Rita's reviews

Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 16 )

Pensions ( 1 )

Equity Release ( 22 )

Investments and Savings ( 4 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 1 )

£100k - £200k ( 1 )

£50k - 100k ( 1 )

Up to £50k ( 9 )

Review

by a verified client in Fife

5 years ago

Overall

Advice

Service

Value

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

I decided I wanted to release some capital from my house

How has Rita Davidson helped you?

She talked me through everything, explaining all that was involved and the timescale it would take

Have you seen the outcome you were hoping for?

Absolutely and more. Rita certainly knows her business and was extremely professional and efficient. She kept us up to date all the way through the transaction

What could they have done better?

She couldn’t have done any better and would not hesitate to recommend her to anyone needing financial advice

Review

by a verified client in Angus

5 years ago

Overall

Advice

Service

Value

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

I was looking for someone to help with a first time buyer's mortgage and First Home Fund application.

How has Rita Davidson helped you?

Rita helped by sourcing the best deals not only for mortgage, but for life insurance and First Home Fund too. She gave lots of recommendations for buying a house, solicitor finding as well as recommended broker for buildings and contents insurance.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

In my opinion Rita went above and beyond with her service. She was prompt and always there for advice. She was quick to respond to every query, and made the whole process smooth and painless.

Review

by a verified client in Perthshire

5 years ago

Overall

Advice

Service

Value

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

As first time buyers we were looking for advice and help to get a mortgage.

How has Rita Davidson helped you?

Rita guided us through the whole process of buying our first home and got us a great mortgage even during the challenging time of the coronavirus pandemic.

Have you seen the outcome you were hoping for?

Absoloutely, we got our mortgage through with a great rate and in good time. Rita was friendly, approachable and helpful throughout, couldn’t recommend her enough.

First impression

by a VouchedFor user

5 years ago

Overall

Please provide a brief comment about your experience with Rita

Very friendly and excellent service thus far.

Review

by a verified client in Fife

5 years ago

Overall

Advice

Service

Value

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

Help out with children’s mortgages.

How has Rita Davidson helped you?

Gave perfect advice on how to go about equity release.

Have you seen the outcome you were hoping for?

Very much so .

What could they have done better?

Couldn’t fault very attentive ,