Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 5 )
Financial Mentoring ( 1 )
Reviewers' assets
Up to £50k ( 5 )
Client reviews
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review from verified client
April, 2023
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Not fully knowing the process and steps to purchase my first home.
How has Carol White helped you?
She has gone above and beyond to help me purchase me first home, from helping me make sense and complete paperwork to chasing up (without being asked) every step of the way. No request was too much for Carol or question too silly. I can't thank her enough for helping me every step of the way and for her expertise advice and efficiency. I can't recommend her enough.
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
I can honestly say Carol couldn't have done any better. The process was so quick, smooth and efficient. She is such a knowledgeable professional.
Review from verified client
April, 2023
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Required mortgage advice
How has Carol White helped you?
Carol has sought mortgages for me on two occasions, in 2017 and 2022. On both occasions she has delivered products to a highly professional standard and worked incredibly hard to get the best deal for us! Her advice is second to none and always up to date and relative with the current financial market. She is very good at explaining things in layman's terms without making you feel uncomfortable; her communication is fab! Very approachable advisor, wouldn't go to anyone else.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Personally, she couldn't improve anything.
Review from verified client
March, 2022
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
Based in Lincolnshire
What were the circumstances that caused you to initially look for an adviser?
New home buyer
How has Carol White helped you?
Carol helped by advising us which mortgage would be best suited to us and answered all the questions we had
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
March, 2022
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
Based in Lincolnshire
What were the circumstances that caused you to initially look for an adviser?
Needing to re-mortgage
How has Carol White helped you?
She found me a mortgage at a very competitive interest rate.
Have you seen the outcome you were hoping for?
Yes I am more than happy with the outcome.
What could they have done better?
I can’t fault Carol on the way she handled everything. Always on hand for advice and very quick and efficient.
Review from verified client
March, 2022
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
Based in North Humberside
What were the circumstances that caused you to initially look for an adviser?
Me and my partner are buying our first home
How has Carol White helped you?
Carol has helped us hugely by helping us understand the process of the mortgage and offering her best advice in regards to the process and application
Have you seen the outcome you were hoping for?
Yes 100%! Carol has taken our ideal price in mind and helped us succeed on this!