Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 22 )
Pensions ( 6 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 4 )
Inheritance Planning ( 1 )
Reviewers' assets
£100k - £200k ( 2 )
£50k - 100k ( 2 )
Up to £50k ( 10 )
Repeat review
by a verified client in Essex
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kate Beale helped you since your last review?
Kate was timely on providing much needed advice about my mortgage which was coming to the end of its initial term. Kate provided me with a number of options for remortgage of my property and the whole process was very clear which resulted in me getting the best option for my circumstances. An excellent service once again.
Review
by a verified client in Essex
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
First-time buyers buying a property
How has Kate Beale helped you?
Kate provided advice and arranged our Mortgage application
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Essex
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have used Kate's services for many years in mortgage, remortgage and life insurance purposes. We've looked to turn to her for any of the above and will continue to do so. We are now focussing on financing for a home extension which Kate has already provided great advice.
How has Kate Beale helped you?
Excellent mortgage/remortgage advices and services to help us get across the line in a timely manner that left us with a great mortgage fit for our purposes for a great rate. Also arranged our life insurance and held are hand through a complicated process.
Have you seen the outcome you were hoping for?
Everytime.
What could they have done better?
Nothing comes to mind
Review
by a verified client in Essex
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help with my mortgage and life cover
How has Kate Beale helped you?
She remortgaged the property and I needed changes made to my life cover
Have you seen the outcome you were hoping for?
Yes, all in order and done quickly and efficiently
Review
by a verified client in Surrey
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Selling a property and looking for a new mortgage.
How has Kate Beale helped you?
Kate went over and above in understanding our needs and searching for the best product for us. I felt in completely safe hands as she is professional, helpful and extremely knowledgeable.
Have you seen the outcome you were hoping for?
Yes, we have reviewed our mortgage several times and Kate is proactive and gets great rates.
What could they have done better?
I was completely happy with the service.