Ben Gascoyne

Ben Gascoyne

Wallis Wealth Limited

Ben's reviews

Reviewed for

Insurance and Protection ( 17 )

Mortgages ( 72 )

Pensions ( 17 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 4 )

Investments and Savings ( 11 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 6 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 18 )

Financial Mentoring ( 4 )

Financial Coaching ( 5 )

Reviewers' assets

£500k+ ( 9 )

£200k - £500k ( 7 )

£100k - £200k ( 3 )

£50k - 100k ( 2 )

Up to £50k ( 11 )

Review

by a verified client in Hampshire

a year ago

Overall

Service

Advice

Value

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

Remortgaging and assessing future financial plans.

How has Ben Gascoyne helped you?

Ben has been fantastic. He invests significant time and energy to really understand our personal circumstances, concerns and goals. He listens, he asks the right questions, and he gets us to properly understand and consider the options available. Ben delivers tailored, personal advice that fits our needs, and he does it in a way that puts us fully at ease. His personable, caring style combined with his ability to communicate complex topics simply, means you feel totally at ease to ask all the questions you have. We have engaged Ben on a variety of different topics, and his depth and breadth of expertise and knowledge is outstanding. He is diligent, proactive, and respectful, and we truly value how he enables such an open and transparent dialogue.

Have you seen the outcome you were hoping for?

Absolutely. From our first interaction, through to present day.

Review

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

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

We needed a mortgage for a new residential property and to re-mortgage a buy to let.

How has Ben Gascoyne helped you?

He managed to find a lender who could better appreciate our circumstances, which other brokers had failed to do.

Have you seen the outcome you were hoping for?

Yes, we have a residential mortgage and ongoing advice from Ben.

What could they have done better?

No improvement needed!

Review

by a verified client in Berkshire

a year ago

Overall

Advice

Service

Value

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

Time for a remortgage under changing financial landscape. This required substantial conversations and overall review of our financial picture.

How has Ben Gascoyne helped you?

Brought us multiple alternatives and we discussed different routes and future outcomes.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

In hindsight we might have locked in rates earlier, but this was my changing circumstances and not slowness on Ben’s part.

Review

by a verified client in Berkshire

a year ago

Overall

Advice

Service

Value

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

Remortgage

How has Ben Gascoyne helped you?

Very successful outcome!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Review

by a verified client in Buckinghamshire

a year ago

Overall

Advice

Service

Value

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

Needed mortgage advice

How has Ben Gascoyne helped you?

Very responsive ;clear unambiguous advice when it was really needed

Have you seen the outcome you were hoping for?

Yes myself and grown up kids have all benefitted from Ben’s advice

What could they have done better?

Can’t think of anything