Jason's reviews
Reviewed for
Insurance and Protection ( 70 )
Mortgages ( 179 )
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 )
Repeat review
by a verified client in Monmouthshire
10 days 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 helped with sorting mortgages for various properties. His service, communication and professionalism were brilliant.
Review
by a verified client in Gloucestershire
2 months 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
2 months 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
5 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
9 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.