amathus financial services advisor

Client Testimonials

Overall
Advice
Service
Value
What were the circumstances that caused you to look for a financial adviser?
My fixed term mortgage was close to ending.
How did Jane Lister help you?
Jane provided a very speedy service and was able to swap my mortgage on to a lower fixed term.
Have you seen the outcome you were hoping for?
The outcome is better than I had hoped for.
What could they have done better?
Nothing. The service was first class.
Overall
Advice
Service
Value
What were the circumstances that caused you to look for a financial adviser?
We were moving house to a village outside of town and needed a mortgage for the new house purchase.
How did Jane Lister help you?
Jane helped by advising on what became quite a complicated move when we had issues with the chain we were in.
Have you seen the outcome you were hoping for?
Yes. Jane has successfully helped us purchase our home in the most financially viable way for us.
What could they have done better?
Nothing and I have since recommended her to both family and friends.
Overall
Advice
Service
Value
What were the circumstances that caused you to look for a financial adviser?
Moving house
How did Jane Lister help you?
Jane, arranged our mortgage and insurances
Have you seen the outcome you were hoping for?
Yes, we have subsequently moved.
What could they have done better?
Nothing. Jane went through the whole process and gave clear and concise advice from beginning to end.
Overall
Advice
Service
Value
What were the circumstances that caused you to look for a financial adviser?
Reviewing our mortgage payments and if we had sufficient life cover
How did Jane Lister help you?
She reduced our payments and made sure we were covered for our liabilities if we died
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing complete service from beginning to end was first class
Overall
Advice
Service
Value
What were the circumstances that caused you to look for a financial adviser?
General review of mortgage interest rates and insurance
How did Jane Lister help you?
Gave clear advice on how we could reduce our monthly mortgage payments
Have you seen the outcome you were hoping for?
Yes reduced payments very effectively
What could they have done better?
Nothing excellent service from start to finish
Overall
Advice
Service
Value
What were the circumstances that caused you to look for a financial adviser?
I was looking to purchase protection for a house I was hoping to purchase and i was very unsure of where to look and what was best for me
How did Jane Lister help you?
Jane helped me to see which protection was the best one for me, she explained what the protection was and how it would affect my purchase.
Have you seen the outcome you were hoping for?
Yes, Thanks to Jane I got the protection i needed and with a good amount of information to help me understand why the protection was neccessary.
What could they have done better?
I have no problems with the help Jane provided, she would be a true benefit to anyone looking for information on purchasing protection.