Reviewed for
Insurance and Protection ( 68 )
Mortgages ( 176 )
Pensions ( 1 )
Equity Release ( 16 )
Investments and Savings ( 5 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Financial Planning ( 6 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 14 )
£100k - £200k ( 12 )
( 1 )
£50k - 100k ( 14 )
Up to £50k ( 55 )
Repeat review
by a verified client in Somerset
2 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 has been helping me with a remortgage on a buy-to-let property.
Repeat review
by a verified client in Oxfordshire
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?
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
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?
Advise on settlement of mortgage
Review
by a verified client in Gloucestershire
6 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
6 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