19th October 2016
Excellent client feedback for our Mortgage Adviser
Our Mortgage and Protection Adviser, Matthew Metcalf has received this fabulous feedback from a recent client definitely worthy of a mention.
‘What were the circumstances that caused you to look for a Financial adviser?
Having bought a shared ownership property 3 years ago, I wanted to see if it was possible to purchase the other 50% with the savings I had.
How did Matthew Metcalf help you?
He performed a full financial review before coming back to me with some options of how to achieve the end goal. I didn’t initially think it was possible but when Matthew explained how we could release my equity without having to touch my savings, I was over the moon! Then he went one step further and sourced an amazing mortgage deal for me, along with a competitive quote for the stair casing legal work. In addition, he took the time to ask about my personal reasons for having mortgage cover, income protection etc. and sorted all that out for me too.
What is your current situation? Have you seen the outcome you were hoping for?
Definitely, and then some! Matthew has been professional, yet friendly and personable. He always responds to queries promptly and proactively kept me informed. I made a promise to myself a few years ago which I have today been able to fulfil with Matthew’s support and advice.
What could they have done better?
Well done Matthew. Great work!