Reviewed for

Insurance and Protection ( 50 )

Mortgages ( 150 )

Pensions ( 1 )

Equity Release ( 9 )

Investments and Savings ( 3 )

Inheritance Planning ( 1 )

Long Term Care ( 2 )

Financial Mentoring ( 1 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 3 )

£100k - £200k ( 10 )

( 1 )

Up to £50k ( 63 )

£50k - 100k ( 10 )

Client reviews

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Staffordshire

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

We needed help with the application

How has Lisa Jackson helped you?

Lisa help every way in getting not only the best deal available at the time,but delivered a stress free service too. Well done would highly recommend .

Have you seen the outcome you were hoping for?

Better than we were hoping for.

What could they have done better?

Nothing

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Staffordshire

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

We have used Lisa previously on our mortgage, she is always supportive and helpful and we wouldn't go anywhere else.

How has Lisa Jackson helped you?

Lisa has supported us with our remortgage. She took alot of the stress and hassles away and kept us up to date with everything. Lisa always goes above and beyond.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in West Midlands

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

House purchase

How has Lisa Jackson helped you?

Lisa helped us get a mortgage for our house purchase. She was very thorough and tried her best to get is the best product. Even just before we completed she checked the market to see if there were any better products that could save us money. Would highly recommend

Have you seen the outcome you were hoping for?

Yes best product for us and at a good monthly payment

What could they have done better?

Nothing

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Staffordshire

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

We were looking to buy a new property and then down the line remortgaged.

How has Lisa Jackson helped you?

She has helped us secure a larger mortgage for the property we needed at a good rate.

Have you seen the outcome you were hoping for?

Yes definitely! She found us a great deal.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Cheshire

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

Our fixed term mortgage was nearly up and we wanted to shop around to get a good deal. I was referred to Lisa by a friend

How has Lisa Jackson helped you?

Lisa has been brilliant - searched around and gave all options. She took the time explaining them as well so we could make an informed decision

Have you seen the outcome you were hoping for?

Yes, we got the best deal around and due to Lisa’s perfect timing managed to lock a fixed term in before mortgages went crazy

What could they have done better?

Nothing. A really positive experience. Have referred Lisa to two friends since using her

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Merseyside

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

Needed a mortgage

How has Lisa Jackson helped you?

Mortgage advisor

Have you seen the outcome you were hoping for?

n/a

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

Lisa was recommended by a friend to gain advice on obtaining a mortgage

How has Lisa Jackson helped you?

Lisa advise me on what I needed to be eligible for a mortgage. Lisa works above and beyond to help me to understand what I needed to do and often worked tirelessly on my account.

Have you seen the outcome you were hoping for?

I have today, exchange contracts and moving into my new home and it’s been a painless experience because of Lesa‘s help

What could they have done better?

Nothing from start to finish Lesa was professional, helpful and available

First impression from a user who is not yet a client

February, 2023

Overall

Please provide a brief comment about your experience with Lisa

Lisa provides a bespoke mortgage service. She has always provided me with the best available mortgage product to suit my financial needs. Having used Lisa now for over 7 years she has found the best deals on the market for both my residential and buy-to-let properties. I wouldn’t go anywhere else. No one works harder for you. My latest re-mortgage took only a few weeks. Very professional and efficient. Always goes that extra mile. 5 * service.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Staffordshire

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

We needed help purchasing right to buy

How has Lisa Jackson helped you?

With Lisa's profession help we were accepted on a mortgage to purchase our right to buy home. Without Lisa it would never have happened, she never gave up and thanks to Lisa our dream came true.

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

Absolutely nothing more as Lisa went above and beyond and worked so hard with the best outcome. Amazing advisor and very professional.

First impression from a user who is not yet a client

February, 2023

Overall

Please provide a brief comment about your experience with Lisa

I have known Lisa for over 5 years now and she has provided an excellent service in sourcing a number of mortgages for my properties.

First impression from a user who is not yet a client

February, 2023

Overall

Please provide a brief comment about your experience with Lisa

Received a call back on the same day. Lovely lady and very professional. Highly recommend.

First impression from a user who is not yet a client

January, 2023

Overall

Please provide a brief comment about your experience with Lisa

Lisa has been an absolute dream to work with. She has made our dream come true getting us a mortgage that we thought would never happen. She never gave up always finding a way. Lisa is a lovely, caring and very professional lady who I would absolute recommend 100 %.

First impression from a user who is not yet a client

January, 2023

Overall

Please provide a brief comment about your experience with Lisa

High quality service and always quick to respond

First impression from a user who is not yet a client

January, 2023

Overall

Please provide a brief comment about your experience with Lisa

Lisa was absolutely fantastic in helping us reach our goal to buying our first home, just as I was about to back out of the sale having gone through the recommended company via the sales agent in the first instance. Nothing was too much to ask and the whole process was smooth, professional and we were kept up to date at every stage. Absolutely amazing service, highly recommended.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Staffordshire

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

We wanted to find a better mortgage

How has Lisa Jackson helped you?

Lisa has found us a better mortgage and sufficient life and income protection cover. Everything was discussed in detail and Lisa ensured that the products were best for us.

Have you seen the outcome you were hoping for?

Yes - absolutely

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

We had a tricky situation as one of us is self employed and we needed a mortgage in principle in a few days.

How has Lisa Jackson helped you?

Lisa prioritised us from the start and guided us through our options with no hesitation as she obviously knows the industry very well. We were sorted in a few days and managed to secure our dream home.

Have you seen the outcome you were hoping for?

Absolutely!

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

I had recently gone self employed, I was told by my current mortgage provider that they would offer me a new mortgage to allow me to purchase a new house using one years worth of financial books. At the last minute, once the house was on the market, I was let down; I then approached Lisa.

How has Lisa Jackson helped you?

First and foremost Lisa allowed me to overcome the obstacle of getting a mortgage with one years worth of financial records. Since then, Lisa guided me through the process of selling, buying and then moving house. With her constant advice and guidance she made what can be a daunting process less stressful. It didn't take long for Lisa to almost pay for herself in savings she made for us when providing better quotes for solicilotors than we had currently received. It also came as a shock that Lisa also helped with bits we would have expected to fall outside of her remit. Notably this was helping to chase up other parties.

Have you seen the outcome you were hoping for?

Yes, we managed to get the house we were hoping for, under good terms in a fast timeframe.

First impression from a user who is not yet a client

August, 2022

Overall

Please provide a brief comment about your experience with Lisa

Never replied to enquiries

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

I contacted Lisa when looking to remortgage before my current deal had completed, due to rising interest rates.

How has Lisa Jackson helped you?

Lisa helped every step of the way and secured a fantastic remortgage deal within a few days of initially contacting her.

Have you seen the outcome you were hoping for?

Yes, the mortgage has now completed, and we are extremely happy with the rate secured.

What could they have done better?

Nothing at all. Lisa is always efficient, and happy to clarify any questions you may have.

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

Rising interest rates and advice on fixed rate mortgages

How has Lisa Jackson helped you?

Lisa sought out the best fixed rate deal, as well as arranging the contract. She clearly explained the terms and conditions, as well as helping us to understand the changing financial market situation. Lisa was incredibly efficient and kept us constantly up to date via email with the progress of the deal.

Have you seen the outcome you were hoping for?

Absolutely - obtained a great deal, saving us a significant amount of money in the shirt term alone with rising interest rates!

What could they have done better?

Nothing - fantastic service

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Essex

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

I was looking at applying for a mortgage and she had been recommended to me.

How has Lisa Jackson helped you?

She definitely opened my eyes in regards to how much I could lend, what I need to be earning and how much I can afford and the different types of mortgages etc.

Have you seen the outcome you were hoping for?

Yes, definitely.

What could they have done better?

There is nothing she could have done better, she is so helpful and is always literally a phone call/text away regardless of what day of the week it is.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

Buying house

How has Lisa Jackson helped you?

Chased everything down from start to finish for us and was always available to answer any questions we had to ask.

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

She couldn’t of honestly done much more for what she did overall.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

I had a shared ownership mortgage and Wanted to buy 100% of it

How has Lisa Jackson helped you?

With buying the whole house .. remortgage as such

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Lisa went above and beyond

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

Re mortgage

How has Lisa Jackson helped you?

Lisa was Amazing. Got me the best deal and took the time to explain the process.

Have you seen the outcome you were hoping for?

Yes most definitely.

What could they have done better?

Could not of done anything better.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

Fixing mortgage due to interest rate rises.

How has Lisa Jackson helped you?

She has found us the best deal she could.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

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

Needed advice on remortgaging my home

How has Lisa Jackson helped you?

With mortgage advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to think of. Excellent service

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in West Midlands

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

I was keen to remortgage after a difficult financial time and had not so good credit

How has Lisa Jackson helped you?

Lisa was very clear about what mortgages were currently available to me and was happy to answer all of my questions. I felt she cared about getting me the best deal and didn’t stop until she did

Have you seen the outcome you were hoping for?

Absolutely. Lisa got me a fantastic deal very quickly. She made the process very easy and kept me updated throughout. I was so happy with her service I have used her again and have recommended her to many friends and colleagues

What could they have done better?

I can honestly think of nothing Lisa could have done better

Lisa's reply

Hi Nicki, thanks for your lovely review and personal message. My absolute pleasure, by the way there was absolutely no patience required, you're a pleasure to deal with! Speak soon, Lisa x

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

First time buyer of property.

How has Lisa Jackson helped you?

Lisa advised and helped me secure a mortgage lender for purchasing a property.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

Remortgage

How has Lisa Jackson helped you?

Lisa searched for the best deal for our circumstances.

Have you seen the outcome you were hoping for?

Very happy with the outcome

What could they have done better?

Nothing. Lisa is excellent in her field and always goes the extra mile to ensure we get the best outcome.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Midlothian

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

Buying a new property and remortgaging an existing property

How has Lisa Jackson helped you?

Discussed the different mortgage options, explained the types of product and what this would mean for total repayments, monthly payments. Explained what the different insurance products covered and got quotes for us.

Have you seen the outcome you were hoping for?

Yes - Lisa got us a great mortgage deal that is affordable for us and met our requirements to be able to over pay with no fees

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

To help me get on the housing ladder and find a good mortgage.

How has Lisa Jackson helped you?

Lisa helped me achieve my goal.

Have you seen the outcome you were hoping for?

I have. Had my home for 4yrs now and each time i needed to re-new Lisa always finds the best deal to fit my circumstances.

What could they have done better?

Lisa could not have done anything different. I am pleased with every thing she does for me.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in West Midlands

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

We have used Lisa previously and we find her to be amazing. So helpful, supportive and communicates well through every stage of the mortgage.

How has Lisa Jackson helped you?

Lisa helped us to remortgage and enable us to release funds to support home improvements.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

Nothing, Lisa works super hard and we appreciate everything she does.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

Mortgage and financial advice

How has Lisa Jackson helped you?

Mortgage advice and completion

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really, everything went really well

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

Purchasing our first home

How has Lisa Jackson helped you?

Helped find a mortgage, lease with solicitors surveyors

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. A true professional and so helpful. She helped us the whole way through our process until completion. Couldn't have asked for a better mortgage advisor

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Midlothian

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

Buying a property in Edinburgh

How has Lisa Jackson helped you?

Lisa did everything - from sorting our mortage, buy to rent on existing property to life insurances, etc. Very knowedgeable, personable and willing to go the extra mile...and some! Differing systems here in Scotland to England but Lisa negotiated the system well and was even complimented by our Scottish solicitor.

Have you seen the outcome you were hoping for?

Yes, very happy with the service.

What could they have done better?

To my mind, absolutely nothing.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Inverness-shire

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

I wanted to buy a house in the country and get the best deal. I also had a flat to sell.

How has Lisa Jackson helped you?

Lisa went above and beyond. She advised me that it was possible for me to keep my flat and rent it out. I took her advice and I'm so grateful to her. She also picked up on a few issues that my solicitor failed to pick up on.

Have you seen the outcome you were hoping for?

100% +

What could they have done better?

Nothing

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

Openess to the total market

How has Lisa Jackson helped you?

She understood our needs, providing quality short medium and long term mortgage advice

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

Nothing fully recommend Lisa,s service

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

We were looking for a mortgage and advice on the sale of a leasehold property

How has Lisa Jackson helped you?

Lisa made every part of the process understandable, supported and navigated us with the sale of the leasehold property

Have you seen the outcome you were hoping for?

Yes the leasehold property was sold

What could they have done better?

There was nothing they could have done better

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

I was purchasing my first property as a sole borrower after my divorce

How has Lisa Jackson helped you?

Lisa was able to guide me through the whole process and secure a mortgage for me along with a recent remortgage after the fixed term had expired

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to be honest, I felt Lisa went above and beyond to ensure the whole process ran smoothly

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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

First time buyer

How has Lisa Jackson helped you?

She's was incredible. She got my mortgage when no one else would help me. She held my hand along the way she is so kind and always goes above and beyond

Have you seen the outcome you were hoping for?

Yes I am in my new home

What could they have done better?

Nothing

Lisa's reply

Thanks so much Carly, thats lovely of you xx

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

Buying first property

How has Lisa Jackson helped you?

Lisa guided me though the whole process of obtaining a mortgage as a first time buyer

Have you seen the outcome you were hoping for?

Yes, Lisa was very helpful and knowledgeable

What could they have done better?

Nothing - Lisa was amazing

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Lisa

Lisa is friendly and istens to what you need. She explains everything very clearly. She is very knowledgable and professional and I have already and would not hesitate to recommend her again to friends and family

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

Planning on moving home.

How has Lisa Jackson helped you?

Lisa gained us a mortgage in principle and advised us on the best mortgage and insurances packages to suit us.

Have you seen the outcome you were hoping for?

Unfortunately we have not gone ahead however that is due to reasons within the house sale not that of Lisa’s impact.

What could they have done better?

Nothing, Lisa was so helpful and professional. She kept us updated at all times and offered all multiple routes.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

Looking for a house.

How has Lisa Jackson helped you?

Found the best mortgage and lender to go with.

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

Nothing, everything ran smoothly and Lisa went above and beyond to make sure I got everything I was looking for. I couldn’t be happier.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in London

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

I was a first time buyer so I definitely needed a financial adviser

How has Lisa Jackson helped you?

Lisa helped me even before starting the mortgage application by telling me what should I do to increase my scoring and what buying scheme would be better for me

Have you seen the outcome you were hoping for?

Yes definitely, couldn’t be happier

What could they have done better?

Lisa is a professional, I trusted her completely from the beginning and she did an amazing job. I am grateful to have her as my broker.Thank you again for all the hard work

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

Remortgage

How has Lisa Jackson helped you?

Got us the best deal on the market. Lisa was very knowledgeable and approachable. Would highly recommend.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in West Midlands

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

I applied for a mortgage

How has Lisa Jackson helped you?

Lisa helped us with all the paperwork, she gave us advise for everything we had to do abd also she found the best mortgage offer suitable for us.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No, thanks to Lisa I have my dream house

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

To obtain a mortgage

How has Lisa Jackson helped you?

Lisa helped to get the best deal for us on our mortgage

Have you seen the outcome you were hoping for?

Yes we a very happy with the service Lisa provided

What could they have done better?

Nothing, Lisa was fantastic from start to finish she advised us very well and she answered and explained really thoroughly any questions we had.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

Remortgage with injection of cash and removal of people off deeds

How has Lisa Jackson helped you?

From start to finish Lisa was very helpful and helped me and my wife through all the little bits we had no idea about , Which was most of it , Very professional in her work .

Have you seen the outcome you were hoping for?

Yes every we hoped for was sorted out .

What could they have done better?

Nothing at all I am very happy with everything .

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

purchasing a new home

How has Lisa Jackson helped you?

Lisa was full of knowledge and helped advise in the most suitable mortgage deal for me.

Have you seen the outcome you were hoping for?

100 percent yes

What could they have done better?

no

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in West Midlands

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

Moving house

How has Lisa Jackson helped you?

Helped us find the most competitive mortgage available

Have you seen the outcome you were hoping for?

Yes very happy

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

Looking to buy property

How has Lisa Jackson helped you?

Found us a mortgage

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

We were first time buyers looking for advice and help regarding our first mortgage.

How has Lisa Jackson helped you?

Lisa was amazing she was very efficient, very helpful and there when we needed her. She helped us find an excellent mortgage and answered all of my questions.

Have you seen the outcome you were hoping for?

Yes most definitely.

What could they have done better?

Nothing we were very happy with the service Lisa gave and will definitely be recommending her to others.

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?

Remortgaging

How has Lisa Jackson helped you?

Found the best deals to suit our needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of. Excellent service!

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Lisa

Excellent service, nothing too much trouble. Very helpful & would highly recommended.

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Lisa

Lisa was absolutely fantastic I was turned down everywhere by lenders somone passed me Lisa's details she was so helpful she worked so hard for me and got me my mortgage she kept me up to date constantly chased solicitors and reassured me along the way she always went above and beyond I am so grateful for everything she did for me. If you need a mortgage adviser where nothing is to much trouble you need Lisa. THANK YOU SO MUCH LISA

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Lisa

Lisa's knowledge of the products and impartiality to brand is exemplary. She 100% focussed on our needs and the solution provided exceeded our expectations.

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Lisa

Excellent service, professional and informative. Kept me up to date every step of the way.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

Purchasing a new property

How has Lisa Jackson helped you?

She found us the best mortgage and life insurance for us and helped us choose the right life insurance product for us.

Have you seen the outcome you were hoping for?

Yes. Lisa goes above and beyond to get you what you need and really owns the process from start to finish.

What could they have done better?

N/A

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in West Midlands

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

We were paying a mortgage on a high interest rate along with a number of other financial obligations on similarly high rates and we needed a solution

How has Lisa Jackson helped you?

Lisa was able to obtain a great deal that solved all our problems from a high street bank that other brokers had failed to do. We are now in a much better financial position and much less stressed!

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

Nothing - she is by far the best mortgage advisor we have ever had. We can’t recommend her enough

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in West Midlands

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

I was looking to consolidate some debt and wanted a better mortgage rate.

How has Lisa Jackson helped you?

She found us a very good mortgage deal and has also advised us on our home insurance. Lisa did a great job getting our finances in order in a very friendly, helpful and professional manner.

Have you seen the outcome you were hoping for?

Yes most definitely we feel much more financially stable now and are a lot better off for it.

What could they have done better?

Nothing.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

Initially purchasing a new property and then remortgaging.

How has Lisa Jackson helped you?

Lisa sought the best product on the market to suit my needs and made all the arrangements to put the product in place.

Have you seen the outcome you were hoping for?

Yes it was a smooth transaction in both cases

What could they have done better?

Nothing, Lisa is a first class advisor with excellent experience and knowledge in her field.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

My partner and I were looking for a mortgage to suit our special circumstances.

How has Lisa Jackson helped you?

Lisa found us a mortgage to suit our requirements and saved us over £40 a month on a previous quote direct from a bank.

Have you seen the outcome you were hoping for?

Yes, we are happily settled in our new home

What could they have done better?

Nothing (aprt from the Covid situation!)

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

House purchase

How has Lisa Jackson helped you?

Mortgage assessment and application

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything was explained and the outcome was as required so everything was done as best as possible.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in East Lothian

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

We had recently moved for work and decided we wanted to stay in Edniburgh. Wanted to move from a rented to purchased property. We needed to also release equity from an exisiting rented property and purchase property / life insuance.

How has Lisa Jackson helped you?

Lisa effectively managed the whole process.

Have you seen the outcome you were hoping for?

Yes, definitely. Lisa walked us through all our options, patiently expalining the pros and cons of each . Friends can't believe quite how smoothly the whole process went - in fact neither can we! Our solicitor was also really impressed with Lisa's knoweldege, profressionalism and attention to detail.

What could they have done better?

Nothing from our side.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Midlothian

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

We were buying a new property

How has Lisa Jackson helped you?

Lisa provided much needed advice on what mortgage products were available to us and went through numerous potential scenarios and have advice on which would be best for us over the long term. Lisa managed all stages of the process once we had chosen which one we wanted to go for and kept us updated throughout. Her communication was very clear which really helps as the process can be confusing! Lisa also gave advice on what insurance we might need and arranged this for us.

Have you seen the outcome you were hoping for?

Thanks to Lisa's support and guidance we now have our dream home and the right mortgage and protection for us.

What could they have done better?

I can't think of anything, the process was very smooth and we were kept updated at all times.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

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

House purchase

How has Lisa Jackson helped you?

She found me a mortgage suitable to my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not a thing.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

Mortgage renewal

How has Lisa Jackson helped you?

Really quick, friendly efficient service and great value

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

Moving house

How has Lisa Jackson helped you?

I am self employed, my business had been adversely effected by the Covid pandemic. Lisa was able to find me a lender which took into account my salary pre Covid. I was able to get a mortgage in very difficult circumstances.

Have you seen the outcome you were hoping for?

Yes I’m very happy with the outcome. Having secured a mortgage for my new home.

What could they have done better?

Nothing! Lisa went above and beyond to get a mortgage product that suited my needs.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

Was struggling through my lender to secure my mortgage

How has Lisa Jackson helped you?

She went through all my information and advised that I could secure a mortgage which happened to be with the lender i was already with. This saved me a redemption figure and she saved me nearly 6 thousand pounds.

Have you seen the outcome you were hoping for?

Yes I went back to current lender explaining the procedure and advice I'd received from Lisa so they agreed to relook at it and sent it to the underwriters.

What could they have done better?

The bank could have explored all avenues better like lisa did and it would have saved alot of time and stress.

Lisa's reply

Thanks so much for your lovely review, very much appreciated

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

Looking to buy a house

How has Lisa Jackson helped you?

Mortgage advice and mortgage completion

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

Nothing at all, excellent all round

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Staffordshire

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

We were looking to move home and needed advice on mortgage products available to us.

How has Lisa Jackson helped you?

Lisa was fantastic from start to finish during a very stressful time as we had an offer accepted just as the COVID 19 pandemic began. Lisa was proactive, friendly and always keen to look after our interests.

Have you seen the outcome you were hoping for?

Yes, we managed to successfully move and get a suitable product.

What could they have done better?

Lisa was brilliant throughout - can’t think of much more room for improvement!

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Midlothian

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

Remortgage, mortgage and life insurance

How has Lisa Jackson helped you?

Sounds quiality advice. Obviously really knowledgeable and enjoys what she does. The thing that struck us most was how friendly and personable Lisa is. Never tried to rush us off the phone and was happy to walk through things a number of times to make sure things were clear.

Have you seen the outcome you were hoping for?

Remortgage done. Others are in process.

What could they have done better?

Nothing so far.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Staffordshire

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

Referral

How has Lisa Jackson helped you?

Every aspect of our mortgage and house buying journey.

Have you seen the outcome you were hoping for?

Absolutely great service

What could they have done better?

Great service

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Staffordshire

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

I had bad credit

How has Lisa Jackson helped you?

Advised me on how to improve my credit and found us the best deal

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Manchester

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

A mortgage

How has Lisa Jackson helped you?

Lisa provided a mortgage for us offering very professional and personal service throughout getting the best mortgage to suit us making the whole process stress free.

Have you seen the outcome you were hoping for?

Yes we moved to our home in May 2020 during lockdown

What could they have done better?

I don’t feel anything could of been done better.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Staffordshire

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

Looking for a mortgage with poor credit

How has Lisa Jackson helped you?

Lisa offered advise on how to improve credit score and how to appear attractive to lenders, then matched us to a suitable lender when we were ready

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Staffordshire

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

Remortgage

How has Lisa Jackson helped you?

Managed to find a mortgage product suitable to my requirements. Was very helpful and took time to find the best possible product for me.

Have you seen the outcome you were hoping for?

Yes 100%.

What could they have done better?

Nothing at all. Completely satisfied with the service.

First impression from a user who is not yet a client

July, 2020

Overall

Please provide a brief comment about your experience with Lisa

Good knowledge and very helpful advice about buying a first home independently, in the current climate

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with Lisa

Lisa was extremely helpful through and made things very clear. Will definitely be using again

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Staffordshire

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

To look for a bridging loan to purchase a new property.

How has Lisa Jackson helped you?

She found a lender, which was very competitive, and because I had never been through the process of buying a property before, she guided me, step by step. Lisa also was able to smooth out any issues with solicitors, and any other parties involved in the process. Without her, I would have been totally lost, and would have probably given up on the whole move. Lisa was excellent, and I cannot thank her enough.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

In my view, nothing. Lisa did everything I asked, and more.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Staffordshire

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

Needed to bring down my mortgage payments as I was paying high interest and my daughter was coming on the mortgage.

How has Lisa Jackson helped you?

She sorted us out a really good deal. Gave us good advice before we went ahead so we could make an informed decision that was right for us.

Have you seen the outcome you were hoping for?

Yes. Very much so.

What could they have done better?

Nothing that I can think of.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Staffordshire

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

For a mortgage

How has Lisa Jackson helped you?

Advised us the best mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing she was Brilliant

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Staffordshire

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

I needed a mortgage

How has Lisa Jackson helped you?

She helped in many ways from start to finish

Have you seen the outcome you were hoping for?

Indeed , everything is as she said it would be

What could they have done better?

Can’t think of anything off hand that Lisa could have done more

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Staffordshire

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

Buying new house.

How has Lisa Jackson helped you?

advising and arranging a mortgage

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Staffordshire

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

Myself and my husband were on a SVR rate and had not ever changed our mortgage provider.

How has Lisa Jackson helped you?

Lisa was extremely helpful and helped us to sort out our financial matters and enabled us to get back on track. Lisa worked hard to ensure the process was quick and stress free and went above and beyond. She was always on the other end of the phone when we needed to ask her a quick question.

Have you seen the outcome you were hoping for?

Yes - all sorted - a very quick turnaround of 4 weeks - with a new mortgage provider and we have less outgoings.

What could they have done better?

Absolutely nothing Lisa could have done better - absolutely fantastic service. Very efficient, professional, friendly service.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

I was in a position that I struggled to get a mortgage after having a serious illness. I was also in the process of getting divorced

How has Lisa Jackson helped you?

She was very professional, kept me up to date frequently with everything, dealt with the solicitor, estate agent, everything! Which I could not possibly have done by myself after acquiring brain injury. My case was particularly difficult and stressful and Lisa dealt with it exceptionally well

Have you seen the outcome you were hoping for?

Absolutely. Lisa is truly amazing and I am recommending her to everyone I know!

What could they have done better?

Nothing at all

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

Renewing mortgage, consolidating debts, raising funds for home improvements and adding my daughter on

How has Lisa Jackson helped you?

She advised us both on the best way to achieve what we needed to achieve. She searched the market and found us the best deal for our circumstances and explained everything in an easy to understand way so that we could both make the right financial decision for both of us.

Have you seen the outcome you were hoping for?

Yes, it’s been better than we thought and the whole process was excellent.

What could they have done better?

There really wasn’t anything she could improve on, she’s a really lovely lady who listens to what you need, finds the best solution and explains it in simple terms.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

Me and my mum needed to remortgage to help her finances.

How has Lisa Jackson helped you?

She went above and beyond recommending a really great mortgage. The best deal around!

Have you seen the outcome you were hoping for?

Yes absolutely.

What could they have done better?

Nothing. She was outstanding.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

Initially, 2 years ago for a first time mortgage, and now 2 years on for a re-mortgage.

How has Lisa Jackson helped you?

Lisa found a new mortgage for me.

Have you seen the outcome you were hoping for?

I certainly have. Lisa found a new fixed rate mortgage for me.

What could they have done better?

There's nothing Lisa could have done any better. She's very efficient, and does what she says she is going to do. Anyone reading this don't hesitate, comes highly recommended.

Lisa's reply

Ahh thanks so much, for the lovely review xxx

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

I had been messed about going to a large company previously

How has Lisa Jackson helped you?

She helped me to get a remortgage that entailed paying off debt through some consolidation at the same time as adding my wife onto the mortgage.

Have you seen the outcome you were hoping for?

Yes. Excellent

What could they have done better?

Nothing as far as I’m concerned. Polite, professional and punctual.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

We original used Lisa when getting a mortgage to buy our home and as the term was coming to an end we sought her help and advice again as the first time round she made it so easy and stress free.

How has Lisa Jackson helped you?

Lisa helped us to renew our mortgage, finding us a great deal to suit us and again without any stress on our part. She truly is amazing!

Have you seen the outcome you were hoping for?

Yes and we are very happy with it.

What could they have done better?

Nothing.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

Looking for a mortgage

How has Lisa Jackson helped you?

Lisa helped me get a mortgage based on only 1 year’s accounts and half of my income.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

I had only 1 years self employed accounts and nearly every high street or online mortgage company I approached required a minimum of 2 years accounts before considering me for a mortgage. The only ones I could find were not prepared to commit, and had ridiculously high monthly repayment rates and other unacceptable stipulations attached.

How has Lisa Jackson helped you?

Lisa helped me by finding me a mortgage with substantially lower monthly repayment than anything I could find myself. Not only that but she liaised with all the solicitors, conveyancers, involved in the property chain, and kept me informed of what the situation was at each stage of the process.This took all the stress away from me and ensured that things didn't stall and went ahead as smoothly as possible.

Have you seen the outcome you were hoping for?

The outcome is better than what I was hoping for. I didn't think I would end up getting a mortgage deal as good as the one I got, and within a few weeks I would be writing this review from my new home. I am so grateful for all Lisa did for me, without her help I am sure none of this would have been possible.

What could they have done better?

Genuinely cant think of anything. Sorry

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

Remortgaging and releasing equity to finish off home improvements

How has Lisa Jackson helped you?

She went above and beyond to help with releasing funds to finish off home improvements. She spoke on our behalf where needed, and worked all hours to ensure we got where we needed to be.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Absolutely nothing. Lisa was on the ball from day one. Answered every question we had quickly and effectively.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

Remortgage of exiting Buy to Let

How has Lisa Jackson helped you?

Offered mortgage advice, updates and information

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

No constructive feedback at the moment

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

Lisa was recommended to us by a mutual friend as we were due to renew our mortgage. We have used her on 2 occasions now.

How has Lisa Jackson helped you?

Lisa helped us by keeping us informed of every step, she also helped us with equity release this allowed us to consolidate and have a better quality of life. This was all stress free due to her customer service skills.

Have you seen the outcome you were hoping for?

We got a better outcome we were looking for and will be recommending her to as many people as possible.

What could they have done better?

I cannot commend Lisa enough on her knowledge and skills. I cannot think of anything to suggest.

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

Starting a Ltd Company for Buy to Let Property. I needed both a mortgage advisor and also somebody who knew the ins and outs of the residential buy to let scene within a Ltd company.

How has Lisa Jackson helped you?

She helped both explain the different elements of having property in a limited company and also how it would work from a mortgage perspective. Also helped greatly in finding the best deal tailored to mine and my business partners needs.

Have you seen the outcome you were hoping for?

Yes - 100%

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in Cheshire

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

We set up a property business and required an IFA with a first class reputation

How has Lisa Jackson helped you?

Helped us in securing the best mortgage for our circumstances but with pace and a clear desire to satisfy our interests. Her knowledge Andy experience proved invaluable.

Have you seen the outcome you were hoping for?

Yes, even moreso. We look forward to working with Lisa for many years to come.

What could they have done better?

There isn't nothing that springs to mind. All actions were completed to or ahead of timescales and that is thanks to Lisa.

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

Needed guidance as first time buyer

How has Lisa Jackson helped you?

Lisa was nothing short of phenomenal. Always available to help at all times of the day. Her advice and guidance was exactly what I needed to help me buy my first home.

Have you seen the outcome you were hoping for?

Yes absolutely.

What could they have done better?

I honestly can not give any criticism towards Lisa and her work ethic / knowledge. Not one thing !

First impression from a user who is not yet a client

May, 2019

Overall

Please provide a brief comment about your experience with Lisa

Lisa is honest and supportive, she absolutely has integrity and is professional whilst ensuring that she is person focused. I would absolutely recommend Lisa, she is currently supporting us to find the best mortgage solution to get back on the property ladder, with a complicated financial situation.

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

To eliviate stress and pressure after refused mortgage a few year before hand

How has Lisa Jackson helped you?

Lisa was amazing, very professional and clear with expectations, she wouldn't rush into the format mortgage she found even though she knew we were axsious she waiting to find the best deal to our circumstances. Lisa spent over a year working with us and our credit to ensure we were in the right position to not get another decline. I can not fault lisa

Have you seen the outcome you were hoping for?

Defiantly we have got a great deal mortgage to our circumstances

What could they have done better?

I don't think there is anything she could have done better she would always keep us upto date and even if she had heard nothing she would call or text just to reassure.

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Essex

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

Needed a mortgage advisor

How has Lisa Jackson helped you?

She was brilliant throughout the whole process, very professional and friendly in the same time, explaining everything in detail. She got me an excellent mortgage deal as well as life/health insurance and income protection that really suits my needs so her knowledge really pays out. Always replying to emails quickly and efficiently. I am very pleased to deal with her.

Have you seen the outcome you were hoping for?

Yes. Above my expectations

What could they have done better?

Nothing

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

Buying my first property and didn't know where to start! Lisa was recommended to me by a friend.

How has Lisa Jackson helped you?

Everything was explained fully, and everything was sorted and liaised for me by Lisa to the Solicitors/Vendors Estate Agents. Lisa went above and beyond and was always on hand to answer questions or resolve issues. I work away a lot and I'm not sure how I would have coped not having Lisa at hand.

Have you seen the outcome you were hoping for?

Yes, absolutely.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Leicestershire

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

I wanted to find someone who was trustworthy, reliable, and really view me as a friend rather than a 'client'.

How has Lisa Jackson helped you?

Lisa definitely went the extra mile when it came to arranging my mortgage. There were a number of complexities with my scenario which meant this was a bigger workload than usual, but Lisa handled it exceptionally well and was able to keep my interests as a priority at all times. She was flexible with her approach and ended up executing very well. I would 100% recommend her.

Have you seen the outcome you were hoping for?

Yes - Perfect mortgage at an exceptional rate for my situation.

What could they have done better?

Nothing

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

Re-mortgage

How has Lisa Jackson helped you?

Lisa found me the right deal on a remortgage on a property I rent out to a family member, a lot of lenders don’t like lending due to the circumstances but Lisa got me a fantastic deal.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

Remortgage with debt

How has Lisa Jackson helped you?

Got us a better offer than any other mortgage advisor!

Have you seen the outcome you were hoping for?

We got everything and more thanks to the cash back!!

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Capital available to buy first family home.

How has Lisa Jackson helped you?

Exemplary service above and beyond expectation.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

To be honest, nothing.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Looking to purchase a home for the first time.

How has Lisa Jackson helped you?

Lisa provided an excellent service alongside excellent advice and supported us the entire way through the process, really going that extra mile to make the purchase of our first home as smooth and stress free as possible.

Have you seen the outcome you were hoping for?

Yes! Very much so.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Berkshire

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

I was in the process of moving house, but for the first time in my career was in a contract role. I struggled to find the right lender without a background in contracting - however, Lisa helped to find some excellent solutions

How has Lisa Jackson helped you?

Lisa was exceptional throughout! She listened carefully to my needs, was very knowledgeable of the market and how to access the appropriate people at mortgage lenders, and clearly explained every step in the process. She was very proactive in communicating through the chain to help the process maintain momentum, and her professional yet friendly style made her an absolute pleasure to deal with. It was exactly what I was hoping for, and I would have no hesitation in recommending Lisa to others.

Have you seen the outcome you were hoping for?

Yes, I was able to borrow the amount I was hoping at a good rate of interest

What could they have done better?

Genuinely nothing I can think of. Brilliant service

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Divorce and moving home.

How has Lisa Jackson helped you?

Lisa organised to port my current mortgage over to my new property plus co-ordinated with the lender to obtain a further advance for a second project.

Have you seen the outcome you were hoping for?

Yes the mortgage offer was made and taken up in record time.

What could they have done better?

Lisa could not have worked more professionally or diligently than she did. She is very proficient at what she does.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

I was buying a house

How has Lisa Jackson helped you?

My advisor was absolutely amazing throughout the whole process, I certainly will and have done been recommending her ... can't fault her at all!

Have you seen the outcome you were hoping for?

absolutely

What could they have done better?

nothing she was brilliant throughout

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

I was looking for a mortgage for my new home.

How has Lisa Jackson helped you?

Lisa helped me find the most suitable deal for me at the best rate.

Have you seen the outcome you were hoping for?

Absolutely yes.

What could they have done better?

nothing comes to mind

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Cornwall

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

I was buying a house and as I was newly self employed it was difficult getting me a mortgage bit Lisa worked tirelessly to get me the right mortgage. She went above and beyond to help me and was amazingly supportive along the journey.

How has Lisa Jackson helped you?

Lisa was absolutely fabulous in all areas and I can't thank her enough for her friendly and professional service. I have already been recommending her to everyone. 5 star service

Have you seen the outcome you were hoping for?

Yes I got the mortgage I required and the house that I wanted.

What could they have done better?

She was amazing in all areas and I could not have wished for a better service.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Buy to let

How has Lisa Jackson helped you?

Mortgage and insurances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No she excelled herself

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

I have always managed my own financial affairs including mortgages, personally. However my circumstances on this occasion were more complex and I felt that I could benefit from utilizing professional assistance

How has Lisa Jackson helped you?

Lisa used her in depth knowledge of the market and quickly found a deal that was far better than I could have done independently. She worked incredibly quickly and kept close contact with me every step of the way. Lisa seems to build really excellent working relationships with lenders and this has proved to be extremely useful in facilitating a very smooth and efficient process.

Have you seen the outcome you were hoping for?

The outcome that his been achieved with Lisa's personal and efficient service has been far better than I would have been happy to see. She works incredibly hard and has gone "above and beyond" to secure the very best outcome for me. I am beginning to wonder if this woman actually sleeps ! I wouldn't dream of going to anybody else or going it alone ever again.

What could they have done better?

There really isn't anything my financial advisor could have done better. I have been astounded by my the level of service and professional care that In have received.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

We wanted to remortgage

How has Lisa Jackson helped you?

Lisa was friendly and professional from the outset. She is a very approachable person with whom I felt very comfortable discussing our financial situation. She dealt with everything in a timely manner and I wouldn’t hesitate in recommending her to others.

Have you seen the outcome you were hoping for?

Yes our remortgage went through without incident and Lisa made it a very easy process.

What could they have done better?

I honestly don’t think Lisa could have improved, keep up the excellent work and we will definitely use you again in the future when needed!

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

needed to re mortgage due to personal reasons and sort out my insurances .

How has Lisa Jackson helped you?

Lisa was fantastic and helped me through my remortgage and new insurances . She was very nice and polite and always there to answer my questions. Lisa is a lovely person who I recommend to anyone wanting to sort a mortgage or insurances out.

Have you seen the outcome you were hoping for?

Yes I was happy with everything that was explained to me and happy with the products I was offered.

What could they have done better?

I don't think there is anything Lisa could of done better as she kept me informed all the way with the processes and guided me through everything.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

I wanted to invest in a buy to let property, therefore I needed financial advice as I am retired and on a state pension. Also needed life assurance for myself and my husband.

How has Lisa Jackson helped you?

I am very happy with the service provided. Everything was explained to me in a clear and concise way and the whole process was painless.

Have you seen the outcome you were hoping for?

Yes I am very pleased with the outcome.

What could they have done better?

I don't think she could have improved on the service she gave me.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Leicestershire

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

FRIST TIME BUYER

How has Lisa Jackson helped you?

Very good service will use again Lisa made it easy explained very thing in plain English so I could understand , and nice to talk to and made me fill a valued customer

Have you seen the outcome you were hoping for?

YES EVERY THING I WANTED

What could they have done better?

NOTHING EVERY WAS PERFECT AND MORE

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Lisa was recommended to me and she was everything that I’d heard about her very efficient

How has Lisa Jackson helped you?

Lisa was fantastic highly recommends he guided me through the application making everything clear

Have you seen the outcome you were hoping for?

Yes very happy

What could they have done better?

Lisa was 100% spot on so nothing better

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Mortgage

How has Lisa Jackson helped you?

Lisa gave financial advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing always very professional

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Mortgage

How has Lisa Jackson helped you?

I would highly recommend Lisa to anybody wanting advice and I have already done so. Great service and explains everything very well so it is easy to understand

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing more she could do very professional and offers a great service

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

I was looking for income protection after moving house, and increasing my mortgage amount.

How has Lisa Jackson helped you?

Lisa arranged income protection for me after she had helpped us move house with excellent mortgage advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

I needed to protect my income should I be ill as I had no sick pay

How has Lisa Jackson helped you?

She got me a great affordable product

Have you seen the outcome you were hoping for?

Yes and more, I have lots of benefits with this policy

What could they have done better?

Nothing she was brilliant and made things easy to understand for me. A quick and slick process, thanks Lisa

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

I needed to remortgage and my circumstances had changed, my income had gone down as I had become self employed. My existing mortgage lender would not lend to me, I needed to consolidate some debt also.

How has Lisa Jackson helped you?

She researched the whole market and looked at thousands of deals, using lenders that worked off 1 years accounts. I also needed life assurance, critical illness cover and business protection, I got a brilliant policy with cashback yearly and discounts of my gym and spa days out

Have you seen the outcome you were hoping for?

Yes and more so! My new mortgage is on a better rate than before, I have saved over £750/month, consolidating my debts and have peace of mind that no matter what the future brings I can remain in my Home, my mortgage will be paid off and also any pay any associated running costs, with my income being covered until aged 70.

What could they have done better?

Absolutely nothing, she made everything simple to understand and kept me updated all the way through the process. I will always use Lisa for my financial matters and recommend her to al, that I know

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Husband lost his business and changed us from having excellent credit score to having very poor credit score.

How has Lisa Jackson helped you?

Lisa had links to mortgage providers that we couldn’t find that helped people in our position, unfortunately the fees to change to these providers were too high so stayed with our existing provider

Have you seen the outcome you were hoping for?

We saw the outcome we expected, which wasn’t great, but outcome was because of our own poor circumstance

What could they have done better?

Lisa did everything that she could have possibly done, it’s not her fault that most mortgage providers knock people further down, when all customer needs is help to rise back up again.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Re-mortgage of my residential mortgage and several buy to let mortgages

How has Lisa Jackson helped you?

Found me some great deals that I wouldn't have access to without her help

Have you seen the outcome you were hoping for?

Over and above what I was hoping for

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?

Finding the right mortgage on the open market was a stressful and time consuming process, so we decided to look for a good financial adviser. We tried a couple before Lisa that were ok but we didn't feel that we receiving a good service. Lisa was a different league and excellent to work with.

How has Lisa Jackson helped you?

Lisa listened carefully considered our circumstances to find the best product for our needs. She explained all relevant points in detail and in a way that was easy for us to understand, without over-burdening us with jargon.

Have you seen the outcome you were hoping for?

Yes, absolutely. We believe the mortgage we were awarded to be the best rate and term of any that we could find ourselves or through the other financial advisers we tried.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Mortgage on a buy to let property

How has Lisa Jackson helped you?

Provided mortgage advice and generally took care of all aspects of the mortgage application, making the process very simple for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing she was fantastic

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Leicestershire

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

I was looking to purchase the house that I was renting. I have a rental property and needed to raise cash on this for a deposit and stamp duty.

How has Lisa Jackson helped you?

Lisa sourced two deals for me, the one on the buy to let was tricky due to the low rental income but she managed to raise enough for a deposit on the new residential mortgage which is a far better rate than I’d anticipated.

Have you seen the outcome you were hoping for?

Absolutely! More than.

What could they have done better?

Lisa worked tirelessly on this for me and kept me up to date at all times. I honestly don’t feel she could of given anymore.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Berkshire

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

Moving house

How has Lisa Jackson helped you?

Lisa was my mortgage advisor. I was struggling to find suitable lender because I was employed on a fixed term contract. She was very tenacious and was able to find several options that reached the amount required, and within an affordable interest rate. Lisa was incredibly helpful and professional. Extremely organised and very proactive each step of the way. Lisa took the stress out of a potentially very difficult process.

Have you seen the outcome you were hoping for?

Yes, she exceeded my expectations and I am very happy to recommend her services to anyone looking for someone honest, knowledgeable, organised and friendly.

What could they have done better?

Genuinely nothing further could have been done. The service was exceptional!

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

I was made aware of Lisa's services via a friend who had used her in the past.

How has Lisa Jackson helped you?

Lisa helped mein finding and helping me choose the right mortgage for me as well as getting the right insurance and protection for me. excellent service!!

Have you seen the outcome you were hoping for?

Yes, Lisa exceeded my expectations.!!

What could they have done better?

I can't think of anything that could have been done better.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

I have always arranged my own financial affairs including mortgages in the past. My current situation was a little more complicated so I felt that having the services of a professional would be advantageous. Having had the experience with Lisa that I have, I intend to use her services for any such matters in the future regardless of the circumstances as I have found it so much easier and feel that I have had the assurance that I am getting the very best advice and mortgage product.

How has Lisa Jackson helped you?

Lisa has been so incredibly efficient in every possible way. She responded quickly and professionally to my initial enquiry and worked diligently to research the market and secure the very best deal possible for me. Lisa has ensured that I have been clearly informed at every single step, her communication throughout has been outstandingly good. I have felt able to talk honestly to Lisa due to her friendly and open manner and her knowledge and experience in her field has made me feel completely secure throughout the whole process.

Have you seen the outcome you were hoping for?

The outcome I have reached with Lisa has been far better in every possible way than what I had initially hoped for !

What could they have done better?

Lisa could honestly have not done anything better and I cannot imagine another adviser in the country could either !

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Buying a mortgage for new build house.

How has Lisa Jackson helped you?

She located a good deal that fitted our immediate and future circumstances.

Have you seen the outcome you were hoping for?

100%.

What could they have done better?

Honestly, nothing.

First impression from a user who is not yet a client

October, 2018

Overall

Please provide a brief comment about your experience with Lisa

Lisa is really efficient and knowledgeable but friendly and approachable. Her communication is excellent and I would highly recommend her services to anyone.

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

My partner and I were looking to move home some were looking for a competetive mortgage deal.

How has Lisa Jackson helped you?

Lisa help find a great mortgage deal. However, Lisa always went over and beyond our expectations and helped at every point in the home buying process, due to her experience working within the industry.

Have you seen the outcome you were hoping for?

Yes, we moved after a complicated, and drawn out home buying process where Lisa supported us every step of the way.

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Purchasing a new property requiring a mortgage.

How has Lisa Jackson helped you?

Lisa acted as our mortgage advisor, advising and arranging our finances. She also provided invaluable assistance contacting solicitors and estate agents.

Have you seen the outcome you were hoping for?

Yes - best rate mortgage available and Lisa's input ensured that a very difficult chain did not collapse.

What could they have done better?

Literally, nothing - she went above and beyond at varying times of the day and at weekends.

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Mortgage advice.

How has Lisa Jackson helped you?

Lisa gave sound advice and delt with everything on my behalf making it very easy to understand what was going on every step of the way.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing is to much trouble for Lisa and she goes above and beyond to help you

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Applying for a new mortgage in my own name following divorce.

How has Lisa Jackson helped you?

Excellent customer service and provided sound and helpful advice.

Have you seen the outcome you were hoping for?

It's still in the pipeline but I am optimistic for a good result.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Buying a house.

How has Lisa Jackson helped you?

Mortgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Absolutely nothing, Lisa was brilliant throughout, can’t fault her

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

re mortgage.

How has Lisa Jackson helped you?

she was very informative all through the process & listened to my needs.

Have you seen the outcome you were hoping for?

yes & very happy with the service.

What could they have done better?

everything was taken care of by Lisa to take the stress of me doing it

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Sale of a house and existing mortgage early & purchasing a new home.

How has Lisa Jackson helped you?

Lisa fully assessed our financial needs and advised us on the best options for us. Lisa went through all options and explained in full detail what they all meant to us. We ended up with a brilliant deal thanks to Lisa's extensive research. Lisa also advised us of life insurance, income protection and critical illness cover to ensure we were fully protected.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Fantastic service from a highly knowledgeable advisor. We would recommend Lisa to anyone. Lisa has even kept in touch following our mortgage going through to ensure we were ok and all life insurances were set up.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Re-mortgage/ Buy to let Mortgage.

How has Lisa Jackson helped you?

She found me the best product to suit my needs. I have now a fixed rate, zero fee, free legals, new mortgage with a new provider.

Have you seen the outcome you were hoping for?

Yes. I'm very pleased with the product I now have.

What could they have done better?

Lisa kept me informed through the whole process. I cannot see any room for improvement. I thought the whole process was handled efficiently, swiftly and was in contact with Lisa throughout.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Buy to Let Mortgage.

How has Lisa Jackson helped you?

Sourced us an Interest only Mortgage via Virgin.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

None to note

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Divorce settlement.

How has Lisa Jackson helped you?

Lisa Jackson found a lender who dealt with low income and who would give me a mortgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Truthfully nothing. Lisa is very friendly, very knowledgeable and willing to give guidance on all sorts of financial matters where she is able and qualified to.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Separation.

How has Lisa Jackson helped you?

Remortgage.

Have you seen the outcome you were hoping for?

It was better.

What could they have done better?

Nothing the remortgage was complicated from the off but the advice and work Lisa did made the bank and its legal dept look like a laughing stock.

Review from verified client

June, 2018

Overall

Value

Service

Advice

Based in Staffordshire

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

Separation and remorgage.

How has Lisa Jackson helped you?

Professional advice to the letter.

Have you seen the outcome you were hoping for?

Yes better than I expected.

What could they have done better?

Nothing all was fantastic made the banks look laughable and the legal she sort made the banks own legal look nothing less than amatures

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Leicestershire

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

We were looking at buying our house but we had no idea what to do.

How has Lisa Jackson helped you?

She has helped us to secure a mortgage at a fantastic rate. Lisa has also done everything so it has been a relatively stress free experience.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

There isn’t anything

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

We wished to remortgage our property and release some equity.

How has Lisa Jackson helped you?

She found the right product for us.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Everything was great

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

We had been let down by Natwest.

How has Lisa Jackson helped you?

Lisa worked day and night to help us get the best deal for us. She was always extremely helpful and nothing was to much to ask.

Have you seen the outcome you were hoping for?

Absolutely. We have a mortgage secured and are signing the contracts next week.

What could they have done better?

I honestly dont have any constructive criticism. Lisa is perfect!!

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

First time buyers.

How has Lisa Jackson helped you?

Lisa helped us by getting us a mortgage, finding us a good deal , looked within our budget, found the best mortgage to suit us within our price range.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Brilliant job, we wouldn’t have got a mortgage without you. went above and beyond to help us.

Review from verified client

April, 2018

Overall

Service

Value

Advice

Based in Staffordshire

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

Requiring a mortgage to move house.

How has Lisa Jackson helped you?

Lisa searched for the best product for our circumstances and advised us about the best term. She dealt with all of paperwork, id documents and financial evidence and submitted both applications for the DIP and full mortgage application. She also provided a lot of reassurance when we faced obstacles within the chain!.

Have you seen the outcome you were hoping for?

Yes, an affordable mortgage over the required term.

What could they have done better?

Genuinely nothing! Everything was incredibly efficient and Lisa went above and beyond in supporting us.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

It was hard for us to get a mortgage.

How has Lisa Jackson helped you?

She helped us in aspect possible! Absolutely brilliant from start to finish and kept us updated along the way, she didn’t leave a stone unturned and we moved in to our brand new home a lot sooner than expected, just what we needed! Couldn't recommend Lisa Jackson more.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing at all, she was perfect!

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

We had a bad experience with a high street bank when applying for a mortgage and fortunately found Lisa online.

How has Lisa Jackson helped you?

I called Lisa at 6pm after a frustrating telephone interview with a high street bank. I was expecting to leave a message and she excelled in my expectations straight away. Who said applying for a mortgage had to be difficult? She got to work right away and batted away any objects that stood in our way. She worked all hours of the day and night and will not stop until she has got you the best deal possible!.

Have you seen the outcome you were hoping for?

Yes and more so.

What could they have done better?

Lisa was faultless - can’t recommend her enough

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Staffordshire

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

Needed some financial advice to get a mortgage.

How has Lisa Jackson helped you?

She was absolutely fabulous in helping us and supporting us throughout the progress of a difficult mortgage application.

Have you seen the outcome you were hoping for?

Yes, we have moved into our dream home - all due to Lisa, her hard work and support.

What could they have done better?

I can't fault Lisa she was superb..

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Leicestershire

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

buying my first house.

How has Lisa Jackson helped you?

help me get a mortgage save me lot of time chasing around banks got me a rate lot lower that I got with a bank.

Have you seen the outcome you were hoping for?

well beyond , lisa was amazing made it so easy for me willing any time of the day for advice or help with paper work and took the stress out of it.

What could they have done better?

could have not done any thing better it was 10 out of 10

Review from verified client

November, 2017

Overall

Service

Advice

Value

Based in Leicestershire

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

Looking for a mortgage.

How has Lisa Jackson helped you?

She was/is fantastic! She has worked tirelessly to research products for me and is always happy to help.

Have you seen the outcome you were hoping for?

Not yet BUT I know I will!.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Staffordshire

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

After splitting up with my partner I needed a mortgage and as the bank wouldn't borrow me enough money to purchase a property, through a third party I contacted Lisa. who was able to assist.

How has Lisa Jackson helped you?

She gave me advise on various mortgage offers to suit my needs, and found me a mortgage. Lisa was with me every step of the way with updates and advice even out of office hours.

Have you seen the outcome you were hoping for?

Yes, have the mortgage I wanted and am currently waiting to move into my new property.

What could they have done better?

I don't think there was anything that Lisa could possibly do any different or any better.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Leicestershire

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

I am a first time buyer and needed advice for buying a house.

How has Lisa Jackson helped you?

She explained all the different terms and processes involved in buying a house. She researched the market according to my requirements and presented information in a way I understood e.g. presenting costs as over the term of the mortgage and also as a monthly payment. She has always been available with flexible contact hours over phone and email, and has liaised with estate agents and solicitors on my behalf. This has been especially useful as I work long hours and find it difficult to get the time to do these things.

Have you seen the outcome you were hoping for?

I am currently in the process of buying a house but I am happy with all the help I've received so far, including negotiations and regular updates. This has included negotiating price reductions and maintenance work from the seller.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Staffordshire

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

Relocation the house prices were much higher then previous house.

How has Lisa Jackson helped you?

Found me the best deal and helped me all the way to the completion date.

Have you seen the outcome you were hoping for?

Purchased a beautiful house what I really need.

What could they have done better?

Everything what she has done for me met 100% satisfactory service and I appreciate it very much

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Berkshire

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

Moving home. Mortgage advice.

How has Lisa Jackson helped you?

The mortgage options were limited due to having a temporary contract, however Lisa worked hard to identify several competitive options, including talking directly with the mortgage companies to encourage them to look more closely at my circumstances and secure these offers. Lisa helped process the application, and worked extremely efficiently to help keep the chain on track. Her communication with me, and others key parties in the chain was exceptional. She was a great listener, friendly and very competent.

Have you seen the outcome you were hoping for?

Yes. All of my affairs were in place very quickly the the house purchase completed.

What could they have done better?

I honesty have no improvement advice. She was excellent.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Cornwall

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

I had some money I needed to invest and protect and needed to buy my own home.

How has Lisa Jackson helped you?

Lisa advised me extensively on how to invest my money in the right way for me. We looked at all my option for now and in the future and decided buying my own home was the best way forward. Lisa sourced many mortgages and was eventually able to secure me the right mortgage for me. This was no easy task as I am self employed and did not have the required years of books. There were many companies that would not lend to me and many mortgage advisers who would have given up but this did not deter Lisa and she left no stone unturned and I am now the proud owner of my own home. Lisa was friendly, approachable, caring and tenacious, i would recommend her highly and would always use her for all my financial needs in the future.

Have you seen the outcome you were hoping for?

Yes I am now living in my new home and am looking at income protection as well.

What could they have done better?

Nothing she was amazing

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Staffordshire

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

Wanting to get a better deal on my re-mortgage, my case was complicated due to having bad credit and working a zero hour contract. She also reviewed my life and critical illness cover.

How has Lisa Jackson helped you?

She researched the market thoroughly, and reduced my mortgage term at the same making a saving. She also saved me money on my insurance.

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

Absolutely nothing she exceeded expectations as she dealt with the whole process and kept me updated all the way through.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Staffordshire

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

Remortgage and equity release.

How has Lisa Jackson helped you?

She helped from beginning to the end finding us the best possible deal also the aftercare she gives is second to none.

Have you seen the outcome you were hoping for?

100% got the best deal we could of hoped fir.

What could they have done better?

Absolutely nothing, a pleasant experience from start to finish

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Staffordshire

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

Remortgage, and extra borrowing for home improvement.

How has Lisa Jackson helped you?

She secured a fab mortgage deal, and worked tirelessly to ensure we had the best deal for our requirements. She reviewed our insurance and managed to save us money whilst getting us a better policy.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

We have no complaints or criticisms of Lisa's work. She worked hard, and kept us updated at every step. Always contactable when needed and very informative throughout the process of both the remortgage and insurance policy review

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Staffordshire

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

I went to a couple of high street lenders including my own bank and got refused a mortgage due to previous credit rating.

How has Lisa Jackson helped you?

Lisa assessed my whole situation throughly and put me at great ease. She researched the all the lenders for me and found me an excellent product that suited my situation.in fact this was a better deal than what my own bank could of offered me.She explained everything clearly and consisely and even assisted me too find the perfect property for me, even came on viewings with me.She negogated with the estate agent until my offer was accepted, she liased with the solicitors also until I got the keys to my house.

Have you seen the outcome you were hoping for?

I have now moved my dream house and couldn't of asked for anything more.

What could they have done better?

The only she can do now to exceed any better service is to join me in my new home for my house warming ! Thank you so much

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Staffordshire

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

I needed some clear advice/direction when deciding on who to re mortgage with.

How has Lisa Jackson helped you?

Lisa gave me the options available for me to make an informed decision.

Have you seen the outcome you were hoping for?

Yes absolutely. Lisa exceeded my expectations.

What could they have done better?

Nothing to be honest. I was very happy with all aspects including the aftercare.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Staffordshire

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

I wanted to have life insurance in place to help my husband if I passed away before him.

How has Lisa Jackson helped you?

Lisa investigated different companies and explained the various benefits of the proposed policies. She listened to my needs and together we chose the policy we found suited my needs most, both to the benefits and what I felt I could comfortably afford.

Have you seen the outcome you were hoping for?

Lisa did all the hard work for me which I would have found difficult to research on my own. I am pleased with the policy I chose.

What could they have done better?

I can't think of anything Lisa could have done better, she sourced all the policies for me in a timely manner.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Leicestershire

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

New house.

How has Lisa Jackson helped you?

She went out of her way to help me in the process of getting my mortgage and moving into my new house. Answering questions really fast all the time and helping move things forward at a fast pace.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in West Midlands

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

Buying house.

How has Lisa Jackson helped you?

Helped me to get morgage in best rate for my current situation.

Have you seen the outcome you were hoping for?

Above and beyond-very happy with her advice She was a great help.

What could they have done better?

Wonderful in every aspect of my purchase of house and home insurance etc

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Staffordshire

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

Moving home and requiring a new mortgage.

How has Lisa Jackson helped you?

Lisa was very helpful and advised me accordingly. We had a lengthy meeting to discuss the best options for me and my situation and she worked hard to get me the best deal available. She went above and beyond what I expected and I would most definitely recommend her to others. She is always available if you have any questions and concerns and my case was a tough one, and I think I may have given up on the house if I hadn't had a friendly ear from time to time. She also keeps me up to date every step of the way.

Have you seen the outcome you were hoping for?

Yes mortgage was secured, there were a few issues with the purchase but that was nothing to do with Lisa and her advice.

What could they have done better?

Sorry I can't think of anything other than I wish I had met Lisa earlier and had her advice on previous mortgages.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Staffordshire

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

We were first time buyers looking for mortgage advice.

How has Lisa Jackson helped you?

Lisa was able to find us a better mortgage deal than one we had been offered by a building society. She explained everything to us clearly and helped us from start to finish. Whenever we needed advice or we had issues with solicitors/estate agents Lisa would always be there to resolve any problems quickly and efficiently. She took the majority of the stress off our shoulders and we couldn't be happier with the service/end result.

Have you seen the outcome you were hoping for?

Yes, we are now in our new home and very happy with the mortgage Lisa got for us.

What could they have done better?

Nothing. Lisa was there every step of the way and we are very grateful for her service and support.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Staffordshire

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

mortgage renewal.

How has Lisa Jackson helped you?

mortgage renewal.

Have you seen the outcome you were hoping for?

yes a reduction in our monthly premiums and a better product for us.