Richard's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 22 )
Pensions ( 2 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 2 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
Up to £50k ( 4 )
£50k - 100k ( 1 )
Review
by a verified client in Kent
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a property
How has Richard Davis helped you?
Finding the right mortgage lender and explaining all the risks and advantages involved before applying for the loan.
Have you seen the outcome you were hoping for?
Yes for sure
Review
by a verified client in Devon
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a property
How has Richard Davis helped you?
He gave us advice on mortgage products and helped us work out affordability and budgetting. He also went through life insurance and income protection to help us to make informed decisions about what would suit both our needs and budget.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
There is nothing i can think of
Richard:
Thank you Gemma, Happy to help. :-)Review
by a verified client in Kent
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Changing mortgages
How has Richard Davis helped you?
Richard was very helpful and knowledgeable about the products available to me.
Have you seen the outcome you were hoping for?
Yes- I was very pleased with the outcome & will be returning for to him when my re-mortgage is due.
What could they have done better?
I was very happy with the service I received from Richard.
Richard:
Hi Debi, thank you for the review. Look forward to speaking to you soon.Review
by a verified client in Kent
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgaging my house
How has Richard Davis helped you?
Answering my calls , and explaining options and risks involved in process of baying and remortgaging the house..
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No idea.
Review
by a verified client in Sussex
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchase of a property and new mortgage.
How has Richard Davis helped you?
Richard helped by clearly explaining all the options available to me regarding mortgages so I could make an informed decision. Richard dealt with everything quickly and effectively and made the whole process stress free. Richard was always available to help with any questions I had throughout the process too.
Have you seen the outcome you were hoping for?
Yes definitely.
What could they have done better?
I personally don't feel that there was anything that could have been done better.
Richard:
Thank you for the great review!!