Justin Travers

Justin Travers

Greenfields Financial Management Ltd

Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 13 )

Pensions ( 2 )

Equity Release ( 7 )

Retirement income (annuities, drawdown) ( 2 )

Auto Enrolment ( 1 )

Investments and Savings ( 1 )

Pension Transfers - Non Specialist ( 1 )

Financial Planning ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 1 )

£100k - £200k ( 1 )

£50k - 100k ( 1 )

Up to £50k ( 7 )

Review

by a verified client in Dorset

2 months ago

Overall

Advice

Service

Value

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

Interest only mortgage for over 60s

How has Justin Travers helped you?

Successfully acquired a remortgage on an interest only product

Have you seen the outcome you were hoping for?

Yes!!!

What could they have done better?

Nothing

Review

by a verified client in Dorset

2 months ago

Overall

Advice

Service

Value

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

My mortgage provider was unable to speak to us directly about a product swap.

How has Justin Travers helped you?

Justin was brilliant he perceived with our mortgage provider and was always on hand by either email or phone call to put our minds at rest throughout the process of swapping our product

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing all was well and we will contact justin in the future when we need help with financial matters.

Review

by a verified client in Dorset

3 months ago

Overall

Advice

Service

Value

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

To remortgage

How has Justin Travers helped you?

Justin helped a lot with my case as he found the right product for me and helped me throughout the process taking great care all of the details

Have you seen the outcome you were hoping for?

Yes and I am very satisfied with the outcome.

What could they have done better?

Nothing. Everything was just outstanding.

Review

by a verified client in Dorset

4 months ago

Overall

Advice

Service

Value

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

A Friend recommended us and gave us his number. We had some plans and needed a product to help us achieve our goals.

How has Justin Travers helped you?

Justin helped us a great deal. First of all, took his time to meet us and learnt about our difficult case then came up with solutions for us to choose from. At all times, Justin was very professional, informative, nothing was too much trouble, replied promptly our questions and gave us the best customer service as Justin seems to care for his clients.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

We can’t think of anything as everything was very good.

Review

by a verified client in Dorset

4 months ago

Overall

Advice

Service

Value

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

My arclays mortgage was running out as they offereed no hope to keep my house. And then i came across Justin through Greenfields who quickly re-assured me that ther were lenders out there via equity release

How has Justin Travers helped you?

He has enabled me to keep my house which was my primary concern He gave me hope when I had none and made hope turn into a reality There are no words to express my gratitude and I will always remember extremely highly

Have you seen the outcome you were hoping for?

Yes indeed it was - Justn got me the best deal and I trusted him

What could they have done better?

Nothing Bless you all Nigel

Review

by a verified client in Dorset

7 months ago

Overall

Advice

Service

Value

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

To reduce our mortgage costs and set up income protection

How has Justin Travers helped you?

He has given us the framework to re think our mortgage and had set up income protection

Have you seen the outcome you were hoping for?

Everything that we wanted has been achieved

Review

by a verified client in Dorset

8 months ago

Overall

Advice

Service

Value

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

Failure to achieve a satisfactory loan from a previous advisor

How has Justin Travers helped you?

He found a better product than the previous advisor.

Have you seen the outcome you were hoping for?

Not exactly. It was a complicated process and not without its frustration and disappointment but this was at the later stages which didn’t involve our advisor.

What could they have done better?

Nothing.

Review

by a verified client in Dorset

8 months ago

Overall

Advice

Service

Value

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

Having to remortgage

How has Justin Travers helped you?

Remortgaged our property and set up life insurance for my wife

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review

by a verified client in Dorset

8 months ago

Overall

Advice

Service

Value

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

Needing to get advice and the best deal on a mortgage during these high interest times. Also to gauge how much we could reasonably borrow from the bank. We needed advice on insurances too to ensure we protected our mortgage & also had building & contents cover.

How has Justin Travers helped you?

Extensively researched and brought back the best options available to us for mortgages. Negotiated on our behalf, given us excellent advice on best approach and also re-ran affordability tests and chased banks for us. Insurance wise Justin really helped us understand what cover we needed to think about and also signposted us to solicitors for sorting out related items i.e. wills & legal paperwork.

Have you seen the outcome you were hoping for?

And more, we can feel confident we have the best rates for the mortgage we took out and we are much clearer on our insurance cover.

Review

by a verified client in Devon

a year ago

Overall

Advice

Service

Value

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

Current mortgage deal coming to an end.

How has Justin Travers helped you?

Justin provided invaluable help and advice in navigating current mortgage options and the best product to suit my circumstances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing-Justin’s support and advice was second to none.

Review

by a verified client in Dorset

a year ago

Overall

Advice

Service

Value

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

I had been referred to Justin through a mutual client, I have blended family with a complex financial situation. High street lenders were not able or equipped to deal with the situation I was in. Rising costs of living and increasing mortgage costs meant I had to take a firm grasp of my financial situation.

How has Justin Travers helped you?

Thanks to Justin, my financial situation has gone from complete despair to a manageable monthly commitment that has allowed us to keep our home and afford to enjoy life rather than worrying about what bills were going to land next.

Have you seen the outcome you were hoping for?

Yes, Justin managed to provide a solution that covered mortgages and debt consolidation that left me in a much better more manageable financial situation.

What could they have done better?

Nothing, the only fault was on my part for not getting in touch sooner.

Review

by a verified client in Dorset

2 years ago

Overall

Advice

Service

Value

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

We wanted to release equity from our house to build a small extension.

How has Justin Travers helped you?

He talked us through how equity release works and gave us clear advice.

Have you seen the outcome you were hoping for?

Yes, we now have the funds to continue our build.

Review

by a verified client in Dorset

2 years ago

Overall

Advice

Service

Value

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

Need advice on moving pension

How has Justin Travers helped you?

6 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing all went well

Review

by a verified client in Dorset

2 years ago

Overall

Advice

Service

Value

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

We wanted to look at the possibility of equity release as a tool to assist our adult children financially and to have a cushion to draw on in retirement.

How has Justin Travers helped you?

Justin guided us through the equity release process advising us on all aspects of equity release

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I do not feel that Justin could have done anything better as his advice and help was 100% what was required of him.

Review

by a verified client in Somerset

2 years ago

Overall

Advice

Service

Value

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

I owned one house, and was looking to fund the purchase of a second and later third property, both of which were near derelict / uninhabitable, that I then planned to renovate. I needed advice to find the right provider who could fund my particular circumstances.

How has Justin Travers helped you?

Justin helped me by finding a specialist Bridging finance provider and helped me remortgage my existing property in order to release funds to both buy the houses and complete renovations on them.

Have you seen the outcome you were hoping for?

Yes, one house we have renovated and sold, one we have renovated and live in, and work now commences on my original property to modernise that. All funded with the assistance of Justin and Greenfields.

What could they have done better?

Not much really. We did have some delays due to Covid that were out of everyone's control, and 1 provider withdrew their offer which was a pain but Justin soon found a better company to work with.

First impression

by a VouchedFor user

3 years ago

Overall

Please provide a brief comment about your experience with Justin

Justin provided excellent service by giving us valuable advice at no extra charge.

Review

by a verified client in Dorset

3 years ago

Overall

Advice

Service

Value

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

Not happy with Key

How has Justin Travers helped you?

Good advice and good servive

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Dorset

3 years ago

Overall

Advice

Service

Value

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

A decent chap Helped me in a lot of way Morgtage’s plus other bits investment can’t fault the guy knows what he talking about. Will use him again for sure ????

How has Justin Travers helped you?

Advise Morgtage’s

Have you seen the outcome you were hoping for?

Top bloke

What could they have done better?

Nothing I’m happy with outcome

First impression

by a VouchedFor user

3 years ago

Overall

Please provide a brief comment about your experience with Justin

From the initial phone call, meeting and constant support , I can not recommend Justin enough!!! His advice and detection has been on point every step of the way, not too mention he always goes above and beyond!! 10 stars.

Justin:

Thankyou for your kind review, Its always a pleasure speaking to you Gemma and I look forward to working with you for many years to come. Best Wishes Justin
First impression

by a VouchedFor user

3 years ago

Overall

Please provide a brief comment about your experience with Justin

I am especially dim when it comes to managing money and am not good with numbers. Justin advised me on an equity release that enabled me to buy some woodlands. All questions were answered clearly and anything I did not entirely understand I knew that he knew that I was putting my trust in him. I so enjoyed collaborating with him on this project.

Review

by a verified client in Hampshire

3 years ago

Overall

Advice

Service

Value

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

We wanted to release some capital

How has Justin Travers helped you?

Justin talked us through the various options and the process we would have to go through and made sure that we understood all the implications. He then made all the arrangements with the lender and again met with us to run through the finalised offer before proceeding further. Justin was courteous and very professional and kept us fully advised throughout the whole process.

Have you seen the outcome you were hoping for?

yes very much so.

What could they have done better?

Nothing as far as we are concerned, all went quickly and stress free.

Review

by a verified client in Dorset

3 years ago

Overall

Advice

Service

Value

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

My own lack of knowledge

How has Justin Travers helped you?

Provided appropriate advice to suit my needs and future requirements

Have you seen the outcome you were hoping for?

Always

What could they have done better?

Nothing

Review

by a verified client in Dorset

3 years ago

Overall

Advice

Service

Value

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

Life Cover to protect a new house purchase.

How has Justin Travers helped you?

Supplied a range of cover options and detailed the best possible option for me to cover for any circumstance

Have you seen the outcome you were hoping for?

I have been provided with a high level of cover that I would have been unable to have sourced myself.

What could they have done better?

Not applicable - Nothing