Lisa's reviews
Reviewed for
Insurance and Protection ( 59 )
Mortgages ( 188 )
Pensions ( 1 )
Equity Release ( 12 )
Investments and Savings ( 3 )
Inheritance Planning ( 1 )
Long Term Care ( 2 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 3 )
£100k - £200k ( 10 )
( 1 )
£50k - 100k ( 11 )
Up to £50k ( 82 )
Review
by a verified client in Staffordshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remirtgage
How has Lisa Jackson helped you?
Lisa gave me great advice in finding the best deal for my buy to let mortgage, she was flexible and even worked around my busy work schedule
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Northamptonshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
First time buyers looking to buy a house
How has Lisa Jackson helped you?
Lisa was a delight through the whole process of buying a house! As someone who knew very little about the housing market and process, Lisa was really supportive and kept us informed every step of the way, did the necessary chasing and got us the best morgate rate possible☺️
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing- would highly recommend!!
Review
by a verified client in Staffordshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re Mortgage for a rental property
How has Lisa Jackson helped you?
Found us the most apocopate solution to fit our current situation.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Staffordshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We where buying are first home and needed an adviser.
How has Lisa Jackson helped you?
Lisa has helped us so much with getting the best mortgage deals that suits us and getting all relevant insurances in place.
Have you seen the outcome you were hoping for?
Yes 100%
What could they have done better?
Nothing she’s amazing.
Review
by a verified client in Staffordshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving house and the need for greater protection in terms of insurance.
How has Lisa Jackson helped you?
Lisa has been our advisor for over 10 years and more recently, Lisa has worked with us to understand our new requirements and found products on the market that suited our needs.
Have you seen the outcome you were hoping for?
Yes, we were provided different options for cover, and Lisa helped us decide by spending time with us to understand which product would suit our long term needs.
What could they have done better?
In my opinion, the service could not have been improved as it went at a pace that suited us.