Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 12 )
Pensions ( 1 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 1 )
Auto Enrolment ( 1 )
Investments and Savings ( 2 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 1 )
Up to £50k ( 2 )
Client reviews
Review from verified client
September, 2019
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Bought a new house that required a mortgage and re-mortgage a rental property. Also get life insurance.
How has Jason Mall helped you?
Jason helped obtain these products with excellent interest rates and excellent service.
Have you seen the outcome you were hoping for?
Both mortgages and insurance policies went through seamlessly without any issues.
What could they have done better?
For our requirements everything Jason recommended was more than sufficient for our needs
Review from verified client
September, 2019
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
I wanted to remortgage my property to release some equity
How has Jason Mall helped you?
He was very helpful! Simply by being able to offer me the best product to suit me after understanding my requirements and past history. He was clear and direct which helped the process flow very easily.
Have you seen the outcome you were hoping for?
We're in the final process with the conveyancing team and should complete very soon
Review from verified client
September, 2019
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
our fixed rate was coming to an end and we wanted to reduce our overall term to pay the mortgage off quicker without incurring any charges
How has Jason Mall helped you?
He found us a great deal that we couldn't get directly and explained how it would all work in easy to understand language.
Have you seen the outcome you were hoping for?
We reduced our mortgage by 4 years and the monthly payments are below our monthly budget, so we are very very pleased.
What could they have done better?
He worked so fast, that it happened so quickly, not really a concern, just really happy with everything.
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?
Fixed rate mortgage due for renewal. Also needed advice regarding life insurance.
How has Jason Mall helped you?
Advised on best options for my circumstances and to suit my financial budget. Explained everything in detail and laid out options clearly so I understood.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
September, 2019
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Needed help in a number of things.
How has Jason Mall helped you?
He helped with many things especially insurance products. But his advice was very good
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
He explained everything very well. Cant knock it
Review from verified client
September, 2019
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
With so much going on in the Market. I needed someone trustworthy and knowledgeable and Jason was the right guy.
How has Jason Mall helped you?
He advised us on our current financial circumstances and future plans
Have you seen the outcome you were hoping for?
Yes we have seen the outcome as being advised
What could they have done better?
Maybe compare his services to other mortgage advisors so that people knew that they have made the right decision
Review from verified client
July, 2019
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
I required a review of my mortgage and finances as my fixed term was coming to an end.
How has Jason Mall helped you?
Jason was able to provide advice around the mortgage and assisted in consolidating my debts into a monthly payment which is less than the previous mortgage amount. Throughout the process, Jason was extremely professional, flexible and friendly service.
Have you seen the outcome you were hoping for?
I have been able to free up more of my income, clear my debts and take on a mortgage which is more affordable to me and my wife. Without Jason we would not have reached this outcome. I would have no hesitation in recommending Jason to family or friends.
What could they have done better?
In all honesty, Jason was professional and flexible around me which took a lot of the stress away from me. I couldn't fault the service he provided.
Review from verified client
July, 2019
Overall
Advice
Service
Value
Based in Lincolnshire
What were the circumstances that caused you to initially look for an adviser?
Needed to change our mortgage
How has Jason Mall helped you?
Got us a new mortgage
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
I needed to Re-mortgage as it was due to expire.
How has Jason Mall helped you?
Jason went above and beyond to help me get my mortgage in such a quick time. He got me exactly what I needed and better than my previous one.
Have you seen the outcome you were hoping for?
Yes my mortgage has just gone through
What could they have done better?
Nothing he did everything I needed him to and more
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Remortgage
How has Jason Mall helped you?
He made the experience painless and found an offer bespoke to my needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I do not consider that my advisor could have improved up in the service provided.
Review from verified client
February, 2019
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Move my mortgage to a repayment from interest only
How has Jason Mall helped you?
He found me a lender who not only gave me a better rate but one that I cud afford to pay long term
Have you seen the outcome you were hoping for?
Yes I am pleased with my payments and overall terms
What could they have done better?
He has been 100% great
Jason's reply
Thank you for your review Jasvinder, it was a pleasure working with you.
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Remortgage of property
How has Jason Mall helped you?
Jason arranged a remortgage for an existing property
Have you seen the outcome you were hoping for?
Yes all completed
What could they have done better?
All went smoothly and efficiently
Jason's reply
Thank you Raj, it was a pleasure working with you.