Equity Release Advice | Wirral, North West Financial Service in Wirral, West Kirby

Reviews

1. Karen Bennett ★★★★★

   I visited Richard as I had a pension from an old job & had no idea whether it was any good. I also wanted some suggestions for investments/retirement. I'm really pleased with the new pension & investment products Richard found for me. Putting them in place was effortless (for me). Richard also put me in touch with someone who found a great income protection insurance. I learned a lot from Richard & I feel like he's made a really positive impact on my retirement plans. Strongly recommend.

   almost 10 months ago
2. Graham Croxson ★★★★★

   We had excellent service. No hard selling, just good, clear advice. Took great care to ensure we knew all the pros and cons. Never felt rushed or pushed into making a rash decision.

   1 year ago
3. Jack Jones ★★★★★

   Excellent and friendly advice.

   1 year ago

1. Portia2023 ★★★★★

   I used this business having been recommended by a friend. My elderly relative needed access to funds quickly and Richard made the whole process stress free. He is very experienced in this field with an informative and friendly approach. Highly recommend, especially if you are looking for a face to face service on The Wirral. We had our meetings at Richard's offices in West Kirby.

   1 year ago
2. david barry jones ★★★★★

   We used Richard Jones from smart equity release, to do home improvements, Richard was most helpful in advice and explanation of how it works, and different plans available, and advised which he thought was the most helpful plan for us, He left good literature to read and for us to discuss on our own, we were not put under any pressure from Richard , a6

   almost 3 years ago

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