Financial advisor in Reading

“As first time buyers, the best decision we made in the house-buying process was to choose Paul and Premier Financial Services to handle our mortgage application. From start to finish, Paul was so attentive and thorough and we knew from the initial consultation that we were in the best hands. He is so knowledgeable, patient and helpful and we felt so looked after and well-informed throughout the whole process. Knowing that Paul was looking after our mortgage application took all of the stress out of the situation, and we can’t recommend Premier Financial Services enough. We will absolutely be sticking with him for all future mortgage applications.”

“10/10. My fiancé and I can’t recommend Tom and partners financial services highly enough. From the very beginning, which feels like a lifetime ago for us he was professional, prompt and incredibly helpful. We had a long journey due to the complications on the house purchase and he stuck through it helping chase solicitors and any other help or advice we needed. Adaptable to our available times and would be on call to support and answer any questions we had as first time buyers. We will be using Tom for his services hopefully for every purchase and sale going forward in our lives. Thank you so much.”

“I've found the team at Macbeths to be extremely effective and very customer focused. They have always gone above and beyond to assist me and my clients so I wouldn't hesitate to recommend them.”

“I do not think there could ever be enough words to offer the commendation that Trevor at Green fern mortgages deserves! If you are looking for an advisor then I would honestly stop looking now and trust the amazing reviews that everyone leaves for this company! Trevor has been truly outstanding! A friend had recommended Trevor to me after they had used him to secure their own mortgage. As a first time buyer I felt extremely anxious and like we were really diving into the deep end. We are also both self employed and wanted a mortgage on a property that was certainly not straight forward. I have never experienced someone in any profession show as much dedication, patience, passion and empathy as Trevor showed us. I say with a little shame I certainly wasn’t the easiest of clients I’m sure as i have been a stressed wreck through the process yet Trevor was ALWAYS available to answer any questions and concerns, iron out any discrepancies and always did so in such a calming professional manner. I whole heartedly believe had we of used any other advisor I would have thrown the towel in long ago and I would never have been able to get to the stage we are at now. This review is honestly not testament to Trevor enough for his hard work, determination and dedication not only to his work but his clients too. He really does make you feel safe and heard throughout the process. If I could give 1000 more stars on this review I would do so in a heartbeat! For anyone looking for a mortgage advisor - USE TREVOR @ GREEN FERN MORTGAGES NOW! Thank you so much Trevor!”

“I'd like to recommend Jarosław Chmielowiec to everyone who is looking for an insurance. I'm very grateful and also very impressed of his approach to clients. He treats each client very individual, listening very carefully to find the best solution. Later on he'll be leading you through whole process. He is also very focused on each detail, so you have impression everything is under control and nothing will miss out. In short absolutely deserved 5 stars. Thank you for cooperation.”

“Kye was amazing, he took care of everything with ease. He kept us well informed of any updates and completed the request we asked for. We would highly recommend Kye to help with your needs. And to add to his professionalism, he personally is truly a gentleman. Thank you so much for everything you have helped us with. Could not have done this without you.”

“Tim helped me today with a query I was struggling to get my head around. His advice was clear, concise and delivered in a way I could understand. I wouldnt hesitate in contacting Tim in the future for further guidance. Thankyou Tim.”

“Sergei helped me with my Capital Gains tax return last year and has now helped me with my Tax Return for 2024/2025. He has been extremely prompt and clear in what he has done for me and I would highly recommend him”

“We used Fortem for some advice regarding our mortgage. Kevin was amazing, finding us the best deal we could get whilst making everything simple. He was also always available to talk on the (many) queries we had! Very responsive. Overall fantastic experience and would definitely use Fortem again.”

“I had a call with Sam to discuss pensions and IHT. He was very easy to chat with and explained things clearly. I had some understanding before our call however Sam took time to discuss various scenarios and I definitely gained a better knowledge of what my options were. What I appreciated most was the genuine, honest, straightforward advice.”

“Excellent service from Jay's Accountants, I put Calliope under a little pressure as I had to me a deadline but all was completed with a week to spare . I have to leave as a client due to a far away move but I hope I find someone as good as Jay's.”

“Mark helped me migrate my pension to True Potential, from my previous provider, where it was underperforming and with poor IFA assistance and advice. Since moving to TP, my fund has grown much faster and projecting forward, will now provide for me well into late retirement at a comfortable level, something my previous provider would have failed to do. I cannot thank Mark enough for his advice and continued support through the process and since, with regular contact and highly recommend you speak with him to provide for your retirement. .”

“Simon is a consummate professional. He is thorough with a high attention focus and deep attention to detail. He's an active and attentive listener which really helps the information transfer. He knows his market and his product set. He goes to great lengths patiently explaining the potential risks and benefits of given scenarios. At first, I had minor issues with the Online Portal but those are IT related and not a reflection on Simon's abilities or skill. Annoying though. I can't say I've had a lot of experience with Financial Planners, but suffice it to say - as my prospects change, I will be calling upon Simon's services again.”

“My husband and I have worked with the team at Sky Blue for many years, we trust them with all our products, insurance, mortgages and pensions. Very trustworthy and knowledgeable”

“Would highly recommend as Richard offers ongoing service and explains everything clearly”

“Cannot recommend Matthew enough! He was brilliant and made a complicated area easy to understand. Very happy with the service and will use Matthew again in the future.”

“Excellent service, detailed explanation of suggested options and great communication whether via zoom meetings, emails or phone calls. Would definitely recommend.”

“Navdeep and Doralda are very helpful. They sorted out my mortgage and service is excellent. Thank you again”

“Stuart and Katie have been consistently brilliant in arranging a number of mortgages over the several years. Extremely responsive, rapidly effective and downright nice. I'm tempted to say they made applying for a mortgage fun but I don't want to stretch credulity.”

“I cannot recommend Rachel Foxon of BFC highly enough. We were problem clients from the start (because of circumstances, not being purposefully problematic!), but Rachel's calm determination to find solutions for us has meant that we have finally been able to buy our own home. Throughout the process, Rachel maintained great communication, and patiently talked us through all the options and steps at each stage. We couldn't have asked for better support. Thank you, Rachel.”

“Professional, very helpful and understanding, listened well to all areas, gave great advice and stress free, much appreciated. Very Highly Recommended”

“I have been a Customer since 2015. I highly recommend this great Company.”