Well Financial LimitedRecensioni 

112
TrustScore 5 su 5

4,9

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Valutata 5 stelle su 5

Me and my wife feel very lucky to have had Josh help us all throughout our mortgage process. At the beginning, Dan welcomed us with a meeting, answered our first questions and made us fe... Leggi di più

Valutata 5 stelle su 5

From the very beginning of my remortgage right through to completion, Jake was exceptional. He answered all of my (sometimes painstaking!) questions incredibly promptly, even while he was on lea... Leggi di più

Valutata 5 stelle su 5

Josh has been absolutely exceptional throughout our remortgaging process. From the very first conversation, he took the time to understand our situation properly. He was always quick to respond, inc... Leggi di più

Valutata 5 stelle su 5

Jake has been a really great help for me especially as a first time buyer. He has been really professional, explained everything in a clear manner and provided a fantastic service. Can't rate him hi... Leggi di più

Dettagli dell'azienda

  1. Broker di mutui
  2. Agenzia di assicurazioni sanitarie
  3. Broker assicurativo

Scritti dall'azienda

Welcome to Well Financial. A trusted Adviser on Mortgage, Health & Life insurance solutions. With years of experience in the financial services industry, we understand the importance of seeking advice. Let us help you navigate the complex world of Mortgages and Insurances, and deliver the best solutions unique to you. At Well Financial, we are more than just a Mortgage and Protection Adviser, we are your partner in Financial Wellness.


Informazioni di contatto

4,9

Eccellente

TrustScore 5 su 5

112 recensioni

5 stelle
4 stelle
3 stelle
2 stelle
1 stella

Nessuna traccia di inviti alla recensione precedenti

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Scopri come vengono raccolte, valutate e moderate le loro recensioni e valutazioni.

4,9

Tutte le recensioni

(112)

46 recensioni negli ultimi 12 mesi

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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

A hastle free service

Jake is simple the best, used him now on 2 occasions. Just send him the docs he requires and he does the rest. Perfect communication through just on WhatsApp.

17 ottobre 2025
Non scritta su invito
Valutata 5 stelle su 5

amazing service!

Jake has gone above and beyond to help me. I’ve found the whole mortgage and buying/selling process so daunting and Jake is always there to answer questions and calm me down haha! Thank you Jake for being so reliable, knowledgeable and for putting my mind at rest by making the process less scary! 1000/10 recommend :)

1 ottobre 2025
Non scritta su invito
Valutata 5 stelle su 5

Professional, knowledgeable and patient …

I have worked with Jake on two occasions and both were great experiences. I really came into the process with little understanding, Jake didn’t just walk me through the process he made sure I understood everything and advised me when I needed. His patience, reassurance and knowledge are all things I needed and I would recommend him to anyone. Thank you for all your work and time!

13 ottobre 2025
Non scritta su invito
Valutata 5 stelle su 5

Amazing service!

Dan and the team at Well Financial have been brilliant! As first time buyers, it is a daunting experience but Dan was so knowledgeable, trustworthy and honest with us at every stage of the process and made us feel at ease. He explained everything really well, set clear expectations and we couldn’t have asked for a better mortgage advisor. Thank you!

29 settembre 2025
Non scritta su invito
Valutata 5 stelle su 5

We had a really great experience!

We had a really great experience working with Jake as our mortgage advisor. From the beginning, he was approachable, clear, and incredibly helpful in walking us through our options. He explained everything in a way that made sense, which gave us real confidence in the decisions we were making.

What stood out most was how calm and reassuring he was throughout the process. Mortgages can feel overwhelming, but Jake made the experience straightforward and stress-free. He was always quick to respond, answered every question with care, and made sure we were getting the best deal available.

We wouldn’t hesitate to recommend him to anyone looking for expert advice and genuine support.

26 luglio 2025
Non scritta su invito
Valutata 5 stelle su 5

Perfect for the self-employed first time buyer

Jake has been an excellent and reassuring presence throughout the process of buying a house and getting a mortgage. He is exremely knowledgable, highly competent and gave us total confidence every step of the way. As first time buyers we had no idea what to do when applying for a mortgage but Jake made sure everything was super clear and easy to understand. This was especially good because my partner and I are both self-employed and mortgages can be a bit more complicated for people like us. We would highly recommend Jake and Well Financial to anyone in a similar position to us. In fact, we've already passed his details onto several friends.

23 luglio 2025
Non scritta su invito
Valutata 5 stelle su 5

Jake & Josh did our mortgage renewal…

Jake & Josh did our mortgage renewal this week and I couldn’t be happier with the service provided! Will definitely be using them again in the future & I have also recommended them to all of my friends. I literally had to just upload some documents that was it, the rest they handled which was so easy! Thanks guys!

22 luglio 2025
Non scritta su invito
Valutata 5 stelle su 5

I absolutely recommend Dan

I absolutely recommend Dan. I have been entrusting him with my financial affairs for 7 years now. He is an absolute professional and knows his stuff. Happy to recommend him and I often do. He is honest and trustworthy an all round great guy to work with.

22 luglio 2025
Non scritta su invito
Valutata 5 stelle su 5

10/10 Recommend Jake Williams

10/10 Recommend Jake Williams

My friend and I both had really good experience with Jake for two different house purchases. As a first time buyer I had no idea of how mortgage works and always felt lost at the time, however, Jake managed to secure a deal for me that was better than my own bank could of offered. He explained and answered all my questions in detail which was clear and easy to understand. Thank you Jake for your patience and commitment that made the whole process stress-free and super fast. Excellent customer service and expert knowledge of the mortgage world!

7 luglio 2025
Non scritta su invito
Valutata 5 stelle su 5

First Class Service

The Well Financial service was efficient, personal and professional. The firm are my go-to mortgage and protection advisers. I highly recommend.

1 luglio 2024
Non scritta su invito
Valutata 5 stelle su 5

We wouldn’t hesitate to recommend

We had a fantastic experience with our mortgage advisor, Dan, and couldn’t be happier with the service he provided throughout our recent house purchase.

From the beginning, Dan took the time to explain all our mortgage options clearly and in plain language, which made the whole process feel a lot less daunting. He gave us the confidence to make informed decisions without any pressure.

What really stood out was his ongoing support, he was always quick to respond to our questions, even outside of meetings, and kept us updated every step of the way. When interest rates dropped, Dan acted quickly to secure us a better deal, which we really appreciated.

He also made the process of porting our existing mortgage while arranging a new one incredibly smooth. What could have been a stressful experience ended up feeling manageable and straightforward.

Dan is professional, personable, and truly knows his stuff. We wouldn’t hesitate to recommend him and will definitely be back when it’s time to remortgage.

15 maggio 2025
Non scritta su invito
Valutata 5 stelle su 5

We had a fantastic experience

We had a fantastic experience with our mortgage advisor, Dan, throughout our recent house purchase. From the very beginning, Dan clearly explained all our mortgage options in a way that was easy to understand, giving us the confidence to make informed decisions.
What also stood out was Dan's ongoing support and communication - he was always happy to answer our questions, even after meetings and consistently kept us updated at each stage of the process. When the rates went down, he made sure to get us the better rate. Dan's help in porting an existing mortgage while arranging a new one made what could have been a stressful process feel smooth and manageable.
Professional, personable and highly knowledgeable - we couldn't recommend Dan more highly. We'll be using his services again when we come to remortgage in the future.

18 giugno 2025
Non scritta su invito
Valutata 5 stelle su 5

Chris was very helpful and communicated…

Chris was very helpful and communicated our policy very well to myself and my business partner. I would recommend Chris to anybody thinking of taking out a policy or any other services they provide. The process was simple and a great bloke to go with it 🙏🏻

16 giugno 2025
Non scritta su invito
Valutata 5 stelle su 5

Great service from Jake

Great service from Jake, as always. We used Jake for the first time 7 years ago and have continued to be impressed with his level of service - using him for new mortgages and remortgaging. He is responsive, knowledgeable, reliable and always happy to help. Highly recommend.

13 giugno 2025
Non scritta su invito
Valutata 5 stelle su 5

Dan has been excellent in dealing with…

Dan has been excellent in dealing with our remortgage. Keeping us posted on developments and making necessary changes that takes the stress off us and gives us peace of mind. He's a highly recommended and trusted advisor.

12 giugno 2025
Non scritta su invito

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