Reviewed for

Insurance and Protection ( 41 )

Mortgages ( 58 )

Pensions ( 2 )

Equity Release ( 5 )

Investments and Savings ( 1 )

Inheritance Planning ( 2 )

Long Term Care ( 1 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 4 )

£100k - £200k ( 5 )

£50k - 100k ( 3 )

Up to £50k ( 24 )

Client reviews

Repeat review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Oxfordshire

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

Repeat review from verified client

February, 2024

Overall

Service

Advice

Value

Based in Oxfordshire

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.

Repeat review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Oxfordshire

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.

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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.

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

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

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

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.

James's reply

It is a pleasure working with you and lovely to share your journey! Thank you.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

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

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

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.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

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!

James's reply

Thank you Caroline for your 5* review, it has been a pleasure to work alongside you to get the outcome you deserve.

First impression from a user who is not yet a client

March, 2021

Overall

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.

Repeat review from verified client

January, 2021

Overall

Value

Service

Advice

Based in Oxfordshire

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.

James's reply

Thank you Lizzie for your lovely feedback, very happy to be of help!

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

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!

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Buckinghamshire

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.

James's reply

In the middle of an epidemic you have been a delight, even when it was so tough to get anything done! I am so pleased to have secured the right mortgage for such a lovely couple and wish you every happiness in your first home. we will keep in touch and make sure you are supported into your futures too. thank for your such a lovely review.

Repeat review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

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!

James's reply

Fabulous to know, we will keep on informing, Thank you!

First impression from a user who is not yet a client

September, 2020

Overall

Please provide a brief comment about your experience with James

Excellent service

James's reply

Thank you for your review, it was honestly a pleasure speaking with you. I look forward to working with you shortly!

Repeat review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

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!

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Warwickshire

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.

Repeat review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

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.

James's reply

Thank you for taking the time to review, so glad we could help you, it was a pleasure!

Review from verified client

April, 2020

Overall

Service

Advice

Value

Based in Surrey

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

James's reply

Thank you so much for taking the time to leave a review, especially in these unpredictable and difficult times. See you in another 2 years time! Best wishes and stay safe

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

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

James's reply

It is always a pleasure to support you both, and thank you for your continued loyalty and fantastic referrals! James & Mandy

Repeat review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

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

James's reply

Its always a pleasure and Thank you for your continued custom. Service with a smile!

Repeat review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

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

James's reply

Thank you for your continued business and very much appreciate the feedback for 2020! *

Repeat review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Essex

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.

James's reply

Thank you for your continued support, it is always our pleasure. J&M

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

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.

James's reply

5*5*5*5* So nice to meet you and your lovely, growing family and Congratulations on your new home. Very glad we could be of help and thank you for the new business referrals, much appreciated! James & Mandy

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

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

James's reply

Thank you for your 5* review, very glad we could be of help and looking forward to helping your children with their mortgage requirements too!

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Berkshire

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.

James's reply

Thank you for such wonderful feedback. It is always a pleasure to work with you and this time provide you with an end result that is life changing! Thank you also for your referrals, we really appreciate your support.

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

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

James's reply

Thank you for your continued support. We are always happy to provide our services and bespoke solutions and look forward to many more years helping your lovely family!

First impression from a user who is not yet a client

September, 2019

Overall

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.

James's reply

Thank you for your feedback. As explained we would need to to review income and affordability because of your specific requirements. It would be relevant to arrange a face to face meeting to support you moving forward and to this end we await your response to our contact.

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

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.

James's reply

Thank you for your review, we are happy we could be of support in buying your beautiful new home. Congratulations again and we look forward to continuing to share your journey.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

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

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

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

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

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.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in London

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

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Essex

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

James's reply

Thank you Julie for your review, we are so glad we could provide support to change your outcome into a positive future.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

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

James's reply

Thank you Altynay, we are glad to be able to support your growing portfolio of Buy to Lets and look forward to working with you again.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

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!

James's reply

Love working with you Danielle, Thank you for the glowing review!

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Devon

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.

James's reply

what a lovely, glowing review! Thank you for your comments and we are really glad to have supported you with your house move and chance in circumstances, Congratulations!

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

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

James's reply

It is a continued pleasure working with you to achieve your families financial goals, thank you for your review!

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

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

James's reply

It was a pleasure working with you and supporting your financial aspirations, thank you for your feedback.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Essex

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

James's reply

Thank you for your review, it has been a pleasure working with you to support your family goals and financial aspirations!

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

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

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Warwickshire

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!

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

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.

Review from verified client

May, 2018

Overall

Advice

Value

Service

Based in Oxfordshire

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!

Review from verified client

May, 2018

Overall

Service

Advice

Value

Based in Oxfordshire

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

First impression from a user who is not yet a client

May, 2018

Overall

Please provide a brief comment about your experience with James

very nice and professional

James's reply

Thank you Giuseppe for your 5* review, look forward to working with you again in the future.

Review from verified client

January, 2018

Overall

Service

Value

Advice

Based in Oxfordshire

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.

James's reply

Thank you for your review Lizzie, it has been a pleasure getting to know you and supporting you on your financial journey!

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

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

James's reply

Thank you Sharon for your review, glad we were able to help.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

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

Needed a mortgage.

How has James Best helped you?

Obtained an excellent mortgage product.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, he was great. Kept me informed

James's reply

Thank you Truman for your review, glad we could help you with your purchase. It is always a pleasure doing business with your family and friends!

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

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

Re- Mortgage. we were looking to reportage our property.

How has James Best helped you?

Our needs and goals were met. Everything was completed on time.

Have you seen the outcome you were hoping for?

we were successful in getting the mortgage we needed.

James's reply

Thank you for your review, it has been a pleasure helping you and your family achieve your financial goals and we look forward to continuing to do so. Do pass our contact details to your friends and family if they would like to discuss their mortgage and protection requirements with us, we would be delighted for the referral from you!

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

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

Re mortgage and life insurances.

How has James Best helped you?

James and Mandy went above and beyond to find the right mortgage for us.

Have you seen the outcome you were hoping for?

Yes we managed to get better life cover for myself and partner also our mortgage was bigger this time but they managed to secure us a mortgage which we weren't paying a lot more than before.

What could they have done better?

Nothing both James and Mandy were a great help went above and beyond to get us in our home. Would highly recommend to anyone.

James's reply

Thank you both for your review, it has been a delight to help you move into your new family home, glad we could help!

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

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

We became first time buyers.

How has James Best helped you?

We went through all of our mortgage options in a relaxed friendly way, explaining in ways that we understood and allowing us to ask lots of questions.

Have you seen the outcome you were hoping for?

Yes, we ended up with a great mortgage and insurance cover for our new place was all sorted without us having to worry.

What could they have done better?

Nothing, they were brilliant!

James's reply

Thank you for your review, it has been a pleasure helping you take the first step onto the property market, we look forward to continuing our relationship over the years, Good Luck in your First home!

First impression from a user who is not yet a client

December, 2016

Overall

Please provide a brief comment about your experience with James

I was never contacted by anyone so I went elsewhere foe advice

James's reply

Thank your for your interest and with apologies our offices were closed over the Christmas period. It was a pleasure to speak with you yesterday and we look forward to supporting you with your requirements early in the New Year.

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

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

Needed to renew my mortgage.

How has James Best helped you?

mortgage broker.

Have you seen the outcome you were hoping for?

definitely.

James's reply

Thank for your your review, it is a pleasure continuing to support your financial aspirations!

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

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

About time we sorted out cover.

How has James Best helped you?

James & Mandy at Best Financial Planning are so knowledgeable and helpful. My partner & I were interested in Life & Critical Illness cover. Mandy worked tirelessly to find the exact plan for both of us, with additional benefits that suited our lifestyle. They also gave sound financial planning advice at no extra cost, going that extra mile to assist us. I have now recommended Best Financial to many of my friends, who have all been just as pleased with the high level of knowledge, customer service and product provided. I will now use BF for all my financial planning requirements.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

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

Needed help with a remortgage & review of life assurance.

How has James Best helped you?

James helped to find us the best mortgage product and life assurance.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

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

Looking for mortgage advice.

How has James Best helped you?

I have been a client of James for about ten years now. He has consistently found me the best mortgage deals on the market, which has saved me considerable time, money and stress. He has kept me up to date with my life insurance and protection planning during this time and made sure that I am well covered within my agreed budget.

Have you seen the outcome you were hoping for?

Yes. an excellent service, which I am very pleased with.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

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

Looking to remortgage.

How has James Best helped you?

I am a long term client of James and cannot recommend him highly enough. He always delivers on time, every time; nothing is too much trouble and his financial knowledge, professionalism and experience is a refreshing change in the world today. I look forward to paying my mortgage off early and never needing to use my critical illness cover! Thank you Best Financial Planning .

Have you seen the outcome you were hoping for?

Yes and more.

What could they have done better?

James couldn't have done better

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

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

House purchase.

How has James Best helped you?

As a first time buyer James helped me through the mortgage process and explained the options available to me and my partner for life insurance and critical illness cover.

Have you seen the outcome you were hoping for?

Yes. James found me products I felt were suitable to me at good rates. As a first time buyer it was useful to have someone look at a wide range of options, in addition to taking a lot of the stress / confusion out of the application process.

What could they have done better?

No, I was happy with the service

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Warwickshire

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

I had an insurance policy for 10+ yrs which covered loss of earnings and loss of Professional Licence to practice. I had decided to stick with the same broker because it was familiar and I was confident that they were working for me. WRONG WRONG WRONG!.

How has James Best helped you?

It wasn't until I happened upon James at Best Financial Planning that my eyes were opened to better policies with a much better policy cost to benefit ratio. Since that initial eye opener James's company now handles all my Family's requirements. Why? Trust!!!.

Have you seen the outcome you were hoping for?

100%. I have sent several friends and family in the direction of Best Financial Planning. That was 4-5yrs ago. They are all very happy customers.

What could they have done better?

What could my Financial employer have done better? NOt much. My wife and I are very happy with the service.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

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

I was looking to release equity in my property.

How has James Best helped you?

I was recommended to James Best several years ago by one of his clients because I wanted to release equity in my property. I used some of these funds to purchase a couple of BTLs properties and have over the years added a few more, all through James getting me great mortgages. At this time we had no life cover and James set this up and explained how we could put this in trust and the advantages of doing so. It is a relief to have him there when needed and also a calm voice of reason to explain why I need to do things. Very happy with support and help he gives to us and also to recommend him to others.

Have you seen the outcome you were hoping for?

yes I have been very happy with the results.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

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

For a buy to let mortgage.

How has James Best helped you?

He provided quotes and extensive information about life policies.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. I'm completely happy with the service I received.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

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

Self employed, just bought a new house.

How has James Best helped you?

Life insurance and Income protection.

Have you seen the outcome you were hoping for?

Yes, products suited me. Saved me shopping around. Easy to do.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

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

I needed a re-mortgage on my property.

How has James Best helped you?

Advised the best product for me on the terms I required .

Have you seen the outcome you were hoping for?

Yes excellent outcome.

Review from verified client

February, 2016

Overall

Service

Value

Advice

Based in Oxfordshire

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

I'm not particularly good with my finances and needed help.

How has James Best helped you?

I had a new mortgage product saving my money monthly and also a better deal on my life insurance.

Have you seen the outcome you were hoping for?

Yes. Really pleased.

What could they have done better?

Nothing! Everything was explained thouroughly and professionally and I was constantly updated on progress throughout.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Hertfordshire

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

Me and My partner were looking for a mortgage to buy a second home however on speaking to a high street lender this did not seem viable at the time so we contacted James Best.

How has James Best helped you?

James could not have been more helpful. He took the time to understand what we were looking to achieve and also get right to the bottom of our financial situation and how we wanted our mortgage structured. I never felt rushed and everything that I didn't understand was explained to me fully. James gave us the full overview of what was available to us and then talked us through all the different options. James was always available on the phone and via email to discuss the concerns we faced and was even there to support us when our first property fell through offering invaluable advise and support.

Have you seen the outcome you were hoping for?

We had our mortgage applied for and offered and valued within 72 hours. We couldn't be more pleased.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

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

I thought I was under covered for my life and critical illness cover.

How has James Best helped you?

Looked into my policies and gave advice.

Have you seen the outcome you were hoping for?

Yes also managed to claim from previous insurer for wrong advice.

What could they have done better?

All fab, next appointment booked when mortage rates ready for renewal

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

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

New mortgage needed & life protection.

How has James Best helped you?

The service was excellent. Couldn't have helped more, got us the best rates and kept us in the loop every step of the way. Fabulous customer service throughout & after sale. Highly recommend.

Have you seen the outcome you were hoping for?

Yes and more.

James's reply

Thank you for your review of our services Amy, great to see you in your new home! With kind regards as always

Review from verified client

September, 2015

Overall

Advice