they have done better?

Really easy to work with and supportive, so honestly nothing could be better on this occasion

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

Applying for a new mortgage

How has Charlie Wade helped you?

Provided financial advice and found a great mortgage deal.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Worcestershire

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

To obtain and set up a mortgage.

How has Charlie Wade helped you?

By finding an excellent mortgage to suit our financial requirements.

Have you seen the outcome you were hoping for?

Absolutely, to include additional support and excellent communication during the application process.

What could they have done better?

Nothing, Charlie has gone above and beyond to ensure we obtained the best mortgage to suit our financial needs.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in London

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

Mortgage

How has Charlie Wade helped you?

Charlie is incredibly responsive and made the whole mortgage application process seamless

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Warwickshire

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

Buying a house

How has Charlie Wade helped you?

Amazing, great with all aspects of buying a house

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Surrey

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

We were selling our flat and buying a new house which required a bigger mortgage

How has Charlie Wade helped you?

We were unsure on what we could get in comparrison to the last time we needed a mortgage and Charlie really helped us to get a good idea which we followed through with and secured a mortgage that worked for us.

Have you seen the outcome you were hoping for?

Yes, the mortgage we secured through Charlie enabled us to purchase our dream home.

What could they have done better?

No

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in London

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

Moving house.

How has Charlie Wade helped you?

Charlie's advice was wide-ranging: he was able to see our particular circumstances (which were complex) completely in the round, and was endlessly patient in suggesting a range of options without applying pressure for us to go one way or the other. Likewise when it came to the business end of making an offer, Charlie was exceptionally quick and responsive exactly when we needed him to be. We could hardly recommend him more.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in London

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

An offer I had submitted on a property in London had recently been accepted, and as a first time buyer, I was keen to seek professional advice and support to guide me through the mortgage application process.

How has Charlie Wade helped you?

Charlie helped me firstly in finding the most cost effective mortgage for me - as an "all of market" broker, he reviewed all available facilities, and within a couple of hours, he had responded with what he believed was the most cost effective mortgage product which met my financial needs. This included specific consideration of my preferences with regard to fixed rate, and the length of the fixed period.

Have you seen the outcome you were hoping for?

Charlie helped me secure the mortgage I needed. Due to a mistake made by my potential lender, this involved extensive involvement from Charlie, checking that all information provided to the bank, and working hard on my behalf to solve the issue. Once Charlie and I identified the issue, he communicated this to the bank in an extremely efficient manner, including working with them over various phone calls to ensure that my lending application was secured. Without Charlie's help, I would likely not have been able to fix this issue myself, given my own lack of experience as a first time buyer - he has been invaluable to my buying process.

What could they have done better?

N/A

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Looking for mortgage for house purchase

How has Charlie Wade helped you?

Found a range of suitable mortgage products

Have you seen the outcome you were hoping for?

Yes, good range of mortgages found

What could they have done better?

Nothing, service very good

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Kent

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

Borrowing amount, commission related earnings and short time constraints

How has Charlie Wade helped you?

Found us a lender quickly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I'm aware of

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Kent

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

Purchase of buy to let investment property

How has Charlie Wade helped you?

advice with mortgages and ongoing advice and support with re-mortgaging

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in London

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

I am a first time home buyer and needed a mortgage advisor.

How has Charlie Wade helped you?

He helped me apply for a mortgage application after helping me understand what I could borrow.

Have you seen the outcome you were hoping for?

Yes!

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Hampshire

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

Mortgage required

How has Charlie Wade helped you?

Extremely polite & efficient service. Options explained clearly & expert advice offered where required.

Have you seen the outcome you were hoping for?

Yes remortgage complete.

What could they have done better?

No comments

First impression from a user who is not yet a client

December, 2021

Overall

Please provide a brief comment about your experience with Charlie

Thanks. Julie from charlie wade is very responsive and helpful!

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

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

We were buying a new house

How has Charlie Wade helped you?

He helped us find our mortgage

Have you seen the outcome you were hoping for?

yes!

What could they have done better?

Charlie always goes above and beyond

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

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

Mortgage for new property

How has Charlie Wade helped you?

Found a brilliant deal and made the whole process effortless!!

Have you seen the outcome you were hoping for?

Beyond happy!

What could they have done better?

Nothing- it was an eye opener and not sure why I haven’t used a broker before!

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

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

Purchase of a property

How has Charlie Wade helped you?

Finding the right mortgage for our circumstances

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

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

Looking for a mortgage option that would allow me to buy a new property before selling my existing property, so I needed a combination of loans to provide the full value

How has Charlie Wade helped you?

Charlie provided me with the options available and arranged for the let to buy portion of lending to be processed

Have you seen the outcome you were hoping for?

Yes. I have successfully received an offer for the let to buy portion of the arrangement. The remaining mortgage will be arranged once I have successfully secured a property to purchase

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?

We were buying a house

How has Charlie Wade helped you?

As a professional sportsman it can be hard to obtain mortgages but Charlie Wade was exceptional in partnering us with Santander.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

We are first time Buyers.

How has Charlie Wade helped you?

Gave us advice, was very patient and provided the best mortgage available.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

nothing outstanding.

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Charlie

Really friendly and helpful. As first time buyers the whole process was new to us. Our adviser answered all our questions and provided us with all the information to help us make the best decision for us.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Northamptonshire

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

I was looking to arrange a mortgage for a new house purchase.

How has Charlie Wade helped you?

Charlie was able to arrange an excellent option that allowed us to port over the mortgage from our existing property and increase our total borrowing with an additional product on top.

Have you seen the outcome you were hoping for?

100%. Charlie's option was both the least hassle for us as buyers and also an excellent rate. The home selling and buying process is fraught with stress and problems. If everyone in the process was as efficient and responsive as Charlie and his team it would be a lot easier!

What could they have done better?

Nothing, I can't fault the service.

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?

We were looking to remortgage our property

How has Charlie Wade helped you?

Charlie helped us with the entire process for start to finish - which was swift and seamless. He was incredibly responsive throughout. Would highly recommend him to anyone.

Have you seen the outcome you were hoping for?

Absolutely - we are delighted.

What could they have done better?

Nothing!

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?

Remortgaged

How has Charlie Wade helped you?

Found the best product and got it done quickly

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 Surrey

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

Mortgage application

How has Charlie Wade helped you?

Charlie was extremely helpful with understanding our situation and used his expertise to arrange an excellent mortgage, making the whole process very straightforward.

Have you seen the outcome you were hoping for?

Yes!

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Suffolk

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

Mortgage requirement and investment planning

How has Charlie Wade helped you?

Amazing mortgage rates coupled with a record turnaround time

Have you seen the outcome you were hoping for?

Mortgage approved in record time

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Charlie

Was contacted straight away and after providing information was told I would be provided with mortgage options in a couple of days. Haven't heard anything since and it's been almost two weeks. No contact details were provided to chase up

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Surrey

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

We have used Charlie multiple times over the years for our first home and now our next family home.

How has Charlie Wade helped you?

Charlie is exceptional. He always provides sound, honest and considered advice. He is responsive and always goes the extra mile.

Have you seen the outcome you were hoping for?

Yes - a great mortgage, arranged quickly and also such sound advice over the years when making large financial decisions. We can't thank you enough!

What could they have done better?

Nothing! Thank you Charlie.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Surrey

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

Buying a house, twice

How has Charlie Wade helped you?

Charlie and his team provided us with far more than a balance sheet. We received excellent advice about the whole mortgage process, the implications for our lives as a family and received some very sage advice on house options that had a big and positive impact on our future.

Have you seen the outcome you were hoping for?

Absolutely. We hasn't realised quite how little we knew, and the implications of our mortgage offers. An entirely different experience than going direct to a bank.

What could they have done better?

Genuinely, nothing. Always happy to answer any calls at anytime.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Northamptonshire

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

New mortgage, including porting

How has Charlie Wade helped you?

Offered pragmatic and honest advice in a timely, professional manner - we have now secured a mortgage for what hopefully will be our family home for a good number of years

Have you seen the outcome you were hoping for?

Absolutely - more in fact as Charlie was able to secure a much better deal further down the line and made sure we had all the correct information before making our decisions

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Northamptonshire

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

Moving home and the need for advice regarding mortgages for self-employed individuals.

How has Charlie Wade helped you?

He assisted us in porting our mortgage and securing additional lending for our new house.

Have you seen the outcome you were hoping for?

Yes, absolutely!

What could they have done better?

Nothing, Charlie was a fantastic adviser and we are very grateful for his help and extensive knowledge in the field.

Review from verified client

October, 2021

Overall

Value

Service

Advice

Based in Cambridgeshire

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

Searching for a mortgage

How has Charlie Wade helped you?

Provided prompt and clear advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to my mind

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Charlie

Excellent, friendly, very quick service. Had a mortgage approved very quickly

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Charlie

Charlie and his team have been fantastic. Very attentive, friendly, and we had a mortgage approved very quickly. We thoroughly recommend.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in London

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

General consideration around the performance of my stocks and shares ISA's, long-term savings for my children, life insurance levels and a house move led me to seek professional advice rather than continue to use online self-serve platforms.

How has Charlie Wade helped you?

Charlie and James have provided me with an overall plan and well-rounded approach to all of my savings, pensions, life insurance and mortgage needs. Initial discussions provided the trust required when managing your families future financial security and explanation of all the options was clear and based on my personal circumstances and desired risk levels. It's clear that CWF have my best interests as a priority.

Have you seen the outcome you were hoping for?

ISA's and Pensions are continuing to see high levels of growth. Insurance levels are accurate and cover our needs effectively. Mortgage advice have allowed us to secure the family home we were looking for.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Middlesex

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

Needed a mortgage for our first house purchase

How has Charlie Wade helped you?

Charlie and his team were very efficient and he was very helpful taking us through all the various mortgage options available. He was very clear on what we would require (documents etc) to apply for a mortgage and made the process painfree. Charlie and his team were also great at recommending the other assistance we required during the purchase (solicitors, life insurance etc).

Have you seen the outcome you were hoping for?

Yes our mortgage was secured quickly and without any issues.

What could they have done better?

Nothing

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Cambridgeshire

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

My partner and I contacted Charlie after a vouched for recommendation. We are first time-buyers looking for a mortgage broker to help us secure our first mortgage.

How has Charlie Wade helped you?

Charlie was prompt in making initial contact to gather information about our circumstances. He and Julie provided all the information we asked for quickly and without fuss and gladly answered all of our questions (of which there were many).

Have you seen the outcome you were hoping for?

We have successfully secured our first mortgage and the process was smooth.

What could they have done better?

N/A

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in London

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

Mortgage on buying a new property

How has Charlie Wade helped you?

Very efficient and got me a great deal.

Have you seen the outcome you were hoping for?

YEs

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Powys

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

Purchasing a new house

How has Charlie Wade helped you?

Took care of all the mortgage application and process. We didn't have to speak to the bank once

Have you seen the outcome you were hoping for?

Yes we have had to do very little. Charlie has taken care of everything for us and we have the mortgage we need, with no stress.

What could they have done better?

Nothing

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in London

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

Buying a new property and needed some assistance with finding a suitable mortgage and lender

How has Charlie Wade helped you?

Charlie found us a great deal on our mortgage with a lender who was able to move quickly and take into account our specific circumstances

Have you seen the outcome you were hoping for?

Yes, very pleased

What could they have done better?

Nothing

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

We were first time buyers, so wanted some expert advice on the purchase options for our first home.

How has Charlie Wade helped you?

He took us through the whole process, gave us a realistic expectation of what we could afford and the best mortgage options for our particular situation.

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 Middlesex

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

I was looking to remortgage a property that was our main residence, but have since converted to a buy to let.

How has Charlie Wade helped you?

Charlie helped me navigate the mine field of buy to let mortgages. Our situation wasn't simple given our future plans for the property in question, but within a couple hours of explaining what we were looking for, Charlie had come back with the solution.

Have you seen the outcome you were hoping for?

Absolutely, I could not have asked for anymore.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in London

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

I need to purchase a flat

How has Charlie Wade helped you?

Charlie helped us apply for mortgage

Have you seen the outcome you were hoping for?

We received the offer within 2 weeks

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in London

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

Buying our first property

How has Charlie Wade helped you?

Charlie advised on the Mortgage process, and found us the best deals

Have you seen the outcome you were hoping for?

Yes, Charlie was incredibly thorough and communicative and helpful, particularly with talking through things that were new to us as first-time buyers and explaining what to consider between different mortgage options

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in London

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

Buying new home

How has Charlie Wade helped you?

Finding us a mortgage that suited our needs and situation

Have you seen the outcome you were hoping for?

Yes

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in London

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

We were looking to buy a property.

How has Charlie Wade helped you?

Charlie provided top-notch mortgage advice and an absolutely fantastic service.

Have you seen the outcome you were hoping for?

Charlie picked the best deal in the market based on our circumstances and his professional experience, and went the extra mile and beyond to get everything sorted in a timely manner. We were kept updated frequently on the progress (something really appreciated when the whole industry is extremely busy). Some minor paperwork issues originated on the lender's end that were quickly resolved by Charlie with his professionalism and attention to detail.

Review from verified client

August, 2021

Overall

Value

Service

Advice

Based in London

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

Mortgage advice

How has Charlie Wade helped you?

Charlie helped us to find the best mortgage option for my family.

Have you seen the outcome you were hoping for?

Yes, definitely!

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Buckinghamshire

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

I was buying a property

How has Charlie Wade helped you?

Charlie and his team were extremely quick and efficient at securing an excellent mortgage offer for us - they were all very helpful and friendly.

Have you seen the outcome you were hoping for?

Yes, the mortgage came through quicker than expected which was great!

What could they have done better?

I wouldn't say there was any area of improvement for Charlie - he was even kind enough to answer my calls while he was on annual leave.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in London

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

First time buyer

How has Charlie Wade helped you?

Find a mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

-

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in London

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

Mortgage application

How has Charlie Wade helped you?

Helped me find the best deal and guided me through the process ensuring any potential issues were ironed out

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in London

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

Looking for a mortgage as a first time buyer.

How has Charlie Wade helped you?

Charlie found us a mortgage with good rates that fitted our requirements. He was efficient and clearly communicated what documents were required from us.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

n/a

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

Moving home

How has Charlie Wade helped you?

Made our application for mortgage super simple and stress free.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Charlie went above and beyond.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in London

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

Self employed with less than 2 years of accounts

How has Charlie Wade helped you?

Found a mortgage lender willing to lend in our situation for a competitive rate, process was much faster than expected and rate offered was market leading.

Have you seen the outcome you were hoping for?

Yes we ended up with a competitive mortgage with a market leading rate even though our situation was not the most straightforward.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in London

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

Charlie helped my wife and I through a bad credit history to source the best mortgage for our circumstances.

How has Charlie Wade helped you?

In every way possible, he was consistence and hugely knowledgeable and we would recommend him to anyone.

Have you seen the outcome you were hoping for?

100% yes..

What could they have done better?

nothing, his service was quick and hugely beneficial to our family.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in London

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

Our house purchase was a special live-work case and we needed someone who had experience and success in the past.

How has Charlie Wade helped you?

Charlie was experienced an knowledgeable in live-work. He has also worked with clients like ourselves who are both directors of our own company. This really narrowed down our choices. Charlie was able to efficiently and effectively find good lenders that would suit our special case. His proactiveness also helped us anticipate potential obstacles so that we could prepare in advance.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We are satisfied with the outcome and process; it was better than we anticipated.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Bedfordshire

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

buying property with mortgage

How has Charlie Wade helped you?

Charlie handled all the comunication with the bank. From start to the mortgage offer. I only provided the documents bank wanted.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No. Charlie done all he could to get me the mortgage offer as quick as bank allowed us to.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in London

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

First town buyer seeking mortgage.

How has Charlie Wade helped you?

As a first time buyer Charlie was great at talking me through all my options in ‘layman’s terms’. The advice he gave me has been fantastic.

Have you seen the outcome you were hoping for?

Absolutely. Charlie worked with me every step of the way.

What could they have done better?

Nothing.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in London

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

Getting a Mortgage

How has Charlie Wade helped you?

Finding an appropriate product and explaining parts of the process

Have you seen the outcome you were hoping for?

Yes

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in London

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

Getting my first mortgage for my first flat

How has Charlie Wade helped you?

Excellently, his advice was very useful and he was extremely proactive in his support

Have you seen the outcome you were hoping for?

Yes

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in London

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

I was purchasing my first home.

How has Charlie Wade helped you?

Charlie helped me review the affordability of the home I wished to buy using the help to buy scheme and his mortgage contacts. He arranged the arranged the mortgage and processed all of the paperwork quickly as he knew I was on a tight deadline. He was always available by phone and provided great customer service.

Have you seen the outcome you were hoping for?

Yes, my mortgage and Help to Buy loan were approved quickly.

What could they have done better?

Nothing

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

Buying a property

How has Charlie Wade helped you?

Charlie helped us from the very start by taking us through everything we needed to know about getting a mortgage, how everything would work and offering us the best advice we could have asked for.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing at all. We could not have asked for a better service. Charlie went above and beyond and we could not recommend him enough!

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with Charlie

Brilliant, very quick and clear advice, highly recommended

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in London

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

We are first time buyers, with no experience in applying for a mortgage and so needed help with the whole process.

How has Charlie Wade helped you?

Charlie has helped me and my partner from start to finish in securing a mortgage at an excellent rate. He has always had time to explain all the information to us, helped us understand the process and offered us endless advice in buying our first home. He has responded to all our queries quickly, efficiently and professionally, making sure that we felt confident in what we were doing and providing tailored advice to our circumstances (one of us is self-employed) and helping us find the best mortgage for us. Charlie has gone above and beyond in helping us; we would not have been able to do this without him and can't thank him enough.

Have you seen the outcome you were hoping for?

Yes - we were able to get a mortgage on our first home, which is a house we both loved.

What could they have done better?

Charlie has been fantastic from start to finish and there's nothing he could have done better.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in London

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

My wife and I were looking for the right mortgage before buying our first home together.

How has Charlie Wade helped you?

Charlie took the time to really understand our circumstances and provide a tailored set of options and through out the process was readily available for questions responding at all ours of the day and weekends.

Have you seen the outcome you were hoping for?

Yes. We are thrilled with the mortgage we have had accepted.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Bedfordshire

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

Buying a new home

How has Charlie Wade helped you?

He went over and above the level of service that I have previously received when applying for a mortgage

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing, he was professional from start to finish

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in London

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

I am a first time buyer who works freelance and was looking to buy a property solo, so I wanted to engage with someone to find the most appropriate mortgage for me.

How has Charlie Wade helped you?

Excellent advice and very quick service.

Have you seen the outcome you were hoping for?

Yes, I have a mortgage approved.

What could they have done better?

N/A

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Seeking expert support

How has Charlie Wade helped you?

Helped with a number of house purchases for complicated projects

Have you seen the outcome you were hoping for?

Yes

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in London

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

Struggled to get clear advice from the lender.

How has Charlie Wade helped you?

Charlie took care of the whole application.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - once Charlie dealt with the application it was easy

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in London

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

Moving house, for which we wanted to port and extend our existing mortgage.

How has Charlie Wade helped you?

Charlie listened to our requirements and constraints, quickly found a good proposal that met our requirements, guided us painlessly through the process of gathering supporting information and made the application to the lender on our behalf. All of this was done quickly to meet our timescales.

Have you seen the outcome you were hoping for?

Charlie exceeded our expectations, securing a great deal for us and processing it quickly and efficiently, resulting in the mortgage lender extending an offer to us more quickly than we expected.

What could they have done better?

Nothing. It was a first class service.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in London

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

Home purchase as a first time buyer

How has Charlie Wade helped you?

Helped navigate the process and explain different products including pros / cons.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in London

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

First time buyer needing a mortgage

How has Charlie Wade helped you?

Charlie made the mortgage process very smooth for us. He was very responsive and always ready to answer our many questions with great advice.

Have you seen the outcome you were hoping for?

Yes! Mortgage approved and sale completed

What could they have done better?

Nothing

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in London

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

Mortgage

How has Charlie Wade helped you?

Charlie made a process I was dreading seamless, efficient and super easy.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nothing!

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Surrey

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

First time buyer.

How has Charlie Wade helped you?

Assisted with selecting best mortgage offer for discounted family purchase. Charlie was very responsive and helpful (even when our circumstances changed), and we felt very comfortable with his advice and service level.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in London

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

First time buyer

How has Charlie Wade helped you?

He was really helpful advising a lender that would be best suited for us

Have you seen the outcome you were hoping for?

Yes, we had our mortgage approved within weeks

What could they have done better?

Nothing

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in London

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

First time buyers looking for Mortgage advise.

How has Charlie Wade helped you?

Helped us gather all the information and documents necessary for a mortgage application and suggested the appropriate mortgage lenders to suit us.

Have you seen the outcome you were hoping for?

Yes, we had our mortgage offer issued in just a couple weeks.

What could they have done better?

Nothing

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Kent

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

House purchase and mortgage advice.

How has Charlie Wade helped you?

Charlie was absolutely brilliant throughout the entire process. As a first time buyer it was so reassuring to have someone so knowledgeable and prompt. He was clear in his advice, an excellent communicator and an absolute pleasure to deal with. I honestly cannot recommend him highly enough.

Have you seen the outcome you were hoping for?

Absolutely. I could not have asked for more. At least six other friends of mine have all used Charlie Wade and we have all had the same top quality service.

First impression from a user who is not yet a client

April, 2021

Overall

Please provide a brief comment about your experience with Charlie

Friendly and professional

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Lanarkshire

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

I struggled to find a mortgage due to my employment circumstances .

How has Charlie Wade helped you?

He found a mortgage company who would give me a mortgage and did all the paper work and liaising with the company. Made the process very easy and quick. It was very easy to contact hm.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of.

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Charlie

Charlie seem very responsible & helpful person. He responded on time to my enquiry & I am looking forward to use his service in obtaining a mortgage for my future house.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in London

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

First time buyers

How has Charlie Wade helped you?

Helped us find the perfect mortgage to suit us.

Have you seen the outcome you were hoping for?

Yes- all sorted. Mortgage approved and now on with the next steps.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in London

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

Remortgaging with extra borrowing

How has Charlie Wade helped you?

Found a good deal quickly, exceeded expectations and an extremely smooth, easy process. Completed much quicker than I had expected.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, faultless

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Charlie

Charlie and Julie were very helpful.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in London

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

I needed mortgage and help to buy advice, and then a broker to secure a mortgage offer

How has Charlie Wade helped you?

Charlie gave great advice throughout and was able to quickly get me familiar with the considerations when using help to buy with a mortgage. He was very responsive to my questions which gave me confidence in the house prices to aim for and was able to quickly provide mortgage illustrations under different scenarios. He then managed my mortgage application which progressed smoothly resulting in an offer. Certainly felt like I had someone in my corner!

Have you seen the outcome you were hoping for?

Yes, I got a favourable mortgage offer in good time.

What could they have done better?

Na

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in London

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

Looking to mortgage a new home purchase, then subsequently port the mortgage

How has Charlie Wade helped you?

Charlie helped us find the right mortgage and then took care of the application process

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nothing, Charlie is responsive, quick and great to work with

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Charlie

Charlie was very helpful over the phone, but think he has a lot of clients at the moment as responses were quite delayed. Ended up going with another advisor in the end due to quicker responses

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Charlie

Excellent communication, friendly and knowledgeable

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in London

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

Moving house.

How has Charlie Wade helped you?

Charlie considered our specific circumstances in detail and obtained a mortgage product for us which met our needs.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in London

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

First time buyer, I was recommended to Charlie and he brilliantly guided me and my partner through to our mortgage offer.

How has Charlie Wade helped you?

By explaining the process and what we needed to do to help him get the mortgage for us. His help was second to none.

Have you seen the outcome you were hoping for?

Yes, we received our mortgage offer.

What could they have done better?

I'm not sure they could have done anything better. When there were queries Charlie answered them. Everything was done promptly and to the highest standard.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in London

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

Mortgage

How has Charlie Wade helped you?

He arranged the mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, great service

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Charlie

Charlie was very approachable and provided some great advice. This made made our application as a first time buyer relatively straight forward. Charlie liaised with the estate agent broker and gave us useful insight into the wider house purchasing and made some really useful recommendations. Would highly recommend,

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Surrey

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

We were purchasing a property so primarily wanted a mortgage. we used the time to get organised with pension consolidation, estate planning and start thinking about a medium-long term investments.

How has Charlie Wade helped you?

great advice - very transparent and honest throughout the process. the mortgage underwriting took some time but Charlie always kept us in the loop with discussions and we always felt comfortable that he had it under control. On the investments/planning side, James has been excellent - clearly very knowledgeable and experienced.

Have you seen the outcome you were hoping for?

yes absolutely.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in London

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

First time house buyers

How has Charlie Wade helped you?

With mortgage application and advice on dealing with process and other professional services associated with the purchase.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in London

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

Buy a house.

How has Charlie Wade helped you?

Charlie is excellent, very detail-oriented, always willing to go the extra mile for his customer. I was lucky to have Charlie as my mortgage broker.

Have you seen the outcome you were hoping for?

Yes. Very good outcome.

What could they have done better?

N/A

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

Looking for a mortgage advisor

How has Charlie Wade helped you?

We received a great service from Charlie, he was always available for us from day one to mortgage approval and answered all questions and gave great insight to our applicatiom.

Have you seen the outcome you were hoping for?

Absolutely and in a very fast pace

What could they have done better?

We are very please with service provided and have no recommendations for further improvements.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in London

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

Mortgage

How has Charlie Wade helped you?

He took care of everything and filled us with confidence that he had sourced the best mortgage us.

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

February, 2021

Overall

Please provide a brief comment about your experience with Charlie

Efficient and effective advice and an excellent service.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Berkshire

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

Looking for mortgage advice as part of a relocation to the UK from overseas.

How has Charlie Wade helped you?

Full advice and expertise in selecting and obtaining a lending facility.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Surrey

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

I was remortgaging my property

How has Charlie Wade helped you?

Offered advice, listened to the circumstances and quickly recommended a product that was best for my needs.

Have you seen the outcome you were hoping for?

Absolutely, it was dealt with quickly and efficiently with excellent customer service and quick responses to my questions.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in London

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

Needed a mortgage.

How has Charlie Wade helped you?

Charlie was clear in his advice and made sure we received the best offer possible.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Essex

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

We are looking to buy a new home.

How has Charlie Wade helped you?

Charlie helped us secure a mortgage for the the new property and a let to buy mortgage got our existing property.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - great service and communication throughout.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in London

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

Originally a mortgage. But after first working, Charlie and Jamie were able to assist me further with other services including financial planning, and insurance.

How has Charlie Wade helped you?

He went over and above to help me understand, apply and secure my mortgage application.

Have you seen the outcome you were hoping for?

Absolutely yes!

What could they have done better?

Nothing.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Middlesex

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

Advise needed on a complex mortgage situation.

How has Charlie Wade helped you?

Charlie was very pro active in researching and pursuing the best mortgage options. The property had cladding so Charlie’s knowledge of the market was key.

Have you seen the outcome you were hoping for?

Yes. A mortgage was secured.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in London

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

I have used Charlie before

How has Charlie Wade helped you?

Charlie arranged my mothage

Have you seen the outcome you were hoping for?

Better then I expected

What could they have done better?

Nothing. He was just excellent

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in London

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

Mortgage advice - first time property purchase.

How has Charlie Wade helped you?

We successfully took out a mortgage and to a good rate.

Have you seen the outcome you were hoping for?

Absolutely.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in London

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

Buying our first home

How has Charlie Wade helped you?

Quick and efficient style- committed to getting us the best mortgage, that had also the better financial future.

Have you seen the outcome you were hoping for?

Yes, our mortgage was excepted very quickly.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Surrey

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

We have sought Charlie’s help twice, once with buying our first flat and now in buying our house.

How has Charlie Wade helped you?

Charlie has helped us from start to finish, helping us to find the most reasonable mortgages. He is so easily contactable and efficient in everything he does. Charlie is also very knowledgeable about the property market and we have relied on him for support and advice in buying property.

Have you seen the outcome you were hoping for?

Yes - on both occasions we were granted the mortgages we wanted.

What could they have done better?

I could not fault Charlie’s services at all.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in London

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

Buying a first home.

How has Charlie Wade helped you?

He was our mortgage broker.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in London

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

First time buyer, Help to Buy, equity loan

How has Charlie Wade helped you?

Charlie provided the great customer service. Listened to my needs. Found the best suitable mortgage lender and mortgage product, Applied for it. And I received the mortgage offer shortly after.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in London

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

We were first-time buyers in need of Mortgage advice

How has Charlie Wade helped you?

As first-time buyers in London, we really had no idea of how mortgages were secured, and how to get started with actually buying a property. Charlie was able to tell us clearly and concisely what was required from us, what the current lending situation was (which was fluid in nature due to the pandemic) and what to expect going forward. He answered all of our questions (including our stupid ones!) quickly and politely, and was a reliable guide throughout the entire process. As well as being knowledgable he was also transparent and up front about everything, which we valued. He was also on hand to advise us on areas of potential concern, such as properties with Japanese knotweed and one of us being self-employed.

Have you seen the outcome you were hoping for?

Charlies secured us our desired Mortgage In Principle extremely quickly, and then kept us updated and informed once we were in a position to apply for the actual mortgage. All in all, what we had heard could be a stressful and complicated experience was made straight forward, and we felt we had someone we could trust on our side which gave us confidence when things changed or slowed down as they inevitably do.

What could they have done better?

Nothing!

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Mortgage

How has Charlie Wade helped you?

Charlie helped us with our first mortgage, the re-mortgage and recently a mortgage for our next mortgage.

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

December, 2020

Overall

Please provide a brief comment about your experience with Charlie

Friendly, professional

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Bristol

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

Buying a property

How has Charlie Wade helped you?

Found a mortgage for our new house

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really, was helpful the whole way

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Surrey

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

We needed a mortgage for buying our first home.

How has Charlie Wade helped you?

He provided comprehensive guidance and insights on the process of buying our first home and securing a mortgage.

Have you seen the outcome you were hoping for?

Yes, he secured a mortgage for us and we are currently in the process of exchanging on the property.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in London

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

First time buyer in need of a mortgage

How has Charlie Wade helped you?

Gave a very patient explanation of the entire process, beyond just securing the mortgage. Kept us up-to-date with the state of the market, and found us a mortgage that worked for us at the point of purchase.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in London

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

First time buyers looking for help with mortgage application.

How has Charlie Wade helped you?

Charlie was brilliant and took us through every step of the process. He was friendly, knowledgeable and efficient, we couldn't be happier.

Have you seen the outcome you were hoping for?

Absolutely, our mortgage was approved just a few days after we applied, thanks to Charlie!

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in London

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

Charlie helped me get a mortgage for my new house purchase.

How has Charlie Wade helped you?

Charlie was able to get me the mortgage I needed at a good rate.

Have you seen the outcome you were hoping for?

Yes, the mortgage has been offered.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in London

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

We were looking for efficiency and smooth operation and Charlie came highly recommended.

How has Charlie Wade helped you?

He arranged out mortgage quickly, setting out clearly the documentation he would need in order to do so. He was also on hand for any discreet queries we had.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Genuinely nothing. Top service.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in London

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

Buying a house

How has Charlie Wade helped you?

Mortgage advice leading to successful mortgage application

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - very happy with all parts of service

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

Needed a new mortgage for house purchase

How has Charlie Wade helped you?

Gave advice on cheapest mortgage and how to borrow amount we needed

Have you seen the outcome you were hoping for?

Yes. Full amount at competitive rate.

What could they have done better?

No obvious improvements.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

Moving house

How has Charlie Wade helped you?

He advised us on a semi-complicated mortgage arrangement and was very helpful and clear.

Have you seen the outcome you were hoping for?

Yes! Excellent news!

First impression from a user who is not yet a client

November, 2020

Overall

Please provide a brief comment about your experience with Charlie

Quick and efficient with providing an initial view

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in London

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

Looking for mortgage advice

How has Charlie Wade helped you?

Helped apply for a mortgage for us and get the best deal

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

N/A

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in London

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

We were looking to buy our first house in London.

How has Charlie Wade helped you?

Charlie told us step by step process to buy a house from the very first meeting and put our stress at ease by taking the burden off from our shoulder. He was always available to answer our millions of questions and doubts and was very humble. He even replied to our questions on Saturday/Sunday. He supported us again and again with mortgage in principle when we made offers on properties and were very patient when the offer didn't go through and we asked him for another MIP for a different property. He also gave us some key insights regarding what to consider when you make an offer on a property.

Have you seen the outcome you were hoping for?

Yes, we have purchased our first house within the area we wanted and within our budget.

What could they have done better?

NA

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in London

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

My partner and I had an offer accepted on our first home, and needed a mortgage.

How has Charlie Wade helped you?

After an initial conversation, Charlie did all of the legwork; comparing providers, giving us advice, and in the end securing for us a great deal with Barclays. Charlie was very communicative, and provided us with everything we needed to have peace of mind during the process.

Have you seen the outcome you were hoping for?

Yes, we have had a Mortgage offer for the amount we requested.

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Charlie

All great

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in London

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

Acquiring a mortgage as a FTB, then continually supporting through mortgage renewals and recently acquiring a new mortgage for a property move.

How has Charlie Wade helped you?

Provided solutions when needed, was efficient and polite to work with and always achieved the best outcome.

Have you seen the outcome you were hoping for?

Yes, Charlie and his team have always delivered and successfully secured my mortgages, even in challenging circumstances.

What could they have done better?

Nothing!

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in London

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

I am currently buying my first property.

How has Charlie Wade helped you?

Charlie helped me to find the best mortgage to assist with my help to buy.

Have you seen the outcome you were hoping for?

Yes, Charlie has gone over and beyond. I ask so many questions and I often have lots of worries as I am a solo buyer. Charlie put my mind at ease, he was willing to explain and talk through elements of the process with me in the detail required. Honestly I could not have asked for a better broker. The whole process is scary and it helps that he is so genuine and professional. I know that I can always call to ask any question in relation to my mortgage lender/service/offer.

What could they have done better?

Nothing, he has a customer with life. As I build my property portfolio I’m sure I’ll have more questions and probably some more constructive criticism. For now, keep up the amazing work.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Kent

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

Remortgage

How has Charlie Wade helped you?

Charlie was able to offer options and advice on products in a difficult market.

Have you seen the outcome you were hoping for?

Yes, I got a good deal on my remortgage.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in London

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

Buying a property.

How has Charlie Wade helped you?

Charlie helped us secure a mortgage. The process was painless and all our queries were responded to quickly. We are very happy with the service.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in London

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

Moving home

How has Charlie Wade helped you?

Secured an excellent, affordable mortgage for us. Charlie was constantly available for advice and reassurance.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nothing at all. It was the perfect service.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in London

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

I was buying a property

How has Charlie Wade helped you?

Charlie secured me great rates on my mortgage, but was also there to support and help whatever the question was. Charlie always goes above and beyond so help you and get things done.

Have you seen the outcome you were hoping for?

Yes, was amazing!

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in London

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

First time buyer utilising Help to Buy with absolutely no idea where to start!

How has Charlie Wade helped you?

Charlie was absolutely fantastic. Safe to say my property hunt has been turbulent and Charlie has been a mainstay throughout - providing valued information, the best mortgage products and providing a guiding hand through a very uncertain period.

Have you seen the outcome you were hoping for?

Absolutely - I’ve received a fantastic mortgage offer/product and I couldn’t be happier.

What could they have done better?

Nothing. Perfect service

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Kent

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

Looking for best rate & advice on mortgage in an uncertain market.

How has Charlie Wade helped you?

Talked through options, handled application process and kept up to date with market movements.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing materially different, good service.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in London

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

We had an offer accepted on a house, and as first-time buyers were looking for mortgage advise and brokerage services.

How has Charlie Wade helped you?

Charlie gave us a range of different options of mortgage providers, and different fixed interest terms. He gave us comprehensive mortgage illustrations and gave us time to review these, and also answered all our questions before deciding on which mortgage to go with. Charlie was able to set up the mortgage application on our behalf, which helped simplify everything for us. The time taken from application to acceptance was less than three weeks, which we really appreciated.

Have you seen the outcome you were hoping for?

Yes - we have now had our mortgage application accepted.

What could they have done better?

n/a

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in London

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

Purchased a new property

How has Charlie Wade helped you?

Charlie made the whole process simple and easy. He was quick with responses, gave me advice and explained everything clearly.

Have you seen the outcome you were hoping for?

Yes - mortgage was approved swiftly

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in London

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

To assist with sourcing an appropriate mortgage product

How has Charlie Wade helped you?

Charles provided appropriate mortgage illustrations for a couple of lenders and assisted with progressing the application

Have you seen the outcome you were hoping for?

Yes, mortgage application was approved

What could they have done better?

I was very happy with the level of service provided, with prompt responses, and a pro-active approach. I therefore have no suggestions for improvement

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

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

Buying a new house, porting existing mortgage.

How has Charlie Wade helped you?

Charlie provided mortgage advice, and submitted an application on our behalf.

Have you seen the outcome you were hoping for?

Yes ‒ the whole process was painless!

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Manchester

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

Buying a house

How has Charlie Wade helped you?

Finding the best deal available

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Middlesex

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

I was looking to purchase my first house with my wife and wanted some reassurance on our financial situation given everything that had been happening surrounding COVID, recession and potential of having a second property(my wife's flat).

How has Charlie Wade helped you?

For me this was a first time process of buying a property so had limited knowledge on buying a house. Through Charlie's experience and contacts he has helped us through the process making it all seem so simple. He was always contactable throughout the process and help to deal with any potential issues.

Have you seen the outcome you were hoping for?

Yes, through Charlie's hard work, our mortgage has been approved with the bank and he has helped us to afford a house we didn't think that we would be able to buy. Completion is now looking towards the start of November.

What could they have done better?

I couldn't think of another way that he could have helped. Charlie had planned out everything we needed and made the whole process so simple. Some of our friends have had dreadful times with their mortgage application. I will definitely be recommending Charlie Wade Finance to them for future financial advice.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in London

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

Needed a Mortgage

How has Charlie Wade helped you?

Charlie is amazing. He went above and beyond to secure a mortgage offer and special circumstances. Always kept me up to date. Couldn't have asked for a better one.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in London

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

I required a mortgage as a first time buyer of a London property

How has Charlie Wade helped you?

Charlie has now organised mortgages on two properties for me over the last four years

Have you seen the outcome you were hoping for?

Charlie has consistently provided the highest level of service and has walked me through the mortgage application process on both property purchases. He has been reliable, contactable and proactive. I couldn’t have asked for more.

First impression from a user who is not yet a client

August, 2020

Overall

Please provide a brief comment about your experience with Charlie

No communication atall

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in London

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

We were first time buyers and needed support with our purchase

How has Charlie Wade helped you?

He gave us an initial idea of what we could afford and when based on our financial situation, then when we were ready to start viewing properties some months later, he guided us through the process and set us up with a competitive mortgage.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in London

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

Property purchase

How has Charlie Wade helped you?

Charlie Wade helped me sort my mortgage for my first flat purchase. He was extremely efficient, organised and extremely helpful at all steps in the process.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Middlesex

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

First time buyer now buying off my help to buy

How has Charlie Wade helped you?

Mortgage

Have you seen the outcome you were hoping for?

Yes

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in North Yorkshire

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

House purchase

How has Charlie Wade helped you?

Charlie secured a great mortgage deal at a fantastic rate.

Have you seen the outcome you were hoping for?

Yes everything was set up extremely quickly, literally within 48 hours of my original contact with Charlie.

What could they have done better?

To be honest I can’t think of anything Charlie could have done better. He responded immediately and had the mortgage in place within 48 hours. I think the only delay was down to the bank come in my back with the mortgage offer. I can’t recommend Charlie highly enough - he gives you straight, clear advice and answers to any queries.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Bristol

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

Moving House

How has Charlie Wade helped you?

Charlie arranged our mortgage offer really easily, quickly and clearly. I would recommend Charlie to anyone looking for a financial adviser.

Have you seen the outcome you were hoping for?

Yes, Charlie was able to secure a mortgage for us

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Middlesex

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

We needed to renew our mortgage and then subsequently find a new mortgage.

How has Charlie Wade helped you?

Charlie always gives excellent financial and mortgage advice - we really trust his recommendations and have recommended him to friends and family. He is always available to answer questions and communicates very clearly and promptly with his clients.

Have you seen the outcome you were hoping for?

Yes - Charlie secured us a new mortgage at a rate we were very happy with. The process was easy and swift to complete.

What could they have done better?

Nothing he could have done better.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Berkshire

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

Remortgage

How has Charlie Wade helped you?

Got the mortgage I wanted, with a great deal

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Essex

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

Moving property, needed a mortgage.

How has Charlie Wade helped you?

Took care of everything for us and got us the best rate available for the LTV we had.

Have you seen the outcome you were hoping for?

100% yes!

What could they have done better?

Not much...

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Essex

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

We were first time buyers and didn't really have a clue about the process or the best way to proceed.

How has Charlie Wade helped you?

Charlie advised us of the best way to proceed with a mortgage based on our finances as well as guided us through the entire mortgage application and the house buying process.

Have you seen the outcome you were hoping for?

It was exactly the outcome we hoped for. A mortgage approved with a great interest rate and an advisor we can go back to in the future.

Review from verified client

July, 2020

Overall

Value

Service

Advice

Based in Nottinghamshire

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

Buying a house

How has Charlie Wade helped you?

Finding a mortgage

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Buying a new house and wanted advice on the best Mortgages available. I was recommended Charlie from my sister who had used his services and she was recommended him from a friend.

How has Charlie Wade helped you?

Charlie did a great job at explaining what our best options would be and found us a great deal. If it was not for Charlie and his advice and expertise we would not be moving into our dream house in a few weeks time.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Could not have done a better job.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in London

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

My boyfriend and I were looking to buy a flat and we needed a mortgage broker.

How has Charlie Wade helped you?

Charlie helped us find the appropriate lender and managed the whole process for us incredibly well.

Have you seen the outcome you were hoping for?

We are delighted to have get our mortgage to buy our first flat together.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in London

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

I was looking to buy my first house and so was very new to the mortgage operation and applications.

How has Charlie Wade helped you?

Charlie was exceptional. Being a sportsman, mortgage companies can often reject my sorts of mortgage cases on the basis of it being a short career. Charlie managed to get a number of different offers for me and obtained an amazing mortgage offer to suit my situation.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing. He always picked up the phone whenever I called and was always on hand with emails.

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with Charlie

Really helpful and very personable!

Charlie's reply

Hi Molly, to reiterate, we don't charge any fees. We get paid by the lender at no cost to yourself Charlie

Review from verified client

June, 2020

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 mortgage advice.

How has Charlie Wade helped you?

Charlie helped find the best mortgage deal available and provided guidance on the process and recommendations. I went direct to banks and spoke with other advisors and Charlie came through with the best deal and great communication.

Have you seen the outcome you were hoping for?

Yes, I have a mortgage in place which best suits me. I am very happy with the outcome.

What could they have done better?

N/A

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Bedfordshire

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

Needed a mortgage for a property I was purchasing.

How has Charlie Wade helped you?

I needed to move quickly to make sure I could secure a property. Charlie looked into all options available to me including staying with my existing lender and the most cost effective way of coming out of my fixed term mortgage. Once I gave all the information required Charlie came back to me within 24 hours with a mortgage in principle.

Have you seen the outcome you were hoping for?

Yes fantastic outcome, efficient service with good advice

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in London

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

First time buyers looking for mortgage advice.

How has Charlie Wade helped you?

Charlie gave us great advice on our mortgage options, and successfully secured the mortgage on our behalf. The process was made very simple for us, Charlie was transparent and helpful throughout. He also recommended a great solicitor.

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with Charlie

Quick to contact me. But didn't hear back after the initial contact.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in London

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

Buying a home

How has Charlie Wade helped you?

Securing a mortgage

Have you seen the outcome you were hoping for?

Despite challenging market conditions (COVID-19), and complications with our personal situation, Charlie Wade was able to successfully navigate the outcomes we were looking for. Charlie Wade's responsiveness, clear knowledge of the market and high level of engagement were greatly appreciated on our end

What could they have done better?

No suggestions

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Remortgage

How has Charlie Wade helped you?

Find a good deal

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in London

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

Buying a property and needed a mortgage.

How has Charlie Wade helped you?

Provided a range of options to help us plan and budget for the house purchase.

Have you seen the outcome you were hoping for?

Yes absolutely - Charlie was instrumental in helping us achieve the outcome we wanted.

What could they have done better?

Nothing

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in London

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

Myself and my partner were looking for our first home and needed to find a mortgage broker/advisor.

How has Charlie Wade helped you?

As we were clueless when it came to mortgages Charlie was extremely helpful in explaining everything to us and worked to suit our timings.

Have you seen the outcome you were hoping for?

Yes. Charlie secured us a mortgage much quicker than we expected that we are very happy with.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in London

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

I was in need of assistance as a first-time buyer to understand my options in mortgage market.

How has Charlie Wade helped you?

Charlie Wade was a pleasure to deal with. Thorough, meticulous and straight-forward he gave me an unbiased view of the market. When I encountered difficulty with my valuation, he was able to quickly rectify my mortgage offer with no hassle at all.

Have you seen the outcome you were hoping for?

Charlie gave me a market-leading mortgage deal without charging any fees to me the buyer.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in London

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

First time buyer needing a mortgage solution within a certain time.

How has Charlie Wade helped you?

He arranged my mortgage and was very knowledgeable throughout the whole process, extremely helpful!

Have you seen the outcome you were hoping for?

Yes, mortgage perfectly arranged and suitable for my circumstance.

What could they have done better?

Nothing, Charlie did everything very well.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in London

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

I'm a first time buyer and Charlie has arranged my mortgage for me

How has Charlie Wade helped you?

Charlie arranged my mortgage

Have you seen the outcome you were hoping for?

Absolutely- mortgage arranged extremely quickly

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in London

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

I was looking to buy a house and Charlie can highly recommended.

How has Charlie Wade helped you?

Charlie supported me throughout the process of the mortgage, advised me in everything from solicitors to small print. Whether mortgage or buying related, was always willing to support when needed. Plus got me great rates on my mortgage!

Have you seen the outcome you were hoping for?

Yes, very much.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Bedfordshire

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

Purchase first house

How has Charlie Wade helped you?

Secured us a mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, Charles made the process extremely clear and easy.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in London

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

My boyfriend and I were buying our first home. We needed a mortgage advisor to advise us and hold our hand through the process- Charlie did both!

How has Charlie Wade helped you?

Charlie got us a great deal on our mortgage and advised us on deposit details- steering us down a smooth path, which lead to us receiving a mortgage offer extremely quickly. Charlie also gave us reassurance when we needed it and helped us find a great solicitor. He is a genuinely good guy.

Have you seen the outcome you were hoping for?

Yes. We are proceeding with our house purchase.

What could they have done better?

Nothing.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

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

First time buyer

How has Charlie Wade helped you?

Charlie was incredibly efficient in securing my mortgage for myself and sister. Very attentive, even at weekends!

Have you seen the outcome you were hoping for?

Yes!

First impression from a user who is not yet a client

January, 2020

Overall

Please provide a brief comment about your experience with Charlie

Charlie was very concise and straight forward in his communication. He provided us with initial assessment of what mortgage we could afford and this was very useful.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in London

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

Required a new mortgage

How has Charlie Wade helped you?

Charlie was fantastic at a time of high stress. We had various set backs thanks to some ID fraud, but he secured us a great mortgage despite it.

Have you seen the outcome you were hoping for?

Yes!

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Berkshire

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

I needed solid guidance and and someone to work quickly on my behalf. Charlie did this in spades. I

How has Charlie Wade helped you?

Obtained the mortgage I needed quickly and efficiently, while taking my calls and questioned whenever I called.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not a thing.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in London

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

A colleague recommended using a mortgage broker for peace of mind.

How has Charlie Wade helped you?

Charlie provided an excellent service. Communication was fast and easy. There were some some issues with one lender but Charlie just chose an alternative and everything went smooth.

Have you seen the outcome you were hoping for?

I was issued a mortgage offer in a matter of days. The whole process was easy peasy. I completely recommend Charlie.

What could they have done better?

Everything was as it was meant to be. Thank you!

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

I needed to remortgage my house as a buy-to-let.

How has Charlie Wade helped you?

Charlies handled the remortgage, finding the best deals available and giving a choice as to length of fixed term.

Have you seen the outcome you were hoping for?

Yes, absolutely. Charlie handled everything quickly, correctly, and with the minimum of fuss. Everything was made very clear from the start, which is good when you're dealing with a process that can be a bit confusing if you don't deal with it day to day.

What could they have done better?

Nothing I could think of.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in London

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

We were looking for our first mortgage, and were seeking advice and guidance for this.

How has Charlie Wade helped you?

Charlie called us to talk through the process, pulled together quotes and advised on the best option for our circumstances, helped us with the application process and basically did all of the work on our behalf until the point it could be handed over to our solicitor.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Absolutely nothing, he was excellent.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Berkshire

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

Re mortgaging

How has Charlie Wade helped you?

A prompt service with flexibility to find the correct mortgage for me, with plenty of good advice along the way.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in London

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

Mortgage

How has Charlie Wade helped you?

He founds a very competitive Mortgage for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. He was perfect.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in London

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

Purchasing a house

How has Charlie Wade helped you?

Charlie has arranged our mortgages over the last few years.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in London

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

First time buyer mortgage application

How has Charlie Wade helped you?

Charlie was on hand any time to answer any questions and make the process as smooth as possible. He was so organised with all the paperwork and found us the best deal.

Have you seen the outcome you were hoping for?

Yes - we got our mortgage in principle and also our final mortgage through Charlie.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

First time buyer

How has Charlie Wade helped you?

With Mortgage advice and securing a mortgage

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in London

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

Seeking a mortgage

How has Charlie Wade helped you?

Charlie helped us secure mortgages, release equity, arrange re-mortgages, and gave general and specific advice about selling our home, buying a new one, renovation works and funding. I would (and have)highly recommended Charlie to anyone looking for financial assistance. He has proven to be steadfast, consistent, always available, always accurate, and trustworthy in being clear on risks and rewards, and options generally.

Have you seen the outcome you were hoping for?

Yes, at every point in the journey, and over the course of six years, Charlie has been with us, answered our queries in astonishingly fast time, always gone above and beyond to set us at ease and ensure we had clear and concise guidance on all the options available to us, and always helped us achieve the end goal

What could they have done better?

Nothing

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in London

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

Purchasing our first home.

How has Charlie Wade helped you?

He did our mortgage in principle & acted as our mortgage broker.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

N/A

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in London

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

Buying a house

How has Charlie Wade helped you?

Charlie was very helpful throughout the entire journey. As a first time buyer I received excellent advice and service which made the entire experience less stressful. I would definitely recommend Charlie to my network.

Have you seen the outcome you were hoping for?

I have, Charlie constantly updated me on process, very efficient and supportive.

What could they have done better?

N/A

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Suffolk

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

Buying a house as first time buyers

How has Charlie Wade helped you?

Charlie guided us through the whole process from initial advice to brokering our mortgage.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in London

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

Remortgage

How has Charlie Wade helped you?

Found my mortgage provider and gave me lots of advise

Have you seen the outcome you were hoping for?

yes

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Charlie is a super communicator, swift to respond, clear and concise with all information relayed to you. Wouldn't hesitate to recommend to anyone. An easy 5 stars!!!

How has Charlie Wade helped you?

2 remortgages and advice on onward purchase mortgages.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of a way for him to improve.

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in London

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

Remortgaging our house, as a couple

How has Charlie Wade helped you?

Great advice, super efficient and simplified the whole process - while sorting out any issues that arose patiently.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Can't think of anything. All expectations met, and beyond.

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in London

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

RE-Mortgage House Purchase

How has Charlie Wade helped you?

Helped me navigate a very complex re-mortgage situation.

Have you seen the outcome you were hoping for?

Yes, absolutely.

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in London

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

Buying a house

How has Charlie Wade helped you?

Researched the best mortgage to suit our needs. Then applied and secured the mortgage for us.

Have you seen the outcome you were hoping for?

Yes he found an excellent mortgage for our specific requirements.

What could they have done better?

We had no issues.

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in London

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

Applying for a mortgage

How has Charlie Wade helped you?

Advised me on the best one based on my needs

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in London

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

Flat purchase

How has Charlie Wade helped you?

Mortgage advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Charlie has always made himself available to me which I really appreciated so I would suggest to keep that going.

First impression from a user who is not yet a client

September, 2019

Overall

Please provide a brief comment about your experience with Charlie

I am still working with Charlie but his responsiveness so far has been excellent and he was very quickly able to suggest some options which are attractive.

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Midlothian

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

Re-mortgage

How has Charlie Wade helped you?

Every step of the way! Charlie found me my new mortgage deal and assisted me with my silly questions along the way.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in London

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

I required advice in relation to the re-mortgage of my property.

How has Charlie Wade helped you?

He and his brother, James, were extremely responsive when I approached them for advice. They listened to what I was looking for and provided me with advice to help me achieve my objectives.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in London

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

Buying a new flat

How has Charlie Wade helped you?

Charlie has been an incredible support during the whole process. Super clear and helpful in talking through some quite complex topics.

Have you seen the outcome you were hoping for?

Yes - better and easier than expected

First impression from a user who is not yet a client

August, 2019

Overall

Please provide a brief comment about your experience with Charlie

Prompt, informative and patient - perfect for a first time buyer!

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Looking to remortgage to clear a help to buy loan

How has Charlie Wade helped you?

He understood what I needed to achieve and searched the market for the best deal for me

Have you seen the outcome you were hoping for?

Yes Charlie found me a mortgage that suited my circumstances

What could they have done better?

Nothing!

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in London

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

We were looking for a mortgage. I am a free lancer so needed some specialist help.

How has Charlie Wade helped you?

I have worked with Charlie for a few years as I have a couple of BTL properties also. He has always been super efficient, helpful and came up with great rates.

Have you seen the outcome you were hoping for?

Yes, absolutely. Every time. Charlie always provides excellent advice to prepare for the mortgage process too, so it’s never too early to get in touch. The preparatory stage for the mortgage process is paramount for it going smoothly.

What could they have done better?

Honestly, nothing. I recommend Charlie to anybody looking for an exceptionally competent financial advisor. I cannot thank him enough for all his help over the years.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

Remortgaging two properties.

How has Charlie Wade helped you?

Finding mortgage providers for both.

Have you seen the outcome you were hoping for?

Yes, Charlie was very quick and efficient. He was extremely helpful in explaining the process and helping me obtain the requisite paperwork.

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in Cheshire

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

I was buying a home and needed advice on affordability

How has Charlie Wade helped you?

great advice on mortgage terms and lengths and realistic advice on affordability

Have you seen the outcome you were hoping for?

yes - mortgage approved extremely quickly great service

What could they have done better?

couldn't have asked for more - great service

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in London

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

Because i had no clue of where to start or what to look for, i was given Charlies contact details via a recommendation, sent hiom and email and everythign was taken care of.

How has Charlie Wade helped you?

Found a new mortgage for me with great rates

Have you seen the outcome you were hoping for?

Yes

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in Surrey

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

We were looking for advice on applying for and securing a mortgage, there was a lot of conflicting advice and so many products available we wanted some support with the process

How has Charlie Wade helped you?

Charlie explained the whole process to us, assisted us with planning our budget and provided advice along the way so that the whole process was smooth and stress-free

Have you seen the outcome you were hoping for?

Yes!

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in London

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

Buying a home

How has Charlie Wade helped you?

Charlie was invaluable in my home buying process. Not only did he find me the best deal in the market, he went above and beyond in offering advice and connecting me to others that could answer questions I had. He always responded faster than expected, and was also very kind. Couldn't recommend him more!

Have you seen the outcome you were hoping for?

Yes

Review from verified client

May, 2019

Overall

Value

Service

Advice

Based in London

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

Buying a house

How has Charlie Wade helped you?

Got us a mortgage offer

Have you seen the outcome you were hoping for?

We were very pleased with Charlie's attentiveness and efficiency. He did all the hard work for us and was very reassuring when we had worries

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in London

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

Remortgage

How has Charlie Wade helped you?

Great advice and excellent service

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Buckinghamshire

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

House purchase.

How has Charlie Wade helped you?

First time buyers. Finding a mortgage. Securing a mortgage. Advice on mortgage products.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in West Sussex

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

Wanted to invest savings into a portfolio to improve ratings over time and have a range in portfolio. Mortgage required.

How has Charlie Wade helped you?

Able to give a range of advise quickly and reliably. Very straight talking and clear. Does what he says he will.

Have you seen the outcome you were hoping for?

Yes secured mortgage quickly and simply. Yes created an investment portfolio I am comfortable with for the long term. Periodic reviews help me assess additional actions that I am comfortable with.

What could they have done better?

Nothing to mind.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Essex

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

Looking to purchase my first house and needed Mortgage advise and application

How has Charlie Wade helped you?

Arrange Mortgage, explained process

Have you seen the outcome you were hoping for?

Yes most defiantly

What could they have done better?

Nothing most helpful and efficient

First impression from a user who is not yet a client

March, 2019

Overall

Please provide a brief comment about your experience with Charlie

We are so pleased we found Charlie! From our first enquiry he was friendly and professional, answering all our questions and explaining our options. He made everything clear and straightforward. Being first time buyers it was great to have his advice and expertise throughout the process. Our mortgage application was so quick and he kept us up to date. We can't recommend him enough and will definitely be using his services again in the future.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Moving house and needed some guidance on a mortgage, as we were still in a current fixed term deal and needed to understand our options.

How has Charlie Wade helped you?

Charlie at Charles Wade Finance was brilliant at laying out all the options, and finding us a solution that ticked all our boxes. He was easily contactable at all times, and made the process extremely smooth and hassle free. Our application was made on a Thursday, and the mortgage offer was issued the following Tuesday which was amazingly quick.

Have you seen the outcome you were hoping for?

Absolutely. Couldn't have asked for a better service, and very happy with the whole process.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in London

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

We were looking to get a mortgage to buy our first home.

How has Charlie Wade helped you?

Charlie managed to get a good mortgage offer for us in less than a week! He was very helpful, explained everything in detail, answered all our questions and always came back to use promptly.

Have you seen the outcome you were hoping for?

Yes, completed the purchase successfully.

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?

Needing a mortgage on moving house.

How has Charlie Wade helped you?

Charlie found us a great mortgage, suitable for our circumstances. He also showed us alternative options depending on whether or not we wanted to do building works in the near future. Very helpful to have a deeper understanding of the options available.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. It was all very quick and efficient.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Equity transfer and remortgage.

How has Charlie Wade helped you?

Charlie arranged the remortgage and put me in touch with a local solicitor to facilitate the change in equity.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in London

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

Needed a mortgage

How has Charlie Wade helped you?

Helped me with obtaining a mortgage

Have you seen the outcome you were hoping for?

Yes they went above and beyond to receive a good mortgage

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in London

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

We are remortgaging and Charlie secured a great deal. I had approached several financial advisors to see what deals were available, another who recommended the same mortgage as charging a £500 fee. With Charlie there was no fee paid by us. Charlie was really speedy and got everything lined up super quick.

How has Charlie Wade helped you?

Find and secure a remortgage deal for our property.

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

January, 2019

Overall

Please provide a brief comment about your experience with Charlie

Charlie was very helpful and explained everything in detail. It took him only few days to get back to me with a mortgage offer from the bank I chose.

First impression from a user who is not yet a client

January, 2019

Overall

Please provide a brief comment about your experience with Charlie

Good clear in advice

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in West Sussex

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

Getting a mortgage.

How has Charlie Wade helped you?

Charlie advised me on how much I could borrow and who with, without being pushy and while listening to what I wanted. He always got back to me quickly and was lovely to deal with.

Have you seen the outcome you were hoping for?

Yes. Got the mortgage.

What could they have done better?

Nothing really, he did a good job.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in London

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

Buying my first home

How has Charlie Wade helped you?

Advised and managed the mortgage application process.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in London

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

I was buying my first property

How has Charlie Wade helped you?

He advised on mortgages, deposits, the buying process from a financial perspective.

Have you seen the outcome you were hoping for?

Yes definitely

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Midlothian

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

Buying a first time property in Edinburgh.

How has Charlie Wade helped you?

I was looking to buy a first time property in Scotland. Charlie was recommended by a friend and he managed to get me my mortgage approved very quickly and efficiently.

Have you seen the outcome you were hoping for?

Yes. I managed to get my mortgage approved without a hitch.

What could they have done better?

NA

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in London

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

Buying my first home

How has Charlie Wade helped you?

Charlie talked me through the house buying process in a way that I was able to understand, with no jargon! He answered all questions and went above and beyond to help with getting my first mortgage application through. He also recommended me a great solicitor that have been extremely helpful also.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Perhaps to accompany his useful checklist guide for documentation, Charlie could provide a basic step process sheet that talks through the house buying process.

First impression from a user who is not yet a client

December, 2018

Overall

Please provide a brief comment about your experience with Charlie

Clear explanation

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in London

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

I needed a mortgage.

How has Charlie Wade helped you?

Charlie understood my financial position and gave me expert advice, answering the (many) questions which I had.

Have you seen the outcome you were hoping for?

Yes, I obtained the mortgage offer which I needed.

What could they have done better?

Nothing. He was as good as it gets.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in London

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

First time buyer

How has Charlie Wade helped you?

Charlie together with his team have been very helpful with our many questions since we we are first time buyers.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in London

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

Remortgage

How has Charlie Wade helped you?

Found the best and most appropriate mortgage offer in a professional and timely manner

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Nothing to add.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Hampshire

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

Needed a remortgage deal/advice.

How has Charlie Wade helped you?

Advised on various options, including his experience of previous clients in a similar position.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in London

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

Buying our first home.

How has Charlie Wade helped you?

Charlie came to our house to understand our financial situation and helped us understand how much we could afford to borrow for our first home. He was very friendly and helpful, was very clear on what documents we would need to provide (particularly useful given my wife is self-employed) and navigated the application process on our behalf. He was always happy to help with questions and explain advice in more detail.

Have you seen the outcome you were hoping for?

Yes, we have a mortgage offer and are very happy with our advice; would definitely recommend Charlie to others.

First impression from a user who is not yet a client

September, 2018

Overall

Please provide a brief comment about your experience with Charlie

Very helpful and professional.

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in London

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

Purchasing a house and transferring existing mortgage.

How has Charlie Wade helped you?

Financial advice regarding the mortgage.

Have you seen the outcome you were hoping for?

Yes - the mortgage has been approved, Charlie has done all of the heavy lifting and it's been a very simple and seamless process.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in London

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

remortgage and house purchases.

How has Charlie Wade helped you?

Charlie has found us great offers with good lenders who've moved quickly when we've had to. Charlie has gone above and beyond in our opinion, helping find conveyancers, arranging valuations and chasing agents. He couldn't have been more helpful.

Have you seen the outcome you were hoping for?

The outcomes have been more than we could have hoped for. Having used other Financial Adivisors in the past, the difference in service is quite startling.

What could they have done better?

I honestly don't think Charlie could have done more. We have arranged 3 mortgages through him and we have recommended to all our friends. I would not hesitate to use him again or recommend him again.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in Bedfordshire

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

We were wanting to buy a new property and needed guidance and advice for finding a suitable mortgage.

How has Charlie Wade helped you?

We were given advice and offered the best possible mortgage options. Constantly kept up to date with the procedure and notified if any further information was needed.

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

We couldn’t fault Charlie, if anything we weren’t always quick with our responses!

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in London

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

Obtaining a mortgage.

How has Charlie Wade helped you?

My partner is self employed so the process was more difficult than we expected. Charlie managed to get us the mortgage we needed at a good rate and explained each step to us whilst being constantly on hand for advice.

Have you seen the outcome you were hoping for?

Yes!.

What could they have done better?

Nothing- he was brilliant!

First impression from a user who is not yet a client

August, 2018

Overall

Please provide a brief comment about your experience with Charlie

Very knowledgable

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Berkshire

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

Remortgage of property.

How has Charlie Wade helped you?

Sourced extremely competitive product and offered balanced and thoughtful advice.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

n/a

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Kent

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

Buying my first property.

How has Charlie Wade helped you?

Sorted out the whole mortgage process.

Have you seen the outcome you were hoping for?

Yes, very happy with the outcome.

First impression from a user who is not yet a client

June, 2018

Overall

Please provide a brief comment about your experience with Charlie

He is professional and has been prompt. Waiting to see if he can progress with obtaining a mortgage offer...

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Kent

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

Finding a mortgage to buy a house.

How has Charlie Wade helped you?

Charlie provided me with a selection of mortgages to look at based on my needs and was then responsive to the direction I gave. He was extremely helpful throughout the process and I think he went above and beyond what could be typically be expected of a mortgage broker in terms of guidance and support.

Have you seen the outcome you were hoping for?

Yes, I got the mortgage I needed and have successfully moved.

What could they have done better?

Nothing. I really think Charlie did a brilliant job and provided terrific service.

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in London

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

Buying a house.

How has Charlie Wade helped you?

He secured us the mortgage we wanted, allowing us to buy the house we desired.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in London

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

We were looking to move house and needed to port our existing mortgage and borrow additonal funds from our lender.

How has Charlie Wade helped you?

I don't know what we would have done without Charlie! It was fantastic, and so reassuring, to have such an effective and safe pair of hands on our side, all the way through the process. Charlie gave us excellent advice, helping us to navigate all of the options available to us. He came to our home, listened carefully to our particular situation, and instantly 'got' our short and longer term goals. He set everything out clearly, and was constantly available to us throughout the process for updates and ongoing advice at every step of the way. He tirelessly pushed for our best interests in all of his dealings on our behalf, and his expertise in his field got us a result that we know we would not otherwise have achieved.

Have you seen the outcome you were hoping for?

Through Charlie, we got the mortgage we were hoping for, helping us to buy the family home we love.

What could they have done better?

N/A

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Dorset

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

Buying a house.

How has Charlie Wade helped you?

Obtained a mortgage offer.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

May, 2018

Overall

Value

Advice

Service

Based in Dorset

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

Looking to by a house for the first time.

How has Charlie Wade helped you?

Charlie helped myself and my partner find a mortgage to suit our needs, gave advice on the process of applying for a mortgage, and liased with the bank when necessary, making the process as simple and easy as possible. He responded quickly to questions, and was able to talk one the phone in the evenings which meant we didn't need to disrupt our working days in order to recieve advice.

Have you seen the outcome you were hoping for?

Hopefully! The bank has agreed the mortgage just waiting on solictors for the final sale to go through.

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Hertfordshire

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

To arrange a remortgage.

How has Charlie Wade helped you?

Helped find the best rate and reducing our monthly payment.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Middlesex

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

Needed to find a better mortgage deal.

How has Charlie Wade helped you?

Discussed options; helped identify best deals; supported completion of paperwork; answered questions quickly and efficiently.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in London

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

Need to remortgage.

How has Charlie Wade helped you?

Excellent mortgage advice and service - always available and clear in his communication, Charlie worked hard to understand the brief and ensure the right outcome. Great to work with.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

April, 2018

Overall

Value

Service

Advice

Based in London

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

I was a first time buyer looking to purchase a flat and as I am not originally from the UK I wanted/needed someone to help me with the process.

How has Charlie Wade helped you?

Charlie was excellent and not only gave me advice on mortgages but how the whole system in the UK works. He understood my situation and was very helpful in my ambition to secure a mortgage. He was also very approachable and explained everything that I did not understand in a clear manner.

Have you seen the outcome you were hoping for?

Charlie gave me a couple mortgage options to choose from and helped me secure the best one for my needs. I appreciates these choices greatly as it showed me comparisons between different lenders as opposed to just one and what other hidden costs were associated with each mortgage. I have since decided and secured the best one for me and am on my way to purchasing the property. I couldn't have done this without the continuous help and support from Charlie.

What could they have done better?

There is very little I can say about how Charlie can improve his services. He was excellent and always made himself available to me to answer any questions I had. He never made me feel like what I was asking was a stupid question and made the very stressful process of buying your first property that little bit easier. Couldn't recommend him highly enough!

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in London

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

Mortgage requirement.

How has Charlie Wade helped you?

Found ya he best deal quickly and for it approved faster.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Bedfordshire

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

Having had a mortgage for eight years with Coventry Building Society, I wanted to discover if there were credible, commercially favourable alternatives to securing a remortgage deal away from the open market where individuals only have access to general market rates.

How has Charlie Wade helped you?

Charles understood my requirements immediately and was extremely swift in presenting me with some attractive solutions. His advice was clear and simplistic - clearly his intention was to offer advice in the most uncomplicated manner. He was very matter of fact about everything.

Have you seen the outcome you were hoping for?

Yes - the recommendations were what I had hoped for, ie, a rate offered to me by a new lender in conjunction with Charles's assistance - I would not have been able to secure this rate on the open market - all the most competitive products listed commanded a higher interest rate. The key was to secure a loan which paid down the capital balance quicker within a monthly repayment budget. This was achieved.

What could they have done better?

Nothing. The experience was first class. I was surprised at how efficient and attentive this business was - I felt as though we were well managed throughout the process.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in London

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

Looking for a mortgage.

How has Charlie Wade helped you?

Helped us to find the right mortgage for our circunstances.

Have you seen the outcome you were hoping for?

yes definitely.

What could they have done better?

everything went smoothly.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Surrey

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

I am buying a flat.

How has Charlie Wade helped you?

He is my mortgage broker who found and organised my entire mortgage process.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in East Sussex

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

Seeking a mortgage for the first time.

How has Charlie Wade helped you?

Worked through the options specific to our circumstances (having not been in the UK for over a decade). Charlie reviewed our options and recommended a mortgage provider to suit our needs.

Have you seen the outcome you were hoping for?

Yes. With Charlie's guidance we achieved our mortgage requirements and the additional steps along the way were explained to us to help in making the right / next decisions.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in London

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

First time buyer.

How has Charlie Wade helped you?

Clear guidance.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Kent

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

Looking to switch from renting to mortgaging a property.

How has Charlie Wade helped you?

Charlie was happy to chat about the procedures and requirements of buying a property before I decided to go ahead with it. He then went about finding an appropriate mortgage for my circumstances. Charlie was always quick to respond and happy to make time to discuss proceedings/queries.

Have you seen the outcome you were hoping for?

Mortgage has just been offered with no issues and I'm happy with the terms.

What could they have done better?

There's nothing I can see that Charlie is missing. Quick to respond, happy to make time for you and efficient in pushing the banks for updates and progress.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in London

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

I needed help with finding a right to buy mortgage.

How has Charlie Wade helped you?

He went over and above by finding the right bank and solicitor to work with. He also contacted the right to buy agents and kept us updated at all times.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

He has been great

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Bedfordshire

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

Needing a mortgage as upsizing to detached 4 bed house.

How has Charlie Wade helped you?

Looked at competitive quotes and giving advice about best three products and then leaving us to choose.

Have you seen the outcome you were hoping for?

Clear and happy about advice offered. We have had our mortgage offer from PO. Products recommended suited well.

What could they have done better?

Nothing as readily in contact with us all of the time.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Bedfordshire

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

I required a mortgage to partially finance a house purchase.

How has Charlie Wade helped you?

Charles was quick to assess which mortgage would best match my requirements and was also very clear in explaining how the mortgage application would work. He was especially helpful in explaining these detail in plain English that was straightforward for a non-specialist to understand.

Have you seen the outcome you were hoping for?

Yes, absolutely. Charles was quick to offer advice on which mortgage providers would prove best value for money and was very efficient in terms of gathering and then processing the paperwork.

What could they have done better?

Nothing comes to mind.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Surrey

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

Re-mortgaging.

How has Charlie Wade helped you?

Offered a range of products and advice uniquely tailored to my needs and circumstances, both short and longer-term. Very proactive, fast to act, but accurate and high quality.

Have you seen the outcome you were hoping for?

The exact outcome I'd hoped for. Thank you Charlie.

What could they have done better?

Nothing.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in London

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

As a first time buyer in London, I needed to find a financial adviser to secure my Mortgage offer but one who also understands the complexities of the London market.

How has Charlie Wade helped you?

Charlie not only helped me get a great mortgage offer from a well known bank, he also took the time to explain everything in detail, answer all my questions and also helped factor in my complex pay slip which included witholding tax owing to stocks and shares.

Have you seen the outcome you were hoping for?

I got the full mortgage offer that I requested, we turned it around really quickly and it was from the bank that I wanted.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Lancashire

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

We were looking to relocate and wanted to ensure we got the best mortgage for our house purchase.

How has Charlie Wade helped you?

Charlie offered sound advice, and gave us the realms of which we could afford and the different options we had available to us based on our circumstances. He was quick to respond and communicated everything really well.

Have you seen the outcome you were hoping for?

As a result of Charlies work we've managed to secure an incredible rate for our mortgage, from a lender we would never have even considered to look at so for us it has most definitely been the best move we could have made choosing to ask Charlie to help us.

What could they have done better?

I honestly don't think there was anything more Charlie could have done, he responded quickly to any missed calls, emails and was simple and direct with his communication so it was all clearly understood and easy to step through and got us an amazing mortgage product.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Manchester

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

Moving home, needed advise due to contract work making it difficult to prove earnings.

How has Charlie Wade helped you?

Provides us with a mortgage with a really low rate.

Have you seen the outcome you were hoping for?

Yes, and better than I expected.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in London

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

First time buyer looking for a mortgage. Charlie was recommended to me via a close friend.

How has Charlie Wade helped you?

He helped us secure a non-standard mortgage which has been a great help. We have struggled to secure a formal offer in the past that met our requirements.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Charlie has provided a better service compared to other advisors we have spoken to, and exceeded our expectations. Keep up the good work.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Essex

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

First time buyer looking for a 90% mortgage.

How has Charlie Wade helped you?

Secured the mortgage i needed.

Have you seen the outcome you were hoping for?

The sale of my first property is still going through but the Mortgage is all in place.

What could they have done better?

Nothing, was great from start to finish.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in London

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

Purchasing first time home.

How has Charlie Wade helped you?

Charlie helped make a stressful time much easier to navigate, and helped us to gain the right mortgage to suit us.

Have you seen the outcome you were hoping for?

Yes!.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Surrey

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

The requirement of a mortgage.

How has Charlie Wade helped you?

Advised on a range of mortgages. Carefully tailored mortgage options to our circumstances and requirements. Provided valuable and fair advice regarding mortgage and insurance. Worked within very short time frames. Recommendation of solicitors.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

This is difficult to answer as we found his service and communication excellent. Perhaps having a receptionist/answering service which could take messages.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Berkshire

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

I was buying my first house.

How has Charlie Wade helped you?

I felt I could trust him, he listened to my situation and gave me a few options accordingly. I had seen other advisers who i felt judged by so it was a pleasure to meet Charles and restore my faith.

Have you seen the outcome you were hoping for?

I am very happy.

What could they have done better?

No he was always available or would come back to my questions promptly I am very pleased

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Hampshire

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

Mortgage application.

How has Charlie Wade helped you?

Help with securing the best mortgage for my circumstance with the minimum fuss.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

September, 2017

Overall

Please provide a brief comment about your experience with Charlie

Very pleasant, professional, knowledgeable and efficient.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in London

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

Wanted guidance as a first time buyer to get the best deal and to minimise the time I had to spend arranging my mortgage.

How has Charlie Wade helped you?

He managed the entire mortgage process so we didn't have to continually chase people to get stuff done.

Have you seen the outcome you were hoping for?

Yes, 100%. We got a great mortgage with minimum effort.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Buckinghamshire

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

House purchase.

How has Charlie Wade helped you?

Mortgage.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in London

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

Difficult scenario with right to buy mortgage, I was being turned away by many other brokers.

How has Charlie Wade helped you?

He took a real interest to listen to my situation and kept going back and forth with lenders and myself to find someone in the end to agree a mortgage. Amazing result.

Have you seen the outcome you were hoping for?

Yes. Mortgage approved.

What could they have done better?

I believe Charlie was great, good communication and seeks to find out information on my behalf with the whole processing of buying a property.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Middlesex

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

Remortgaging my flat.

How has Charlie Wade helped you?

Found me a selection of mortgages that met my requirements . This was done very efficiently and quickly.

Have you seen the outcome you were hoping for?

In the process presently.

What could they have done better?

Nothing comes to mind

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in London

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

Purchasing a house.

How has Charlie Wade helped you?

Charlie's advised me on the best mortgage in the market and then obtained this for me, advising me every step of the way.

Have you seen the outcome you were hoping for?

Absolutely, mortgage obtained.

What could they have done better?

Nothing, superb from start to finish

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in London

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

I was looking to remortgage on an interest only basis.

How has Charlie Wade helped you?

Charlie found the best deal for me very quickly and chased through my application.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Mortgage advice.

How has Charlie Wade helped you?

Understood my needs, explained everything and kept me informed throughout. Responds very quickly to queries. Always informative and happy to help.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in London

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

Remortgage at the end of a previous interest only term with the mortgage company breathing down my neck for full repayment.

How has Charlie Wade helped you?

Grasped the problem and the urgency (after two other brokers had failed to progress the matter). Charlie was efficient and effective. At all times he was appropriately positive and provided me with regular updates, all of which I found very reassuring.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Difficult to think of any areas for improvement. First class service.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Bristol

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

Needing a mortgage for my first property.

How has Charlie Wade helped you?

He gave me excellent advice about how to apply for a mortgage while on Sabbatical. He then efficiently and effectively found me a mortgage that suited my situation.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

May, 2017

Overall

Please provide a brief comment about your experience with Charlie

Excellent knowledge. Will be back to see him soon.

Review from verified client

April, 2017

Overall

Service

Value

Advice

Based in London

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

Charlie was recommended to us by our friends for buying a property and getting a mortgage.

How has Charlie Wade helped you?

Charlie gave us a good range of options for our mortgage and helped us understand which one is best for us.

Have you seen the outcome you were hoping for?

We got the mortgage offer without any trouble and in a very short time frame.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in London

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

We were looking for a Joint Mortgage product.

How has Charlie Wade helped you?

He found us a suitable product, and moved extremely quickly - Charles was always on hand to answer questions and help.

Have you seen the outcome you were hoping for?

Yes - We got mortgage approval extremely quickly.

What could they have done better?

Nothing at all - Charles is more than excellent at what he does and I will be referring anyone I know over to him.

Review from verified client

April, 2017

Overall

Advice

Value

Service

Based in Hampshire

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

Re-mortgage.

How has Charlie Wade helped you?

Advised different mortgage options.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Somerset

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

Family planning Relocating from London Recently married First family house.

How has Charlie Wade helped you?

We asked Charlie to find us a competitive mortgage, he did that and much more. He found us a market-beating mortgage, advised us on how to best set-up our finances and went over and above to manage the sale of our property.

Have you seen the outcome you were hoping for?

Yes, he's given us great options for us to make an informed decision and we feel we have a great deal.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in London

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

Mortgage for a new home.

How has Charlie Wade helped you?

Provided advice and found the right mortgage for me.

Have you seen the outcome you were hoping for?

I have indeed.

What could they have done better?

Frankly, nothing. I was very pleased with the service. Charlie was helpful, available, and easy to deal with.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in London

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

Looking at remortgaging or porting our current mortgage to ma new property and exploring options around buying a second property.

How has Charlie Wade helped you?

Helped us explore all the options available to us around remortgaging and getting a second mortgage, he also helped us with insurance. He helped us by providing a few different scenarios and as a result of his advice we have been able to save a substantial amount of money on our property transactions.

Have you seen the outcome you were hoping for?

Yes 100%.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in London

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

Remortgage and equity release to enable another mortgage.

How has Charlie Wade helped you?

He completed all of the liaison betweeen mortgage companies and solicitors after having found us the most suitable deal available for our circumstances.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, very straight forward and provided regular updates. Highly recommended.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in London

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

I needed professional assistance to handle my finances. I also required guidance and advice regarding professional and personal insurance relating to life insurance, critical illness, public liability etc.

How has Charlie Wade helped you?

He understood my needs, requirements, concerns and situation very quickly. He listened to what i wanted to achieve and related/translated official documentation in to a way i understood as well as finding me fantastic products. CW has done my remortgage, B2L mortgage, life insurance for me and my wife, critical illness for me and my wife too.

Have you seen the outcome you were hoping for?

yes 100%. Better products then i could find myself, with minimal paperwork and administration. Overall fuss was non existence! I would recommend my family to charlie! He was excellent.

What could they have done better?

Charlie did everything and more then i could have asked for!

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in London

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

We were buying a second property so needed a homebuyer mortgage, at the same time as releasing equity through a remortgage of our first property.

How has Charlie Wade helped you?

Charles Wade advised us on which products would be right for us and how best to approach the two mortgages. He took all of the mortgage arrangement work away from us which made the whole process very efficient and stress-free.

Have you seen the outcome you were hoping for?

Yes, completely.

What could they have done better?

No, we were very impressed and thankyou for Charles Wade's help

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in London

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

mortgage application.

How has Charlie Wade helped you?

thorough and detailed information.

Have you seen the outcome you were hoping for?

yess.

What could they have done better?

n/a

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in London

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

House purchase.

How has Charlie Wade helped you?

Raise mortgage in challenging circumstances (I'm an entrepreneur).

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in London

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

Buying a house.

How has Charlie Wade helped you?

Supported us in securing the best mortgage whilst clearly laying out our options.

Have you seen the outcome you were hoping for?

Yes! We are so pleased with our mortgage and Charlie has made the process very painless.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in London

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

Was looking for a mortgage to purchase a new apartment.

How has Charlie Wade helped you?

He was very insightful about the process and most importantly very responsive and approachable.

Have you seen the outcome you were hoping for?

Yes I was given a mortagage offer fairly quickly.

What could they have done better?

He actually did everything quite well and I don't really have any suggestions

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Surrey

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

looking for a new mortgage.

How has Charlie Wade helped you?

he understood my needs and explained everything clearly, we has spoken to 3 other mortgage advisor's, Charles was quite clear in what we were being offered.

Have you seen the outcome you were hoping for?

yes absolutely.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in London

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

We needed someone that could help us with our morgage as my husband is a contractor.

How has Charlie Wade helped you?

Find appropriate morgage for our circumstances.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A he dod the best

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in London

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

We originally approached CWF to arrange a remortgage on our home in Shepherd's Bush, after we lost complete confidence in another broker, who didn't know her onions.

How has Charlie Wade helped you?

We're both freelance co-directors of our own company working in the same industry - Charlie was immediately familiar with our situation, assessed our needs against the products available on the market and knew exactly who to go to, to place the mortgage.

Have you seen the outcome you were hoping for?

Yes, the mortgage offer came through earlier this month and its all in hand - very satisfactory result. In fact we were so impressed with CWF are now consulting Charlie on pensions and life assurance issues.

What could they have done better?

Hard to find anything that CFW could have done better, really - communication is great - they always come back to you when they say, and reply to messages, email and voicemails in short order, everything is clearly explained and set out in writing - they really are a reliable service.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in London

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

Assistance with finding a mortgage and subsequent remortgage.

How has Charlie Wade helped you?

We were first time buyers and one of us was freelance so our application was a bit complicated. Charlie was patient and clear and managed to secure borrowing for both our initial application and then an even more complicated remortgage this year. For the remortgage he had to work particularly closely with the lender - he spent a lot of time on it and was ultimately the reason we were successful in securing the funds.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

In our cases there was nothing Charlie could have done better, he kept us informed, was always easy to get hold of and responsive, and both our mortgage and remortgage had successful outcomes. I have already recommended Charlie to friends and wouldn't hesitate to do so again.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Hertfordshire

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

I needed a mortgage for a house purchase. I'm self-employed with a short trading history, and also very busy. I figured it would be worth my while having a professional pick out the most suitable mortgage.

How has Charlie Wade helped you?

Charles managed everything for me. He got to grips with our circumstances very quickly and thoroughly, and then presented all the options very clearly. Later on in the process he worked very well with my accountant and conveyancer to make sure the right information was given to the lender, and ensuring there were no unnecessary hold-ups. Communication was very clear throughout.

Have you seen the outcome you were hoping for?

I couldn't be happier with the outcome. I'm confident we got the right mortgage for our needs and, with that part of the process in safe hands, I didn't have to spend too much time on it. I've already recommended Charles to a friend whose circumstances are similar to my own.

What could they have done better?

I honestly can't think of anything that Charles could have done better.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in London

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

Moving home and required a new mortgage.

How has Charlie Wade helped you?

Clearly advised on potential options and kept me up to date throughout process. Offered product i would not have found myself.

Have you seen the outcome you were hoping for?

yes, mortgage approved.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

Moving house, so needed a new mortgage.

How has Charlie Wade helped you?

Provided advice on the available options, worked me through how my credit report could be updated/improved, recommended the best product for us and arranged it smoothly.

Have you seen the outcome you were hoping for?

Yes, entirely.

What could they have done better?

We did not receive a specific report from our mortgage lender during the purchasing process - Charlie thought I had received it but I hadn't. However, this was cleared up very quickly and it did not hinder the purchase in any way.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in London

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

Mortgage application for first time purchase.

How has Charlie Wade helped you?

Through selecting the right mortgage to suit my requirements. Continual coaching and advice throughout the early process of mortgage application.

Have you seen the outcome you were hoping for?

Mortgage was agreed quickly and promptly and allowing for quick response in processing to purchase stages.

First impression from a user who is not yet a client

August, 2016

Overall

Please provide a brief comment about your experience with Charlie

Really fast service and some great advice.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Kent

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

Re-mortgage and debt consolidation after house remodel.

How has Charlie Wade helped you?

New mortgage and increased value plus new rate and lender.

Have you seen the outcome you were hoping for?

Absolutely! Better rate and more money.

What could they have done better?

Not much else. Helped arrange everything and overcame a few issues.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Suffolk

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

Needed to remortgage.

How has Charlie Wade helped you?

He quickly understood my needs and explained what I needed to do quickly and clearly. He provided clear, written lists of all the information I would need to provide and advised on the best way to submit this.

Have you seen the outcome you were hoping for?

I was extremely happy with the outcome. He arranged the correct product for me with a minimum of fuss, meaning that the whole process was stress-free. The only delays in the process were at my end as I gathered together the information he requested. All my emails were answered within hours - sometimes minutes! The product he arranged also saves me over £400 per month, so I couldn't be happier.

What could they have done better?

He could not have done any more - the service provided was exceptional.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in London

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

Purchasing a house and therefore needing a mortgage.

How has Charlie Wade helped you?

He found me a mortgage that suited my needs exactly and secured me a great rate with additional benefits.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

I'll have a think and let you know!

First impression from a user who is not yet a client

March, 2016

Overall

Please provide a brief comment about your experience with Charlie

Very helpful

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Buckinghamshire

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

My husband and I were purchasing a buy to let investment property.

How has Charlie Wade helped you?

Charlie Wade provided sound advice and secured us an excellent mortgage offer. He was instrumental in ensuring the deal went through before the stamp duty changes!.

Have you seen the outcome you were hoping for?

The products recommended were well suited to our needs.

What could they have done better?

Honestly, Charlie couldn't have done a better job!

First impression from a user who is not yet a client

March, 2016

Overall

Please provide a brief comment about your experience with Charlie

Very prompt repsonse to my request to speak. Honest advice and I will contact again in the future.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in London

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

Property acquisition and refinance.

How has Charlie Wade helped you?

Fast, efficient service steering through the numerous options and finding the most suitable with consideration to the highest chance of success from the outset.

Have you seen the outcome you were hoping for?

Yes, clear recommendations and clear suitability. Needs always met and expectations exceeded. Have avoided making unsuccessful applications or the need to make multiple applications with Charlie getting things correct for us first time and every time over a multi year relationship and across several property acquisitions as a BTL investor and for Principle Residence applications.

What could they have done better?

Expectations have always been exceeded will provide some constructive feedback when the opportunity arises to suggest improvements

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in London

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

I don't have time to research the best / most appropriate products for me so a financial adviser was the most logical step.

How has Charlie Wade helped you?

Charles helped me with my initial mortgage and my re mortgage, both times it was straight forward. In addition. Charles sorted my pension account.

Have you seen the outcome you were hoping for?

Yes : I have a pension a remortgaged!.

What could they have done better?

The only thing that may well have been more useful at the out set of mortgage process was a check list (even if an estimate) of what info is required and process map. This would make it easier to understand and prepare for. The same goes for the pension process. Perhaps a more graphically clear info graphic may be advisable to help the man on the street understand at a glance. Maybe this could be an addition to the key facts document

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

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

I was in the process of buying a house and needed help with my mortgage.

How has Charlie Wade helped you?

He found my mortgage and was incredibly efficient and effective in his dealings with me, the bank and the solicitors.

Have you seen the outcome you were hoping for?

Yes, house purchased.

What could they have done better?

Service was very good.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Surrey

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

Mortgage advice.

How has Charlie Wade helped you?

Worked tirelessly to find the best solution which met my precise needs. Always on hand to offer advice and support.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

February, 2016

Overall

Advice

Value

Service

Based in London

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

As I was in the position to have some funds for investment I looked for professional advice.

How has Charlie Wade helped you?

Charles took note of my needs, required outcome and advised an investment strategy that suited me best. This wasn't a 'one size fits all' approach as I had some different circumstances to most people and he made these fit very well.

Have you seen the outcome you were hoping for?

Yes, the investment strategy performed very well.

What could they have done better?

Nothing at all. He was always on the end of a phone when I needed him.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in London

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

I was a first time buyer looking for a mortgage.

How has Charlie Wade helped you?

After a short meeting Charlie went away and found the best mortgage for my needs, everything was set out very clearly in terms of costs and the documents I needed to provide. All the legwork was done for me.

Have you seen the outcome you were hoping for?

I now successfully have the mortgage in place and the whole process was very easy and stress free.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Surrey

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

We were fist time buyers.

How has Charlie Wade helped you?

Charles Wade understood the needs of us as first time buyers and made the entire process stress-free. He was always prompt at responding and went above and beyond to make contact with solicitors etc.

Have you seen the outcome you were hoping for?

Yes we secured a mortgage for the property.

Review from verified client

December, 2015

Overall

Advice

Value

Service

Based in London

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

I wanted to get some health cover.

How has Charlie Wade helped you?

Charlie talked me through the options and helped me work out what the best policy was for me. He was very good at following through on the administration, much better than other financial advisors I have dealt with in the past.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in London

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

A remortgage of current property releasing equity to purchase another property for a family member.

How has Charlie Wade helped you?

He advised on the types of mortgages available, the best rates and assisted greatly in the application process.

Have you seen the outcome you were hoping for?

Yes - mortgage was agreed and drawn down at the level requested and he product is as I wanted.

What could they have done better?

Nothing!

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in London

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

I found myself with a mortgage that had an interest rate far higher than it needed to be.

How has Charlie Wade helped you?

Charles was able to very quickly suggest a route forward, he proposed several alternative options and made the positives and negatives of each clear. We opted for one of the routes and went ahead. Throughout the process Charles was easy to contact, efficient and actually a great source of assistance when other problems slowed things up.

Have you seen the outcome you were hoping for?

Yes, 100%. My new mortgage saves me money each month and has allowed me to make better use of my money.

What could they have done better?

Nothing springs to mind. Easy to deal with, efficient very effective at getting the job done. Exactly what you want from a professional in this situation

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in London

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

mortgage requirements.

How has Charlie Wade helped you?

Needed help refinancing my portfolio which he has done quickly and without fuss. Liaised well with the solicitors too.

Have you seen the outcome you were hoping for?

yes absolutly.

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in London

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

Needed a remortgage.

How has Charlie Wade helped you?

Did everything from start to finish.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in London

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

Needing financial advice.

How has Charlie Wade helped you?

Charlie has dealt with my mortgages since I was a first time buyer 5 years ago, and has always ensured I remain on the best rate, and makes it very easy for. He even came to look at my first flat with me when I wanted a second opinion. I couldn't rate anyone more highly/.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in Bedfordshire

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

Looking for experience and expertise which is impossible to replicate yourself.

How has Charlie Wade helped you?

Excellent knowledge of the buy to let mortgages support throughout the process, and even arranged to let the valuer in when I couldn't attend. Happy to recommend him.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in London

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

Needed a mortgage, and also starting a family so other associated products like life policies.

How has Charlie Wade helped you?

Charlie knows the mortgage market very well, and as importantly how it functions. He is also tenacious in pursuing his clients interests and never afraid to make the tough phone call which is what sets him apart.

Have you seen the outcome you were hoping for?

I was very clear on my expectations and they have been fully met. He also was knowledgeable with regards to tax efficient savings and investments, which as a fairly sophisticated investor already myself I found to be value adding.

What could they have done better?

For the services I require Charlie provides me with the level of service I require and expect.