What were the circumstances that caused you to look for an adviser?
We needed to shift some personal debt onto our mortgage to ease monthly outgoings. We changed our life and critical illness policy to a new company which is giving us much better protection for the same money. We have also taken our an income protection policy for my husband who is self employed, so should he be off sick for more than a month we will receive a monthly income.
How did Darren Bilkey help you?
Darren understood our needs and what we wanted to achieve. He explained the whole process in a way that we clearly could understand. He found the best deal for us and took care of the process the whole way through. The most important thing is we have now fixed our mortgage for 5 years so have piece of mind if the interest rate does increase our monthly mortgage amount will remain the same which helps us to budget our money.
What is your current situation? Have you seen the outcome you were hoping for?
Yes very happy with the outcome and the recommendations given by Darren. We were successful in changing our mortgage provider and have better protection and insurance that is tailored to suit our needs.
What could they have done better?
Darren was excellent from start to finish. We would highly recommend him and use him again in the future.
5 out of 5 for Advice, Service and Value
Verified client testimonial provided on VouchedFor June 2018