Jean Dawson

Jean Dawson

More Than Mortgages Limited

Minimum savings/pensions: Over £100,000

Minimum mortgage: Over £100,000

0330 038 8941
Based in Kinross
View location

Top Rated 2025
Verified since: September, 2013

5 out of 5

115 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 February 2025

    Jean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Jean has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 29 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Jean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Jean has provided information on their typical fees

    Jean has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 19

    Positive First Impressions

    89% of users who are not yet clients had a positive first experience with Jean

    89% of VouchedFor users have had a positive (4 or 5 star) first experience with Jean (based on 19 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 February 2025

    Jean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Jean has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 29 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Jean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Jean has provided information on their typical fees

    Jean has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 19

    Positive First Impressions

    89% of users who are not yet clients had a positive first experience with Jean

    89% of VouchedFor users have had a positive (4 or 5 star) first experience with Jean (based on 19 first impressions)

I am 66 years of age and I've worked in Financial Services for over 34 years, prior to that I was in the WRAF. I am a mum and granny and have also been divorced with 2 children. Having gone through most life stages personally I am able to empathise with my clients perfectly. I began my financial career with Abbey Life and I always remember my manager telling me to treat every appointment as if it were my first - and I do. I pride myself with talking at a level that my clients understand and never rush them into making a decision. Financial advice doesn't need to be complicated but it does need to be appropriate and affordable, that's what you get from me.

Offers available through VouchedFor

Contact Jean through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Jean's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Clients' level of financial expertise

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Adviser Disclaimer

More Than Mortgages Limited is authorised and regulated by the Financial Conduct Authority.
Please remember your home may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. The level of fees for mortgage advice will vary according to individual circumstances, but will typically be £170.

Equity Release refers to home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration.