Concept Financial Services Recensioni 340

TrustScore 5 su 5

4,9

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Scopri cosa dicono le persone

Valutata 5 stelle su 5

Concept Financial was very helpful in having my remortgage completed. They have a great service and a good communication with their clients,with quick updates, step by step! Monika Hajkova is a ver... Leggi di più

Valutata 5 stelle su 5

Harvey Green made a whole process smooth, with no issues. We got our mortgage settled very early in a house buying process with lower interest rate than other financial advisors offered us. Communicat... Leggi di più

Valutata 5 stelle su 5

Nick Payne has been outstanding with his continuous advice and care with supporting me make my mortgage and Solicetor choices . I felt overwhelmed at first buying alone, but Nick has been so helpful a... Leggi di più

Valutata 5 stelle su 5

We have known Dan Percy for over 15 years now and he has arranged quite a few mortgages for us- both residential and BTL. Dan is very approachable, professional and always goes an extra mile for his c... Leggi di più

Dettagli dell'azienda

  1. Consulente finanziario
  2. Broker finanziario
  3. Pianificatore finanziario
  4. Broker di mutui

Scritti dall'azienda

Concept Financial Services provides holistic financial planning. Looking for a mortgage solution? ▶FIRST TIME BUYER MORTGAGES◀ Not sure where to start, we'll help you all the way. ▶REMORTGAGES◀ - let us review your mortgage without obligation. ▶HOME MOVERS◀: Are clients coming back to us time and time again for their mortgage. Talk to us about your next mortgage. ▶BUY TO LET◀ - Our experts will guide you whether you are a first time investor or a seasoned landlord. ▶SELF EMPLOYED MORTGAGE◀ - We can work with just one years filed accounts, we'll do all the paperwork. ▶PROFESSIONAL MORTGAGE◀ - Doctors, GP's, accountants, solicitors we have specialist mortgage schemes to reflect your professional standing. ▶EQUITY RELEASE / LIFETIME MORTGAGES◀ - our experts will give you the advice you need for later life lending over 55. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP THE REPAYMENTS ON A MORTGAGE SECURED AGAINST IT. Most buy to let mortgages are not regulated by The Financial Conduct Authority. A lifetime mortgage is not suitable for everyone, and it is important to seek financial advice before taking any action. All other options available should be explored before choosing equity release. Interest is charged on both the original loan and the interest that has been added, the amount you owe will increase over time, reducing the equity left in your home potentially to nothing. Please discuss with your family and beneficiaries. Concept Financial Services is a trading style of Delphic Financial Planning Limited, who are an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority - 17 Hayes Way, Heritage Park, Cannock, WS11 7LT : Approved By The Openwork Partnership 31/07/2025


Informazioni di contatto

4,9

Eccellente

TrustScore 5 su 5

340 recensioni

5 stelle
4 stelle
3 stelle
2 stelle
1 stella

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Valutata 5 stelle su 5

Exceptional Mortgage Advisor - Tarun Raheja

I just had a wonderful experience working with Tarun Reheja at Concept Financial Services to secure my new house mortgage, and I'd say the quality of service that he has provided is exceptional. Tarun Reheja has shown extraordinary professionalism, experience, and dedication from the earliest consultation through the closing of the contract, thus providing a stressless environment for me to purchase my home.

Tarun Reheja has spent quality time with me, understanding my financial position, and preferences, he was able to create a solution that met my needs precisely, thanks to his expertise and depth of knowledge in the mortgage market. he has been explaining complex terms in a simple and understandable fashion, ensuring I was well-informed throughout the whole process.

His transparency and honesty are the true distinguishing features of Tarun Reheja. With regard to the available mortgage options such as interest rates, terms and potential further adjustments, all of these were clearly explained by him. This transparency has made me believe in my decisions.

Throughout the entire procedure, Tarun Reheja was relentless in his dedication and support. They were readily available, answering any questions I might have, dealing with my concerns, and providing guidance whenever necessary. I felt valued and supported by his devotion to excellent customer service, which turned what had been a nightmare experience into something positive.

Working with Tarun Reheja was a pleasure, and I would like to recommend his services to anyone in need of mortgage assistance. his expertise, transparency, efficiency, and dedication make the entire process easy and transparent. If you're looking for a mortgage advisor who genuinely cares about your financial well-being and strives for your utmost satisfaction, Tarun Reheja is the right choice.

Thank you, Tarun Reheja, and Concept Financial Services, for your outstanding service and for making my dream of home into a reality. I am grateful for your support and guidance and look forward to recommending your services to my friends and family in the present and future.

-Kotteeswaran and Uma

2 ottobre 2023
Non scritta su invito
Valutata 5 stelle su 5

Exceptional service from Nanette…

Exceptional service from Nanette throughout the whole process.

From the very beginning, Nanette informed us of all the suitable available products for taking out a new mortgage and having suitable protection in place. Everything was explained in a clear way, making what can be a confusing subject make sense.

Nothing was too much trouble, any questions or queries were always dealt with quickly and efficiently and the whole process was seamless.

We highly recommend Nanette and the Concept Team - thank you so much!

28 settembre 2023
Non scritta su invito
Valutata 5 stelle su 5

Rupinder Innes i cant thank you enough!

From my first initial contact with Rupinder Innes, right up until the end was always so positive. From the start Rupinder took the time to listen to my circumstances as a first time buyer, and to understand what i needed (which i hadn't received from a couple of other advisors from estate agents i had spoken to) She put my mind at ease, always making sure i fully understood everything. Rupinder made the whole experience of being a first time buyer so stress free and dealt with everything as and when needed with professionalism and kindness. I am so grateful that i had her to help me through it all, always on hand when i had any queries or questions. I am confident moving forward that she will continue to provide me with the services required in the same manner, and happy to carry on using her. I wont be looking elsewhere.

10 settembre 2023
Valutata 5 stelle su 5

Excellent Service

Myself and my partner were worried about our mortgage renewal. Having being recommended to Harvey it was the best decision we made. He has made this journey so stress free and easy to cope with. He is so so helpful and supportive. He is always there to answer any questions and really does give the best advice!! We cannot thank Harvey enough!!!

13 settembre 2023
Valutata 5 stelle su 5

Great experience with Tarun Raheja

I was let down by the developer broker, and as a first-time buyer, especially when buying a new build, I was very stressed about the whole house-buying process. At this point, I was introduced to Tarun Raheja at Concept.

Throughout the whole process, Tarun guided me step by step to make my journey as smooth as possible. As the buying process progressed, Tarun provided excellent advice and outlined each step so I knew exactly what was coming my way.

Tarun was available for me all the time, including weekends. He also took his time to explain to me the importance of having suitable protection. Overall, I am extremely grateful for Tarun's excellent service.
He will be my go-to person for any future real estate needs.

I would highly recommend Tarun Raheja.

13 settembre 2023
Non scritta su invito
Valutata 5 stelle su 5

Concept financial services

Concept financial services have recently carried out a re mortgage on my property and reviewed and renewed my life insurance as well as reviewing my pension.
All of the staff I encountered were excellent. friendly, professional and knowledgeable. I would strongly recommend this company to anyone needing any of the many services they offer.
thanks guys
paul

15 agosto 2023
Valutata 5 stelle su 5

Connor Mason

Connor was the reason I chose to invest with the fund. He provided a comprehensive description of the process as well as answering questions about the financing world in way that was understable to an inexperienced individual. This method was very reassuring as he took the time to describe every aspect of the investment i.e. explaining various financial jargons and how they may affect my investment

7 settembre 2023
Valutata 5 stelle su 5

Thank you Nanette

I got recommended to through to concept through a collegue to call Paul who put me in touch with Nanette. Nanette has been amazing. Really helped myself and my partner get accepted for mortgage which we didn't think would be possible. She made it possible and we couldn't thank her enough. As first time buyers not sure what to do in some situations no question we give to her is silly. She really talks us through everything. Highly recommended Nanette. Thank you for everything.

18 agosto 2023
Non scritta su invito
Valutata 5 stelle su 5

Mortgage advising

Rupinder was extremely helpful with our mortgage renewal, answering all of our questions and responding in great time. Really happy with the service and mortgage renewal that we got would definitely recommend.

5 settembre 2023
Valutata 5 stelle su 5

We chose Concept because of Nick Lovell …

We chose Concept because of their excellent reviews. But we were still apprehensive about remortgaging in later life. Well all our worries and concerns were soon gone after meeting Nick Lovell. He is a kind, understanding and nothing is too much trouble. He explained everything to us in detail and was very patient if we needed it explained again. Nick was always available by phone and answered promptly. If your worried about the paperwork, as we were, don't, Nick will help with all that. Claire is a lovely lady who works in the office and assists Nick. She was so kind and helpful to us. Claire was our "Angel" with the paperwork. So if you are thinking of remortgaging to release equity, we would Highly Recommend Concept Financial Services

29 agosto 2023
Valutata 5 stelle su 5

Remortgage advice from Jennifer McKenna

We met with Jennifer McKenna as we were looking to remortgage. Jennifer was a delight to deal with, very knowledgeable and clearly explained our different options in a way that could be easily understood. She has a wealth of experience in the financial sector so we felt we were in very good hands. I wouldn't hesitate to use Jennifer's services again and will recommend to friends looking for advice.

27 luglio 2023
Valutata 5 stelle su 5

Research and advice were so helpful and…

Research and advice were so helpful and completion was swift and professional.
Financial adviser was so easy to deal with, he was informed, communicative, professional, polite and knowledgeable.
Completion was swift and all aspects of the experience was stress free.

17 luglio 2023
Valutata 5 stelle su 5

Connor Mason

I have only met Connor Mason. He was very polite and punctual, he explained everything and we felt confident in going ahead

23 maggio 2023
Valutata 5 stelle su 5

Seamless Experience with a Dedicated Adviser - Tarun Raheja

It's rare to find a professional in the mortgage and protection industry who is as dedicated, proactive, and knowledgeable as Tarun Raheja. As my Mortgage and Protection Adviser, his services were outstanding in all aspects, showing an impressive understanding of the complexities of the industry.

Regardless of the time of day, he was always ready and willing to answer my questions and alleviate any concerns. His clear and timely communication made the usually complex process incredibly smooth.

What impressed me the most about Tarun was the personalized customer service. He took the time to understand my needs, financial capabilities, and goals. His recommendations were always in my best interest.

The overall customer journey was top-notch, with Tarun guiding me every step of the way, from the initial application to the final stages. His meticulous attention to detail ensured that nothing was missed, leading to a stress-free experience.

In conclusion, I can confidently recommend Tarun Raheja as a Mortgage and Protection Adviser. His dedication to his clients, vast industry knowledge, and outstanding customer service make him a valuable asset to anyone navigating the mortgage and protection landscape. His services far surpassed my expectations, and I look forward to working with him in the future.

1 luglio 2023
Non scritta su invito
Valutata 5 stelle su 5

Daryl offered invaluable help and support

Daryl has helped me with two purchases now and I would recommend her wholeheartedly to anyone wanting to buy a house.

You will always feel supported by her expertise and such kind manner, which is so appreciated during the stressful house-buying process.

8 luglio 2023
Non scritta su invito

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