Lewis Davies

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

We were moving house in a relatively short space of time, and wanted the ease of using an adviser as first time buyers to help speed up this process.

How has Lewis Davies helped you?

Lewis was great - he sourced the latest deals for our circumstances, talked us through any documentation and what was required on our behalf, and was the support we needed as first time buyers to ask all of our silly questions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, the service we received was informed, tailored and we trusted that Lewis really understood our needs and situation.

Please provide a brief comment about your experience with Lewis

Excellent

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

We were looking for a Mortgage as first time buyer

How has Lewis Davies helped you?

We could not thank Lewis Davies enough for his help and support throughout the mortgage process from start to finish. As first time buyers Lewis offered us a free consultation in the comfort of our home to explain the different types of mortgages available and the process from start to finish in simple terms which we highly appreciated. Once we decided to proceed, Lewis kept us updated and he was happy to discuss any concerns we had. It was a pleasure dealing with such a professional individual with outstanding product knowledge and excellent customer service.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing can be done better

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

We were looking to re-mortgage and struggled to get good advice

How has Lewis Davies helped you?

He explained all the options and worked with us until we found a product that met our needs

Have you seen the outcome you were hoping for?

Yes definitely, mortgage done and Lewis has now helped us evaluate and change our life insurance which wasn't previously offering us the cover we needed

What could they have done better?

No comments to make as I feel Lewis has been so helpful to us

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

Wasn't happy with my prevues broken, Lewis came up trumps with great product, helpful advice and duty of care to me.

How has Lewis Davies helped you?

Gos a great deal quickly and easily and gave broad advice regards my small portfolio

Have you seen the outcome you were hoping for?

yes, quick mg offer followed

What could they have done better?

n/a