Daniel's reviews

Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 31 )

Equity Release ( 4 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 2 )

£100k - £200k ( 1 )

£50k - 100k ( 2 )

Up to £50k ( 20 )

Review

by a verified client in West Midlands

20 days ago

Overall

Advice

Service

Value

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

We were first-time buyers and honestly had no idea where to start. We didn’t know how much we could borrow, what the mortgage process involved, or how to even apply. It all felt pretty overwhelming, so we wanted an adviser who could guide us through everything and make sure we were doing it properly from the beginning.

How has Daniel Jones helped you?

Daniel Jones guided us through the entire process from start to finish. He explained everything in a way that was easy to understand, helped us figure out how much we could borrow, and handled the full mortgage application on our behalf. He secured us a mortgage in principle the same day, and once our offer on a house was accepted, he had our mortgage approved within 48 hours. He took all the stress out of the process, kept everything moving quickly, and was always on hand to answer any questions. He made what could have been a really overwhelming experience feel smooth and straightforward.

Have you seen the outcome you were hoping for?

Yes, completely. We got exactly the outcome we were hoping for—and honestly, even better than expected. We secured a mortgage quickly and smoothly, and the whole process felt far less stressful than we ever imagined. Everything was handled so efficiently that we could just focus on the excitement of buying our home rather than worrying about the details.

What could they have done better?

Honestly, nothing comes to mind. The whole process was smooth from start to finish, communication was clear and quick, and everything was handled efficiently. We felt fully supported the entire way through and couldn’t have asked for a better experience.

Daniel:

Thank you very much for making the time to leave me a review. I understand everybody is busy. Your feedback is greatly appreciated and I look forward to assisting you with any future needs you may have. Indeed, I have diarised to contact you towards the end of your mortgage deal term to assist you with re-obtaining a competitive rate. In the meantime, if you have the opportunity to refer our services to your family/friends please do so.
Review

by a verified client in Shropshire

2 months ago

Overall

Advice

Service

Value

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

I was seeking to remortgage my property in my sole name.

How has Daniel Jones helped you?

Firstly, Daniel Jones is extremely knowledgeable in this field. Daniel worked hard to find the best product for me. Even in the weeks that followed, Daniel continued to search the market for possibly an even better product. Daniel provides the most clarity and detail in all aspects of communication which I greatly appreciated. I found Daniel’s efficiency in communication one of the best that I’ve experienced. Lastly what I found to be most helpful is how friendly and personable Daniel is, not only in person but this carries through in other aspects of communication too which is very reassuring as a client.

Have you seen the outcome you were hoping for?

Absolutely. I couldn’t be happier and this is due to Daniel’s commitment and hard work with my case.

What could they have done better?

I am unable to answer this question as there isn’t a thing I can think of that could have improved the service I received! Very happy!

Daniel:

Thank you very much for making the time to leave me a review. I understand everybody is busy. Your feedback is greatly appreciated and I look forward to assisting you with any future needs you may have. Indeed, I have diarised to contact you towards the end of your mortgage deal term to assist you with re-obtaining a competitive rate. In the meantime, if you have the opportunity to refer our services to your family/friends please do so.
Review

by a verified client in West Midlands

6 months ago

Overall

Advice

Service

Value

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

We were looking to release some Equity from our property in order to carry out work on our home and to ease financial constraints.

How has Daniel Jones helped you?

Daniel was very helpful, he guided us through the process, ensuring it was the right move us. He was very helpful and did not pressure us into making any decisions. He was very thorough in providing us with all the relevant information we needed to make an informed decision

Have you seen the outcome you were hoping for?

Daniel aided us in completing the process and we are now moving forward with our planned projects.

What could they have done better?

Nothing at all

Daniel:

Thank you very much for making the time to leave me a review. I understand everybody is busy. Your feedback is greatly appreciated and I look forward to assisting you with any future needs you may have. In the meantime, if you have the opportunity to refer our services to your family/friends please do so.
Review

by a verified client in West Midlands

9 months ago

Overall

Advice

Service

Value

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

I was looking to remortgage my home.

How has Daniel Jones helped you?

Daniel did a thorough evaluation of my income and expenditure commitments. He then researched and found competitive mortgage offers.

Have you seen the outcome you were hoping for?

I am delighted with the outcome of matching me with a suitable mortgage product.

What could they have done better?

There is nothing that could have been done better. I was given expert advise in a supportive, patient manner with time for me to think and reflect whether the terms were suitable for me.

Daniel:

Thank you very much for making the time to leave me a review. I understand everybody is busy. Your feedback is greatly appreciated and I look forward to assisting you with any future needs you may have. Indeed, I have diarised to contact you towards the end of your mortgage deal term to assist you with any further borrowing you require and re-obtaining a competitive rate. In the meantime, if you have the opportunity to refer our services to your family/friends please do so.
Review

by a verified client in Staffordshire

10 months ago

Overall

Advice

Service

Value

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

Moving house

How has Daniel Jones helped you?

He looked at every available opportunity and explained all options in detail and then awaited my decision. He was most supportive

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The service offered was most excellent

Daniel:

Thank you very much for making the time to leave me a review. I understand everybody is busy. Your feedback is greatly appreciated and I look forward to assisting you with any future needs you may have. Indeed, I have diarised to contact you towards the end of your mortgage deal term to assist you with re-obtaining a competitive rate. In the meantime, if you have the opportunity to refer our services to your family/friends please do so.