Richard Dalgleish

Richard Dalgleish

Premier Financial Planning

Reviewed for

Insurance and Protection ( 33 )

Mortgages ( 63 )

Pensions ( 1 )

Equity Release ( 2 )

Investments and Savings ( 1 )

Inheritance Planning ( 1 )

Long Term Care ( 1 )

Reviewers' assets

£500k+ ( 1 )

£50k - 100k ( 2 )

Up to £50k ( 26 )

Review

by a verified client in Devon

6 months ago

Overall

Advice

Service

Value

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

We needed a Re-mortgage and Richard was recommended to us.

How has Richard Dalgleish helped you?

We've had a couple of re-mortages and gone to Richard for each,

Have you seen the outcome you were hoping for?

Yes, for now. The next time we return will be better I'm sure (interest rate related)

What could they have done better?

We've always had a great service.

Review

by a verified client in Devon

6 months ago

Overall

Advice

Service

Value

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

Remortgage and life and critical illness cover

How has Richard Dalgleish helped you?

Found the best products to meet our needs and have quality advice to ensure our applications have been successful and a smooth transition between lenders.

Have you seen the outcome you were hoping for?

Yes, and with great advice

What could they have done better?

I cant identify anything.

Review

by a verified client in Devon

6 months ago

Overall

Advice

Service

Value

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

Remortgage to pay off help to buy loan

How has Richard Dalgleish helped you?

Richard has been fantastic at clearly explaining the entire process from start to finish. He scheduled in routine phone calls and answered every question I had about the process (and I had a lot of questions!). We started the remortgage in good time and it all worked seamlessly.

Have you seen the outcome you were hoping for?

Yes - Richard gave honest, helpful and impartial advice throughout and ensured that we fully understood the advice that he was giving. He really went above and beyond.

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?

I needed a new mortgage for my new home.

How has Richard Dalgleish helped you?

Richard was brilliant, very professional. Supported me along the whole journey.

Have you seen the outcome you were hoping for?

Yep loving my new home.

What could they have done better?

Nothing.

Richard:

Thank you Claire it was a joy to help you and look forward to speaking again in the future. If you know any friends or family that may need similar help then please pass them my details.
Review

by a verified client in Worcestershire

a year ago

Overall

Advice

Service

Value

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

Remortgage

How has Richard Dalgleish helped you?

Richard was excellent at explaining things and kept us informed throughout the re-mortgage process.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Other than reducing the Bank of England base rate, nothing that I can think of ;)

Richard:

Thanks Dan, as always, it was a pleasure to help you both and look forward to catching up again soon.