Steven Burgess

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

Following the sudden death of my husband as well as wanting to find a new, refreshing and knowledgeable expert in all financial affairs.

How has Steven Burgess helped you?

Steve guided and helped me with all financials associated to my late husband, our property and all my financial affairs. He has also helped my Son, and I have recommended him to several friends also looking for an FPA.

Have you seen the outcome you were hoping for?

Absolutely. Incredible work and I feel very financially secure now and for my future.

What could they have done better?

Nothing...Steve is exceptional

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

We needed a new mortgage, so asked Steve to source a new mortgage deal for us.

How has Steven Burgess helped you?

He sourced mortgage deals for us, saved us thousands through a redemption fee waiver, and advised us on course of action.

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Apart from paying my mortgage, nothing!

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

Mortgage advice.

How has Steven Burgess helped you?

We have trusted Steve with our mortgage for several years now; he always takes time to listen to our needs and recommend suitable products, giving us a range of options from 2 year to 5 year deals to choose from. If I have any questions he is always on the end of the phone, and will also proactively remind me when our remortgage is due. I would happily recommend him to any of our friends seeking mortgage advice.

Have you seen the outcome you were hoping for?

Yes, I feel confident that Steve will find us a competitive mortgage.

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

Wanted a pension

How has Steven Burgess helped you?

Talked me through the process patiently.

Have you seen the outcome you were hoping for?

Too early to say.

What could they have done better?

Too early to say.

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

Mortgage Renewal

How has Steven Burgess helped you?

He has watched the rates closely and waited till the correct time to get the best rate for us.

Have you seen the outcome you were hoping for?

Most defiantly.

What could they have done better?

Steve and his team always offer their best.

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

In depth knowledge and experience and understanding of mortgages

How has Steven Burgess helped you?

He had advised me and my partner on n switch rates and helped us buy our first home

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

….

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

First time buyer who needed advice on mortgages

How has Steven Burgess helped you?

Steve assisted with explaining the whole process and providing all details associated with applying for a mortgage and offering support along the way

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - very informative and always keep you updated

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

Recommend from a work colleague regarding mortgages

How has Steven Burgess helped you?

He’s very helpful in finding the best deals. I wouldn’t go anywhere else for advise and support.

Have you seen the outcome you were hoping for?

Yes we have used fortis twice now and they are so helpful in finding us the best deals.

What could they have done better?

N/A

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

Mortgage term coming to an end

How has Steven Burgess helped you?

Steve has been really thorough in explaining the market optics and the various pros and cons of each type of mortgage contract.

Have you seen the outcome you were hoping for?

Yes - I now have a much better deal and can plan for other financial events, knowing my mortgage is in a much better position

What could they have done better?

Nothing - Steve offered a very professional service.

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

First-time buyers

How has Steven Burgess helped you?

Steve held our hand through the process of buying our first home.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

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

Remortgaging

How has Steven Burgess helped you?

Sorted out our remortgage. We really appreciated Steven fitting in calls around our availability.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

Mortgage renewal

How has Steven Burgess helped you?

Steve found a solution for us

Have you seen the outcome you were hoping for?

Yes, absolutely

What could they have done better?

Nothing, great service as always

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

Lack of self knowledge and time.

How has Steven Burgess helped you?

Done everything for me. Answered all my questions and guided me accordingly on multiple occasions.

Have you seen the outcome you were hoping for?

Yes, everything and more.

What could they have done better?

To be honest I would say nothing everything got done efficiently and that's all one can ask for!

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

A change in personal circumstances led me back to Steve for advice on how to best handle porting a mortgage to a new purchase.

How has Steven Burgess helped you?

As ever, Steve has been very thorough, caring and presented me with multiple options and explanations to help my decision-making.

Have you seen the outcome you were hoping for?

Yes.

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

We were buying a property and required advice.

How has Steven Burgess helped you?

Steve has helped us with a number of properties. He’s always been clear and concise. He has a kind and easy temperament with sound good advice. Always striving to find us the best solution and products. As well as just there for advice outside of our properties when it comes to financial queries.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

NA

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

Wanted to use a broker

How has Steven Burgess helped you?

Very professional and obtained the perfect result

Have you seen the outcome you were hoping for?

Yes

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

Moving house

How has Steven Burgess helped you?

Steve has offered invaluable advice and has always been available to field questions and provide options. He is efficient and concise, I would highly recommend his services.

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?

Me and my wife needed a mortgage, life insurance and I needed income protection and a pension sorted

How has Steven Burgess helped you?

Steve originally sorted out our life insurance for me and my wife, then when I wanted income protection I went to Steve followed by our mortgage and me setting up a pension

Have you seen the outcome you were hoping for?

Absolutely! Steve deals with all my financial planning and I wouldn't go to anyone else! Me and my wife trust him to get us the best deals and put us on the right path with our financials

What could they have done better?

Nothing so far

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

To ensure I guess the best deal and make the best decision with good advice

How has Steven Burgess helped you?

Multiple mortgage deals over the past few years, including during times of high interest rates

Have you seen the outcome you were hoping for?

Yes, very happy considering how high the interest are

What could they have done better?

Nothing

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

Re mortgage

How has Steven Burgess helped you?

By providing great, honest advice

Have you seen the outcome you were hoping for?

Yes

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

We were first time house buyers with little clue as to what we were able to afford on the market or how to go about securing the best rates.

How has Steven Burgess helped you?

Steve was able to talk us through the process from A-Z very clearly, setting out what was required from us and how he and his team could support. He was able to provide rates and repayment figures at pace which was incredibly useful whilst we were negotiating with vendors and trying to work out what our maximum budget could be stretched to. He has subsequently helped us with all paperwork in securing out mortgage offer with minimal fuss and in good time.

Have you seen the outcome you were hoping for?

Yes. We couldn't recommend him or his services more highly.

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

Keen to move from a variable to a fixed rate mortgage.

How has Steven Burgess helped you?

We really appreciated Steve being so proactive and once again giving us sound advice and things to consider.

Have you seen the outcome you were hoping for?

Yes, remortgaged on a market leading rate with zero hassle.

What could they have done better?

Nothing!

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

Renewal of mortage and looking at combining pensions.

How has Steven Burgess helped you?

Steve is proactive in looking at all lenders and the rates being offered when mortgage is due to be renewed. Steve always makes the time to speak to us. We have had many changes to our financial circumstanes over the past 8 years. Steve adapts each time and ensures we are aware of all options. I feel comfortable speaking with Steve and totally trust him.

Have you seen the outcome you were hoping for?

Yes we have been approved the best rate in the current market.

What could they have done better?

Honesly nothing.

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

Initially to source the best mortgage deal and subsequently over a number of years to renew and find best options.

How has Steven Burgess helped you?

I have used Fortis Financial Services and Steve Burgess for a number of years to help in ensuring we get the best mortgage deal and most recently Steve has supported us in transitioning to a new deal as our previous deal came to the end of its term. As always Steve provided friendly, straight forward and well informed advice.

Have you seen the outcome you were hoping for?

I have always got a great outcome.

What could they have done better?

Nothing. excellent service all round.

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

Have used Steve of Fortis twice now to arrange my mortgages

How has Steven Burgess helped you?

Steve has always called to explain all emails, is always prompt to get back to me and has saved me money.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The service given is already excellent

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

To understand affordability and to help get a mortgage

How has Steven Burgess helped you?

He helped us in the first steps of understanding being a first time buyer and offering us lots of products to helps us get the best guide of types or mortgages and repayments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

I'm an Expat looking for specialist support remortgaging my UK propoerty.

How has Steven Burgess helped you?

Steven was highly efficient at scanning the market for deals, clearly communicating our best option and complete the transfer. No fuss, no wasted time.

Have you seen the outcome you were hoping for?

Securing the best mortgage deal.

What could they have done better?

Nothing

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

Purchasing a home.

How has Steven Burgess helped you?

Steve was able to find a suitable mortgage deal where others gave up due to the current climate.

Have you seen the outcome you were hoping for?

Yes.

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

Remortgage

How has Steven Burgess helped you?

Helpful and professional and wise advice re managing a complicated remortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

-

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

Needed to remortgage and previously used Steve

How has Steven Burgess helped you?

Knowledge, support, guidance, advice and making the process simple and easy

Have you seen the outcome you were hoping for?

yes

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

I wanted a professional in the financial markets to have an independent overview of my finances and to advise me accordingly of my options.

How has Steven Burgess helped you?

He & his colleagues arranged a remortgage which has allowed me to reduce my monthly outgoings which has helped me overall.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Nothing.

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

We had various pensions with various companies. We need advise on what to do and when so we can retire comfortably

How has Steven Burgess helped you?

Steve located all our pensions (Some we had forgotten about) and advised us on what we need to do, how much we need to save/invest so we can retire when planned

Have you seen the outcome you were hoping for?

With the plan we discussed with Steve we are confident that our plans will come to fruition

What could they have done better?

Nothing, we are very happy

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

Due to my salary structure I was unable to use usual mortgage products.

How has Steven Burgess helped you?

He helped me to find a mortgage provider that takes into account my special situation in mortgage capacity calculations. He also helped me to follow rate rises and lock a deal before the further rises are introduced.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

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

We had a number of financial concerns that need some advice and sorting out, savings, Trust Funds, ISAs, pensions, investments.

How has Steven Burgess helped you?

Steve has helped us to rearrange and manage a variety of financial plans to support our family protection and to secure our future financial security. He takes the time to understand your needs and then explains your options in detail for you to decide in your own time. He is knowledgeable, helpful and regularly emails with updates and information. I've been really pleased with the level of help and support as finance can be confusing to understand sometimes, but Steve has been very patient and explained things very clearly.

Have you seen the outcome you were hoping for?

Its a bit early to say, but I'm not concerned about my finances now, whereas I kept putting off dealing with it before.

What could they have done better?

I can't think of anything that could have been done better :)

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

Home improvements

How has Steven Burgess helped you?

Mortgage

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?

Needed to review my pensions to ensure things were on track for my retirement.

How has Steven Burgess helped you?

Due to personal circumstances, I needed to take my pension earlier than expected. Steve was amazing and went through everything thoroughly with me and made sure my decision was the best for me and my circumstances. I like the fact that it is reviewed every year to take into account any changes and then adjusted accordingly.

Have you seen the outcome you were hoping for?

Absolutely, far better outcome than I ever expected.

What could they have done better?

Nothing

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

I was attempting to get my first mortgage. I am a freelancer and know it can be difficult to secure a mortgage with my short contracts.

How has Steven Burgess helped you?

I can not say enough good things about Steve and his team. They were patient, diligent and amazing communicators. They made the overwhelming experinece of getting my first mortgage a seamless affair and would always be available to offer guidance and advise. I really can not thank them enough for all their hard work. An incredibly professional operation. I have already recommended them to numerous friends. Steve and Cecilia, thank you so much.

Have you seen the outcome you were hoping for?

Yes. I have managed to get my first mortgage.

What could they have done better?

I don’t think they could have done anything better. They were fantastic.

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

My mortgage was coming up for renewal and I wanted an independent opinion on what was out there in the market

How has Steven Burgess helped you?

He reviewed the entire market having taken a considerable amount of time to understand our current (and future) plans. He then came back with a few options with a list of potential pros and cons.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

nothing really. He was honest enough to say things change (and boy have they!) and it's ultimately only us who could make the decision. I'm happy that we made the right decision for us with the options open to us.

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

First time buyers

How has Steven Burgess helped you?

Steven has been so helpful throughout the process. As first time buyers there were a lot of unknowns for us and Steven went above and beyond in offering advice and explanations on anything we had questions on.

Have you seen the outcome you were hoping for?

Still ongoing but so far yes!

What could they have done better?

None, they were great!

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

Our family was looking for a financial advisor to help take care of our money as well as give advice about how we could use our money better. Steve has helped us for several years and could t recommend anyone enough.

How has Steven Burgess helped you?

Remortgaging several times as well as financial services, particularly around investments and pension services.

Have you seen the outcome you were hoping for?

I couldn’t be happier.

What could they have done better?

NA

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

Needed help with private health insurance, mortgages and pensions

How has Steven Burgess helped you?

Steve helped me source all of the above.

Have you seen the outcome you were hoping for?

Over and above

What could they have done better?

N/A

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

Remortgage

How has Steven Burgess helped you?

Steve has gone above and beyond to make sure we secured the best product for our changed circumstances.

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?

Recommendation

How has Steven Burgess helped you?

With mortgage advice

Have you seen the outcome you were hoping for?

What was expected

What could they have done better?

Nothing really

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

I have a unique situation with my tax status in UK that was causing difficulty on mortgage. Steve helped to find a lender that takes into account my specific circumstances.

How has Steven Burgess helped you?

Steve helped to find a lender that takes into account my specific circumstances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

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

I was looking to amalgamate my pensions

How has Steven Burgess helped you?

Steven has been great. We’ve looked at all my pensions, completed some longer term financial planning so I’ve got a plan and I now have one combined plan. We have a yearly review so we keep on track and can adjust as and when things in my life change.

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?

Purchasing my first home

How has Steven Burgess helped you?

He has been very informative, found me a great offer on my renewed mortgage.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

Purchasing a flat

How has Steven Burgess helped you?

Finding the best value mortgages for two properties and remortgaging two properties.

Have you seen the outcome you were hoping for?

Yes.

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

Remortgage

How has Steven Burgess helped you?

Excellent advice and very professional. Good attitude and nothing a problem. Always answered the phone.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The questionnaires at the start could have been clearer to make the process smoother and quicker.

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

I needed to remortgage buy to let company owned flat

How has Steven Burgess helped you?

Found best rates in the market and best product

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?

Needed advice re. Re-mortage.

How has Steven Burgess helped you?

Arranged my mortgage.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Good service.

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

Remortgage

How has Steven Burgess helped you?

Mortgage reapplication

Have you seen the outcome you were hoping for?

No

What could they have done better?

Failed to action mortgage reapplication for over a week despite me highlighting with screenshot the mortgage and chasing him within this time. Mortgage since removed from the market and this has cost me over £4000 in total as a result. If he’d have told me he wasn’t going to apply for the mortgage before it was withdrawn from the raker I would have just done it myself. Despite this wanted a fee for remortgage application which I didn’t have to pay for my original mortgage with them and despite earning over 2k from the mortgage company. Prior to this had recommended to other people due to prior experience with a colleague who no longer works for the company but won’t again

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

Recommended by a friend

How has Steven Burgess helped you?

He took care of all the paper work, made everything incredibly clear and quick and efficient

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Honestly I received was gold star level

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

I really felt confused by all the available options and wanted some sound and expertise advice

How has Steven Burgess helped you?

Steve had been so helpful in presenting considered options with my criteria in mind. The service has been efficient, on point and very personable. Steve is a trusted and safe pair of hands and I feel very confident in making the best decisions for me and my family.

Have you seen the outcome you were hoping for?

Absolutely! We are very happy with options we have chosen under Steve’s guidance.

What could they have done better?

Honestly, nothing! This has been a five star service and I couldn’t recommend Steve and his team enough.

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

Through the process the service and advice I received from Steven was first class. His communication on all accounts was excellent and the options, services and overall advice he gave to me and my wife was superb.

How has Steven Burgess helped you?

He has helped me with mortgage advice and set up of said mortgage. He also helped me with updating my life insurance in advance of my new mortgage by referring me to a specialist also working in his company who, like Steven, gave an excellent service.

Have you seen the outcome you were hoping for?

Regarding the service Steven gave, absolutely! This would not have been possible, I am convinced, without the “extra mile” that Steven went in the work he did for us

What could they have done better?

I honestly couldn’t think of anything Steven and his company could have done better, they were superb.

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

I have needed to remortgage a few times, review some pensions and obtain guidance on family insurance and so forth.

How has Steven Burgess helped you?

Steve has helped me every step of the way, he is always my first call on financial and planning matters.

Have you seen the outcome you were hoping for?

I am always delighted with the outcome.

What could they have done better?

Nothing, Steve always goes the extra mile.

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

My lack of knowledge and time to learn

How has Steven Burgess helped you?

100% clear explanation and made it easy and smooth

Have you seen the outcome you were hoping for?

Yes I have the product I was looking for

What could they have done better?

Nothing comes to mind

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

Needed advice on my pension and remortgage of my property l.

How has Steven Burgess helped you?

Steve has helped us get onto a more affordable rate for our mortgage.

Have you seen the outcome you were hoping for?

Yes very much.

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

I was looking for a new mortgage

How has Steven Burgess helped you?

I found him very approachable and knowledgeable. I received fantastic guidance and support, all relayed to me in simple terms so I never felt overwhelmed. Steven obtained a very competitively priced mortgage offer for me.

Have you seen the outcome you were hoping for?

Yes I have the mortgage offer which I needed. I found the whole experience fast and very efficient.

What could they have done better?

Nothing to be honest.

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

Advice on remortgage and investments

How has Steven Burgess helped you?

Steve was clear in what services were offered and provided the services asked for clearly and with detail.

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?

Needed help and advice on our mortgages

How has Steven Burgess helped you?

Very informative and always found a solution to our requirements that were not straight forward

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?

Wanted to buy a home

How has Steven Burgess helped you?

Quickly found out what we needed, offered advice on process and suggested suitable mortgage products.

Have you seen the outcome you were hoping for?

Yes

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

Steve found me a great mortgage 5 years ago, and I have just gone through the process of re-mortgaging for another 5 year term. I have always found Steve and his team to be incredibly helpful, efficient and informative. Really couldn't ask for better service.

How has Steven Burgess helped you?

Mortgages

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Steve and his team are exemplary

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

mortgages, financial planning, health insurance,

How has Steven Burgess helped you?

Steve is very knowledgable and if he doesn't know something he'll research and find out, if he can't do that he'll find me an expert that can.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - perfect service.

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

My wife and I needed assistance with remortgaging and then a new mortgage to move house. Also updating our life insurance to match our new borrowing.

How has Steven Burgess helped you?

Steve and his team has given us endless advice and support throughout our mortgage and insurance processes both through phone and email.

Have you seen the outcome you were hoping for?

Yes definitely and more so.

What could they have done better?

Nothing that I can think of.

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

I needed advice on how to get the best mortgage rate when I was moving house, and then again when I was looking to remortgage and release equity to pay for an extension.

How has Steven Burgess helped you?

Step by step guidance on the process, found us some great rates, and took the stress out of searching and liaising with the mortgage provider by doing this on our behalf.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

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

Inflation rise and coming to the end of a morgage.

How has Steven Burgess helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

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

International expat looking for a UK mortgage

How has Steven Burgess helped you?

Identified mortgage providers and handled the entire application process quickly and efficiently

Have you seen the outcome you were hoping for?

Yes

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

Steve and I have worked together for the last 6 years and he is someone I rely on 100% for best-in-class advice on mortgages. He not only can find the best out there, but knows exactly how to navigate the application process, even in the most unique of circumstances. Thanks Steve.

How has Steven Burgess helped you?

Mortgage advice on residential and LTD company buy to let

Have you seen the outcome you were hoping for?

Yes on every occasion

What could they have done better?

Nothing I can think of

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

My husband died and I had money to invest, plus review of my pension pot.

How has Steven Burgess helped you?

He reviewed my whole financial position and recommended a few things to do initially, as I was hesitant to put all my eggs in one basket.

Have you seen the outcome you were hoping for?

Yes I have had a good return on investment

What could they have done better?

Nothing

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

Mortgage renewal. We had no pensions or a will in place. Also medical cover for our family.

How has Steven Burgess helped you?

Steve has always been such a great help with every financial matter and advice we have required. He is so professional and prompt and has motivated us to get pensions and Wills in place, also mortgages and medical cover for our family. We will continue to use his services in the future when needed. We would highly recommend him.

Have you seen the outcome you were hoping for?

Yes every time.

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

Unhappy with previous advisor

How has Steven Burgess helped you?

Listened carefully and tailor made a plan which suited me and my financial goals

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?

I wanted to make my savings work harder for me.

How has Steven Burgess helped you?

He gave me advice about my pensions, as well as investing my savings into an ISA and an investment account.

Have you seen the outcome you were hoping for?

It’s a bit early to tell (I have only been invested for a couple of months), but I am currently in profit after only a short while, so hopefully my investments will continue to grow.

What could they have done better?

Nothing really (unless they wanted to offer their services free of charge). ;-) They were very pleasant, patient, and understanding.