Concept Financial Services レビュー 

341
•
TrustScore 5段階評価の5

4.9

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レビュアーのコメントを見てみましょう

5つ星のうち5の評価

Just a massive thank you to Lydia at ConceptFS for sorting out my mortgage. She has been an absolute pleasure to deal with from start to finish and made the whole process look and feel incredi... もっと見る

5つ星のうち5の評価

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... もっと見る

5つ星のうち5の評価

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... もっと見る

5つ星のうち5の評価

Shannan & Charlotte have gone above & beyond to help me. They have always responded quickly to all of my very annoying requests & even out of hours hasn’t stopped them helping me. They have offe... もっと見る

企業情報

  1. 金融コンサルタント
  2. ファイナンシャル プランナー
  3. 金融ブローカー
  4. 住宅ローン代理店

当該企業による記述

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


連絡先

4.9

優良

TrustScore 5段階評価の5

341件のレビュー

5つ星
4つ星
3つ星
2つ星
1つ星

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4.9

すべてのレビュー

(341)

過去12か月のレビュー数: 1件

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5つ星のうち5の評価

Concept Financial Services excellent service

Concept Financial Services , understood what I was looking for and was able to find me the best product on the market . They kept in touch with me and made sure I understood what was going on . They took the fear out of mortgages . Very grateful for their hands on approach

2023年5月31日
5つ星のうち5の評価

I am so glad I had Harvey from Concept Financial Services

I feel like I landed on my feet when Harvey from from Concept Financial Services helped me secure a new lender after my original mortgage fixed rate ran out. My work situation has made the mortgage process more complicated… and when my original mortgage fixed rate ran out, I had been given a strong recommendation to approach Harvey at Concept Financial Services… and I am so grateful and glad I did.

Thanks to Harveys expertise and dedication, I successfully secured an excellent mortgage deal with favourable terms, which surpassed my expectations. Their professionalism, knowledge, and exceptional service transformed what could have been a stressful and overwhelming experience into a process that I fully understood and felt seamless.

I wholeheartedly recommend Concept Financial Services and Harvey Green to anyone in need of mortgage services. Their commitment to client satisfaction, paired with their industry expertise and outstanding communication, sets them apart from the rest. Without a doubt, Harvey is a trusted partner for navigating the complex world of mortgages, ensuring a stress-free and rewarding home buying experience.

2023年5月30日
5つ星のうち5の評価

A highly professional and popular…

A highly professional and popular choice - I highly recommend their service based on their superb advice and reliability. The company has very professional staff that are honest. Concept provide an excellent, personal service, delivering the best for their customers financial futures.

2023年6月1日
自発的なレビュー
5つ星のうち5の評価

Excellent comprehensive service

We had financial advice regarding purchasing of more property and remortgage. Excellent, professional, timely and comprehensive service. Paul Donoghue led the financial advice and planning, and Charlotte Moore administered the process. Highly recommended! Mark & Tracey.

2023年5月31日
自発的なレビュー
5つ星のうち5の評価

We could not recommend Jennifer more to…

We could not recommend Jennifer more to help secure a mortgage and get valuable home buying, mortgage and insurance advice.

Jennifer guided us through a complex and difficult mortgage situation, as one of us is freelance and needed to count foreign income (which is rejected by many mortgage companies).

We initially approached Jennifer about advice on how the mortgage process would work in our situation, a year and half before we were ready to buy. She patiently gave us detailed and highly knowledgeable advice off and on for over a year. When we were finally ready to buy, she made it happen quickly and efficiently, finding us the best-priced loan at the time. We couldn’t be happier with her work.

She is currently advising us on life insurance, and we plan to stay in touch with her for any future advice on other mortgages and insurance.

Thanks, Jennifer!

2023年5月31日
自発的なレビュー
5つ星のうち5の評価

We are very pleased with our experience…

We are very pleased with our experience with Concept Financial Services and in particular with our mortgage adviser, Dan Percy. We've known Dan for a few years and in that time he has sorted out two mortgages for us. We always feel like we're in good hands and appreciate his hard work and professionalism.

2023年5月2日
自発的なレビュー
5つ星のうち5の評価

I cannot even begin to express how…

I cannot even begin to express how grateful and appreciative we are for Daryl's help, invaluable guidance and wisdom in the purchase of our new home.

She masterminded everything from beginning to end for us, and was infinitely patience with all the questions I threw at her over this past year. Her advice was excellent, and she is so knowledgeable at what she does. She genuinely cares, and worked so hard to make this happen for us.

Thanks to her, our wishful dream of owning our own house went from just a dream, to becoming a reality... and we absolutely could not have done it at all without her. I cannot recommend her enough. You'd be so lucky to work with her.

2023年5月8日
自発的なレビュー
5つ星のうち5の評価

Highly Impressed with Tarun Raheja's Mortgage Services

I had the pleasure of working with Tarun Raheja when I was in the market for a mortgage. I was referred to him by another satisfied client of his, and I must say that Tarun's service was top-notch from start to finish. Right from our first interaction, Tarun was friendly, professional, and incredibly knowledgeable. He took the time to understand my financial situation and goals, and provided me with a variety of mortgage options to choose from.
Throughout the entire process, Tarun was always available to answer my questions and provide regular updates. He made sure to keep me informed every step of the way, and was incredibly patient and supportive, even when I had last-minute changes to my application.
I can't recommend Tarun enough. He truly went above and beyond to provide me with exceptional service, and I am incredibly grateful for all his help. If you're looking for a knowledgeable and reliable mortgage advisor, Tarun Raheja is the one to go to.

2023年5月1日
自発的なレビュー
5つ星のうち5の評価

great service

Tarun Raheja has been absolutely fantastic since the start when I contacted him. His experience and knowledge has made me, a first time buyer very confident in any decisions. Will recommend for great service

2023年5月3日
自発的なレビュー
5つ星のうち5の評価

Look No Further

I was looking for a mortgage and I was pointed in the direction of Tarun Raheja via another client of his, Tarun provided me with top-notch service throughout the entire process. From the very beginning, the Tarun was friendly, professional, and knowledgeable, and he took the time to fully understand my financial situation and goals. He provided me with a range of mortgage options and helped me choose the one that was best for me.

Tarun was always available to answer my questions and provide me with regular updates, and kept me informed every step of the way. He was patient and supportive, even when I had last-minute changes to my application. Thanks to his expertise and hard work, I was able to secure a great mortgage rate and purchase the home of my dreams.

I can't recommend Tarun enough. He truly went above and beyond to provide me with exceptional service, and I am extremely grateful for all his help. If you're looking for a knowledgeable and reliable mortgage advisor, look no further than Tarun Raheja.

2023年4月4日
自発的なレビュー
5つ星のうち5の評価

Excellent mortgage advisor - Jennifer McKenna

We met with Jennifer McKenna who helped us organise our mortgage renewal. She was excellent from start to finish. She was very knowledgeable about the markets and made us aware of all our possible options. With the markets being unpredictable and causing myself and my partner some concern we decide to take a 5year fixed. She made us feel at ease and confident with the product we have selected. She also kept on top of things to ensure we went with the best possible rates. We felt we were in safe hands. I would highly recommend Jen to everyone.

2023年2月17日
5つ星のうち5の評価

Nick helped us with our mortgage

Nick helped us with our mortgage. We found it very difficult to get a mortgage due to relocation/changing rates, but when we found Nick, he helped us get our dream home! Can't thank him enough for his effort, honesty and being there whenever we needed him. Would highly recommend Nick. Thank you! :)

2023年2月17日
自発的なレビュー
5つ星のうち5の評価

Nick has gone above and beyond to help…

Nick has gone above and beyond to help me out with my internal remortgage, always there if I need any help or have any questions - made it far easier on me, a pleasure to work with and plan on using him in the future again if needed! Fab work! Totally recommend!

2023年3月1日
自発的なレビュー
5つ星のうち5の評価

Harvey Green IFA

We've used Harvey Green's services for our mortgage and remortgages for a number if years. He's reliable, provides clear advice and regularly communicates throughout the remortgage process. He also ensures any hold ups are followed up with the provider and keeps things moving. Thoroughly recommend.

2023年2月1日

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