Reviewed for
Insurance and Protection ( 68 )
Mortgages ( 175 )
Pensions ( 1 )
Equity Release ( 15 )
Investments and Savings ( 5 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Financial Planning ( 6 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 14 )
£100k - £200k ( 12 )
( 1 )
£50k - 100k ( 14 )
Up to £50k ( 55 )
Repeat review
by a verified client in Oxfordshire
16 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Whitehead helped you since your last review?
Jason helped me secure a new, larger mortgage during challenging times in the UK housing market (summer 2023). We also renewed and increased my life insurance policy.
Repeat review
by a verified client in Gloucestershire
19 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Whitehead helped you since your last review?
Advise on settlement of mortgage
Review
by a verified client in Gloucestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Hemp & advice in buying our home
How has Jason Whitehead helped you?
Helped us get a mortgage, advise on the whole process & amazing support throughout
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Absolutely amazing support & advice Couldn’t ask for more from him
Review
by a verified client in Bristol
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Given notice to move out
How has Jason Whitehead helped you?
Helped with mortgage and insurance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Monmouthshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to buy a family hone
How has Jason Whitehead helped you?
Jason went through all of our options that was available to is
Have you seen the outcome you were hoping for?
Yes. Jason secured a mortgage for us
What could they have done better?
Nothing
Repeat review
by a verified client in Monmouthshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Whitehead helped you since your last review?
Helped secure new competitive mortgage
Review
by a verified client in Gloucestershire
6 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Finder other advisers not achieving what they said they could do Jason has gone above and beyond and most importantly DELIVERED !
How has Jason Whitehead helped you?
Re mortgages,mortgage ,insurances , general advice
Have you seen the outcome you were hoping for?
100%
What could they have done better?
Nothing
Review
by a verified client in Caerphilly
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were recommended Jason by a friend
How has Jason Whitehead helped you?
Jason has helped me build my portfolio with common sense advice and plain talking to make things easy to understand
Have you seen the outcome you were hoping for?
Yes I’ve had 6 mortgages with Jason
What could they have done better?
Nothing. The service is second to none.
Review
by a verified client in London
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a property and a mortgage
How has Jason Whitehead helped you?
Jason has taken stress off of us when sorting all the finer details out, and problems that occurred he was straight on it.
Have you seen the outcome you were hoping for?
Yes 100%
What could they have done better?
Nothing everything was spot on
Review
by a verified client in Monmouthshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice and guidance on my personal Life Insurance and end of term on current mortgage
How has Jason Whitehead helped you?
He listened to my requirements and took our personal situation into account, delivered a prompt assessment with solid advice and options. He took away all the hassle of negotiating with providers and delivered value for money for me
Have you seen the outcome you were hoping for?
Yes, he has managed to deliver the best outcome for me and the family in a very difficult market place. With no stress on me as he did all the hard work.
What could they have done better?
I can't think of anything that could have been done better, Jason and team looked after our interests with great outcomes.
Review
by a verified client in Gloucestershire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage needed renewal
How has Jason Whitehead helped you?
Jason looked for the best options for us.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Gloucestershire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our personal circumstances required specialist support and someone who could advise accordingly.
How has Jason Whitehead helped you?
Jason has provided sound advice on our mortgage plan from the very beginning of our relationship. He understood our position and was very honest about how long things would take. He has taken us from being stuck with an expensive mortgage and a complicated horizon to a clear future with a large high street lender.
Have you seen the outcome you were hoping for?
Absolutely. Jason has put us in the position we had hoped for after some difficult times.
What could they have done better?
Nothing, I am completely satisfied with everything that has been done.
Repeat review
by a verified client in Somerset
8 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Whitehead helped you since your last review?
Whenever I have a financial question, I know I can call Jason and he'll be able to help me.
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had to secure two mortgages which were both complex and timely. A BTL and Local Authority RTB. Timings were crucial and the right advice required.
How has Jason Whitehead helped you?
Yes Jason provided excellent service and great advice. Both mortgages secured.
Have you seen the outcome you were hoping for?
Yes and we have used him to re mortgage after the initial periods came to an end.
What could they have done better?
It was a difficult situation as we lost a family member during what was a high pressured purchase. Jason was patient and was able to manage the situation despite our emotions at that time. For us it could not have gone any better.
Review
by a verified client in Monmouthshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage advice
How has Jason Whitehead helped you?
Jason has rearranged and arranged new buy to let mortgages for us over a number of years.
Have you seen the outcome you were hoping for?
Yes, always finds a successful outcome..
Review
by a verified client in Herefordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
First time buyers
How has Jason Whitehead helped you?
Helped us get the best deal possible
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My partner and I were looking to buy a home, Jason was recommended to us.
How has Jason Whitehead helped you?
Jason has secured us a fantastic mortgage rate in this current financial situation which is greatly appreciated.
Have you seen the outcome you were hoping for?
Yes, as stated we have a great mortgage rate now.
What could they have done better?
Genuinely nothing.
Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
in 2019 myself and my partner were in a Debt Repayment Plan and needed the advice and expertise of a broker to find a mortgage lender that would make an offer despite our circumstances. Following that it has been a progression to improve the product offer on each re-mortgage occasion resulting in this year being accepted by a large high street lender
How has Jason Whitehead helped you?
He has understood our situation and sought the best possible deals that were available to us.
Have you seen the outcome you were hoping for?
Yes, the outcome is exactly where we wanted to be, despite the alarming rise in interest rates. This outcome is also exactly where Jason predicted us to be and has resulted in being back on the high street.
What could they have done better?
Nothing, I am completely satisfied with the service provided.
Repeat review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Whitehead helped you since your last review?
Advised us on settlement
Review
by a verified client in Oxfordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We've used Jason numerous times to secure a suitable mortgage and set up family healthcare and life insurance.
How has Jason Whitehead helped you?
We've used Jason for several mortgages, life insurance and health insurance policies. Our last mortgage application was particularly complicated, however Jason persevered and fought our corner to get the mortgage we wanted.
Have you seen the outcome you were hoping for?
Yes every time.
What could they have done better?
Nothing - he's been great.
Review
by a verified client in Monmouthshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgaging
How has Jason Whitehead helped you?
With mortgage advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I’ve used Jason Whitehead several times in the past to advise me on the products available
How has Jason Whitehead helped you?
Jason sourced, analysed and recommended the most suitable product for us
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We are extremely happy with Jason’s advice
Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
First time mortgage advice needed
How has Jason Whitehead helped you?
Succeeded!! Great advice given.
Have you seen the outcome you were hoping for?
Yes, just awaiting for solicitors to speed up end result.
What could they have done better?
Nothing
Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for a mortgage, didn't think I would be able to get one being self employed and my age.
How has Jason Whitehead helped you?
Got a mortgage and life insurance
Have you seen the outcome you were hoping for?
Yes far better than I could have hoped for.
What could they have done better?
Nothing
Review
by a verified client in Wiltshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We are looking to re-mortgage some properties.
How has Jason Whitehead helped you?
Jason found us some great deals on two remortgage deals
Have you seen the outcome you were hoping for?
Yes, the timing and advise was really good. Definitely saved us money.
What could they have done better?
Nothing.
Review
by a verified client in Herefordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to raise capital against a rental property and didn't know the best product on the market.
How has Jason Whitehead helped you?
Jason sought the best product for me; applied on my behalf and the mortgage completed. I also received cashback towards my legal fees
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
House purchase
How has Jason Whitehead helped you?
Jason strived to get me the best mortgage deal available.giving me sound advice throughout the whole application process
Have you seen the outcome you were hoping for?
Yes we’re in our new home
What could they have done better?
Nothing at all
Review
by a verified client in Somerset
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A second morthage
How has Jason Whitehead helped you?
He was extremely helpful and thorough in his help and advice
Have you seen the outcome you were hoping for?
Ansolutely
What could they have done better?
The whole process was positive and communicative .
Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were first time buyers and felt in over our heads looking and attempting to understand the multiple types of mortgages.
How has Jason Whitehead helped you?
Jason was brilliant, constant contact informing us of what was happening, explaining the different types of mortgages available and explaining the outcomes of each mortgage. He went above and beyond to assist us when the underwriters found issues in our payslips, which he quickly and efficiently resolved getting everything back on track.
Have you seen the outcome you were hoping for?
We now have an affordable mortgage, and a relatively well understanding of everything that comes with it.
Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to remortgage
How has Jason Whitehead helped you?
Got me a great deal when the prices first went up and locked it in for me and a crucial time.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. Was excellent through out the process and contacted me every step of the way.
Review
by a verified client in Monmouthshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchasing a property
How has Jason Whitehead helped you?
Sound mortgage advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All satisfactory
Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to buy our first house
How has Jason Whitehead helped you?
Jason was informative, knowledgeable but best of all patient
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I can think of
Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to remortgage on a property.
How has Jason Whitehead helped you?
After talking it through, Jason gave me a few options which I didn’t even think about and came out better off than when I walked in
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
I don’t think he could
Review
by a verified client in Herefordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommend from a friend
How has Jason Whitehead helped you?
New mortgage and life cover
Have you seen the outcome you were hoping for?
Absolutely, brilliant solutions made available
What could they have done better?
Nothing!, first class service and great advice and thorough knowledge provided
Review
by a verified client in Torfaen
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have used Jason for a number of years and is always my first point of call when I need advise or need to renew anything.
How has Jason Whitehead helped you?
We were struggling a few years back and couldn’t see a way out. Jason with his expert knowledge helped and we now look back on how things could of been so much worse without his help.
Have you seen the outcome you were hoping for?
Definitely!!!
What could they have done better?
Nothing.
Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We found the market confusing and wanted independent advice
How has Jason Whitehead helped you?
Found us a good deal on our mortgage change
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Due to lack of spare time, Jason took all the time & pressure of trying to sort a mortgage myself
How has Jason Whitehead helped you?
Sourcing & explaining a residential mortgage
Have you seen the outcome you were hoping for?
Yes and he has also managed to get me the best possible outcome when I need to renew my mortgage
What could they have done better?
Twice I have needed to visit the office to drop off some paperwork by hand and he didn’t offer me a cup of tea!!!
Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgaging a buy-to-let property.
How has Jason Whitehead helped you?
Jason was very knowledgeable and listened to what I wanted and my circumstances.
Have you seen the outcome you were hoping for?
I am happy with the mortgage.
Review
by a verified client in Monmouthshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed hep on a buy to let property
How has Jason Whitehead helped you?
We above and beyond to help
Have you seen the outcome you were hoping for?
Yes absolutely
What could they have done better?
No excellent service
Repeat review
by a verified client in Monmouthshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Whitehead helped you since your last review?
Re-mortgaging property
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?
Property investment
How has Jason Whitehead helped you?
Jason has looked after me for the past 9/10 years building my property portfolio
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Occasionally gets snowed under with other client's work, but we get there in the end
Review
by a verified client in Monmouthshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgaging a rental property
How has Jason Whitehead helped you?
Took time to get the best deal and kept us informed
Have you seen the outcome you were hoping for?
Yes very pleased
What could they have done better?
Don’t think they could have done better
Review
by a verified client in Caerphilly
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have used several brokers over the years but since using Jason we have moved all our business to him,outstanding service and a chap who genuinely goes the extra mile to get you over the line
How has Jason Whitehead helped you?
he has secured several BTL and residential mortgages plus private medical cover and life insurance
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgage
How has Jason Whitehead helped you?
With a remortgage and life insurance
Have you seen the outcome you were hoping for?
Yes absolutely fantastic
What could they have done better?
Absolutely not Jason gives 110%
Review
by a verified client in Bristol
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Property investment
How has Jason Whitehead helped you?
I've worked with Jason and his company for many years now and he is extremely knowledgeable in the world of property finance and investment.
Have you seen the outcome you were hoping for?
Yes, the majority of times Jason has secured a better deal for me.
Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed an open, honest and straight talking mortgage advisor.
How has Jason Whitehead helped you?
He found our mortgage quickly and sorted out our life insurance.
Have you seen the outcome you were hoping for?
Yes! Mortgage & insurance arranged quickly. Any hiccups along the way were due to third parties and not Jason.
What could they have done better?
Nothing in our opinion. He's like Ronseal.... does exactly what it says on the tin!
Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I thought that we wouldn't be able to get a mortgage being self employed. Someone recommended Jason to us, the best thing to happen.
How has Jason Whitehead helped you?
With Jason's extensive knowledge we were provided with several options. We chose one and with in a few months we owned our house.
Have you seen the outcome you were hoping for?
There were a few sticking points with the mortgage provider which Jason sorted for us. He was always there when we need help or advice.
What could they have done better?
Nothing.... more than happy with the service provided.
Jason:
Sorry Greg I do offer a referal reward of £100 to anyone who comes mentioning that you recomneded me. I usual mention it when i give you my business cardsReview
by a verified client in Monmouthshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bying a buy to let property
How has Jason Whitehead helped you?
Securing a mortgage
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To arrange a buy to let mortgage
How has Jason Whitehead helped you?
Clear, honest advice.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing, they were always available to answer any questions.
Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
House purchase
How has Jason Whitehead helped you?
I was recommended Jason who had previously provided a great mortgage deal for a good friend.He advised me on my mortgage options and what was the best deal for our house purchase.
Have you seen the outcome you were hoping for?
Yes,we’re into our new home and very happy with the help,advice and product we received.
What could they have done better?
In my opinion nothing!,jason went above and beyond to help us with the whole process.
Review
by a verified client in Monmouthshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage advise
How has Jason Whitehead helped you?
With the above
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Jason:
Martyn Thanks for the feedback however just a couple of points I thought we had made a plan for the future of your mortgage and how to go about things moving forward if you need reminding just let me know. with regards to your personal challenges although we didnt discuss them directly we did cover them in the way i completed my fact find discussing vulnerable people and various other topics. Once again if you need me to cover tehm again Im more than willing to give you a shout. More to the point and sincerly may I thank you for trusting us with your mortgage and protection needs now and in the futureReview
by a verified client in Bristol
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for a mortgage broker to help us with a holiday let.
How has Jason Whitehead helped you?
He managed to secure a very competitive mortgage for us with a great lender.
Have you seen the outcome you were hoping for?
Yes, without his help we would not have know about this lender.
What could they have done better?
Nothing as far as we are concerned. It was great advice at a very reasonable price.
Repeat review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Whitehead helped you since your last review?
Helped us to plan for paying off our mortgage
Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re-mortgaging a buy-to-let property
How has Jason Whitehead helped you?
Jason gave clear information, explained everything well, and understood my wishes and relationship to risk. He seemed to understand the products and the market.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Monmouthshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re mortgage
How has Jason Whitehead helped you?
Went out of his way on several occasions to help me with complicated. Paperwork
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
No
Review
by a verified client in Bristol
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to buy a property
How has Jason Whitehead helped you?
He helped us with where and what to buy and the mortgage.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing
Review
by a verified client in Herefordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying new property
How has Jason Whitehead helped you?
He helped us get our mortgage
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Review
by a verified client in Monmouthshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help with purchasing a buy to let property
How has Jason Whitehead helped you?
Arranged the best rate mortgage
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for a mortgage
How has Jason Whitehead helped you?
Secured two mortgages for me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
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?
Property Investment
How has Jason Whitehead helped you?
I have worked with Jason for many years now and he has always given me excellent financial advice with regards to building up my property portfolio and has always found me the best mortgage deals.
Have you seen the outcome you were hoping for?
Yes, and when problems with solicitors arise, Jason sorts it out for me.
Review
by a verified client in Vale of Glamorgan
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needed health insurance and wanted some advice on future planning
How has Jason Whitehead helped you?
gave me excellect face to face advice and put me on the right track
Have you seen the outcome you were hoping for?
yes, 100%
What could they have done better?
nothing, happy
Review
by a verified client in Devon
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking at adding additional property to portfolio and using equity in current home.
How has Jason Whitehead helped you?
Excellent adviser with huge knowledge of all aspects of mortgages including BTL and Residential.
Have you seen the outcome you were hoping for?
Perfect. Jason managed to get exactly what we needed.
What could they have done better?
Nothing. 100% adviser.
Review
by a verified client in West Sussex
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to remortgage.
How has Jason Whitehead helped you?
Jason has helped me to remortgage and is also in the process of securing further funds for me to carry out improvements to my home.
Have you seen the outcome you were hoping for?
Yes I have been totally satisfied to date.
What could they have done better?
I cannot think of any way that the service could have been improved.
Review
by a verified client in Cumbria
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To advise on my sons mortgage
How has Jason Whitehead helped you?
achieved a mortgage for a young man who will now be able to get on the housing ladder
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need for remortgage
How has Jason Whitehead helped you?
Jason has helped with a remortgage on two occasions now.
Have you seen the outcome you were hoping for?
Yes both remortgages were dealt with quickly and efficiently .
Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get a Mortgage for our home
How has Jason Whitehead helped you?
He found us a brilliant deal and helped us the whole way through, as people who don't understand that world Jason made everything clear and simple for us.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was buying a house
How has Jason Whitehead helped you?
Jason has helped me secure a mortgage with ease and confidence. Very professional and explains everything well
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
N/a
Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed some professional advice so I searched for a financial advisor and decided to go with vitality mortgages Ltd
How has Jason Whitehead helped you?
Jason has given me valuable professional advice with his vast knowledge of mortgages . He enabled myself to get the best possible deal .
Have you seen the outcome you were hoping for?
Yes very pleased with all outcomes as always the desired product was the result
What could they have done better?
I would t say any anything could of been better as personally for myself everything was as I’d hoped for
Review
by a verified client in Leicestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for mortgage support
How has Jason Whitehead helped you?
I was looking for mortgage support
Have you seen the outcome you were hoping for?
Unfortunately not on this occasion but Jason did everything he could too resolve the situation
What could they have done better?
Unfortunately not on this occasion but Jason did everything he could too resolve the situation He could not have tried any harder
Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were remortgaging and needed advice about a mortgage that would allow us to seek consent to let.
How has Jason Whitehead helped you?
Jason was most helpful advising us about the best mortgage options which met our specific circumstances.
Have you seen the outcome you were hoping for?
Yes, we have recent remortgaged again with help of Jason.
What could they have done better?
Nothing to report
Review
by a verified client in Devon
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for a holiday let mortgage
How has Jason Whitehead helped you?
Jason found the optimum mortgage for us.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Bristol
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We are looking to re-finance property.
How has Jason Whitehead helped you?
Jason has found at secured some great options for us. The products fulfilled the brief at great rates. Also he has provided some great advise outside the brief, helping resolve other people's issues.
Have you seen the outcome you were hoping for?
Yes, we are very happy with the outcome, and look forward to working with Jason again.
What could they have done better?
As mention, Jason surpassed your expectations. Great advise, in a timely fashion and great value for money !!!
Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Getting the correct mortgage.
How has Jason Whitehead helped you?
Jason helped me find the right mortgage and insurance.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing!,jason was very efficient and his knowledge was second to none.
Review
by a verified client in Monmouthshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Personal service
How has Jason Whitehead helped you?
Very helpful with all aspects of completing applications
Have you seen the outcome you were hoping for?
Yes absolutely No
Review
by a verified client in Bristol
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving house
How has Jason Whitehead helped you?
Professional Knowledgeable very helpful
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nil
Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage renewal
How has Jason Whitehead helped you?
Renewing mortgage at favourable rate
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Review
by a verified client in Newport
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have used Jason to purchase several properties in the past 7 years.
How has Jason Whitehead helped you?
Jason is always professional and diligent. He has managed to obtain funding for me where others failed and is now the only broker I’ll use.
Have you seen the outcome you were hoping for?
Yes he has always exceeded expectations
What could they have done better?
Maybe better quality coffee in the office but seriously simply cannot fault him.
Review
by a verified client in Merseyside
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Personal recommendations
How has Jason Whitehead helped you?
Jason is extremely helpful and thorough
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing . Excellent service
Review
by a verified client in Monmouthshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage
How has Jason Whitehead helped you?
Best mortgage option for us
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Repeat review
by a verified client in Bristol
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Whitehead helped you since your last review?
Yes, Jason continues to support me and my property business and always goes above and beyond to get me the best deals possible. I couldn't run my business without him.
Repeat review
by a verified client in Gloucestershire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Whitehead helped you since your last review?
Regularly advised on the best means to reduce our Mortgage
Review
by a verified client in Monmouthshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying my first home
How has Jason Whitehead helped you?
Helped me along the whole process from start and even after completion. Had a nightmare with m solicitors and Jason was there fighting in my corner the whole time. Went well above his call of duty.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Jason:
Will I was more than happy to help especially as your a 2nd Generation Client. Hope you every happiness in the new placeReview
by a verified client in Gloucestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving home.
How has Jason Whitehead helped you?
Sorted out new mortgage deal and insurance protection.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing, was more than happy with everything jason done.
Review
by a verified client in Gloucestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying our first home
How has Jason Whitehead helped you?
Jason was absolutely crucial in our journey to securing our first mortgage. He was determined, knowledgable and very supportive.
Have you seen the outcome you were hoping for?
Yes absolutely
Review
by a verified client in Caerphilly
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted a buy to let property
How has Jason Whitehead helped you?
He has arranged 3 mortgages for me and is always on the end of the phone for advice and help.
Have you seen the outcome you were hoping for?
Yes most definitely
What could they have done better?
Nothing. Outstanding service from start to finish
Review
by a verified client in Gloucestershire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To look at my residential and btl mortgages
How has Jason Whitehead helped you?
Did what it said on his profile
Have you seen the outcome you were hoping for?
Oh yes very happy
What could they have done better?
Nothing
Repeat review
by a verified client in Bristol
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Whitehead helped you since your last review?
Jason is always there for me and I couldn't run my business without his help. He always lets me know when one of my mortgages is coming up for renewal and always goes through my options with me, even though I trust him 100% to advise me and make the right decision for me and my business. Jason is now working with my daughter on her first steps into the world of property investment and you would be had pressed to find anyone else so dedicated to his clients.
Review
by a verified client in Gloucestershire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking to move home so we got in touch with Jason after hearing great feedback from friends who had used his company.
How has Jason Whitehead helped you?
Jason helped us get a mortgage we needed to purchase a home a few years back and remortgage twice since. We are also looking to update our life insurance with Jason soon.
Have you seen the outcome you were hoping for?
In each case the outcome has been what we’d hoped or better.
What could they have done better?
We honestly have nothing we could say on this matter as we feel he could not of done anything better.
Review
by a verified client in West Midlands
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Health cover
How has Jason Whitehead helped you?
A great and helpful service to find a product that worked for me.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
Review
by a verified client in Bristol
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for a mortgage to start a new business.
How has Jason Whitehead helped you?
Jason used his extensive knowledge of the mortgage markets to find us the best deal for our budget. His communication was excellent, keeping us informed in a timely and accurate manner. Brilliant job.
Have you seen the outcome you were hoping for?
Yes, we now own our new property and are looking forward to working with Jason in the future.
What could they have done better?
We were very happy with all area's of advise received. Thanks again for all your help !
Jason:
Thank you for your feedback sorry you didnt feel I was value for money I only halfed my rates for you, and gave you what I thought was good sound financial advise.Review
by a verified client in Somerset
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
First time buyer
How has Jason Whitehead helped you?
Explained the mortgage process and endeavoured to provide the most suitable mortgage product for our needs.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Somerset
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchasing a house
How has Jason Whitehead helped you?
Jason helped us understand the different mortgage products available and gave us advice on how to decide which product would be best for us
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I can’t think of anything - have never used a financial advisor before so I have no basis to compare against. Everything went well from my POV,
Review
by a verified client in Bristol
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving home
How has Jason Whitehead helped you?
Advice on mortgage
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Herefordshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
One that was recommended to us 12 weeks still no further forward with mortgage and then to to turn round and say they wanted the company that we we worked for to sign a Decoration to say they would not make us redundant or to be Furloughed in the future Tell me what company would sign it in this climate
How has Jason Whitehead helped you?
Jason got us a mortgage within 3 weeks signed and delivered fantastic
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t think he could have done better he done a fantastic job would recommend him to anyone
Review
by a verified client in Hampshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Issues getting a mortgage due to partner's debt/being able to receive a larger mortgage
How has Jason Whitehead helped you?
Helped direct through the stages of getting a mortgage, and helping overcome any issues that arose.
Have you seen the outcome you were hoping for?
Certainly!
What could they have done better?
-
Review
by a verified client in Gloucestershire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgage of my property for a build of an extension
How has Jason Whitehead helped you?
Jason took my needs into consideration and got me everything I was asking for He ticked all boxes and was super efficient Kept me posted of all updates and changes while it was going through the procedures
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
NA
Review
by a verified client in Gloucestershire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying our first home.
How has Jason Whitehead helped you?
Jason helped us to get the most appropriate mortgage to suit our financial circumstances. He is friendly and very professional.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Honestly we have been very happy from start to finish Jason has been very helpful and thorough. We will be using vitality mortgages for all our insurance needs.
Review
by a verified client in Herefordshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My experience with another broker forced me to move i contacted vitality and the professionalism was immediate no nonsense, straightforward, exactly what we were looking for.
How has Jason Whitehead helped you?
We had been badly advised and treated by our original broker Jason and vitality took our situation on and from the outset it was obvious we were with someone who was very professional and capable he found us a new mortgage (ans might i add with a better intrest rate)
Have you seen the outcome you were hoping for?
Yes we moved into our new house on time with very little disruption
What could they have done better?
Nothing in our case a thoroughly professional service
Review
by a verified client in Gloucestershire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Being a director or my limited company I needed some more specialist advice
How has Jason Whitehead helped you?
Found me the best mortgage available to me
Have you seen the outcome you were hoping for?
I had a better outcome than I anticipated
Review
by a verified client in Gloucestershire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We're Buying a house and required a mortgage
How has Jason Whitehead helped you?
Jason helped us secure a very good moratge deal and found many options for us , along with finding us good deals on house/ life insurances too and all done very promptly with lots of communication
Have you seen the outcome you were hoping for?
Yes
Repeat review
by a verified client in Gloucestershire
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Whitehead helped you since your last review?
Jason has kept us fully informed regarding the best means to reduce our mortgage term and advised on the most tax efficient way to achieve this.
Repeat review
by a verified client in Bristol
5 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Whitehead helped you since your last review?
Jason has organised my re-mortgages on my BTL properties.
Jason:
Onwards and Upwards been a pleasure over the last 5 yearsReview
by a verified client in Gloucestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to raise a mortgage on a property I owned, but in slightly complicated circumstances in that the property had purchased been through a family member mortgaging their own property to finance. I was needing to pay off this mortgage.
How has Jason Whitehead helped you?
Jason gave information and advice on options in a really clear and understandable way that supported and enabled my husband and I to find the best deal for us. This resulted in our mortgage outgoings reducing by over 50%. When there were delays from the lender, Jason was proactive in complaining on my behalf which resulted in me receiving compensation. In addition to this, Jason gave us sound financial advice in relation to our wider circumstances (namely in relation to another property I was in the process of selling) that has given us food for thought for the future in terms of how to invest our money for the best return. My only wish is that we'd gone to him sooner!
Have you seen the outcome you were hoping for?
Better than expected, and feel grateful to have found a financial advisor who I will be using time and time again.
What could they have done better?
In no way could Jason have done any better.
Review
by a verified client in Monmouthshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to remortgage following expiration of current mortgage deal
How has Jason Whitehead helped you?
Found a great new deal which included consolidation of some existing long term debt
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, fast, efficient service
Review
by a verified client in Monmouthshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage deal ended
How has Jason Whitehead helped you?
Looked at the best deal to fit our situation
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, Jason was great start to finish. Always there to answer your question
Review
by a verified client in Gloucestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to buy a house
How has Jason Whitehead helped you?
He was very quick in answering all my concerns and doubts. It was my first time buying a house so he was very considerate and gave me very usefull advice
Have you seen the outcome you were hoping for?
Getting a mortgage offer took longer than expected, but it was not really Jason’s fault. In fact once Jason took my case everything just fell in place
What could they have done better?
NA
Review
by a verified client in Gloucestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed some support with my mortgage.
How has Jason Whitehead helped you?
Jason was very understanding and as a family man like me he understood my worries and helped me through the paperwork and made it very easy and most importantly successful
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Could of made me a coffee ;-)
Review
by a verified client in Gloucestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Partners credit rating wasn’t strong enough to get a mortgage with a high street lender.
How has Jason Whitehead helped you?
Jason helped us with our first joint mortgage product. And searching for a remortgage product.
Have you seen the outcome you were hoping for?
Yes , we felt fully informed throughout both processes.
What could they have done better?
I don’t feel as though any more could be done. I would recommend Jason to family and friends.
Repeat review
by a verified client in Gloucestershire
5 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jason Whitehead helped you since your last review?
Regular emails
Review
by a verified client in Bristol
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to remortgage
How has Jason Whitehead helped you?
Got me the remortgage
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing he was brilliant
Review
by a verified client in Essex
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having been to my bank and also a financial broker advised by my estate agent with no success I then contacted Jason for help. Being a single mum and only working part time Jason helped put a plan together which enabled me to get a mortgage.
How has Jason Whitehead helped you?
His knowledge of lenders enabled him to look at a wide range of different mortgages suitable for my circumstances. He also reviews my situation periodically to make sure that I am getting the most out of my mortgage.
Have you seen the outcome you were hoping for?
Absolutely!
Review
by a verified client in Gloucestershire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We required Mortgage advice
How has Jason Whitehead helped you?
He provided us with advice options based on our particular set of circumstances
Have you seen the outcome you were hoping for?
Yes, we received and accepted a Mortgage offer of which we were very happy with
Review
by a verified client in Bristol
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were buying our first house
How has Jason Whitehead helped you?
He advised us from start to finish and walked us through every step. As first time buyers we didn't really know where to start and what to do in order to get a mortgage and buy a house; especially with my fiance being self employed. He was very helpful and did everything for us, answered every question and made it very easy. He put us straight onto a trusted conveyancing solicitor that also didnt break the bank. Buying a house is very stressful and he made it that bit easier and calmer when it mattered.
Have you seen the outcome you were hoping for?
Yes we are now in our house and sorting out insurance through Jason as well e.g. home, life.
What could they have done better?
Nothing really, he's a lovely guy with lots of stories. Very down to earth and easy to talk to.
Jason:
Thank you both so much you are such a lovely coupleReview
by a verified client in Monmouthshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchasing buy to let property
How has Jason Whitehead helped you?
Obtained best mortgage along with lots of advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Happy with everything
Review
by a verified client in Monmouthshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a new mortgage
How has Jason Whitehead helped you?
Jason dealt with a very complicated mortgage situation for us and we came out with a fabulous deal.
Have you seen the outcome you were hoping for?
Yes - we had a very good rate
Review
by a verified client in Monmouthshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a house
How has Jason Whitehead helped you?
Jason expertly arranged for the right mortgage for us
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
None
Review
by a verified client in Leicestershire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortage
How has Jason Whitehead helped you?
He organised a mortage for me and was efficient giving me step by step information and keeping me updated efficient and excellent
Have you seen the outcome you were hoping for?
Most definitely
What could they have done better?
He was helpful and knowledgeable throughout
Review
by a verified client in Gloucestershire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed an honest, independent, professional appraisal of our financial situation.
How has Jason Whitehead helped you?
Jason was recommended by a friend, and he helped to illustrate a clear picture of our situation and how to improve it.
Have you seen the outcome you were hoping for?
Yes, we have a clear picture now.
What could they have done better?
N/A
Review
by a verified client in Gloucestershire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed professional advice to get a new mortgage suitable for my circumstances
How has Jason Whitehead helped you?
Jason reviews all options possible . He details all the pros and cons to everything . He is very dedicated to finding the best deals suitable and his advice is excellent . Would highly recommend his services .
Have you seen the outcome you were hoping for?
Yes . We managed to get the mortgage to our dream home . Also my family are now insured with an insurance that gives me complete piece of mind . Due to Jason whiteheads knowledge and experience he has found me the best deals .
What could they have done better?
No suggestions I feel satisfied with everything .
Review
by a verified client in Gloucestershire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help to get the best deal available
How has Jason Whitehead helped you?
Secured an offer higher than we thought able,
Have you seen the outcome you were hoping for?
Yes, exceeded expectations.
Review
by a verified client in Somerset
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for a buy-to-let mortgage
How has Jason Whitehead helped you?
I am a lady of a certain age, (so need expert help and advice in today's world) and have used Jason's services several times over the last 4 years. I have found Jason to be super efficient, honest, trust worthy and I am 100% confident in everything he does. Emails are answered promptly, and nothing is too much trouble. I would highly recommend Jason to anyone, and In my opinion you would not find a better financial adviser.
Have you seen the outcome you were hoping for?
Yes, I have always had the outcome I was hoping for, and much more .
What could they have done better?
My financial adviser could not improve on anything. How can you improve on perfection?
Review
by a verified client in Gloucestershire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a morgage
How has Jason Whitehead helped you?
Gave me valuable advice
Have you seen the outcome you were hoping for?
Not quite, working progress have every faith though
Review
by a verified client in Newport
6 years ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
wanted a bridging loan
How has Jason Whitehead helped you?
he gave me guidance
Have you seen the outcome you were hoping for?
No. Job is ongoing.
What could they have done better?
No. He responded with speed and advice.
Review
by a verified client in Gloucestershire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Originally it was to discuss mortgate options but more recently it has been refinancing options for a new business venture
How has Jason Whitehead helped you?
Jason has given me some great advice over the years regarding Mortgages and finance, I am currently using his services to further our families property business
Have you seen the outcome you were hoping for?
Definitely, The support and guidance alone have been invaluable, Jason is very patient and takes the time to fully explain our options and I feel he works with our best interests at the forefront,
What could they have done better?
If I'm honest compared to previous advisers Jason has been far more proactive and available, he invests more time than in my previous experiences with advisers and always responds promptly to all questions, so far I have not found anything to improve on with his services, he actually keeps me on my toes to make sure I get the best deals
Review
by a verified client in Herefordshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a difficult financial time and needed good advice. I knew of Jason and went to see him. He researched, advised and helped me with what I wanted to do. I have recently returned to Jason for another matter as frankly I would not go anywhere else. I Think that speaks for itself. Honest, reliable, down to earth help.
How has Jason Whitehead helped you?
As above
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
My only frustration is that Jason is very busy so you sometimes need to wait your turn. However when Jason gives you hid attention you have it 100%
Review
by a verified client in Gloucestershire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgage & BTL Investment
How has Jason Whitehead helped you?
Jason was very professional, Clear and precise and helped us to put in place plans that will help us going forward in the property market.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
First impression
by a VouchedFor user
6 years ago
Overall
Please provide a brief comment about your experience with Jason
Great advice and very informative.
Review
by a verified client in Hampshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed. Remortgage.
How has Jason Whitehead helped you?
Jason was able to source a new remortgage for us, after sorting out our original.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing the service was swift and easy to use.
Review
by a verified client in Gloucestershire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving house and mortgages for buy to let properties.
How has Jason Whitehead helped you?
found me the best deals to suite my needs.
Have you seen the outcome you were hoping for?
yes very happy.
What could they have done better?
na
Review
by a verified client in Monmouthshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a buy to let property.
How has Jason Whitehead helped you?
Jason helped us with all the form filling , any problem that arose with the application for both mortgages , & was available by email , or mobile phone virtually 24 / 7 .
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Not a lot really , I found Jason to be very professional in every aspect of the application .
Review
by a verified client in Cheshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgage of property.
How has Jason Whitehead helped you?
He searched the market for competitive products that best suited my needs. Jason explained the products and processes to me clearly and in language I understood.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing comes to mind.
Review
by a verified client in Monmouthshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to make the most of our assets.
How has Jason Whitehead helped you?
Jason Whitehead advises and guides you towards any financial gains that are achievable in your personal circumstances.
Have you seen the outcome you were hoping for?
yes.
What could they have done better?
Moved in and taken over the housework.
Jason:
You never askedReview
by a verified client in Gloucestershire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
New mortgages on our rental properties.
How has Jason Whitehead helped you?
Honest advice, responded quickly and easily contacted.
Have you seen the outcome you were hoping for?
Yes, have returned to Jason for other mortgages.
What could they have done better?
Jason couldn’t do anything different, one legal company he recommended could have done a better job by responding quicker, but have to put that done to a one off as used them since and much better second time round
Jason:
I take on board the legal company but when they are working for free the service does tend to slip unfortunately.Review
by a verified client in East Sussex
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgage and new mortgage.
How has Jason Whitehead helped you?
Jason has always been available and were always kind to explain to us in a clear manner the different options. We had two mortgages with two rates and two starting dates so we had to align them in order one mortgage instead of two.
Have you seen the outcome you were hoping for?
Yes definitely, we managed to get a better rate and get our two mortgages start date closer to each other which means we will be able to get one single mortgage in 2 years when we renew them...
What could they have done better?
Nothing, he is a top class adviser.
Review
by a verified client in Gloucestershire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to move from an interest only Mortgage.
How has Jason Whitehead helped you?
Assessed our situation and looked for the very best deal he could get us with a reputable lender. He gave clear, concise and understandable information throughout the whole process.
Have you seen the outcome you were hoping for?
Yes definitely, and we heartily recommend Jason to anyone looking for advice.
What could they have done better?
Nothing, everything was done very satisfactorily.
Review
by a verified client in Somerset
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a moertgage.
How has Jason Whitehead helped you?
We had several issues as we were looking for our first mortgage as we'd lived abroad for 20 years. We are also self employed but Jason was extremely knowledgable and informative . We would definitely recommend his services as along side this he has a great sense of humour!.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I'm not aware that he could have done anything else for us.
Review
by a verified client in Gloucestershire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had a difficult situation and needed a mortgage, we had been unable to find a solution and we're told by most banks and brokers that it's impossible.
How has Jason Whitehead helped you?
Jason spent time looking at our situation and and came back to us promptly with a mortgage offer. Jason helped us through the whole process and went above and beyond in his service.
Have you seen the outcome you were hoping for?
After a few weeks we had our mortgage and have now moved into our new home.
What could they have done better?
I don't believe there is anything else Jason could of done better us.
Review
by a verified client in Gloucestershire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was struggling to get a mortgage.
How has Jason Whitehead helped you?
As a professional GB Paralympic athete for the last 3 years it was hard to find the right product for me. Jason worked his magic and managed to source the right product for me.
Have you seen the outcome you were hoping for?
Yes, all the services offered were great and the products were right for me.
What could they have done better?
Making coffee is not one of Jasons strong points and when he does it doesnt taste very good, I reccomend some training or a very good coffee machine :-) I dont have any contructive feedback as he did what was expected of him and someone with his experiance.
Review
by a verified client in Gloucestershire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for our first mortgage, and associated products.
How has Jason Whitehead helped you?
Jason advised on the options and clearly explained the benifits and cons of them. He made the whole process really easy and always too time to explain.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing, really helpfull. We are very happy with the service he provided
Review
by a verified client in Newport
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were really struggling financially and needed help.
How has Jason Whitehead helped you?
Well in the last 3 years we've gone from having no money and couldn't see an end in sight to turning our financial position around. We are now moving to a dream home all thanks to Jason and with more money than ever.
Have you seen the outcome you were hoping for?
Most definitely Jason went beyond what we were expecting and can't thank him enough.
What could they have done better?
Nothing that we can think of.
Review
by a verified client in Gloucestershire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My fiancée and I were buying our first house and we're absolutely clueless about how it all worked.
How has Jason Whitehead helped you?
Jason was absolutely brilliant answering all our questions that we had quickly and in a way us first time buyers understood. He met with us on a Sunday due to working shifts and that being the only day we could do. He went absolutely above and beyond to help us with our mortgage.
Have you seen the outcome you were hoping for?
Yes we're living in our house and getting our mortgage was as stress free as possible!.
What could they have done better?
Absolutely nothing to improve he's excellent and I'd recommend him to anyone
Review
by a verified client in Somerset
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re-mortgage.
How has Jason Whitehead helped you?
Sorted a mortgage quickly and efficiently.
Have you seen the outcome you were hoping for?
yes.
What could they have done better?
nothing
Review
by a verified client in Surrey
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgaging.
How has Jason Whitehead helped you?
4 remortgaged done over the last 2 years.
Have you seen the outcome you were hoping for?
Absolutely - thorough, prompt, excellent advice.
Review
by a verified client in Monmouthshire
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
With poor credit rating due to unforeseen issues in our past, we were looking at what re-mortgage deals were available for our particular circumstances.
How has Jason Whitehead helped you?
Jason advised us on a plan going forward and got us a good deal to start our credit improvement saving us money monthly as well.
Have you seen the outcome you were hoping for?
Now have a fixed mortgage deal for the next two years and a plan for once that deal expires.
What could they have done better?
Jason did everything that was required and was quick to respond when we had any questions that required answering.
Review
by a verified client in Herefordshire
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to.move and needed additional.funds. Jason remortgaged my rental.property for me to enable this to happen.
How has Jason Whitehead helped you?
As above.
Have you seen the outcome you were hoping for?
Not yet but hopefully.
What could they have done better?
I really do not think Jason could have done better We encountered difficulties which were not foreseeable
Review
by a verified client in Gloucestershire
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re-mortgage of our property.
How has Jason Whitehead helped you?
Jason provided the mortgage and insurance we needed with no fuss or complication. He negotiated the mass of paperwork with confidence and got us the best deal he could.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Oxfordshire
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I didn't want to spend hours reading about mortgages and thought a financial adviser could give me advice.
How has Jason Whitehead helped you?
He had a good understanding of my circumstances and some good advice to help me find a suitable mortage.
Have you seen the outcome you were hoping for?
Yes he helped me get a good mortgage.
What could they have done better?
Perhaps send me more detailed emails ... sometimes a little vague or unclear. Most likely written very quickly without reading the emails carefully before sending them to me.
Review
by a verified client in Gloucestershire
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to re-mortgage our house and look at our life insurance.
How has Jason Whitehead helped you?
He gave us clear and concise advise.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing he did everything that was asked of him
First impression
by a VouchedFor user
8 years ago
Overall
Please provide a brief comment about your experience with Jason
Professional help
Review
by a verified client in Somerset
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Being self employed for only one year I thought it would be impossible to get a mortgage.
How has Jason Whitehead helped you?
Jason made the whole process completely hassle free. He very quickly did his research and found the right mortgage provider for us.
Have you seen the outcome you were hoping for?
In no time at all Jason got us the mortgage we needed to buy our first house. Very quick and very easy.
What could they have done better?
Nothing
Review
by a verified client in Somerset
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Difficulty in obtaining a mortage.
How has Jason Whitehead helped you?
He went to work to solve the problem.
Have you seen the outcome you were hoping for?
At the moment it is still work in Progress, but will hopefully be completed successfully within the next few weeks.
What could they have done better?
I am not sure, as Jason uncovered certain situations that had not arisen for him before. He is certainly now fully up to speed with very small properties tied in with advancing age of Clients.
Review
by a verified client in Gloucestershire
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking to re-mortgage.
How has Jason Whitehead helped you?
He helped to ensure that we got the most out of our mortgage, by getting us the best deal that best suited our circumstances. He is confident in his advice and always helpful in explaining financial jargon - we therefore felt that we better understood our mortgage. He is easily contactable and always willing to assist with queries.
Have you seen the outcome you were hoping for?
Yes we have - we now have a mortgage that better suits us and our circumstances. We have since recommended him to a friend.
Review
by a verified client in Worcestershire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
First time mortgage.
How has Jason Whitehead helped you?
Jason's support and persistence throughout the whole process of applying for my first mortgage with very little knowledge and experience has been invaluable, I could not have got where I have without his assistance with this mortgage. He is very easy to contact; I highly recommend him.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Gloucestershire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
re-mortgage and buy to let mortgage.
How has Jason Whitehead helped you?
Found me two mortgages.
Have you seen the outcome you were hoping for?
yes.
Review
by a verified client in Avon
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
mortgages.
How has Jason Whitehead helped you?
Jason is an angel sent from above! he advises me on everything from which properties to invest in, to sorting out the best financial plan. He goes way above and beyond the call of duty and he's also such a lovely and approachable person; a joy to work with.
Have you seen the outcome you were hoping for?
Absolutely!.
What could they have done better?
Pretty perfect in every way!
Review
by a verified client in Gloucestershire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
commercial property remortgage.
How has Jason Whitehead helped you?
understood a very complex financial situation.
Have you seen the outcome you were hoping for?
not yet but in the very near future.
Review
by a verified client in Cumbria
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Drive to increase income for next 10 years.
How has Jason Whitehead helped you?
Buy to let mortgage.
Have you seen the outcome you were hoping for?
In progress.
What could they have done better?
If we get mortgage then no!
Review
by a verified client in Hampshire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a first time help to buy martgsge.
How has Jason Whitehead helped you?
Jason fulfilled my requested to find a great rate mortgage.
Have you seen the outcome you were hoping for?
Yes, Jason nailed it.
First impression
by a VouchedFor user
9 years ago
Overall
Please provide a brief comment about your experience with Jason
Quick response from my initial email. Very informative, polite and helpful.
Review
by a verified client in Somerset
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am a 70 year, female who was not sure if it was possible, or indeed sensible, to take on a mortgage at my age?.
How has Jason Whitehead helped you?
After speaking to several Mortgage advisors, I decided that Jason was the one I should choose. I had seen a lovely house, discussed my concerns, and found Jason to be very efficient, supportive and trustworthy. He soon found me a buy-to-let mortgage that was appropriate. All phone calls and emails received a prompt response, even at week-ends if necessary.
Have you seen the outcome you were hoping for?
Yes, the whole process from start to finish, was handled in a very professional manner - with a few laughs along the way! I cannot recommend Jason highly enough as a mortgage advisor, he is outstanding.
What could they have done better?
I thought about this question, and there is absolutely nothing. Maybe wish I had known Jason years ago for past ventures?
Review
by a verified client in Cumbria
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buy to let.
How has Jason Whitehead helped you?
Mortgage.
Have you seen the outcome you were hoping for?
Mid process.
Review
by a verified client in Cumbria
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Release equity.
How has Jason Whitehead helped you?
mortgage.
Have you seen the outcome you were hoping for?
Yes and used investment to gain property portfolio.
What could they have done better?
Nothing. Best was that it was easy to communicate when I worked
Review
by a verified client in Somerset
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to refinance my property portfolio.
How has Jason Whitehead helped you?
Jason has a wealth of knowledge about the mortage process, the different lenders and their criteria. He is always contactable and 'goes the extra mile' to help. Jason managed the remortgage seamlessly.
Have you seen the outcome you were hoping for?
More than happy with the service from Jason and will continue to refer friends and collegues to him.
Review
by a verified client in Gloucestershire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I required to raise a loan in order to meet terms of an agreement that was financially beneficial.
How has Jason Whitehead helped you?
By understanding very quickly what was involved and obviously had the expertise to help, with a suitable solution.
Have you seen the outcome you were hoping for?
All is progressing well.
What could they have done better?
I have nothing to mention, as any delays have not been due to any lack of effort on his behalf.
First impression
by a VouchedFor user
9 years ago
Overall
Please provide a brief comment about your experience with Jason
Jason was very informed and very helpful. He answered all my questions and gave me all the options. Recommended.
Review
by a verified client in Berkshire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
re mortgage and buy to let mortgage.
How has Jason Whitehead helped you?
He found us the best rates and managed to even reduce our monthly outgoings on our mortgage.
Have you seen the outcome you were hoping for?
Yes, everything has been achieved and we are very happy with the result.
What could they have done better?
I honestly could not suggest anything...
Review
by a verified client in Gloucestershire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to remortgage but I was in a probation period at work and my existing lender would not let me remortgage.
How has Jason Whitehead helped you?
Jason, found me a lender and it was an exceptionally good deal.
Have you seen the outcome you were hoping for?
All sorted now and better off per month.
What could they have done better?
Nothing
Review
by a verified client in Surrey
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgage.
How has Jason Whitehead helped you?
Jason gave us the different options really quickly and sort a new deal out also really quickly.
Have you seen the outcome you were hoping for?
Remortgage done, sooner than expected.
What could they have done better?
Jason gave us a quick overview of the different options and explained it in a simple manner. He advised without forcing us on a specific option. Also, we were not ecpecting Jason to find us a deal so quickly. The communication was more than excellent, jason replying to emails usually within 5 minutes (even on a Sunday evening!)
Review
by a verified client in Hampshire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on mortgage products.
How has Jason Whitehead helped you?
He reviewed the available market to find the most suitable product to suit my circumastances.
Have you seen the outcome you were hoping for?
The outcome is yet to be concluded.
What could they have done better?
Nothing springs to mind.
Review
by a verified client in Gloucestershire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buy to let mortgage required.
How has Jason Whitehead helped you?
Fantastic service. Sorted my buy to let mortgage and setup a life insurance policy. He saw it through from start to end and I feel went the extra mile.
Have you seen the outcome you were hoping for?
Yes, the mortgage found is in place.
What could they have done better?
Absolutely nothing more.
Review
by a verified client in Monmouthshire
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
Jason was always very helpfull and informative and went out of his way to solve problems even if it was out of office hours
What could they have done better?
Couldn't have been better he gave an excellent service.
Review
by a verified client in Berkshire
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
Following an initial enquiry I received an appointment phone call and home visit within a few days, this enabled quick progress my project. Jason advised me of various options and explained both the technical jargon and processes involved in securing a suitable mortgage. He undertook the research for both mortgage providers and conveyancing services, also kept in regular contact by both Email and phone. Jason also chased the mortgage provider on my behalf to ensure quick processing of my application. Time for my project was 9 weeks from seeing the property to completion and while I was targeting 8 weeks the overrun was identified as being solely down to demand at the mortgage provider. To others I would not hesitate to recommend Jason Whithead, the service he provided was very impressive and add that if you are baulking at fees for his services; you will need more time than I have to do the research and be more knowledgeable as to the potential pit falls of you project
What could they have done better?
Can't think of anything I would add here
Review
by a verified client in Somerset
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
Jason has been a Godsend in arranging our mortgages for us and giving us sound financial advice. He has answered every questions I've had, even the daft ones! and we couldn't have done all this without his help and advice. As his clients Jason has always been on our side and has gone above and beyond what a financial advisor usually does. He's become a good friend and I wouldn't hesitate in recommending him to anyone in need of financial advice or help.
What could they have done better?
Jason couldn't have done anything better. He was spot on with everything.
Review
by a verified client in Hampshire
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
Very knowledgeable about the market. Sound advice provided , excellent service Jason is an advisor I would recommend to everyone
Review
by a verified client in Surrey
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
Jason understands the property mortgaging market and is great at researching and communicating best options. I found his support invaluable in remortgaging 2 properties and releasing equity from one. He works extremely hard and is available at times when you imagine he would not still be working! He returns calls and emails super promptly and is patient in explaining products and benefits. I would highly recommend Jason as a real professional who is a pleasure to do business with.
Review
by a verified client in Gloucestershire
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
Excellent professional service, always answers calls and returns emails the same day. Very transparent about all aspects of the process. His understanding of both conveyancing and mortgages meant for minimal stress for a first time buyer.
Review
by a verified client in West Sussex
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
Jason has done an amazing job advising us on our first mortgage. He has worked around any issues encountered and always pre-empted any issues we might face. We saw a number of advisors before Jason and many were not interested in helping us, probably because we can only afford a small mortgage! He has always explained every aspect of the process and we are kept informed. I cannot fault his hard work!
Review
by a verified client in Cumbria
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
Easy to contact. Jason took an overview of my current financial position then came back with options. If he hit a barrier he came up with solutions which resulted in an investment I wasn't sure would be possible. He explained the facts, risks and future possibilities. I think the biggest advantage I found was that he managed the process and ensured I completed the required documents at the correct time and prompted me where necessary. When time was short this was vital. I don't think I would have completed without him.
What could they have done better?
May be future review meetings according to the personal situation. I would like a prompt in 2 yrs time ?
Review
by a verified client in Gloucestershire
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
Jason went above and beyond what we expected of him. He was professional and friendly at all times, maintained excellent communication and worked hard to get us a much better deal.
Review
by a verified client in Avon
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
Excellent advice to me and explained all options. Also clearly scoured the market for best deals and was very quick in replying etc. to queries and getting things in place.
Review
by a verified client in Newport
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
Jason gave us good sound advice and searched for the right deal for us and was always there to answer any questions we had. I would definitely recommend Jason whitehead and we will be using Jason with our next mortgage.
Review
by a verified client in Caerphilly
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
Excellent customer service did great job getting us the best deal and constantly keeping us posted.
Review
by a verified client in Avon
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
Jason has gone above and beyond the call of duty for us. He's worked all hours helping us secure the right deal and has even spent hours on the phone to estate agents for me. I can't thank him enough.
What could they have done better?
I don't think Jason could do any better than he's already done for us.
Review
by a verified client in Hampshire
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
I almost hate to say it - but i have 7 or 8 buy to let mortgages and in not normal circumstances and found that Jason firstly was not pushy but a listener and made the whole process easy so much so i am doing more.... happy to recommend and have do so already.
What could they have done better?
Could do more cohesion between HQ and adviser incl the good (when works) website.
Review
by a verified client in Gloucestershire
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
Jason came out at a time to suit me and working around small children is quite a task but he came was very professional and now not only is my life covered I get free cinema tickets every week as well
What could they have done better?
charge more for such a great service
Review
by a verified client in Gloucestershire
10 years ago
Overall
Advice
Service
Value
How has Jason Whitehead helped you?
Mr whitehead help me from the start to the end I wanted to raise money from my current property to buy a BTL property. Nothing was ever too much trouble he even came to see a few of the houses with us. In the end he found us the property and did all the bidding for us secured the property for 30k less than it was on the market for and what it valued for. SO so happy with him and now he is our Mortgage man for life and then when i wanted Life insurance he said I can arrange that too let me get you a qoute his was cheaper than i had found too and a better policy. I can not stress how good his service was and how professional he is.
What could they have done better?
Acceept more cuppas from us we do like to thank you for all your efforts.