Jason's reviews
Reviewed for
Insurance and Protection ( 70 )
Mortgages ( 178 )
Pensions ( 1 )
Equity Release ( 16 )
Investments and Savings ( 5 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Financial Planning ( 6 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 14 )
£100k - £200k ( 12 )
( 1 )
£50k - 100k ( 14 )
Up to £50k ( 56 )
Review
by a verified client in Gloucestershire
22 days ago
Overall
Advice
Service
Value
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?
Jason helped me massively, I thought I had to sell a house I shared with my nan as her children had to have their inheritance, but a friend recommended Jason to us and I am so pleased as I did not know a buy to let mortgage was possible to buy out my mother and uncle and thankfully I have kept the house.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Could not of done anything better, I am so grateful to Jason for helping me.
Review
by a verified client in Monmouthshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Morgage
How has Jason Whitehead helped you?
Jason made a daunting task of a self employed Morgage extremely simple and stress free. He was extremely knowledgeable and helpful at every point of the process.
Have you seen the outcome you were hoping for?
Yes, I have my Morgage offer :)
What could they have done better?
Absolutely nothing
Repeat review
by a verified client in Somerset
4 months ago
Overall
Advice
Service
Value
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?
Jason has been helping me with a remortgage on a buy-to-let property.
Repeat review
by a verified client in Oxfordshire
8 months ago
Overall
Advice
Service
Value
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?
Jason helped me secure a new, larger mortgage during challenging times in the UK housing market (summer 2023). We also renewed and increased my life insurance policy.
Repeat review
by a verified client in Gloucestershire
8 months ago
Overall
Advice
Service
Value
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?
Advise on settlement of mortgage