Concept Financial Services Avis 340

TrustScore 5 sur 5

4,9

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Lisez les avis des autres

Noté 5 sur 5 étoiles

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... Voir plus

Noté 5 sur 5 étoiles

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... Voir plus

Noté 5 sur 5 étoiles

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... Voir plus

Noté 5 sur 5 étoiles

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... Voir plus

À propos de l'entreprise

  1. Conseiller financier
  2. Courtier en finances
  3. Planificateur financier
  4. Courtier en prêts hypothécaires

Écrit par l'entreprise

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


Coordonnées de contact

4,9

Excellent

TrustScore 5 sur 5

340 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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Noté 5 sur 5 étoiles

Thanks for everything Dan!

Dan Percy provided an outstanding service from the moment we were introduced.

He has a warm, experienced and professional demeanor at all times and no one thing is ever beyond his remit.

He is always reachable and is extremely thorough in his replies to all queries.

I honestly cannot thank him enough for everything he has done for us, he guided us through a very intense and stressful process, and made us feel like no question was ever insignificant - no matter how inexperienced we were throughout . For that we are very grateful.

If only everyone could have a Dan on speed dial when getting a mortgage! What a lovely, genuine guy. I would very highly recommend to anyone in the future.

Thanks for everything Dan!

1 novembre 2021
Avis spontané
Noté 5 sur 5 étoiles

stress free

Reasonably stress free, smooth transaction and always there to help when needed. Will use next time we move or renew mortgage, thanks Charlotte and Shannon at concept.

13 octobre 2021
Noté 5 sur 5 étoiles

Bought my first home using Dan Percy as…

Bought my first home using Dan Percy as my mortgage advisor and I couldn’t of had a smoother and better experience. Dan is responsive and in regular communication no need to ever chase. He also gave me advice to help put me in a stronger position to guarantee being approved for my mortgage offer. It was a pain free experience and I would highly recommend him to any first time buyer as he explains the end to end process of buying a home (not just the mortgage part) so I get confident always knew what was next to do and any actions pending my side.
Thank you Dan!

1 octobre 2021
Avis spontané
Noté 5 sur 5 étoiles

Harvey Green helped me through the…

Harvey Green helped me through the entire process of buying my first house - from start to finish he went above and beyond. When solicitors baffled me with legal jargon he took the time to explain with his experience and knowledge which stage in the process I was at. He answered any questions I had which reassured me throughout the time it took to complete my house purchase. I would definitely recommend Harvey as a mortgage broker his advise was super helpful and he has a lot of experience that I was thankful for. Thanks once again for helping me get the right mortgage and achieve my goal in buying a family home where my children can grow up making lots of happy memories in.

28 septembre 2021
Noté 5 sur 5 étoiles

Best mortgage advisor!

“We would like to acknowledge the exceptional service that we received during the entire purchasing process.Daryl Toms's professionalism and knowledge ware impressive and truly appreciated.Thank you very much. We fully recommand!

24 septembre 2021
Avis spontané
Noté 5 sur 5 étoiles

Beyond expectations

Shannan & Charlotte have gone above & beyond to help me. They have always responded quickly to all of my very annoying requests & even out of hours hasn’t stopped them helping me.

They have offered me support & guidance at all times they are an absolute credit to your company.

Thanks so much ladies

21 septembre 2021
Noté 5 sur 5 étoiles

Highly recommend!

We got recommended to Jeremy by friends, he was so helpful from start to finish. He took on board what our needs were and found the best for us!
Highly recommend!

20 septembre 2021
Noté 5 sur 5 étoiles

Amazing service

My husband and I had an amazing experience. Peter Ball has been fantastic through the whole process of us getting the mortgage, selling and buying the house. Peter has explained every single step of the process which made it so much more easier and less stressful. Peter has advised us on other important stuff to be considered and made recommendations for services needed. We appreciated so much as he went out of his way and working hours to help. His knowledge is extensive and we are definitely doing some more products with Peter going forward. Thank you so much Peter. Kristina and Neil Brockhurst

18 septembre 2021
Noté 5 sur 5 étoiles

Highly recommended

Friendly, knowledgeable and excellent service. Would highly recommend them for life insurance and mortgages.

14 septembre 2021
Avis spontané
Noté 5 sur 5 étoiles

Daryl Toms is very dedicated to her…

Daryl Toms is very dedicated to her work ,friendly and very helpful .She made the whole experience really easy , I always got answers to all my questions, she kept me informed all the time about the progress regarding my application,I cannot fault her.She does her job with passion and professionalism.Definitely recommend her services!

10 septembre 2021
Avis spontané
Noté 5 sur 5 étoiles

Fantastic team

Fantastic team, very helpful with all aspects. Would recommend them and will be happy to use them again in the future

2 septembre 2021
Noté 5 sur 5 étoiles

5 Stars

Connor was very professional and helpful in completing my work and private pension.He is very knowledgeable and once he had all the information he was very efficient and kept me up to date when needed.I would highly recommend him and this service

26 août 2021
Noté 5 sur 5 étoiles

Fantastic service!

Jason at Concept was fantastic - he was very knowledgeable and I completely trusted the advice given. As a first time buyer the mortgage application is quite daunting but Jason explained everything thoroughly and provided a first class service from application through to offer.

Highly recommend.

16 août 2021
Noté 5 sur 5 étoiles

So happy with the service and support…

So happy with the service and support received by Lydia, Charlotte and Paul at Concept Financial Services. I was a first time buyer, purchasing a property alone, and I was quite nervous and unsure of my options. The team were so reassuring, and gave me plenty of options to work with.

My house purchase took a longer time than anticipated, but the team kept me well informed all the way through. Their advice was unbiased, with zero pressure, and they always made the time to answer all of my questions clearly and promptly, no query was to big or small.

I would highly recommend, and will definitely return when my fixed term ends.

14 août 2021
Noté 5 sur 5 étoiles

Nick Payne has been outstanding with…

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 and kind, he talked me through all my options and his prices were unbeaten anywhere else. I would highly recommend Nick to any of my friends or family. Thank you for your wonderful service!

13 août 2021
Avis spontané

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