Steven's reviews
Reviewed for
Insurance and Protection ( 77 )
Mortgages ( 221 )
Pensions ( 1 )
Equity Release ( 8 )
Retirement income (annuities, drawdown) ( 1 )
Auto Enrolment ( 1 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 2 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 5 )
£100k - £200k ( 5 )
Up to £50k ( 82 )
£50k - 100k ( 12 )
Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We initially looked for an advisor to get the best advice and the best rates
How has Steven Thomas helped you?
Steven has given us amazing advice and provided us with the best rate mortgages
Have you seen the outcome you were hoping for?
Yes the service was great and would definitely recommend.
What could they have done better?
Nothing brilliant service
Steven:
Thank for your kind words JonathanReview
by a verified client in Merseyside
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Knew Steven through people that had bought our home. My wife and I had decided to separate so I needed advice with our current mortgage. Wife wanted to move closer to family and I was happy to live in the current location. Put the house on the market had buyers, all set to sell and move our separate ways. I sat down with Steve and when I mentioned that wife and I had put in a lot of work on the house we were selling and I was gutted to sell up and move and start all over again, Steven suggested why I don't I remortgage and pay my wife out of the current mortgage, I never thought of that option and it was clearly the right option for me. I'm now living in the address on my own with a affordable mortgage all set up by Steven.
How has Steven Thomas helped you?
By giving great advice and helping set up my current affordable mortgage.
Have you seen the outcome you were hoping for?
100% happy with the outcome
What could they have done better?
Nothing, very happy with the service
Steven:
Thanks for your kind words Luke, Hope your wellReview
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to remortgage and wanted advice
How has Steven Thomas helped you?
Steven has helped us tremendously. He has so much knowledge. When we have used other people many years ago, we found things over complicated. He makes everything easy to carry out. I wouldn't hesitate to use him or recommend him to others.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Steven:
Thank for your kind works NicolaReview
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed advice.
How has Steven Thomas helped you?
Steve provided excellent advice and service.
Have you seen the outcome you were hoping for?
Very much.
What could they have done better?
Nothing the service was fabulous
Steven:
Thanks for your kind words Robert, Hope your well and settled into your new homeReview
by a verified client in West Midlands
3 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Relocating & needed small mortgage
How has Steven Thomas helped you?
He liased on our behalf with estate agents selling our property & also who we were buying from
Have you seen the outcome you were hoping for?
Yes we are now settled in our new home, Steven helped enormously with making things much less of a stress.
What could they have done better?
Steven works to a very high standard, so there wasn't anything that needed explaining as he did that each step we took.
Steven:
Thank you for your kind word Marianne, Hope you have settled in well. Best Regards