Review Time
The adviser Mr. Jack Wilby was very attentive to my particular situation and requirements. Always helpful in discussing the various options that could be available to me. I felt confident that is advice was sincere and always in my best interests
Jackie was helpful , friendly and fully informative. She did not rush me or put any pressure on me, and I felt fully informed at the end of all conversations. She was punctual with all appointments and a real pleasure to talk to, totally trustworthy..A brilliant experience.
I had a number of conversations with Alison Wren and when we first spoke I was sure this was for me. However Alison was so thorough and honest that there were other options that would be far more beneficial to me.I am so grateful to her and her work ethic, would recommend her to anybody.
My wife & I have recently been investigating equity release as a means of paying off an interest only mortgage. We contacted a number of providers but by far and away the most helpful & thorough was Steve Harris of Saga's chosen provider, Hub financial solutions. Steve seemed genuinely interested in us and what was best for us, so much so we have deferred our decision to proceed with Equity Release.Rest assured that when the time comes for us to re look at equity release we will immediately be contacting Steve and not bothering with the rest.
Pension Annuity. Supportive, knowledgeable guidance provided by Laura H to help us navigate our way through the process. Grateful of the help received from Laura when our pension company made a blunder. Much appreciated. Highly reccommend her services.
Having researched equity release over the last 2 yrs we finally made the decision to go ahead with it. we spoke to a few Financial Advisor companies but went with Saga after speaking to the Advisor David Farrell. we had an initial phone consultation of an hour followed by 2 visits to our home for further consultations. David was very informative and put our minds at rest straightaway. the next step was visit by Surveyor to value house. this was done very quickly and from there on was a simple process. a solicitor came out to complete our forms and it was finalised on 3/4/2025 We are very happy with the outcame and our thanks go to David Farrell who was brilliant throughout.
I was pleasantly surprised at the effort Jack Wilby put into his knowledge of the situation in hand and his ability to explain and put me at my ease. I would certainly recommend Jack to advise well and to feel that he was putting .e on the right path. Well done Jack.
I had an appointment booked with James and he called me at exactly the time quoted.He was very professional and talked me through everything that I needed to know regarding taking my pension annuity. Really pleased with how the session went.
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HUB Financial Solutions is part of Just Group plc. a FTSE-250 listed company trusted by over 650,000 customers to look after more than £24 billion of their retirement savings.
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