Kate Beale

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.

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

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

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

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.

What were the circumstances that caused you to initially look for an adviser?

Mortgage and life insurance

How has Kate Beale helped you?

Kate sourced the products that met our needs exactly. She was fantastic with our move, chasing up our solicitor and liaising with the agent as well as keeping regular communications through what was a very difficult purchase.

Have you seen the outcome you were hoping for?

Yes, we have now moved in and have the ideal mortgage for our needs.

What could they have done better?

I don't think there was anything Kate could have done better.

What were the circumstances that caused you to initially look for an adviser?

I have been a client of Kate's for 20 years. She helped me find my first mortgage and I have come to her with any financial questions of a financial nature ever since. Kate is knowledgable and helpful and I have recommended her to friends and family.

How has Kate Beale helped you?

She has found me a number of mortgages, life insurance and given me other financial advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Mortgage application

How has Kate Beale helped you?

Kate assessed our financial situation, provided thorough advice and step by step took us through the mortgage application, making the process smooth and stress free.

Have you seen the outcome you were hoping for?

Yes, with Kate's help we received a really good mortgage offer.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

I needed to change my mortgage

How has Kate Beale helped you?

She looked into all possibilities and always finds me the beat deal. She’s been incredibly helpful with how to invest inheritance money.

Have you seen the outcome you were hoping for?

Yes. I am very pleased.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

First time buyers looking for a mortgage

How has Kate Beale helped you?

Kate arranged a mortgage for us, she was informative at every step of the way and very easy to speak to.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Buying first property

How has Kate Beale helped you?

Kate navigated the whole process for me, including recommending transferring to a different bank for a better deal.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

Nothing at all.

What were the circumstances that caused you to initially look for an adviser?

New mortgage and general financial advice in savings and pensions.

How has Kate Beale helped you?

Kate was knowledgable on the best approach for my mortgage, savings and pension considering my circumstances.

Have you seen the outcome you were hoping for?

Yes, I have now invested for future savings and have a new mortgage. Very efficient

What were the circumstances that caused you to initially look for an adviser?

Needed to remortgage and look at our pensions

How has Kate Beale helped you?

She dealt with our remortgage and is looking at our pensions. She dealt with the providers directly once we signed letters of authority which took all the hassle out of it for us.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Required mortgage and protection advice

How has Kate Beale helped you?

Advised and arranged suitable re-mortgage and protection policies

Have you seen the outcome you were hoping for?

Yes most definitely

What could they have done better?

Nothing. Very happy with the overall service

What were the circumstances that caused you to initially look for an adviser?

I needed to get a mortgage

How has Kate Beale helped you?

Kate was very helpful in helping me get a mortgage in principle

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Investing a pension Set up life cover policies

How has Kate Beale helped you?

Kate gave me guidance to invest my pension funds after a divorce.

Have you seen the outcome you were hoping for?

Yes, pension growing well

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Remor3

How has Kate Beale helped you?

Nothing is too much for Kate and always helps take the stress out of any transactions we have done together.

Have you seen the outcome you were hoping for?

More than!

What could they have done better?

Cannot think of anything.

What were the circumstances that caused you to initially look for an adviser?

I needed a mortgage as a first time buyer.

How has Kate Beale helped you?

Kate gave me excellent advice; provide different mortgage options and talked me through the stages step by step. The communication was excellent.

Have you seen the outcome you were hoping for?

Yes. I was able to purchase my first home.

What could they have done better?

Everything was of the highest standard, so could not have done better.

What were the circumstances that caused you to initially look for an adviser?

I wanted to invest some money and needed advice.

How has Kate Beale helped you?

She advised me where to invest my money taking into consideration many factors which suited my needs.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as I am satisfied.

What were the circumstances that caused you to initially look for an adviser?

Seeking a mortgage.

How has Kate Beale helped you?

Excellent, clear information and guidance that took account of our position and wishes.

Have you seen the outcome you were hoping for?

Yes. We were able to secure a good mortgage to buy our new house; as well as help previously with remortgaging that helped us in this journey.

What were the circumstances that caused you to initially look for an adviser?

approaching retirement I needed to make sensible decisions about ensuring income

How has Kate Beale helped you?

Kate explained very clearly, without patronising. She took time to understand my attitudes to risk and my needs and wants.

Have you seen the outcome you were hoping for?

so far, so good!

What could they have done better?

at times, things have been slow to be actioned, but the end result has always been good and I trust Kate implicitly to give the best possible advice for me

What were the circumstances that caused you to initially look for an adviser?

Looking for a remortgage and buy to let mortgage

How has Kate Beale helped you?

She managed to find us the right mortgages for us to suit our needs

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing. We are very happy with Kate and that’s why continue to come back to her for advice.

What were the circumstances that caused you to initially look for an adviser?

Finding the right mortgage that takes all personal circumstances into account is difficult, Kate has a great deal of knowledge of suitable lenders and how to get the right mortgage for each individuals needs

How has Kate Beale helped you?

Kate also helps with the additional things that can be easily forgotten such as Life Insurance and Income Protection as well as finding us the right mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, Kate has been very patient with us

Please provide a brief comment about your experience with Kate

Kate is great! Mortgages and pension both sorted. Easy to do and great results.

What were the circumstances that caused you to initially look for an adviser?

I was searching for someone that could help my find the best rate on a mortgage

How has Kate Beale helped you?

Kate walked me through the process and went to great lengths to ensure I got the best possible deal on my mortgage

Have you seen the outcome you were hoping for?

Yes certainly

What could they have done better?

Nothing

Please provide a brief comment about your experience with Kate

I was recommended to use Kate and was glad I did. She is knowledgeable of the financial market, friendly, gives great advice and yes I would recommend her services. She gives you time to think things through with no pressure, keeps you fully informed and gives you options. Nothing is too much trouble.

Please provide a brief comment about your experience with Kate

Efficient and understood my financial situation swiftly with some great options to move forward with highly recommend

Please provide a brief comment about your experience with Kate

Kate has been helping us navigate a new mortgage and various insurances in preparation for a house move. She has been great at every stage of the process and we feel very comfortable with her guiding us. We will continue to use her in the future. Great service.

Please provide a brief comment about your experience with Kate

Kate was very professional and communicative. She always got back to me and kept me informed and chased up solicitors and the bank for me. I will definitely be using her again in future.

What were the circumstances that caused you to initially look for an adviser?

Mortgage was up for renewal.

How has Kate Beale helped you?

Kate gave me lots of options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.