Sophie Howard

Sophie Howard

Business & Personal Investment Ltd

Reviewed for

Insurance and Protection ( 10 )

Mortgages ( 13 )

Pensions ( 4 )

Equity Release ( 1 )

Investments and Savings ( 1 )

Pension Transfers - Non Specialist ( 1 )

Financial Planning ( 3 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 4 )

£100k - £200k ( 2 )

£50k - 100k ( 2 )

Up to £50k ( 3 )

Review

by a verified client in Essex

4 months ago

Overall

Advice

Service

Value

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

insurance protection

How has Sophie Howard helped you?

provided assistance, guidance and a thorough review. sophie then came up with a clear plan on how best to proceed

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Sophie:

Thank you for taking the time to leave us a great review. I really appreciate it.
Review

by a verified client in Middlesex

a year ago

Overall

Advice

Service

Value

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

Financial needs

How has Sophie Howard helped you?

Sophie has supported me in understanding what actions I need to take to make sure 1. My future is secure and 2. I can currently mitigate some areas that needs financial advice and support to bring them to a closure

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

They have no area for improvement. Their expertise is to get it right first time for their customer. And that they definitely do, they leave you with comfort, positivity and stress free.

Sophie:

Thank you so much for taking the time to leave me a review, your feedback is important to me and very much appreciated. I'd also like to take this opportunity to thank you for recommending my services to colleagues, friends and relations, again this is very much appreciated.
First impression

by a VouchedFor user

a year ago

Overall

Please provide a brief comment about your experience with Sophie

Sophie has been fantastic whilst sorting out our mortgage application. She has been straight to the point, and always replied quickly with emails helping us to explore all of the options - we couldn't have gotten this far without her!

Sophie:

Thank you for your feedback, I really appreciate it. It's been a pleasure helping you both.
Review

by a verified client in Hertfordshire

a year ago

Overall

Advice

Service

Value

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

Buying my first house

How has Sophie Howard helped you?

Advised on mortgages and rate, and the benefits of fixed vs variable. Also keeping me updated on rate changes even after a deal was agreed in principle

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Sophie:

Thank you, I really appreciate you taking the time to leave me a review. It has been a pleasure helping you onto the property ladder and I look forward to assisting you further in the future.
First impression

by a VouchedFor user

a year ago

Overall

Please provide a brief comment about your experience with Sophie

Sophie is so knowledgeable and I trusted her to find the best mortgage with the best price. Nothing is ever too much for her and she always goes above and beyond to help with all the questions myself and my partner had. We will definitely be back when we need to explore our mortgage again!

Sophie:

I really appreciate you taking the time to leave me a review. It has been lovely working with you both and I look forward to continuing to do so in the future. Good luck with the property sale!