We needed a mortgage agreed in principle in a very short time scale. Geraldine arranged this, and everything else needed for the mortgage and talked us through every step clearly. We have got a very good mortgage deal and are in the house of our dreams. She was on the phone and online every step along the way.
Read what our clients say about us … click below to read more reviews
- Emma & Joe, Hereford
My 1st mortgage. Very informative and found us the best rate on the market that time. Living in the same house for 2 years with same mortgage company and very happy. Keep doing what you’re doing Gez! Very personable, helpful and knowledgeable.Barry & Georgina, Henley in Arden
I was seeking financial advice for purchasing a property and reviewing my general assets. This included my current policies and what was available on the general market. Geraldine gave me advice on the available mortgages which were right for me and my circumstances after reviewing my assets and domestic situation. She ensured I was informed and understood the different mortgages, their advantages and benefits. She also reviewed my insurances, informing me on additional options, ensuring my mortgage and life policies were competitive and more importantly produce what is expected. Yes, Geraldine has continued to monitor my general financial affairs for the past two and a half years, having arranged a new mortgage deal at the two year point and reviewing / updating any life insurances. I am very satisfied with Geraldine’s advice and service. She talks you through the detail, offers options, weighing up advantages and disadvantages and tying it up with what is realistic to achieve.Understanding constructive criticism is useful, I can’t think of any point or time where I was dissatisfied or where I think Geraldine can improve. If anything, it was evident that Geraldine is obviously very passionate about ensuring her customer is confidant and satisfied in what she provides. She is very patient, listens to the customer’s needs and provides assurance and trust. I would recommend her any day!Curt, Colchester
We were changing mortgage providers. Geraldine looked at the most suitable products on the market for us. Geraldine was most helpful. She suggested suitable mortgage product which we took up. She then guided us through the whole process. She was always available to help when we required additional support and guidance.Nothing. Geraldine was very professional and approachable throughout the process. She ensured that we met our time limits and was happy to provide support when it was required.Nothing. Geraldine was very professional and approachable throughout the process. She ensured that we met our time limits and was happy to provide support when it was required.Emma & Martin, Burbage
I was looking to arrange Life Insurance and Critical Illness cover and did not really know where to start. I went to meet with Geraldine and she chatted to me about my requirements, and family circumstances in order to provide the best cover that suited me. Whilst there are many comparison websites that offer good deals, I felt that this was something important for my family’s future and I needed to make sure I got the right cover. My policies are now in place and I can rest easy knowing that should anything happen to me then my family is fully protected. The whole process was much easier than I thought it would be. Geraldine was very knowledgeable about the various policies that were available to suit my situation.There is nothing that I would suggest could have been done better. Everything was done in a timely and professional way.Linda, Burbage
I was buying my first home Gez got me the best mortgage. She got me the best mortgage for me and it was quick. Yes was more than happy and Gez was fantastic would highly recommend her to anyone and would use her services again easy to get on with great bubbly woman.Nothing she was fantasticNadia, Wolvey
Mortgage advice whilst receiving income in foreign currency. Always the consummate professional and worked to a high standard, very keen and will always look to provide a valued service. Very much so, looking to borrow a little more and Geraldine has guided me the whole way. Cannot fault her, great serviceJeremy & Claire, Exmouth
We wanted to consider options around letting our current place to buy another property. She helped us consider our options and found a mortgage to suit our needs. Whilst managing the process.She has been fantastic, a complete professional, she is very knowledgeable about different mortgage products and built a great rapport with my husband and I. She has a great customer service ethos and always responds to our calls and emails. I’d recommending getting in touch with Geraldine if you need any financial advice. Just completing our mortgage.I’m being very honest…. And if you knew me you’d know that I’m not backwards in coming forwards…. Geraldine really has got her business approach and ethos nailed.Kim & Gurudeep, Atherstone
I needed advice about buy-to-let mortgages. Excellent – I am very happy with the service received and how quickly I was able to get the information I needed to make a decision. Geraldine made the overall application process very easy and kept me informed at each step. Geraldine was flexible in terms of communicating with me around my work commitments which was particularly important for me. I have recommended Geraldine to friends. The mortgage application is progressing well. I am really pleased with how quickly it has all happened.I can’t think of anything that would have made the service better.Lucy, Leicester
Inability to proceed with a mortgage from our current mortgage provider left us in a slight panic as to how we would be able to buy the house we wanted. We needed financial advice urgently. Found us a mortgage that met all our needs. She came out to see us at home and filled in all the forms, got all the documents together and dealt with the building society on our behalf. She was always contactable and returned calls in a timely fashion. All her explanations were clear and helpful. Sadly, the sale of our house fell through the day after our mortgage was confirmed! We are back on the market and will be able to proceed as soon as we find a buyer.John & Kate, Northampton
Searching for a mortgage for a buy to let property. Geraldine listened to all of my requirements and found a range of suitable mortgage options. She was able to give me advice and guidance to make the right decision for my circumstances. I received a mortgage offer within a short period of time following application.There is nothing that could have been improved. I couldn’t have been happier with the help I was given.Adrian, Atherstone
I needed life insurance. She explained everything very carefully and which plan would suit me best, She was very patient in difficult circumstances but guided me expertly and professionally every step of the way.Chris, Peterborough
Re-mortgage. Geraldine went through our existing finances and offered a very competitive mortgage which, by increasing our monthly payments only slightly, has decreased our mortgage term by 6 years. My husband and were very happy with the process, and Geraldine showed an extensive knowledge of the financial market and excellent product knowledge. She was professional and friendly at all times. Yes, we are more than happy with our new mortgage rates and term.Alison & Paul, Burbage
I was looking for a mortgage to buy my first property. Geraldine performed a thorough assessment of my needs and requirements and talked me through the different options available to suit me. Vendor has retracted the sale, but Geraldine has been supportive and continues to help me with my search.No improvement required, absolutely brilliant. Thanks Geraldine!Heidi, Coventry
Buy to let mortgage, life insurance. Gez is always friendly and helpful, always returns calls/emails very quickly and is very professional.We did have problems with our 1st mortgage but Gez very quickly found us another one and chased the mortgage provider to avoid long delays. We have been very pleased with the service she has provided and will definitely use Gez again and happy to recommend to friends and family. Our BTL is currently going through.Very happy with all aspects of the service from Gez.Erica & Andrew, Peterborough
We were looking at buying our first house and needed mortgage advice. Geraldine gave us advise and support with the best options available to us she was on hand whenever we needed her help and even when the house fell through she was there for support and when we were ready to buy again she was at the end of the phone. Yes we are awaiting the move to our new house.
She doesn’t need to do anything different she is amazing and I would use no one else but her.Fay & Doug, Barwell
My partner and i wanted to buy our first house together. Geraldine had provided some excellent advice to my partner and additional members of her family in the recent past. Very much so. Geraldine assisted us through a couple of specific issues with our mortgage application. She dealt with a number of changes and was always there to help and advise. She was brilliant, supportive and helpful throughout.Anthony & Miranda, Coventry
We were looking for the best mortgage deal given that we also have a consent to let mortgage. Geraldine assisted us from start to finish, handling the mortgage application(s) and liaising with the lender. Our situation turned out to be very complex and Geraldine guided us through it and provided excellent advice. We really would not have been able to handle this situation if it had not been for Geraldine’s professionalism and patience. Excellent service, communication and customer care!! Yes – it took a while due to issues with the property as revealed in the survey, but thanks to Geraldine’s patience we were offered a mortgage.Stacey & Dave, Coventry
Geraldine has been amazing. We were recommended her through a mutual friend and so glad we had her supporting us. Geraldine strived to make sure that the information we gave her she used quickly and efficiently in order for us receive the best outcome. Yes. And we honestly believe that without Geraldine and her hard work and dedication we would not have got the outcome we wanted.
Geraldine did everything perfectly, her communication with us was on a daily/weekly basis even if it was a quick message to see how we were or to reassure us she had done her part and keep us updated, which is all you want when dealing with a financial/mortgage advisor and to not feel like you are left to wait and wonder. Geraldine made sure she kept us updated about everything including to let us know when she had completed or sent off our information so we knew when the waiting period would be.Emma & Ben, Coventry