Melanie Eastwood

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

Investments

How has Melanie Eastwood helped you?

Advise and advestments

Have you seen the outcome you were hoping for?

Not as yet

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

invest a large amount of money

How has Melanie Eastwood helped you?

supported me in investing the money

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Melanie could have been a bit more realistic in her email communication regarding when she would reply. Quit often we had to chase what was happening.

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

To move investments in order to reduce costs and easier access. Also to put LPA’s in place.

How has Melanie Eastwood helped you?

Financially to move investments quickly easily and efficiently. Also on future guidance on banking, tax and money home expenditure

Have you seen the outcome you were hoping for?

Yes very pleased

What could they have done better?

Excellent service and I cannot think of anything to improve on to date.

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

Wanted to get a mortgage and needed advice on how to achieve this

How has Melanie Eastwood helped you?

Very helpful with providing all the information we needed to get a mortgage. Found the portal useful and easy to upload documents.

Have you seen the outcome you were hoping for?

Yes, we now have a mortgage

What could they have done better?

N/A

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

Buying my first home.

How has Melanie Eastwood helped you?

Melanie’s experience and knowledge of mortgages helped us get the best deal, we were delighted with her services.

Have you seen the outcome you were hoping for?

Yes, thanks to Melanie’s advice, we secured our mortgage and have now purchased our first home.