Elite Financial

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Feedback Reports

Total recommendations:
213 reports, average score 9.9
Last six months: 45
  1. Investment update and advice

    Knowledgeable, friendly, good advice for financial planning
    Client in Poole, 10 November 2017
    Overall Score 10
  2. Annual finance consultation

    An excellent service as ever
    Client in Salisbury, 10 November 2017
    @ Verified By Email
    Overall Score 10
  3. Pension, investment annual review

    Friendly, clear advice, would highly recommend
    Client in Ferndown, 8 November 2017
    Overall Score 10
  4. Pension and savings advice

    Excellent service, explained everything well and very pleased with advice given.
    Client in Poole, 8 November 2017
    Overall Score 9.8
  5. Annual review

    I would recommend this company.
    Client in Bournemouth, 7 November 2017
    Overall Score 10
  6. Mortgage

    Fantastic
    Client in Bournemouth, 2 November 2017
    Overall Score 10
  7. Retirement planning

    Debbie fully reviewed our personal requirements for our pension planning. She questioned exactly what we wished to achieve and what was important to ourselves. She then reviewed our pension plans and investments, as well as taking into account possible future part time work. Debbie prepared a detailed presentation, which took into account different retirement dates and the financial impact of these options. She explained everything in a very clear manner, answering any questions which we had and enabling us to make a decision on the action that we wished to take for our retirement. I would have no hesitation in recommending Debbie Wilson and her first class, professional service.
    Client in Ferndown, 31 October 2017
    @ Verified By Email
    Overall Score 10
  8. Mortgage application and advice on personal insurance cover

    Andrew Harper arranged our mortgage as we were first time buyers two years ago. We returned to him for advice on remortgaging our property after an unsatisfactory experience with our existing provider at the point of remortgage. Andrew has made the whole process smooth and has secured us an excellent deal on our mortgage with an alternative provider, to enable us to not only save money, but to start the home improvements we wish to undertake. It was helpful having clear advice on a range of products, particularly at a time when there is a risk of rates increasing and a lot of uncertainty. We are really grateful for the excellent service and communication we have received and would recommend this service.
    Client in Poole, 26 October 2017
    @ Verified By Email
    Overall Score 10
  9. Pension-Savings

    Excellent
    Client in Ferndown, 26 October 2017
    Overall Score 10
  10. Obtain new buy to let mortgage

    I would recommend this company.
    Client in Broadstone, 24 October 2017
    Overall Score 9
  11. Mortgage

    Very professional, kept informed at all times. Provided excellent service
    Client in Wimborne, 13 October 2017
    Overall Score 10
  12. Annual pension review

    I would recommend this company.
    Client in Ferndown, 9 October 2017
    Overall Score 10
  13. Investment

    Very understanding of products and friendly.
    Client in Poole, 6 October 2017
    Overall Score 10
  14. Remortgage

    Extremely helpful, patient and efficient
    Client in Wimborne, 2 October 2017
    @ Verified By Email
    Overall Score 10
  15. Financial, pension review

    Superb personal service and care taken that everything appropriate.
    Client in Lymington, 2 October 2017
    Overall Score 10
  16. We instructed Elite to assist us with taking out our first mortgage and provide advice on our financials surrounding this.

    A professional, reliable and insightful service was provided during our engagement
    Client in Wimborne, 29 September 2017
    @ Verified By Email
    Overall Score 10
  17. Financial advice

    Long standing solid, reliable advice with proven track record.
    Client in Bournemouth, 28 September 2017
    Overall Score 10
  18. Financial and investment advice

    First class assistance with investment and the very best advice. Regular updates and all ways the best communication. Would readily recommend Elite .
    Client in Christchurch, 4 September 2017
    @ Verified By Email
    Overall Score 10
  19. Pension advice changing from capital growth schemes to income

    Still in progress many schemes to look into and change
    Client in Wimborne, 4 September 2017
    @ Verified By Email
    Overall Score 10
  20. Investments and pension

    I would recommend this company.
    Client in Sturminster Newton, 24 August 2017
    Overall Score 10
  21. Buy to let mortgage

    I have used this company before, excellent service with good outcome
    Client in Wareham, 23 August 2017
    @ Verified By Email
    Overall Score 10
  22. Mortgage set up and advice

    Very happy with all the advice and help to get our mortgage
    Client in Poole, 23 August 2017
    @ Verified By Email
    Overall Score 10
  23. Financial review

    I would recommend this company.
    Client in Romsey, 22 August 2017
    Overall Score 10
  24. Investment and pensions

    Very friendly and professional staff. Always willing to go the extra mile for a client to help and make the difference. Could ask for anymore! Would recommend to anyone! 10/10!!
    Client in Poole, 22 August 2017
    @ Verified By Email
    Overall Score 10
  25. Arrange mortgage

    I would recommend this company.
    Client in Poole, 18 August 2017
    @ Verified By Email
    Overall Score 9
  26. Financial Services

    Professional advice in an understandable language.
    Client in Blandford Forum, 16 August 2017
    Overall Score 10
  27. Pension

    Absolutely fabulous, Nicky is excellent. A full and simple understanding of my pension plan.
    Client in Farnham, 10 August 2017
    Overall Score 10
  28. Annual review pension and investments

    Friendly, professional advice. Personal interest in us as people.
    Client in Verwood, 1 August 2017
    @ Verified By Email
    Overall Score 10
  29. Equity Release

    My equity release was completed quickly and efficiently. I had complete faith in Philip Wadham in what was a big decision. I definitely have no regrets and would use Elite Financial in any future requirements.
    Client in Poole, 1 August 2017
    @ Verified By Email
    Overall Score 10
  30. Life insurance

    Very good service, no complaints
    Client in Fordingbridge, 24 July 2017
    Overall Score 6
  31. Financial Advice (Investments)

    They have given me sound financial advice and investments, provided help with transfer of funds
    Client in Andover, 19 July 2017
    Overall Score 8.8
  32. Mortgage, pension, life cover reviews

    I would recommend this company.
    Client in Wimborne, 18 July 2017
    @ Verified By Email
    Overall Score 10
  33. Re-Mortgage

    Excellent, honest, informative, efficient
    Client in Poole, 3 July 2017
    @ Verified By Email
    Overall Score 10
  34. Mortgage- First Time Buyers

    Jason's knowledge was excellent knowing our situation. He always kept us informed all the way through the process. Highly recommended this person he did an excellent job. It meant a lot to our family to get a mortgage and Jason made this happen. 10/10 Service
    Client in Poole, 29 June 2017
    @ Verified By Email
    Overall Score 10
  35. Annual review

    Good professional and friendly service.
    Client in Dorchester, 23 June 2017
    Overall Score 10
  36. Financial Services

    I would recommend this company.
    Client in Wareham, 23 June 2017
    Overall Score 10
  37. Mortgage advice

    Excellent very thorough, helpful, friendly and always there when you need them
    Client in Wareham, 21 June 2017
    Overall Score 10
  38. Mortgage for 2 buy to let properties

    I would recommend this company.
    Client in Wimborne, 19 June 2017
    @ Verified By Email
    Overall Score 9.6
  39. Financial advice

    First class advice
    Client in Ringwood, 19 June 2017
    @ Verified By Email
    Overall Score 10
  40. Mortgage Application with Help To Buy in addition to insurances

    Very professional and easy. Kept in the loop every step of the way and helped us to understand all of the legal jargon that came with it. Wonderfully simple on our end and the follow up was very pleasant and professional also
    Client in Bournemouth, 13 June 2017
    @ Verified By Email
    Overall Score 10
  41. Re-Mortgage

    I would recommend this company.
    Client in Swindon, 9 June 2017
    Overall Score 10
  42. Financial Planning for Inheritance Tax

    Very thorough and helpful.
    Client in Christchurch, 8 June 2017
    @ Verified By Email
    Overall Score 10
  43. Pension review and discuss company pension contribution and investments.

    I am happy with the advice given. It has value in trying to keep up to date.
    Client in Blandford Forum, 6 June 2017
    @ Verified By Email
    Overall Score 9
  44. Protection - Insurances

    Very flexible, considerate and competent advice
    Client in Farnborough, 24 May 2017
    Overall Score 10
  45. Update on Investments

    I would recommend this company.
    Client in Southampton, 23 May 2017
    Overall Score 10
  46. Mortgage

    Very professional, always able to give sound advice and very quick turn around with any queries regarding the mortgage application. I would certainly be recommending Adam at Elite Financial.
    Client in POOLE, 19 May 2017
    @ Verified By Email
    Overall Score 10
  47. Pension investment revue

    We found Elite very friendly and professional. We are very pleased with their advice.
    Client in Bournemouth, 18 May 2017
    @ Verified By Email
    Overall Score 10
  48. All financial advise re pensions and mortgage

    Everybody was always hospitable and extremely helpful
    Client in Axminster, 18 May 2017
    @ Verified By Email
    Overall Score 10
  49. Mortgage advice

    Ours was quite a unique case to begin with and we had many troubles along the way with our choice of houses but Josh helped us through all the bits concerning the mortgage, gave honest and sound advice and overall saved us a lot of stress and bother.
    Client in Wimborne, 17 May 2017
    @ Verified By Email
    Overall Score 10
  50. Investment

    Debbie is the best adviser we have ever used and cannot fault her.
    Client in Poole, 17 May 2017
    @ Verified By Email
    Overall Score 10
  51. Mortgage service

    Went the extra mile. Amazing, couldn't have asked for better.
    Client in Bournemouth, 14 May 2017
    Overall Score 10
  52. Pension

    Personal and friendly service, always kept up to date.
    Client in Swanage, 8 May 2017
    Overall Score 10
  53. Financial Advice (Investments)

    We have been extremely satisfied with the service provided to us. We felt we could trust Ross and did not feel at all pressured.
    Client in Weymouth, 5 May 2017
    Overall Score 10
  54. Investments

    Cheryl is very helpful.
    Client in Poole, 4 May 2017
    Overall Score 10
  55. Investment and Pension

    Consistently outstanding service
    Client in Broadstone, 2 May 2017
    @ Verified By Email
    Overall Score 10
  56. Buy to let mortgage

    Very helpful, overcome the problems
    Client in Broadstone, 1 May 2017
    Overall Score 9
  57. A re-mortgage, various financial advice various option recommendations

    A very professional service, that was very quickly provided First Class
    Client in Broadstone, 26 April 2017
    @ Verified By Email
    Overall Score 10
  58. Mortgage and Life Insurance

    Very professional, friendly people. Excellent service and advice
    Client in , 24 April 2017
    Overall Score 10
  59. Financial Adviser Mortgage

    I would recommend this company.
    Client in Ringwood, 18 April 2017
    Verified by Phone
    Overall Score 10
  60. Financial portfolio review

    First class service.
    Client in Poole, 14 April 2017
    Overall Score 10
  61. Yearly review

    Excellent service.
    Client in Southampton, 12 April 2017
    Overall Score 10
  62. Financial review

    Very good service from Debbie Wilson, she explained everything clearly to me.
    Client in Wareham, 5 April 2017
    Overall Score 9.6
  63. Organise a re-mortgage

    Very professional service, Adam kept me fully updated throughout the process.
    Client in Bournemouth, 3 April 2017
    @ Verified By Email
    Overall Score 9.8
  64. Annual Review

    Cheryl Kellock offers a very thorough evaluation and follow-up
    Client in Salisbury, 30 March 2017
    Overall Score 10
  65. Mortgage Advice

    I would recommend this company.
    Client in Poole, 30 March 2017
    Overall Score 10
  66. Sorting out a new life policy for myself and husband

    Andrew is excellent, listens and has a vast knowledge of these matters.
    Client in Ferndown, 30 March 2017
    @ Verified By Email
    Overall Score 10
  67. Financial Advice

    I would recommend this company.
    Client in Bournemouth, 29 March 2017
    @ Verified By Email
    Overall Score 10
  68. Annual financial review

    Very excellent service. Very thorough, very professional, excellent knowledge of market and Government regulations.
    Client in Southampton, 28 March 2017
    Overall Score 10
  69. Investment

    Very good.
    Client in Weymouth, 22 March 2017
    Overall Score 9
  70. To sort out pension needs

    Look after my private pension needs when I retire.
    Client in Ferndown, 22 March 2017
    @ Verified By Email
    Overall Score 10
  71. Re-Mortgage

    After contacting Elite regarding my pension, they looked into other areas and found our mortgage was still on a 2008 interest rate. Josh quickly managed to move the mortgage to a better rate and two weeks later we find ourselves over £200 a month better off. Fantastic service
    Client in Poole, 21 March 2017
    @ Verified By Email
    Overall Score 10
  72. Review / Advice regarding ISA'S

    Excellent, clear, sound advice given and taken.
    Client in Salisbury, 21 March 2017
    Overall Score 10
  73. Review of Investments

    The thing we like about Debbie Wilson is she gives good advice in a language we understand.
    Client in Poole, 14 March 2017
    Overall Score 10
  74. Annual Review

    Met with Debbie Wilson and had a meaningful discussion regarding the current position of our investments. Highly satisfied with the advice given for the way forward.
    Client in Christchurch, 13 March 2017
    @ Verified By Email
    Overall Score 10
  75. Complete financial overhaul including our pensions and mortgage

    Initially contacted Elite regarding advice about pensions and ended up with a long overdue and much needed overhaul of all aspects of our finances including our mortgage, life insurance and pensions. We are already £300 a month better off with an adjustment to our mortgage. Pension advice has been invaluable, especially as we are in our 50's and we have now various options for our future. Highly recommend Nicky and Elite - Thank you
    Client in Poole, 12 March 2017
    @ Verified By Email
    Overall Score 10
  76. Mortgage

    I will be recommending Phil to friends and family looking to get a mortgage. He was helpful and friendly all the way through and I wouldn't hesitate going back to him in the future.
    Client in Bournemouth, 10 March 2017
    @ Verified By Email
    Overall Score 10
  77. Re-Mortgage

    Have used their services before and very happy to use again.
    Client in Poole, 9 March 2017
    @ Verified By Email
    Overall Score 10
  78. Re Mortgage

    Very happy with the continued work and help From Elite and Phil Wadham. Highly recommended will continue to use in the future.
    Client in Wimborne, 8 March 2017
    @ Verified By Email
    Overall Score 10
  79. Service call on general Finance and Pension Products

    I would recommend this company.
    Client in Poole, 7 March 2017
    @ Verified By Email
    Overall Score 9.4
  80. Yearly review

    Excellent overall service.
    Client in Ferndown, 7 March 2017
    Overall Score 10
  81. Savings / Life and Income Protection and Mortgage Application

    Jason is always so helpful and quick to answer queries. The service he provides is excellent and is all the team at Elite! I wouldn't hesitate to recommend them. Thank you Jason for all your hard work on our behalf!
    Client in Wareham, 1 March 2017
    @ Verified By Email
    Overall Score 10
  82. Financial Advice

    Very informed, explains it in an easy to understand manner and not pushy to get a decision.
    Client in Weymouth, 28 February 2017
    Overall Score 9.4
  83. Mortgage services, advice and application

    Professional knowledgeable adviser and team who kept me fully updated.
    Client in Bournemouth, 28 February 2017
    @ Verified By Email
    Overall Score 10
  84. Mortgage broking, mortgage provision

    Excellent, fast, efficient and first class service.
    Client in Poole, 24 February 2017
    Overall Score 10
  85. Financial advice and investment

    Friendly, helpful service from Cheryl and team.
    Client in Salisbury, 24 February 2017
    Overall Score 8.2
  86. New mortgage deal for a new property purchase.

    Jason is a true professional, he is very good at his job and also very honest. He took the time to research various products to find the product suitable for us. Jason can be contacted at all times and helped me with any queries I had regardless of the time of day. I would recommend Elite to anyone wishing to secure a mortgage. A very professional company with great staff and service.
    Client in Bournemouth, 22 February 2017
    @ Verified By Email
    Overall Score 10
  87. Mortgage

    Very professional service yet again
    Client in Torquay, 17 February 2017
    @ Verified By Email
    Overall Score 10
  88. Management of tax on parents investments, ongoing advice and management of Inherited funds

    Always friendly and willing to help. Have guided us well financially over the last few years throughout the tax issues and beyond.
    Client in Peterborough, 15 February 2017
    @ Verified By Email
    Overall Score 10
  89. Financial review

    Excellent in all aspects.
    Client in Broadstone, 9 February 2017
    Overall Score 10
  90. Annual pension review

    As always, EXCELLENT.
    Client in Newton Abbot, 9 February 2017
    @ Verified By Email
    Overall Score 10
  91. Pension investment revue

    I would recommend this company.
    Client in Fordingbridge, 9 February 2017
    Overall Score 7.2
  92. Financial, protection and pension advice

    I would recommend this company.
    Client in Salisbury, 8 February 2017
    Overall Score 10
  93. Annual review, investment advice, tax advice and bond transfer

    Excellent service, advice given in a friendly relaxed, informative way. I have absolute confidence.
    Client in New Milton, 8 February 2017
    @ Verified By Email
    Overall Score 10
  94. Financial Advice

    I would recommend this company.
    Client in Verwood, 31 January 2017
    Overall Score 10
  95. Pensions and Investments

    Excellent service and advice by Debbie Wilson.
    Client in Ferndown, 30 January 2017
    Overall Score 10
  96. Annual review meeting. Pension portfolio update. Look into savings plans and our Wills.

    It is always a pleasure to see Debbie to discuss our families financial arrangements. Thanks to her I feel we have some great protection and financial plans in place going forward. Following todays annual review I am encouraged by how much Debbie and the team at Elite Financial are doing to ensure the policies and plans we have in place are performing well and always looking around for anything better where applicable. Nothing is too much trouble. It is obvious that Debbie cares about her clients and takes a great interest in our lives to ensure we have the best possible cover/savings plans to help us in the future. I cannot recommend Debbie and Elite Financial enough.
    Client in Poole, 27 January 2017
    @ Verified By Email
    Overall Score 10
  97. Financial services, pensions and investments

    A friend recommended Ross 10 years ago. He has looked after us very well, the best I could have expected.
    Client in Lymington, 25 January 2017
    Overall Score 10
  98. Investment

    I would recommend this company.
    Client in Ferndown, 25 January 2017
    Overall Score 10
  99. Financial advice and investment strategy

    Very professional, but friendly service. Have helped us enormously.
    Client in Christchurch, 25 January 2017
    Overall Score 10
  100. Financial advice

    Professional, up to date advice. Excellent.
    Client in Bournemouth, 24 January 2017
    Overall Score 10
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Whilst every effort is made to ensure the accuracy of the information appearing on this page, the data has been compiled from information supplied by various individuals and businesses and Checkaprofessional cannot be held responsible for any omissions or inaccurate claims that may appear and recommend that clients ask to see relevant qualifications and documentation from the professionals before accepting their service.
Checkaprofessional cannot be held responsible or liable for the quality of service of any of the listed professionals and services.