Jason Whitehead

Review from verified client

September, 2024

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

Hemp & advice in buying our home

How has Jason Whitehead helped you?

Helped us get a mortgage, advise on the whole process & amazing support throughout

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Absolutely amazing support & advice Couldn’t ask for more from him

Review from verified client

August, 2024

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

Given notice to move out

How has Jason Whitehead helped you?

Helped with mortgage and insurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

August, 2024

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

We wanted to buy a family hone

How has Jason Whitehead helped you?

Jason went through all of our options that was available to is

Have you seen the outcome you were hoping for?

Yes. Jason secured a mortgage for us

What could they have done better?

Nothing

Repeat review from verified client

August, 2024

This review is a follow-up review from a client who left a review previously.

How has Jason Whitehead helped you since your last review?

Helped secure new competitive mortgage

Review from verified client

May, 2024

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

Finder other advisers not achieving what they said they could do Jason has gone above and beyond and most importantly DELIVERED !

How has Jason Whitehead helped you?

Re mortgages,mortgage ,insurances , general advice

Have you seen the outcome you were hoping for?

100%

What could they have done better?

Nothing

Review from verified client

March, 2024

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

We were recommended Jason by a friend

How has Jason Whitehead helped you?

Jason has helped me build my portfolio with common sense advice and plain talking to make things easy to understand

Have you seen the outcome you were hoping for?

Yes I’ve had 6 mortgages with Jason

What could they have done better?

Nothing. The service is second to none.

Review from verified client

March, 2024

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

Buying a property and a mortgage

How has Jason Whitehead helped you?

Jason has taken stress off of us when sorting all the finer details out, and problems that occurred he was straight on it.

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

Nothing everything was spot on

Review from verified client

March, 2024

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

Advice and guidance on my personal Life Insurance and end of term on current mortgage

How has Jason Whitehead helped you?

He listened to my requirements and took our personal situation into account, delivered a prompt assessment with solid advice and options. He took away all the hassle of negotiating with providers and delivered value for money for me

Have you seen the outcome you were hoping for?

Yes, he has managed to deliver the best outcome for me and the family in a very difficult market place. With no stress on me as he did all the hard work.

What could they have done better?

I can't think of anything that could have been done better, Jason and team looked after our interests with great outcomes.

Review from verified client

March, 2024

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

Mortgage needed renewal

How has Jason Whitehead helped you?

Jason looked for the best options for us.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2024

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

Our personal circumstances required specialist support and someone who could advise accordingly.

How has Jason Whitehead helped you?

Jason has provided sound advice on our mortgage plan from the very beginning of our relationship. He understood our position and was very honest about how long things would take. He has taken us from being stuck with an expensive mortgage and a complicated horizon to a clear future with a large high street lender.

Have you seen the outcome you were hoping for?

Absolutely. Jason has put us in the position we had hoped for after some difficult times.

What could they have done better?

Nothing, I am completely satisfied with everything that has been done.

Repeat review from verified client

March, 2024

This review is a follow-up review from a client who left a review previously.

How has Jason Whitehead helped you since your last review?

Whenever I have a financial question, I know I can call Jason and he'll be able to help me.

Review from verified client

December, 2023

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

Had to secure two mortgages which were both complex and timely. A BTL and Local Authority RTB. Timings were crucial and the right advice required.

How has Jason Whitehead helped you?

Yes Jason provided excellent service and great advice. Both mortgages secured.

Have you seen the outcome you were hoping for?

Yes and we have used him to re mortgage after the initial periods came to an end.

What could they have done better?

It was a difficult situation as we lost a family member during what was a high pressured purchase. Jason was patient and was able to manage the situation despite our emotions at that time. For us it could not have gone any better.

Review from verified client

December, 2023

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

Mortgage advice

How has Jason Whitehead helped you?

Jason has rearranged and arranged new buy to let mortgages for us over a number of years.

Have you seen the outcome you were hoping for?

Yes, always finds a successful outcome..

Review from verified client

December, 2023

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

First time buyers

How has Jason Whitehead helped you?

Helped us get the best deal possible

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

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

My partner and I were looking to buy a home, Jason was recommended to us.

How has Jason Whitehead helped you?

Jason has secured us a fantastic mortgage rate in this current financial situation which is greatly appreciated.

Have you seen the outcome you were hoping for?

Yes, as stated we have a great mortgage rate now.

What could they have done better?

Genuinely nothing.

Review from verified client

December, 2023

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

in 2019 myself and my partner were in a Debt Repayment Plan and needed the advice and expertise of a broker to find a mortgage lender that would make an offer despite our circumstances. Following that it has been a progression to improve the product offer on each re-mortgage occasion resulting in this year being accepted by a large high street lender

How has Jason Whitehead helped you?

He has understood our situation and sought the best possible deals that were available to us.

Have you seen the outcome you were hoping for?

Yes, the outcome is exactly where we wanted to be, despite the alarming rise in interest rates. This outcome is also exactly where Jason predicted us to be and has resulted in being back on the high street.

What could they have done better?

Nothing, I am completely satisfied with the service provided.

Repeat review from verified client

October, 2023

This review is a follow-up review from a client who left a review previously.

How has Jason Whitehead helped you since your last review?

Advised us on settlement

Review from verified client

October, 2023

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

We've used Jason numerous times to secure a suitable mortgage and set up family healthcare and life insurance.

How has Jason Whitehead helped you?

We've used Jason for several mortgages, life insurance and health insurance policies. Our last mortgage application was particularly complicated, however Jason persevered and fought our corner to get the mortgage we wanted.

Have you seen the outcome you were hoping for?

Yes every time.

What could they have done better?

Nothing - he's been great.

Review from verified client

October, 2023

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

Remortgaging

How has Jason Whitehead helped you?

With mortgage advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

September, 2023

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

I’ve used Jason Whitehead several times in the past to advise me on the products available

How has Jason Whitehead helped you?

Jason sourced, analysed and recommended the most suitable product for us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We are extremely happy with Jason’s advice

Review from verified client

September, 2023

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

First time mortgage advice needed

How has Jason Whitehead helped you?

Succeeded!! Great advice given.

Have you seen the outcome you were hoping for?

Yes, just awaiting for solicitors to speed up end result.

What could they have done better?

Nothing

Review from verified client

September, 2023

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

Looking for a mortgage, didn't think I would be able to get one being self employed and my age.

How has Jason Whitehead helped you?

Got a mortgage and life insurance

Have you seen the outcome you were hoping for?

Yes far better than I could have hoped for.

What could they have done better?

Nothing

Review from verified client

September, 2023

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

We are looking to re-mortgage some properties.

How has Jason Whitehead helped you?

Jason found us some great deals on two remortgage deals

Have you seen the outcome you were hoping for?

Yes, the timing and advise was really good. Definitely saved us money.

What could they have done better?

Nothing.

Review from verified client

September, 2023

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

I needed to raise capital against a rental property and didn't know the best product on the market.

How has Jason Whitehead helped you?

Jason sought the best product for me; applied on my behalf and the mortgage completed. I also received cashback towards my legal fees

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

September, 2023

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

House purchase

How has Jason Whitehead helped you?

Jason strived to get me the best mortgage deal available.giving me sound advice throughout the whole application process

Have you seen the outcome you were hoping for?

Yes we’re in our new home

What could they have done better?

Nothing at all

Review from verified client

September, 2023

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

A second morthage

How has Jason Whitehead helped you?

He was extremely helpful and thorough in his help and advice

Have you seen the outcome you were hoping for?

Ansolutely

What could they have done better?

The whole process was positive and communicative .

Review from verified client

September, 2023

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

We were first time buyers and felt in over our heads looking and attempting to understand the multiple types of mortgages.

How has Jason Whitehead helped you?

Jason was brilliant, constant contact informing us of what was happening, explaining the different types of mortgages available and explaining the outcomes of each mortgage. He went above and beyond to assist us when the underwriters found issues in our payslips, which he quickly and efficiently resolved getting everything back on track.

Have you seen the outcome you were hoping for?

We now have an affordable mortgage, and a relatively well understanding of everything that comes with it.

Review from verified client

September, 2023

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

Needed to remortgage

How has Jason Whitehead helped you?

Got me a great deal when the prices first went up and locked it in for me and a crucial time.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Was excellent through out the process and contacted me every step of the way.

Review from verified client

September, 2023

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

Purchasing a property

How has Jason Whitehead helped you?

Sound mortgage advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All satisfactory

Review from verified client

September, 2023

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

Need to buy our first house

How has Jason Whitehead helped you?

Jason was informative, knowledgeable but best of all patient

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of

Review from verified client

September, 2023

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

Looking to remortgage on a property.

How has Jason Whitehead helped you?

After talking it through, Jason gave me a few options which I didn’t even think about and came out better off than when I walked in

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

I don’t think he could

Review from verified client

September, 2023

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

Recommend from a friend

How has Jason Whitehead helped you?

New mortgage and life cover

Have you seen the outcome you were hoping for?

Absolutely, brilliant solutions made available

What could they have done better?

Nothing!, first class service and great advice and thorough knowledge provided

Review from verified client

September, 2023

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

I have used Jason for a number of years and is always my first point of call when I need advise or need to renew anything.

How has Jason Whitehead helped you?

We were struggling a few years back and couldn’t see a way out. Jason with his expert knowledge helped and we now look back on how things could of been so much worse without his help.

Have you seen the outcome you were hoping for?

Definitely!!!

What could they have done better?

Nothing.

Review from verified client

September, 2023

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

We found the market confusing and wanted independent advice

How has Jason Whitehead helped you?

Found us a good deal on our mortgage change

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

September, 2023

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

Due to lack of spare time, Jason took all the time & pressure of trying to sort a mortgage myself

How has Jason Whitehead helped you?

Sourcing & explaining a residential mortgage

Have you seen the outcome you were hoping for?

Yes and he has also managed to get me the best possible outcome when I need to renew my mortgage

What could they have done better?

Twice I have needed to visit the office to drop off some paperwork by hand and he didn’t offer me a cup of tea!!!

Review from verified client

August, 2023

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

Remortgaging a buy-to-let property.

How has Jason Whitehead helped you?

Jason was very knowledgeable and listened to what I wanted and my circumstances.

Have you seen the outcome you were hoping for?

I am happy with the mortgage.

Review from verified client

August, 2023

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

Needed hep on a buy to let property

How has Jason Whitehead helped you?

We above and beyond to help

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

No excellent service

Repeat review from verified client

July, 2023

This review is a follow-up review from a client who left a review previously.

How has Jason Whitehead helped you since your last review?

Re-mortgaging property

Review from verified client

March, 2023

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

Property investment

How has Jason Whitehead helped you?

Jason has looked after me for the past 9/10 years building my property portfolio

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Occasionally gets snowed under with other client's work, but we get there in the end

Review from verified client

February, 2023

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

Remortgaging a rental property

How has Jason Whitehead helped you?

Took time to get the best deal and kept us informed

Have you seen the outcome you were hoping for?

Yes very pleased

What could they have done better?

Don’t think they could have done better

Review from verified client

February, 2023

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

I have used several brokers over the years but since using Jason we have moved all our business to him,outstanding service and a chap who genuinely goes the extra mile to get you over the line

How has Jason Whitehead helped you?

he has secured several BTL and residential mortgages plus private medical cover and life insurance

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

February, 2023

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

Remortgage

How has Jason Whitehead helped you?

With a remortgage and life insurance

Have you seen the outcome you were hoping for?

Yes absolutely fantastic

What could they have done better?

Absolutely not Jason gives 110%

Review from verified client

February, 2023

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

Property investment

How has Jason Whitehead helped you?

I've worked with Jason and his company for many years now and he is extremely knowledgeable in the world of property finance and investment.

Have you seen the outcome you were hoping for?

Yes, the majority of times Jason has secured a better deal for me.

Review from verified client

February, 2023

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

We needed an open, honest and straight talking mortgage advisor.

How has Jason Whitehead helped you?

He found our mortgage quickly and sorted out our life insurance.

Have you seen the outcome you were hoping for?

Yes! Mortgage & insurance arranged quickly. Any hiccups along the way were due to third parties and not Jason.

What could they have done better?

Nothing in our opinion. He's like Ronseal.... does exactly what it says on the tin!

Review from verified client

February, 2023

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

I thought that we wouldn't be able to get a mortgage being self employed. Someone recommended Jason to us, the best thing to happen.

How has Jason Whitehead helped you?

With Jason's extensive knowledge we were provided with several options. We chose one and with in a few months we owned our house.

Have you seen the outcome you were hoping for?

There were a few sticking points with the mortgage provider which Jason sorted for us. He was always there when we need help or advice.

What could they have done better?

Nothing.... more than happy with the service provided.

Jason's reply

Sorry Greg I do offer a referal reward of £100 to anyone who comes mentioning that you recomneded me. I usual mention it when i give you my business cards

Review from verified client

February, 2023

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

Bying a buy to let property

How has Jason Whitehead helped you?

Securing a mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2023

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

To arrange a buy to let mortgage

How has Jason Whitehead helped you?

Clear, honest advice.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing, they were always available to answer any questions.

Review from verified client

February, 2023

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

House purchase

How has Jason Whitehead helped you?

I was recommended Jason who had previously provided a great mortgage deal for a good friend.He advised me on my mortgage options and what was the best deal for our house purchase.

Have you seen the outcome you were hoping for?

Yes,we’re into our new home and very happy with the help,advice and product we received.

What could they have done better?

In my opinion nothing!,jason went above and beyond to help us with the whole process.

Review from verified client

February, 2023

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

Mortgage advise

How has Jason Whitehead helped you?

With the above

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Jason's reply

Martyn Thanks for the feedback however just a couple of points I thought we had made a plan for the future of your mortgage and how to go about things moving forward if you need reminding just let me know. with regards to your personal challenges although we didnt discuss them directly we did cover them in the way i completed my fact find discussing vulnerable people and various other topics. Once again if you need me to cover tehm again Im more than willing to give you a shout. More to the point and sincerly may I thank you for trusting us with your mortgage and protection needs now and in the future

Review from verified client

February, 2023

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

We were looking for a mortgage broker to help us with a holiday let.

How has Jason Whitehead helped you?

He managed to secure a very competitive mortgage for us with a great lender.

Have you seen the outcome you were hoping for?

Yes, without his help we would not have know about this lender.

What could they have done better?

Nothing as far as we are concerned. It was great advice at a very reasonable price.

Repeat review from verified client

October, 2022

This review is a follow-up review from a client who left a review previously.

How has Jason Whitehead helped you since your last review?

Helped us to plan for paying off our mortgage

Review from verified client

August, 2022

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

Re-mortgaging a buy-to-let property

How has Jason Whitehead helped you?

Jason gave clear information, explained everything well, and understood my wishes and relationship to risk. He seemed to understand the products and the market.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2022

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

Re mortgage

How has Jason Whitehead helped you?

Went out of his way on several occasions to help me with complicated. Paperwork

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

No

Review from verified client

July, 2022

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

I wanted to buy a property

How has Jason Whitehead helped you?

He helped us with where and what to buy and the mortgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

July, 2022

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

Buying new property

How has Jason Whitehead helped you?

He helped us get our mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Review from verified client

July, 2022

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

Help with purchasing a buy to let property

How has Jason Whitehead helped you?

Arranged the best rate mortgage

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2022

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

Looking for a mortgage

How has Jason Whitehead helped you?

Secured two mortgages for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

July, 2022

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

Property Investment

How has Jason Whitehead helped you?

I have worked with Jason for many years now and he has always given me excellent financial advice with regards to building up my property portfolio and has always found me the best mortgage deals.

Have you seen the outcome you were hoping for?

Yes, and when problems with solicitors arise, Jason sorts it out for me.

Review from verified client

July, 2022

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

needed health insurance and wanted some advice on future planning

How has Jason Whitehead helped you?

gave me excellect face to face advice and put me on the right track

Have you seen the outcome you were hoping for?

yes, 100%

What could they have done better?

nothing, happy

Review from verified client

July, 2022

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

Looking at adding additional property to portfolio and using equity in current home.

How has Jason Whitehead helped you?

Excellent adviser with huge knowledge of all aspects of mortgages including BTL and Residential.

Have you seen the outcome you were hoping for?

Perfect. Jason managed to get exactly what we needed.

What could they have done better?

Nothing. 100% adviser.

Review from verified client

July, 2022

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

I needed to remortgage.

How has Jason Whitehead helped you?

Jason has helped me to remortgage and is also in the process of securing further funds for me to carry out improvements to my home.

Have you seen the outcome you were hoping for?

Yes I have been totally satisfied to date.

What could they have done better?

I cannot think of any way that the service could have been improved.

Review from verified client

July, 2022

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

To advise on my sons mortgage

How has Jason Whitehead helped you?

achieved a mortgage for a young man who will now be able to get on the housing ladder

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

July, 2022

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

Need for remortgage

How has Jason Whitehead helped you?

Jason has helped with a remortgage on two occasions now.

Have you seen the outcome you were hoping for?

Yes both remortgages were dealt with quickly and efficiently .

Review from verified client

July, 2022

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

To get a Mortgage for our home

How has Jason Whitehead helped you?

He found us a brilliant deal and helped us the whole way through, as people who don't understand that world Jason made everything clear and simple for us.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

July, 2022

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

I was buying a house

How has Jason Whitehead helped you?

Jason has helped me secure a mortgage with ease and confidence. Very professional and explains everything well

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

N/a

Review from verified client

July, 2022

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

I needed some professional advice so I searched for a financial advisor and decided to go with vitality mortgages Ltd

How has Jason Whitehead helped you?

Jason has given me valuable professional advice with his vast knowledge of mortgages . He enabled myself to get the best possible deal .

Have you seen the outcome you were hoping for?

Yes very pleased with all outcomes as always the desired product was the result

What could they have done better?

I would t say any anything could of been better as personally for myself everything was as I’d hoped for

Review from verified client

July, 2022