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

Come questa azienda usa Trustpilot

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Su Trustpilot, le aziende non possono offrire incentivi o pagare per nascondere le recensioni. Le recensioni sono le opinioni dei singoli utenti e non di Trustpilot. Leggi di più

Valutata 5 stelle su 5

Mortgage adviser Monika

My Mortgage adviser Monika was great and guided me through the whole process, which was really helpful as a fist time buyer. Monika was able to find me a great deal and responsed to all of my questions promptly. Will definitely be using Monika again once my current mortgage deal expires.

18 novembre 2022
Valutata 5 stelle su 5

Tarun Raheja as our advisor

Having recently concluded our property purchase transaction in what can be called a near tumultuous mortgage crisis in the UK market, the one positive and uplifting experience has been getting Tarun Raheja from Concept as our mortgage advisor.

Tarun was always available at every hour to answer any and all queries, as well as being the strongest link and shining beacon of hope throughout the process.

Tarun also provided great and continuous support working with the lender, other key constituents and kept us informed and on top of every step in the journey.Without his advice, we would have found it almost impossible to complete the purchase, which is one of the biggest decisions one has to make in lifetime.

Overall, I cannot thank Tarun enough for the disciplined service he has provided to us and above all his positive attitude nd optimism.

I would not think twice to highly recommend his services and look forward to engaging again soon.

Our best wishes to Tarun and his team for much success in future!

14 novembre 2022
Non scritta su invito
Valutata 5 stelle su 5

Would recommend Dan Percy to all!

Dan Percy went above and beyond in helping us get a mortgage. He was fantastic - always available to chat, very friendly and approachable while also being very thorough and knowledgeable. He made us feel really comfortable asking all the silly questions as first time buyers and secured us a competitive rate for our mortgage. We couldn't have had a better experience and would recommend him to all!

10 novembre 2022
Non scritta su invito
Valutata 5 stelle su 5

After struggling with other mortgage…

After struggling with other mortgage advisors I engaged with Jeremy Webb, I found Jeremy to be professional, good understanding of mortgage products and overall the best consultant from my own personal experience.I would not hesitate to recommend Jeremy to anyone looking for help with mortgages.

1 novembre 2022
Valutata 5 stelle su 5

Dan was so helpful and efficient

Dan was so helpful and really made the mortgage application process a breeze for me, really knowledgeable and quick to respond, working with last minute changes and tight deadlines - thank you!

11 ottobre 2022
Non scritta su invito
Valutata 5 stelle su 5

Mr Tarun a excellent professional talent

Mr Tarun is excellent in his approach toward the clients and his work ethics.
Promptly reply and his way to approach the work is highly professional. I have never seen a thorough talent personality in my recent coordinations .
If I have to give point for the work he had done it would be 10/10 . Plus 1 for the friendly and client oriented approach .

13 ottobre 2022
Non scritta su invito
Valutata 5 stelle su 5

Excellent!!

Excellent!!! I would rather untangle a giant ball of Xmas lights than try to negotiate my way through the complexities of the mortgage system but thankfully my husband and I didn't need too. Our adviser, Jennifer McKenna, was absolutely marvellous at taking the whole process off our shoulders and turning what might have been a nightmare into a smooth, hassle-free experience. We were wanting to release money from one of our rentals so called in Jennifer from Concept Financial Services. We found her to be warm, friendly, approachable but completely professional. I wouldn't hesitate to recommend her services to anyone needing help and if we need further help in the future, we will definitely call upon her again. Thank you Jennifer, you're a star!!
Linda Whitesmith

22 settembre 2022
Valutata 5 stelle su 5

Monika Hajkova Amazing

I was a first time buyer and I couldn’t have bought my house without Monika Hajkova back in 2017. I couldn’t find a better rate elsewhere and her customer service was amazing. Excellent advice and help throughout the whole process from applying for a first time mortgage to finally moving in. She really takes time to understand you, your circumstances and what you want then provides the best advice for you. Really trustworthy and always very helpful (I constantly had questions). So when it came to remortgaging I wouldn’t go anywhere else. Again secured the best rate, better than any I could find and arranged everything for me. I have used Monika Hajkovas services twice now and I would definitely recommend and use again.

30 settembre 2022
Non scritta su invito
Valutata 5 stelle su 5

Tarun Raheja _ Mortgage advisor

We are first time buyers and not sure about mortgage application process. Fortunately we connected to Tarun Raheja and he was very supportive , explained the process in detail and easily approachable. Tarun was available any time to support or answer our queries. I highly recommend Tarun Raheja. Thanks Tarun for all your effort and time!

27 settembre 2022
Non scritta su invito
Valutata 5 stelle su 5

Equity release

In arranging equity release, I was taken through every step of the process, with full discussion along the way. Everyone involved was very professional and able to answer queries. This was also concluded speedily and efficiently, taking approx. four months which makes the date of the experience misleading. I would not hesitate in recommending Concept Finance to others.

26 settembre 2022
Valutata 5 stelle su 5

Excellent as always

As always with concept they’ve looked at my requirements and found the right product to suit my needs over the last 20 years. Would highly recommend Paul and the team.

9 agosto 2022
Valutata 5 stelle su 5

Amazing Service

Amazing Service!

Jennifer Mckenna was a real star during my mortgage application process and I am sure I wouldn't have been able to buy my first flat without her help.
I had been with other advisors previously in other companies and never got a good service or result. Jennifer was relentless to find me the best deal possible. She also supported and advised me all the way.
I am very impressed with the level of service I received and how much knowledge she has about the market.

If you are looking for a mortgage advisor she is the person to go.

Overall, my experience was the best ever.

9 agosto 2022
Valutata 4 stelle su 5

Overall satisfied and would recommend

I had a good experience with Claire the financial advisor that dealt with my mortgage protection. However, she was the second advisor as the first one left the company and she was handed my file. I found that the first advisor tried to sell me a policy that was way too comprehensive (and expensive) for the amount of mortgage that I had left. That said he was very accommodating in finding an alternative and less expensive and comprehensive policy. Overall I would recommend and everything was made as smooth as possible by Claire.

30 luglio 2022

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