James Best

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

How has James Best helped you since your last review?

James continues to provide a thorough informative service. He is such a knowledgeable, kind, insightful and sensible person. He’s extremely professional and trustworthy

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

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How has James Best helped you?

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Have you seen the outcome you were hoping for?

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What could they have done better?

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

Looking for a mortgage on my own, with a lower household income.

How has James Best helped you?

Great advice and specific lending as would also be looking at early repayments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

all was great including looking at my personal cover, as circumstances had changed

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

To buy a house and get protected

How has James Best helped you?

He was really efficient and answered any questions we had and helped guide us through everything.

Have you seen the outcome you were hoping for?

Yes,

What could they have done better?

Nothing, they made the journey really stress free.

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

How has James Best helped you since your last review?

James researched the mortgage market this time we opted for a remortgage that better suited our exact requirements. He has continued to update us on the progress of the transaction and I am confident with his recommendation we are getting the absolute best advice.

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

How has James Best helped you since your last review?

James keeps in touch with us and keeps us up to date with the best mortgage deals for us. He is very professional knowledgeable and helpful. He goes above and beyond to get the best deal on the market.

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

How has James Best helped you since your last review?

Great as always

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

How has James Best helped you since your last review?

James has always been on hand to give sensible advice

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

How has James Best helped you since your last review?

James always provides excellent advice on finances and options. He recently helped me understand mortgage options. I have recommended him to several friends.

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

How has James Best helped you since your last review?

James continues to informative, insightful, professional and extremely efficient. I have every confidence in the advice offered. I value James knowledge. Thank you so much

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

How has James Best helped you since your last review?

James has been very proactive with negotiating and ensuring our most recent mortgage went through with ease. He listened to us carefully and was very attentive to the details. We will most definitely keep using him as our mortgage advisor going forward. Thank you James

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

How has James Best helped you since your last review?

I have used James for another mortgage on a further property. He was particularly good at chasing the solicitors and the legal side of the purchase.

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

How has James Best helped you since your last review?

Contacted me when my Son became Self-Employed to ensure he has cover incase of Injury or Illness. Explained the benefits and how, for a small amount of funds he would be covered if unable to work.

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

How has James Best helped you since your last review?

Always accessible, takes the time to explain advice and friendly. Advice is always fit for me.

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

How has James Best helped you since your last review?

James is an extremely informative and thorough professional. His knowledge, insightful and research undertaken has and continues to be invaluable. Always on point, in a timely and effective manner. Thank you so much James

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

I was first introduced to Best Financial Planning by a friend when I needed to remortgage after my initial fixed term ended. It's been over 4 years and 3 mortgages later and I've never looked back.

How has James Best helped you?

James and Mandy have helped me with remortgaging my residential property at least twice and helped me get my first buy-to-let mortgage. They, and their team, have also helped many of my friends that I have recommended them to over the years.

Have you seen the outcome you were hoping for?

Yes.

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

Moving Property

How has James Best helped you?

Moving Property at the beginning of the Pandemic with the Mortgage Rates changing on a daily basis.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Absolutely Nothing, Service was AMAZING

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

Remortgage and applying for a new mortgage

How has James Best helped you?

Found our mortgage and got life insurances

Have you seen the outcome you were hoping for?

Yes, they went above and beyond, taking into consideration our personal situation and speaking directly with underwriters to get us the best outcome we could have ever hoped for.

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

Moving from a joint mortgage to a single mortgage

How has James Best helped you?

Finding a great deal - handling all the challenges that we had along the way. We were let down by various companies from mortgage providers to surveyors but these were all sorted in a professional and speedy manner

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Everything that could be done was done - infact above and beyond!

Please provide a brief comment about your experience with James

It wasn't James that contacted me, it was one of his associated who was friendly and competent.

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

How has James Best helped you since your last review?

Mandy has sorted out updating my mortgage when my fixed term comes to an end. Again, she takes care of everything and just gives me peace in what can be stressful circumstances. I trust her implicitly.

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

3 years ago I was looking to buy my second property and I was looking for a financial advisor. Luckily I got to meet Mandy and she completely changed my life.

How has James Best helped you?

Mandy’s level of expertise is beyond exceptional. She guided me every step of a way and helped me build my confidence understanding the financial side of becoming a portfolio landlord. We are now at the property number 5 and I can not be more grateful.

Have you seen the outcome you were hoping for?

I have received much more than I was hoping for. The attention to detail and quality of the service was just phenomenal. Couldn’t be happier!

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

Buying a new home

How has James Best helped you?

We worked with Mandy, who explained our options in detail including the impact stemming from Covid, and was subsequently able to access the best product for our requirements and position, and expedite the process to ensure we were able to complete on time in what was a challenging economic environment.

Have you seen the outcome you were hoping for?

Yes. We have our new home on a mortgage that fits our needs perfectly.

What could they have done better?

Nothing. Service was excellent from start to finish.

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

We needed to begin the process of getting a Mortgage to enable us to buy our first property

How has James Best helped you?

We had dealt with Mandy throughout whom supported us by explaining the entire process, end to end (of which we were completely new to) around getting a mortgage as well as guiding us and explaining absolutely everything along the way. We felt incredibly confident in her ability, knowledge and experience and her work ethic and enthusiasm was amazing.

Have you seen the outcome you were hoping for?

Yes - this would have not been achieved as easily, as smoothly and as stress free without Mandy involved. We had started this process in the middle of COVID with a lot of uncertainty and challenge...Mandy eliminated this uncertainty and over come any challenge put forward.

What could they have done better?

Nothing - Mandy was great. 100% communication and support throughout and answered any question we had.

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

How has James Best helped you since your last review?

Conversations and social media updates very informative!

Please provide a brief comment about your experience with James

Excellent service

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

How has James Best helped you since your last review?

James did a full review on our choices before our mortgage rate expired and we are extremely happy we have now re mortgaged, secured an excellent fixed rate for the next 2 years and saved £350pm from our old rate!

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

I wanted someone to look after my mortgage and insurances for me.

How has James Best helped you?

He offered honest and impartial advice. I feel I trust James to guide me to what's in my best interest.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. If he thinks I can do something myself he will tell me, and he is honest about different options and the pros and cons for each supplier of financial products. It's then up to me to make decisions and I'm happy with the decisions I have made.

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

How has James Best helped you since your last review?

James was again really informative, helpful and gave great professional support. James made the negotiating of a remortgage much easily and I got a great deal. I’m very happy and would definitely recommend James should anyone be seeking Mortgage and Insurance Protection advice.

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

The two year fixed rate on my mortgage was due to expire. So I needed help with the re-mortgage.

How has James Best helped you?

The process was started in mid March just before the Coronavirus hit. They were friendly and efficient, despite the virus causing some disruption to how things would normally be done.

Have you seen the outcome you were hoping for?

Yes

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

We were interested in Critical Illness & Life Insurance

How has James Best helped you?

James & Mandy helped source both Critical Illness & Life Insurance for myself and my husband. They spent a great deal of time finding the best cover & provider for our individual requirements. We had such a great experience that we then went back to them for our Mortgage and again we received great service & the perfect mortgage for our circumstances. We highly recommend Best Financial Planning.

Have you seen the outcome you were hoping for?

Yes we have great cover in place. And are very happy with our current Mortgage. We will definitely use them again for all our financial planning needs.

What could they have done better?

N/A

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

How has James Best helped you since your last review?

Reviewed my mortgage for a new fixed rate

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

How has James Best helped you since your last review?

Appropriate regular checking in to confirm that I am happy with service provided

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

How has James Best helped you since your last review?

James is always there for advice whenever I need it, nothing is too much trouble for him.

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

As a first time buyers we was completely new to the house buying process.

How has James Best helped you?

James let us know how much we could borrow and was able to find a mortgage to fit out monthly budget. Along with Mandy he also guided us through our protection requirements and set up our policy. Throughout the process he made himself available and supported us with any questions we had along the way.

Have you seen the outcome you were hoping for?

Absolutely - James got us our mortgage and we are now happy to be in our new house!

What could they have done better?

Nothing comes to mind, we got the outcome we wanted with minimal stress.

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

Needing a house and understanding that with having kids protection was required

How has James Best helped you?

Talking us through all of our options financially

Have you seen the outcome you were hoping for?

Yes in both areas

What could they have done better?

n/a

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

Wanted professional advice and had used James in the past with outstanding results.

How has James Best helped you?

James set me up with the best rate and the best lender. He is professional knowledgeable calm and precise. He knows his market. He sets standards for others to fail. I would not use anyone else.

Have you seen the outcome you were hoping for?

Yes 100 percent.

What could they have done better?

His advise is invaluable he has done a fantastic job. We got the results We expected and he went above and beyond as my case was complicated but We got the job done.

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

Recommend for buy to let mortgage and new mortgage

How has James Best helped you?

James Found what we were looking for excellent service, been with James for 5 years + have always used James for all our mortgages James deals with everything.

Have you seen the outcome you were hoping for?

Total every time

Please provide a brief comment about your experience with James

I was not really given enough of an outline of the process involved in finding an appropriate mortgage.

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

Having decided to make the step to purchase my forever home, it was important to understand every option to make it happen. I received honest and open advise that ultimately contributed to a final decision on the right type of mortgage and insurance protection for my family and i.

How has James Best helped you?

It's rare to discuss financial matters with advise that is in line with your understanding and expectations, James understood the current situation and offered solutions that really worked for us.

Have you seen the outcome you were hoping for?

Very much time well spent i feel i understand more than ever my financial investments and circumstance.

What could they have done better?

There is always room for improvement, however i can honestly say i was very pleased with every step.

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

Buying a second property to let. Needed to remortgage and take out a buy to let.

How has James Best helped you?

I had an excellent service. Found the right deals tailored for me and my individual needs. Explained things in a way I could understand and helped me to make what is a complicated procedure easier.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

Totally happy with the service I received. Excellent communication at all times. Thank you

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

I was looking to arrange the insurances and a mortgage

How has James Best helped you?

James was extremely helpful and helped me to secure mortgages needed as well as assisted me with the best insurances and protection plans for me

Have you seen the outcome you were hoping for?

yes

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

I had a lot of concerns around my finances an ability to secure a mortgage

How has James Best helped you?

I was provided with excellent professional advice and support. My concerns were addressed in a prompt and timely manner

Have you seen the outcome you were hoping for?

I feel very satisfied with my outcome; advice and support was reassuring.

What could they have done better?

I was very pleased my concerns were addressed to promptly.

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

Wanted to buy a flat and was a first-time buyer.

How has James Best helped you?

Gave advice on rates, lenders, what term to go for. Also provided advice on insurance and protection at the time of when I want freelance.

Have you seen the outcome you were hoping for?

yes

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

Sudden death of husband

How has James Best helped you?

James was both professional and supportive , he advised me fully of all my options. , explained my chosen products in full.

Have you seen the outcome you were hoping for?

Yes totally.

What could they have done better?

I can not fault James Service Th

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

But to let mortgage

How has James Best helped you?

Helped to chose the best mortgage provider

Have you seen the outcome you were hoping for?

Yes

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

I was a new business start up and needed some financial advice.

How has James Best helped you?

He gave me clear, professional advice which was understandable to someone like me, who has limited knowledge of the financial world.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't think of anything that wasn't covered, I would thoroughly recommend!

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

Mortgage, life cover and critical illness cover

How has James Best helped you?

Mandy Best went above and beyond. She provided us with a mortgage that exceed our expectations and saved us money. And she put in place life cover and CIC that means we are safe in the event of death or illness. Whilst no one wants to think about these things, it’s hugely reassuring to have them in place and to have policies that meet our requirements.

Have you seen the outcome you were hoping for?

Oh yes! And the rest.

What could they have done better?

I’d love to give some feedback that would help, but there was honestly nothing that Mandy could have done more. She kept me updated and aware at all steps in the process and never let the stress get too much for me. Getting a mortgage is really anxiety provoking but it always felt like she was on my side and if anyone could sort it, she could.

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

Looking for a Mortage and Life cover review.

How has James Best helped you?

I had great advice as I had been misadvised on my previous Life and Critical Illness cover. They also saved me money.

Have you seen the outcome you were hoping for?

Yes, better cover at a better rate.

What could they have done better?

Nothing the service was amazing

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

We needed advice regarding releasing funds from our property through Equity Release.

How has James Best helped you?

James carefully explained to us in a very understandable manner all the pluses and minuses of equity release Taking great care in ensuring we fully understood what equity release implied also making sure that our children were fully aware of our actions He arranged a very good deal for us which we were happy to accept.

Have you seen the outcome you were hoping for?

Yes most certainly.

What could they have done better?

We couldn’t fault anything

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

Re mortgage and looking for life cover.

How has James Best helped you?

He helped look for the best deals but also one that was affordable and right for us as a family.

Have you seen the outcome you were hoping for?

Yes most definitely.

What could they have done better?

Nothing he done everything we asked and more

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

Needed a mortgage after my wife left the bank.

How has James Best helped you?

Google+ 2 years ago Best Financial provide a fantastic service for both personal and business. Mandy and James are obviously well versed in their sector and deliver a simple to understand solution in an area which can be a minefield ! . Would highly recommend for any business and personal financial matters. Tell them I sent you !.

Have you seen the outcome you were hoping for?

yes indeed.

What could they have done better?

I cant think of anything

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

I needed to renew my mortgage deal and looked around for a broker to help me. James was recommended to me and was very good.

How has James Best helped you?

James helped me organise my life insurance and mortgage. I get honest feedback from them and they only offer me what I truly need. I have recommended them to all my friends and they have not been disappointed.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing!

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

I needed advice on the best mortgages available to me for the future.

How has James Best helped you?

James Best gave me quick clear and comprehensive advice with a warm and friendly manner.

Have you seen the outcome you were hoping for?

Yes.

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

Remortgage.

How has James Best helped you?

Found a better mortgage deal.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, excellent service!

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

I had inherited a third of my late mother’s home and wanted to buy another third. The matter was extremely complicated and contentious.

How has James Best helped you?

James listened, gave objective and sound advice regarding my legal rights and realistic options available to me.

Have you seen the outcome you were hoping for?

Most definitely, I was able to buy the third share that I wanted.

What could they have done better?

I was very pleased with the outcome. I really valued the advice given. James was and continues to be clear, concise and appropriate / realistic. Thank you

Please provide a brief comment about your experience with James

very nice and professional

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

Buying my first propwrty.

How has James Best helped you?

Mandy did it all for me and took away the stress of figuring out who to consider in my mortgage search. She made it a breeze!.

Have you seen the outcome you were hoping for?

Absolutely. Two years ago Mandy arranged my mortgage and this month she has renegotiated it for me.

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

I wanted sound professional and objective advice re: mortgage.

How has James Best helped you?

He was extremely efficient, informative, professional and helpful.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, excellent swift service