Lisa's reviews
Reviewed for
Insurance and Protection ( 60 )
Mortgages ( 194 )
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 )
Up to £50k ( 83 )
£50k - 100k ( 13 )
Review
by a verified client in Lancashire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a house
How has Lisa Jackson helped you?
Helped with my my mortgage and life insurance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing she was amazing!!!
Review
by a verified client in Cumbria
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed to remortgage our house to consolidate spending and Lisa also helped my in-laws gain an interest-only mortgage to help pay for a life saving operation.
How has Lisa Jackson helped you?
Lisa's expertise in the field meant that she could explore all the possible options and scenarios to help us. Without her, we would not have been able to come up with the ideas which she spent many hours discussing with us over the phone - she went above and beyond.
Have you seen the outcome you were hoping for?
Yes - she has been brilliant. My mother-in-laws operation was a success so effectively Lisa helped to save her life.
What could they have done better?
Nothing!
Review
by a verified client in South Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Assisted a family through some improved mortgage rates
How has Lisa Jackson helped you?
Very diligent in all what she seeks to do to assist in the process
Have you seen the outcome you were hoping for?
Yes it has been a great help
What could they have done better?
all was good
Review
by a verified client in Staffordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for a remortgage deal
How has Lisa Jackson helped you?
Lisa researched the options and recommended a product for us
Have you seen the outcome you were hoping for?
Yes, we completed on the product in time for the expiry of our initial mortgage
What could they have done better?
It was very good from start to completion - nothing really to improve!
Review
by a verified client in Staffordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
This is our second time using Lisa’s services, so impressed the first time didn’t consider anyone else for remortgage!
How has Lisa Jackson helped you?
Helped to remortgage property and consolidate.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, Lisa goes above and beyond every time and she worked exceptionally hard to make our mortgage was in place in time to prevent a substantial increase in monthly spend.