Daniel Jones

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.

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

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

I wanted to release equity from my home

How has Daniel Jones helped you?

Daniel met with me, ascertained my requirements and helped me to find a product that worked for me. I was very nervous about this process but Daniel was reassuring and really put me at ease

Have you seen the outcome you were hoping for?

Absolutely, I am very happy

What could they have done better?

Nothing!

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

We're expecting our second child, and therefore the need has arisen to upsize. We reached out to understand our options, with the ambition to make an offer following the sale of our home.

How has Daniel Jones helped you?

Dan has been brilliant from the get-go. We're a returning client, and it seemed like no time had passed at all. We have reviewed our position, noting changes to both our work and family since we purchased our first home. Following this Dan guided us to obtain a decision in principle for a property we had our hearts set on. However, when this sold, Dan worked with us not only to allow us to view further homes with our eyes wide open in respect to adorability, but also to ensure we're getting the most out of our current mortgage setup whilst the transition to our next home takes a little longer than we were initially expecting.

Have you seen the outcome you were hoping for?

In respect to advice given, absolutely. Dan has helped us navigate multiple scenarios and outcomes.

What could they have done better?

Nothing. We're so grateful for Dan's time and dedication.

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

I was looking for advice regarding purchasing my first property and mortgage options available to me.

How has Daniel Jones helped you?

Dan provided excellent advice with respect to the mortgage process, available products and also the different options which I could have taken all in great detail.

Have you seen the outcome you were hoping for?

Dan is very efficient and dealt with my mortgage in principle and application very quickly, an excellent client service.

What could they have done better?

N/A