Rob Phelps

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

my 2 year fixed term was ended and I was looking to find a new term at the most competitive rate as possible

How has Rob Phelps helped you?

clear information and options for me to look through and decide

Have you seen the outcome you were hoping for?

yes, very happy with what we sorted out

What could they have done better?

nothing

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

I was unhappy with the mortgage deal I was on at the time

How has Rob Phelps helped you?

Honest and open advice, providing options based upon salary and affordability of products that were available.

Have you seen the outcome you were hoping for?

On the whole yes, though the current deal has seen several price rises that have been most unwelcome!

What could they have done better?

Nothing to add.

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

Needed loan to carry out improvements to home

How has Rob Phelps helped you?

Gave advice on loans and which companies offered the best rates

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Unique employment situation

How has Rob Phelps helped you?

He obtained mortgages for us over the years which have been tailored to our specific needs

Have you seen the outcome you were hoping for?

Yes

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

Buying a house

How has Rob Phelps helped you?

He has helped with insurance and mortgage renewal 2 times

Have you seen the outcome you were hoping for?

Yes