Mitchell Pearson- Partner, Pearson Ferrier Estate Agents

We would like to express our thanks and appreciation to Financial Options who over the many years have provided financial planning advice for our many clients. The service that both we as estate agents and our clients receive it second to none.

 We receive regular communication and updates from Financial Options which in turn helps us with the whole sales process. The team are also extremely proactive when it comes to looking for opportunities for ourselves to develop additional income streams to the business.

Mitchell Pearson- Partner, Pearson Ferrier Estate Agents

 

Dragonfly

Dragonfly undertook a thorough interview process before appointing Financial Options as the companies independent advisors, we were looking for an organisation that would provide individual and corporate advice on services such as pensions, life cover and personal insurance.

 Since their appointment the team at Financial Options have more than lived up to their promise that they will offer a proactive, personal, hands on service.

 Financial Options open and honest approach has resulted in a relationship based on genuine trust with the surety that we are getting the very best service.

 Yours sincerely

 Joe Mckenna

MD Dragonfly Contracts Ltd

Harland Machine Systems

I am writing to express my personal appreciation for the hard work and diligent approach demonstrated by your company in assisting Harland Machines Systems to reorganise its pension and life insurance requirements.

The company has over recent years tried very hard to ensure that our employees avail themselves of the benefits the company offers in terms of pension contributions. Your company has achieved success where other external companies have tried and failed and that is greatly to your credit. You have offered a good service that is both professional and at the same time tailored to feel personal, and you have managed to engage with some of the more hard to reach sections of our staff.

We all should understand that pension fund performance in volatile times is beyond the control of any one individual, but your team have worked hard to ensure that our staff is kept appraised of current performance and to explain some of the rational for that performance. This must be viewed as going that extra mile to support clients, which is what a company such as ours is looking for in its providers.

Thank you for your continued efforts on our behalf, your performance to date has been excellent and I look forward to a long and continually rewarding relationship.

 Yours Faithfully

James J. Potter

Managing Director

Harland Machine Systems

Bobby G

When it comes to money and its your money you need to know its working the best for you! Weve all seen the adverts on TV showing us great offers but in reality they arent the best. You need to engage with someone that can understand your individual needs and recommend the right solution for you. The financial market can be a tricky maze to negotiate so thats why I have no hesitation in recommending Sarah from Financial Options who will show you the best route to the lifestyle plan that is bespoke for you. Financial Options offer a great service with regular reviews to ensure you are kept upto date with how your money is working. When it comes to your money you need someone that is honest and trustworthy; so that is why Sarah is the right choice.

Tracy McMahon - Breeze Accounting

Sarah and Stephanie at Financial Options organised a buy to let mortgage for my sister. I orginally tried to organise the mortgage myself but right at the last minute the lender pulled the mortgage and said that my sister no longer passed the criteria when we were told the mortgage had all been accepted. The vendor of the property my sister was buying was getting a little bit worried so I wanted to be able to find a new mortgage as soon as possible. I telephoned Sarah and explained the situation and she started looking for suitable mortgages straight away and by the afternoon she had sent applications to a number of lenders. Sarah targeted lenders that she knew the mortgage would get accepted and also managed to secure a low interest rate. Sarah and Stephanie kept us informed at every stage throughout the process and liaised with our solicitor to keep the vendor up to date which took a lot of the stress out of the process for us. I would highly recommend Sarah and Stephanie at Financial Options. Sarah knows the mortgage market extremely well and knows which lenders will accept and where to get the best interest rates. Stephanie provided excellent customer service and was extremely efficient when I had any questions. Therefore if you are thinking of moving home or buying a buy to let investment I would definitely recommend asking Financial Options to arrange your mortgage for you, as buying a house is stressful enough!

Michael Breen, Marion McCabe and Martin McCabe

Dear Sarah, This is just a few words to say thank you on behalf of my parents for the professional service provided by yourself and your team throughout the process of their re-mortgage. Most people have the opinion mortgages are such a long, stressful and complicated process. However my parents and my outlook on this have changed from dealing with Mortgage Options. Any queries throughout were dealt with directly and sufficiently. Thank you sincerely and I wouldnt hesitate to recommend Mortgage Options to my friends, colleagues and peers in business. Yours sincerely Michael Breen, Marion McCabe and Martin McCabe

David Scott

Christian and the team at Mortgage Options provided invaluable help in securing my mortgage. All of the staff were very friendly and helpful and Christian provided a very detailed list of possible options. At all times he put the interest of his client first and provided a thorough and transparent analysis of the available options. Christian worked very hard on my behalf and I feel that the team got me the best possible deal available and Ive already recommended them to my friends and colleagues. A job well done. Best wishes David Scott

Debi Fellone

Dear Sarah, I would like to personally thank you and your team for the professional handling of my Buy to Let mortgage. It has been an absolute pleasure to work with Mortgage Options, I have been kept in the loop on a regular basis by Patricia and have not had to chase for information once! This is my 4th BTL mortgage, and by far the simplest! In my opinion Mortgage Options live up to their strap line mortgages made easy. I will have no hesitation to use Mortgage Options for any future property purchases, and will certainly recommend your services to others.

Steve & Alison Edgar

Hi Sarah, I just wanted to take a minute to say thank you for your help with processing our mortgage. When all other agencies we dealt with were a trial, Mortgage Options were the one that we never needed to worry about. The service we received was really good and these were the instances that particularly stood out: You found us a very competitive deal and one that matched our requirements exactly. The meetings were brief but at the same time provided us with all the information and explanation we needed. The process in general was painless as you took care of it all. You were both always professional and courteous which is important to us. The initial survey showed that we needed to get additional specialist reports and you helped us by providing useful contacts to get this completed quickly. The mortgage offer could have been problematic due to the many additional surveys we needed but you negotiated with the mortgage company on our behalf to simplify this and secured a quick decision. You hand delivered back our documents and passports to ensure that we could still go on holiday! You kept us informed of how the mortgage was progressing so we never had to wonder what stage it was at. So many thanks for your help. I would recommend Mortgage Options to anyone looking to move house or re-mortgage.

Mason Rowles

I am writing to express my appreciation to you all for a very smooth house purchase that as you know is completed. I was particularly pleased with the mortgage and provider I decided upon thanks to you taking the time to understand my specific situation and needs. Please pass on my special gratitude to Patricia for keeping me constantly informed of progress, and continually making sure I was happy at every stage of, and even after, the move. This kind of customer service is rare indeed. Lastly good luck to you all in the new office and Ill be continuing to recommend you to friends and colleagues.

Bob and June Austen - PATTESTINGMAN

We have consulted Sarah, regarding pensions and insurance and have found her to be professional and efficient. Your service from start to finish has been exemplary and on a, knowledgeable, yet friendly level that far exceeds all other Financial Service Advisors we have dealt with. Nothing ever seems to be too much trouble to you and we were made to feel unique, never feeling we were just one of many clients that you and your office have to deal with each day. We would like to recommend Sarah and Financial Options to anyone who is looking for financial services, it is a pleasure to do business with someone who is a true professional, has an extremely friendly approach and always gives you the best advice.

Financial Options is a trading style of CJP Financial Services Ltd who is an appointed representative of Intrinsic Financial Planning Limited, which is authorised and regulated by the Financial Services Authority. Intrinsic Financial Planning Limited is entered on the FSA register (http://www.fsa.gov.uk/register/) under reference 440703.

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