Jake Smith

Review from verified client

March, 2020

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

Remortgage due to separation

How has Jake Smith helped you?

Remortgage due to separation

Have you seen the outcome you were hoping for?

Yes an really quickly

What could they have done better?

Nothing over the moon with Jake

First impression from a user who is not yet a client

March, 2020

Please provide a brief comment about your experience with Jake

Very satisfied he’s been really helpful an always contactable

Review from verified client

December, 2019

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

I was recently moving home, however porting the existing mortgage due to being in the fixed term. I spoke to Jake to see what the best way to do this was as I wished to avoid the early repayment fee.

How has Jake Smith helped you?

Jake was able to advise on the ways to avoid the repayment fees. He was also able to advise on the process of doing so, benefits of this and anything ancillary. Jake also gave a number of options to help us make an informed choice.

Have you seen the outcome you were hoping for?

Yes, we managed to get sorted with no stress. Jake handled everything and got in touch with regular updates or when he needed information. He was very flexible in terms of meeting with us.

Review from verified client

December, 2019

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

We were wanting to get the best deal and advice with our new mortgage.

How has Jake Smith helped you?

He helped us switch our mortgage deals and gave us advice when we needed it.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2019

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

Look to enter the market as a first time buyer using the help to buy scheme, I was looking for the most suitable mortgage for me.

How has Jake Smith helped you?

He helped me find the best possible rate at the time and offered advise throughout the process.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2019

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

Looking to re-mortgage and research an additional buy-to-let mortgage

How has Jake Smith helped you?

Jake provided expert advice on what was the most cost efficient way in re-mortgaging our ported products. In addition to this he provided excellent information on the best way to go about maximising buy-to-let opportunities.

Have you seen the outcome you were hoping for?

Yes we achieved a very pleasing saving on our products

Review from verified client

November, 2019

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

To get a mortgage and protection

How has Jake Smith helped you?

Sorted our Mortgage and Protection

Have you seen the outcome you were hoping for?

We certainly have

What could they have done better?

To be honest nothing, Jake was courteous , helpful and professional

First impression from a user who is not yet a client

November, 2019

Please provide a brief comment about your experience with Jake

After many months of enquiring with many people I was told to get in touch with Jake by a friend. I must admit that Jake helped put my mind at ease after many months of stressing. Jake was always in communication with me throughout the process of looking at different mortgages and trying to find the policy which best suited me. I would highly recommended anybody who is worried about anything to do with getting a mortgage to get in touch with jake.

Review from verified client

September, 2019

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

Remortgaging

How has Jake Smith helped you?

He expertly organised my remortgage and looked into income and life protection for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - he was friendly, professional and knowledgable

Review from verified client

September, 2019

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

First Time Buyers seeking a mortgage

How has Jake Smith helped you?

Jake reviewed the market and found us the best possible rate at that time. He was able to take us through the whole process and was able to offer advice on areas we were unsure about. The whole process was easy from start to finish.

Have you seen the outcome you were hoping for?

Very happy with the offer we have received.

Review from verified client

August, 2019

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

New home

How has Jake Smith helped you?

Jake hit me a mortgage offer, he was very professional!

Have you seen the outcome you were hoping for?

Yes, excellent service

What could they have done better?

Nothing, everything was excellent and efficient

Review from verified client

August, 2019

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

I was looking to re-mortgage my shared ownership house

How has Jake Smith helped you?

He got me a much better deal than I was currently on and made the whole process easy

Have you seen the outcome you were hoping for?

Yes definitely! I have managed to reduce my term and my monthly payments.

What could they have done better?

N/A

Review from verified client

August, 2019

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

We were looking for our first mortgage.

How has Jake Smith helped you?

He found myself and my partner a mortgage, even with my adverse credit history. Also he found us a life insurance policy that covers our health issues.

Have you seen the outcome you were hoping for?

Yes we have. We have been living in our home for 6 weeks now. It is a great feeling knowing that its ours, that is all down to Jake.

What could they have done better?

I honestly can not find fault, sorry.

Review from verified client

August, 2019

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

We needed a financial advisor to help us with finding the best mortgage.

How has Jake Smith helped you?

Jake helped find us a good mortgage, talked us through everything clearly and provided us with honest advice as well.

Have you seen the outcome you were hoping for?

Yes.