Amy O'Shaughnessy

Review from verified client

July, 2021

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

Buying our first home

How has Amy O'Shaughnessy helped you?

Found us our mortgage and then buildings and contents insurance

Have you seen the outcome you were hoping for?

100%. Amy and her assistant Aliesha have been invaluable throughout the whole process. Could not recommend them more!!

What could they have done better?

Nothing, they were absolutely brilliant.

Review from verified client

March, 2021

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

Mortgage and income protection

How has Amy O'Shaughnessy helped you?

Advised on products and help choose what was best for us.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, all very professional and efficient.

Review from verified client

February, 2021

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

We had been to 3 different mortgage advisors and all told us we couldn’t get the amount we needed until we were referred to Amy at wise mortgages.

How has Amy O'Shaughnessy helped you?

Amy literally has made our dreams come true in helping get the house of our dreams she was so efficient and helpful in all aspects throughout the whole process. We can’t thank her enough

Have you seen the outcome you were hoping for?

Yes above and beyond.

What could they have done better?

Nothing they were amazing thank you.

Review from verified client

January, 2021

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

Needed advice and support

How has Amy O'Shaughnessy helped you?

Yes most definitely

Have you seen the outcome you were hoping for?

Yes amazing

What could they have done better?

Nothing

Review from verified client

December, 2020

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

Re-mortgaging

How has Amy O'Shaughnessy helped you?

Amy has helped us now on a number of occasions to find the best mortgage rates. We first used Amy when re-mortgaging our first home, she has since helped us with finding a new mortgage when moving house.

Have you seen the outcome you were hoping for?

Amy has always provided reliable professional advice, she is very easy to communicate with and we have been very happy with Amy's service, hence returning to her for advice on more than one occasion. We will continue to use Amy and wouldn't hesitate to recommend her services.

Review from verified client

December, 2020

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

Buying our home

How has Amy O'Shaughnessy helped you?

She gave us excellent advice! She had patience with explaining to us the importance of insurance, what we needed and for how long we needed it for

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I don’t think amy could of done any better than she already has. I would recommend Amy to anyone looking for a financial advisor

Review from verified client

November, 2020

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

Moving house and needed some guidance

How has Amy O'Shaughnessy helped you?

Some excellent guidance and honest advice on what our options were with the mortgage and then on the insurances that come with a mortgage.

Have you seen the outcome you were hoping for?

Yes the mortgage deal was just what we were after.

What could they have done better?

To be honest nothing. She was professional, honest and delivered more than expected.

Review from verified client

November, 2020

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

moving house

How has Amy O'Shaughnessy helped you?

provided mortgage advice and found a suitable product.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

perhaps provided options on email but that said i am happy with the product.

Review from verified client

September, 2020

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

My current Mortgage offer was coming to an end and wanted some advice on what best to do next.

How has Amy O'Shaughnessy helped you?

She guided me through what was available, and after taking all my personal affairs into consideration, helped me to make the best decision for my circumstances.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Everything was great.

Review from verified client

August, 2020

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

A remortgage

How has Amy O'Shaughnessy helped you?

As we were both contracting rather than permanent employees Amy helped us to get a new mortgage based on our situation with the best offer on the market.

Have you seen the outcome you were hoping for?

Yes Amy supported us to conclude the mortgage after issues with our previous provider.

What could they have done better?

We had some issues with the lender and their lack of communication and ability to move as quickly as we would have expected. This caused frustration with them and in hindsight it would have been better for the broker to have been the main contact rather than a 3 way discussion.

Review from verified client

August, 2020

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

Purchase our dream house

How has Amy O'Shaughnessy helped you?

She made it happen

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Looking forward to deal again in the future.

Review from verified client

August, 2020

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

Remortgaging and paying off out Help to Buy loan

How has Amy O'Shaughnessy helped you?

Professional Great knowledge Very understanding Personable Efficient Great customer service

Have you seen the outcome you were hoping for?

Yes and more Brilliant job

What could they have done better?

Nothing Absolutely perfect We couldn’t of asked for a better person to help us through such a worry time especially with the pandemic She’s helped lift a Weight from our shoulders and we will be forever grateful and will be using Amys services again

Review from verified client

July, 2020

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

My mortgage rate ended & I was looking for a better rate.

How has Amy O'Shaughnessy helped you?

She gave me lots of options allowing me to make an informed decision.

Have you seen the outcome you were hoping for?

Yes, a competitive mortgage rate.

What could they have done better?

I was really happy with Amy's help & guidance.

Review from verified client

July, 2020

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

I was buying my first home by myself and wanted advice and assistance

How has Amy O'Shaughnessy helped you?

Amy was incredibly helpful, provided me with expert advice and was always on hand to assist me with any queries and questions. She also found me an excellent mortgage rate and made what would have otherwise been an extremely stressful time very stress free.

Have you seen the outcome you were hoping for?

yes, absolutely thrilled with the service I was provided.

Review from verified client

July, 2020

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

I was needing mortgage advice, at various times over the last 5 years, both for residential and investment properties.

How has Amy O'Shaughnessy helped you?

Amy always took the time to explain the process, listen to my requirements and questions, and then guides us through any requirements she had, before finding us mortgage options with clear explanations as to the benefits of each one. She was always on had if we had any questions, and worked had to ensure we were completely satisfied, not only with the mortgage product, but also with insurances suitable for our circumstances.

Have you seen the outcome you were hoping for?

Yes - excellent mortgage products, suitable for our needs, with a smooth application and completion service.

What could they have done better?

Very little - Amy's level of service, explanation and knowledge are excellent, and as she is now a financial advisor rather than a mortgage advisor, her areas of advice will have extended even further.

Review from verified client

July, 2020

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

I wished to arrange a long term fixed rate mortgage to ensure the stability of my ongoing financial circumstances.

How has Amy O'Shaughnessy helped you?

Amy found a product that matched my requirements & arranged a remortgage with the new lender on my behalf.

Have you seen the outcome you were hoping for?

Yes I have, I now have a long term fixed rate mortgage giving me the peace of mind of financial stability going forwards.

What could they have done better?

Amy could not have been more helpful, she even chased up the solicitors on my behalf when she thought the completion was going too slowly.

Review from verified client

July, 2020

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

Wanting to move house

How has Amy O'Shaughnessy helped you?

Really good advice. She offered us various ideas for our circumstances for our future move, but also found us a much cheaper renewal for our expiring mortgage for our current property. Easy to talk to and never made us feel stupid, just wish we had her for our first move/ mortgage!

Have you seen the outcome you were hoping for?

Yes we are on a better rate for our current mortgage and she is working with us to help us with our next move

What could they have done better?

At present we have no constructive suggestions as we are very happy with her service and advice.

Review from verified client

July, 2020

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

Looking for new mortgage rate that was very competitive.

How has Amy O'Shaughnessy helped you?

Found competitive mortgage rates from various providers for us to choose from. Offered excellent advice for us to make a decision.

Have you seen the outcome you were hoping for?

We received a very good mortgage offer and accepted it.

What could they have done better?

At times we found it difficult to get hold of the advisor.

Amy's reply

Thank you!

Review from verified client

June, 2020

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

Re-mortgage

How has Amy O'Shaughnessy helped you?

Found excellent deal on new mortgage and advised appropriately

Have you seen the outcome you were hoping for?

Yes, the product was exactly what I had hoped to find

Amy's reply

Thank you very much Patricia!

Review from verified client

June, 2020

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

Buying a house.

How has Amy O'Shaughnessy helped you?

Answering to my questions, advice me in different way, explain to me lots of things.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Amy's reply

Thank you very much Cristina!

Review from verified client

June, 2020

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

Re mortgage

How has Amy O'Shaughnessy helped you?

advice and sourcing the mortgage

Have you seen the outcome you were hoping for?

Yes

Amy's reply

thank you Stephen!

First impression from a user who is not yet a client

June, 2020

Please provide a brief comment about your experience with Amy

Clear, confident and outstanding advice on my Mortgage chooses.

Amy's reply

Thank you very much Tony!

Review from verified client

June, 2020

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

I was moving home and needed a new mortgage.

How has Amy O'Shaughnessy helped you?

Amy was really helpful, offering a fantastic service to provide me with the best rates available within my budget and talked me through each step of the process. Amy had great flexibility with her time and was really friendly in her approach which instantly gained my trust.

Have you seen the outcome you were hoping for?

Definitely. I successfully moved home earlier this year and now have affordable monthly repayments with a great interest rate.

What could they have done better?

N/A

Amy's reply

Thank you very much Seb!

Review from verified client

June, 2020

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

Review of mortgage options available to us.

How has Amy O'Shaughnessy helped you?

Provide a variety of mortgage options...find Best Value.

Have you seen the outcome you were hoping for?

Yes. Awaiting for the opportunity for another review when our current mortgage deals come to an end.

What could they have done better?

Nothing.

Amy's reply

Thank you Andy!

Review from verified client

June, 2020

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

Re-mortgage

How has Amy O'Shaughnessy helped you?

Sorted out the mortgage and some insurance

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

Nothing

Amy's reply

Thank you very much John!

Review from verified client

June, 2020

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

Looking for the best possible mortgage

How has Amy O'Shaughnessy helped you?

She got a very good mortgage product for us.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing more in this instance.

Amy's reply

Thank you very much Steven

Review from verified client

June, 2020

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

Needed to remortgage

How has Amy O'Shaughnessy helped you?

Amy found a very good deal for , kept me informed all the time , very professional.

Have you seen the outcome you were hoping for?

Yes , a very good outcome

What could they have done better?

In my situation there was nothing Amy could have done differently.

Amy's reply

Thank you Rob!

Review from verified client

June, 2020

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

End of an existing offer

How has Amy O'Shaughnessy helped you?

By remortgaging

Have you seen the outcome you were hoping for?

Yes 100 %

What could they have done better?

Nothing

Amy's reply

Thank you very much Adrian!

Review from verified client

June, 2020

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

Remortgage

How has Amy O'Shaughnessy helped you?

Find new mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nil

Amy's reply

Thank you very much Jun!

Review from verified client

June, 2020

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

Initially, Amy helped us with a 'Consolidation' Mortgage, some years back. Always.friendly, personable and efficient, Amy has been a pleasure to work with and she has saved us money in the long-term with her professional advice. T his year, we needed to investigate another type of Mortgage, and so we went to Amy without hesitation!

How has Amy O'Shaughnessy helped you?

With her knowledge of the different companies, and their many iffering products, Amy helped us 'pin-down' what was best for us.

Have you seen the outcome you were hoping for?

We hope to soon, we have been held up by the Covid 'lockdown' through no fault of Amy's.

What could they have done better?

We could not have wished for more helpful and professional advice.

Amy's reply

Thank you very much Martin!

Review from verified client

June, 2020

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

Morgage

How has Amy O'Shaughnessy helped you?

Looking for morgage

Have you seen the outcome you were hoping for?

Awaiting

What could they have done better?

It started in lockdown so been attentive since she could be

Amy's reply

Thank you very much Kevin!

Review from verified client

June, 2020

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

Looking for mortgage options

How has Amy O'Shaughnessy helped you?

Amy came up with multiple options for different scenarios which were complex due to households coming together.

Have you seen the outcome you were hoping for?

From Amy, yes.

What could they have done better?

N/a!

Amy's reply

Thank you very much Jo!

Review from verified client

June, 2020

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

My objective was to secure a 5 year fixed mortgage rate for my buy to let portfolio.

How has Amy O'Shaughnessy helped you?

Amy provided an excellent service from my initial enquiry to the successful completion.

Have you seen the outcome you were hoping for?

yes.Completely.

What could they have done better?

Nothing ,everything was first class.

Amy's reply

Thank you very much Jim!

Review from verified client

June, 2020

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

A Re-Mortgage

How has Amy O'Shaughnessy helped you?

Amy provided a complete re-mortgage service from the the initial assessment of our needs, followed by a coherent strategy and market appraisal which saved us time and stress searching across the mortgage market. She was pro-actively involved from beginning to end from the initial application to completion. When things began to stall, as they all too often do with conveyancing, lenders or solicitors, she was on hand to provide great advice and help to get things moving again. Indispensable!

Have you seen the outcome you were hoping for?

Yes absolutely!

What could they have done better?

Not much to be honest.

Amy's reply

Thank you very much Richard!

Review from verified client

June, 2020

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

Market place is overwhelming.

How has Amy O'Shaughnessy helped you?

Plenty of options with no hard sell.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Amy's reply

Thank you very much John!

Review from verified client

June, 2020

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

We needed a mortgage broker to help us buy a property.

How has Amy O'Shaughnessy helped you?

Amy found a selection of mortgage providers who were prepared to lend to us, and shared with us the terms and conditions of each lending agreement. She also managed to find providers who would take one year of my self-employed salary as a contribution, which was fantastic. She also helped us sort out life insurance, etc. as part of our mortgage agreement.

Have you seen the outcome you were hoping for?

Yes! We accepted one of the mortgage offers she found for us and moved into our house that year. It's been very straightforward.

What could they have done better?

There is literally nothing she could have done further. Her service was fantastic and she was so meticulous, kind and helped us understand what can be a very complicated process. We have recommended her to several friends since and we will be contacting her again in the future for any further mortgage services we need. Just brilliant and so professional!

Amy's reply

Thank you very much Tiffany!

Review from verified client

June, 2020

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

Remortgage

How has Amy O'Shaughnessy helped you?

Sorted me a great fixed rate

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing she did everything I asked for fantastic job I even recommended my daughter to speak to her for her mortgage

Amy's reply

Thank you very much Steven!

Review from verified client

June, 2020

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

House move

How has Amy O'Shaughnessy helped you?

She found us a great deal and helped us all the way..

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing!

Amy's reply

Thank you very much Hugh!

Review from verified client

June, 2020

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

Remortgaging and combining existing mortgages.

How has Amy O'Shaughnessy helped you?

Amy was fantastic in collating the necessary information and reaching out to the wider market on our behalf securing us a great rate with everything we’d asked for.

Have you seen the outcome you were hoping for?

Yes everything was fantastic including the communication and ease of contact throughout.

What could they have done better?

Nothing at all - given that I work in an industry where I am interacting with commercial brokers all the time I have no hesitation in recommending Amy.

Amy's reply

Thank you very much Vikas!

Review from verified client

June, 2020

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

I was looking for a new fixed mortgage deal and Amy contacted me from a search engine site. She was very friendly and offered good advice to suit my needs. Would highly recommend her services and is very professional.

How has Amy O'Shaughnessy helped you?

Amy advised me on a new fixed mortgage.

Have you seen the outcome you were hoping for?

I fixed my mortgage for 5 years as I wanted.

Amy's reply

Thank you very much Diane!

Review from verified client

June, 2020

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

I have had a few financial advisors over the years, but Amy was by far the most professional

How has Amy O'Shaughnessy helped you?

Find a mortgage and insurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No Amy understood all of my requirements

Amy's reply

Thank you very much Nick!

Review from verified client

June, 2020

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

Looking to improve mortgage deal.

How has Amy O'Shaughnessy helped you?

Getting the best deal for us.

Have you seen the outcome you were hoping for?

Absolutely good deal

Amy's reply

Thank you very much Lynn!

Review from verified client

June, 2020

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

We were first time buyers and didnt have a clue where to start!

How has Amy O'Shaughnessy helped you?

Amy was AMAZING from start to finish. She advised us honestly and accordingly on every obstacle we hit and helped us get the best possible deal on our first ever mortgage

Have you seen the outcome you were hoping for?

Absolutely and we look forward to reviewing our mortgage with Amy in a few years!

What could they have done better?

Absolutely nothing, Amy was a dream to deal with and i would HIGHLY recommend her to anybody

Amy's reply

Thank you very much Kelly!

Review from verified client

June, 2020

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

We were having trouble getting the type of mortgage we needed from the high street lenders.

How has Amy O'Shaughnessy helped you?

Basically arranged everything, from finder lender through to processing our application.

Have you seen the outcome you were hoping for?

Yes and couldn’t be happier.

What could they have done better?

Absolutely nothing at all, we have no complaints at all.

Amy's reply

Thank you very much Martyn!

Review from verified client

June, 2020

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

Mortgage advice

How has Amy O'Shaughnessy helped you?

she told us some really good advce for our mortgage, some life insurance, and some insurance for the house, she was available to chat with us about any worries we had, over email, text and phone calls

Have you seen the outcome you were hoping for?

yes we're very happy with the out come, couldnt ask for any better

What could they have done better?

Nothing, all was good, couldn't ask for better

Amy's reply

Thank you very much Vickey!

Review from verified client

June, 2020

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

Needed good advice, which Amy gave me

How has Amy O'Shaughnessy helped you?

Arranged my mortgage

Have you seen the outcome you were hoping for?

Yes, the outcome was great ,through out the process Amy kept me informed and was very proffesional.

What could they have done better?

From start to finish the whole process went well, there is nothing I would change. Will definitely request her services if I need help again.

Amy's reply

Thank you very much Robert!

Review from verified client

June, 2020

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

Re-mortgage

How has Amy O'Shaughnessy helped you?

Providing tireless, professional advice and support

Have you seen the outcome you were hoping for?

Not yet but it wouldn't alter this submission. We have had an excellent experience dealing with Amy.

What could they have done better?

Amy has a great skill for providing a service without pressurising or over-selling a services and that made it extremely easy to deal with her.

Amy's reply

Thank you very much Steve, much appreciated!

Review from verified client

June, 2020

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

I was looking to re-mortgage as my current deal was coming to an end.

How has Amy O'Shaughnessy helped you?

Amy has been my adviser for 9 years now, guiding me through two previous re-mortgages and currently we are in the process of applying for my third re-mortgage. I had no doubts in staying with Amy when she took the move to set up her own business and I have recommended her to friends and colleagues and will do so in the future.

Have you seen the outcome you were hoping for?

Both in 2011 and 2015 the outcome was exactly what I hoped for and we are currently midway through the process again in 2020 and Amy has managed to find me a truly excellent option this time and I have no doubt a successful outcome this time too. Amy is professional, friendly, efficient and reliable. These are all qualities I personally feel are so important when you are trusting someone with your finances.

Amy's reply

Thank you very much Michelle, it has been a pleasure to help you over the years!

Review from verified client

June, 2020

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

Extra funding for an extension.

How has Amy O'Shaughnessy helped you?

Took care of paperwork and finding a great deal.

Have you seen the outcome you were hoping for?

Yes

Amy's reply

Thank you very much Kevin!

Review from verified client

June, 2020

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

We wished to remortgage and get the best insurance available to go with it.

How has Amy O'Shaughnessy helped you?

Amy sorted out a new mortgage for us and appropriate insurance very quickly. My husband had had quite a few medical problems and the insurance was not straight forward - but Amy managed to sort it out!

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

Nothing - she arranged everything quickly and to suit our finances! A really good job!

Amy's reply

Thank you very much Gabby!

Review from verified client

June, 2020

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

Internet search

How has Amy O'Shaughnessy helped you?

Found low rate mortgage

Have you seen the outcome you were hoping for?

New mortgage

What could they have done better?

N/a

Amy's reply

Thanks very much Jun!

Review from verified client

June, 2020

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

Looking to obtain best value mortgage

How has Amy O'Shaughnessy helped you?

Amy was incredibly helpful and patient when helping us find the best available mortgage. She was professional throughout the process offering good advice. Also keep us updated throughout.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t honestly think of anything that could have been done better.

Amy's reply

Thank you very much John!

Review from verified client

June, 2020

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

Re-mortgage

How has Amy O'Shaughnessy helped you?

Very clear & professional advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Im not sure

Amy's reply

Thank you very much Stuart!

Review from verified client

June, 2020

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

Finding the best deals on tbe market

How has Amy O'Shaughnessy helped you?

Amy supported and guided us towards finding the best deal for us.

Have you seen the outcome you were hoping for?

Yes certainly

What could they have done better?

Nothing much as Amy is very thorough

Amy's reply

Thank you very much Zaheer!