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

Fantastic Service

Conor Mason was fantastic, gave sound financial advice and put me at ease throughout the process, due to this being my first time dealing with shares and pension funds.

I would highly recommend Conor to my friends and family, if they ever needed good financial advice.

9 décembre 2022
Noté 5 sur 5 étoiles

Best mortgage advisor

I continually recommend Monika Hajkova as the best Mortage broker/advisor to others as she has outdone herself once again. I appreciate her expertise and ability and willingness to work with more than one lender to help me to reach me goals. Her dedication and commitment to servicing her client's requirements, advice and help throughout the process has made the whole ordeal and process very painless and easy.
Highly recommend Monika and I can confidently say that she has exceeded all expectations.

22 décembre 2022
Noté 5 sur 5 étoiles

Jennifer McKenna couldn’t have been…

Jennifer McKenna couldn’t have been more helpful throughout our mortgage application process. As first time buyers my parter and I were clueless and were grateful for everything that Jennifer offered to us, and definitely couldn’t have went through some of the stresses without her knowledge.

31 août 2022
Avis spontané
Noté 5 sur 5 étoiles

Harvey Green made a whole process…

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. Communication was perfect, and there was no question unanswered from Harvey. He made a very stressful chapter of our life into pleasant. I cannot stress enough how different our experience was with Mr Green compared to 3 previous morgage brokers we have to deal with.

15 décembre 2022
Noté 5 sur 5 étoiles

Big thanks to Tarun Raheja for the…

Big thanks to Tarun Raheja for the excellent service that he had provided towards my mortgage funding for my first home. He is a thorough professional who helped me to understand every step of the process and also guided me with bright ideas to wade through the current volatile mortgage situation. He is very swift in his actions and gets things completed which shows his knowledge as well as passion to serve customers. He goes above and beyond to help his customer to educate them using his experience. Glad that I chose Tarun who helped massively in completing the deal smoothly.. Awesome work Tarun!!

22 décembre 2022
Avis spontané
Noté 5 sur 5 étoiles

A+++

Jennifer was fantastic from the get go! As a first time client we are very happy with the professional service received and recommend Jennifer 100% She got us the best deal in a timely manner during a tight market position for mortgages.
Communication exchange was spot on! Thanks Jennifer!

7 novembre 2022
Noté 5 sur 5 étoiles

Incredibly great service!

Claire went above and beyond in sorting our policy and protection cover out. She responded to my emails in a fast manner and was able to process our requests in a quick amount of time. She has been really helpful and supportive throughout the process. Would highly recommend Claire at CFS as your advisor.

20 décembre 2022
Noté 5 sur 5 étoiles

Daryl has been absolutely amazing from…

Daryl has been absolutely amazing from start to finish through our whole mortgage process. Daryl explained every detail and ensured we were happy with every detail. Even though the road to our mortgage has not been a simple and easy process through the current climate. If you need any mortgage advice don't hesitate to contact her you will not regret it.

15 décembre 2022
Avis spontané
Noté 5 sur 5 étoiles

Great service!

Me and my Husband were so pleased with the service provided by Harvey Green, our mortgage advisor from Concept Financial Services. He wen't above and beyond to help us get the right mortgage, even after some set backs. We wouldn't have managed it without his expertise and time. Thanks again.

2 décembre 2022
Noté 5 sur 5 étoiles

Great advice and expertise

Harvey was very pleasant to deal with and very helpful with all the advice he offered throughout the process of getting the mortgage in place. I would recommend their services to anyone who are looking for mortgage advice.

17 novembre 2022
Noté 5 sur 5 étoiles

We used concept financial service when…

We used concept financial service when bought our first home this year. Our mortgage adviser Naema was the most kind and professional person I met and that helped a lot throughout the process. She advise on the financial side of the purchase and we were very happy with the advise and professionalism she showed during the purchase. She was very fast in replying our enquiries, even when she had a lots to deal with she would get back to me and let me know she will be able to reply to a later time. Being a first time buyer was challenging and was a lot of new information to take in. Our mortgage adviser was there every step at the time explaining and making everything clear to us. We were satisfied with the service received from Concept Financial Services and I will totally recommend it to other people.

25 novembre 2022
Noté 5 sur 5 étoiles

Financial & Mortgage review

Naema Suleman -Communication from start to end of process, clear, good updates, polite and professional. Additional support supplied via phone calls and email, always willing to help and very welcoming. Delivered and arranged in good time. Would Recommend to friends, family and colleagues. A*

31 août 2022
Noté 5 sur 5 étoiles

Naema Suleman at Concept is a brilliant…

Naema Suleman at Concept is a brilliant mortgage broker. Naema has helped me with both residential and BTL; she is very knowledgable and is very fast to act. I have every confidence in her skills and experience as a first class mortgage broker. Having successfully placed a number of cases on my behalf, I commend Naema without any hesitation whatsoever. If you’re looking for a mortgage broker that is professional, skilled and experienced, has excellent communication skills and gets you a mortgage offer, Naema is the person to contact!

5 décembre 2022
Noté 5 sur 5 étoiles

Excellent from start to finish

I can’t recommend Harvey highly enough! He has assisted us with a number of mortgage applications and has always provided us with the highest possible level of service and support. He has a great deal of experience and knowledge to find the right products and is always on hand every step of the way to ensure things progress as smoothly as possible. I won’t hesitate to use Harvey again in the future and I have already recommended him to several people.

4 décembre 2022
Noté 5 sur 5 étoiles

TARUN RAHEJA excellent mortgage advisor!

TARUN RAHEJA excellent mortgage advisor!

Our experience with Tarun Raheja as our mortgage advisor was great throughout the whole process. Very professional, always available (even at weekends), and providing great advice.
We highly recommend Tarun Raheja.

2 décembre 2022
Avis spontané
Noté 5 sur 5 étoiles

Tarun Raheja an awesome Mortgage advisor

I appointed Mr. Tarun Raheja as my mortgage advisor. However Mr. Tarun Raheja helped me a lot by giving best mortgage deal. Arranging for my solicitor to deal the property deal completion. He helped beyond mortgage and advised me a lot in financial planning. He is always responsive even late in the evening and weekends. I really appreciate his help. I am happy refer anyone to him.

2 décembre 2022
Avis spontané
Noté 5 sur 5 étoiles

Great work from CFS and Connor Mason

Having reached out to CFS with limited experience in this field, I have found their help, professionalism and knowledge extremely valuable. I was put in touch with one of their advisors, Connor Mason, who has been fantastic and extremely helpful, running through all of my options and making everything extremely clear. I would be happy to recommend both CFS and Connor to friends and family moving forwards.

26 octobre 2022
Noté 5 sur 5 étoiles

Dan Percy was amazing!

Dan Percy was amazing. He was extremely knowledgeable, patient, kind and trustworthy.

We needed a mortgage asap and Dan did this in such a short period of time. He was always available when we needed him as well.

Would easily recommend and use again and again.

28 novembre 2022
Avis spontané

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