Edwin has helped us in many financial ways. Our first contact involved sourcing an investment vehicle for a discretionary will trust with low risks attached which Edwin did quickly and efficiently at a trying time. He then helped us gain a mortgage on a crumbling ruin of a house before we had sold our other home. What could have been a very stressful and frustrating time was made easy by Edwin’s wide knowledge of available products, access to preferential rates and perseverance in the face of adversity! We are now re-mortgaging with Edwin’s help to turn our crumbling ruin into a dream home, a process which is well underway. Without Edwin’s help, I have no doubt we would not be in the position we are now.
Edwin has also given us advise on insurance products and on general financial planning. What Edwin does well is understand quickly what our needs are for any given situation and then act promptly to give a range of possible solutions which are always well researched and very well explained. He is always up-front about any fees or costs involved and I am happy to trust him implicitly with anything of a financial nature.
Edwin was instrumental in helping the Company set up a new Group Personal Pension Scheme, Payment Protections Plans and Life and Health Insurance. He also supported a TUPE consultation process which involved a change in pension provisions for the workforce and all the questions and answers involved in that process. I have found him to be knowledgeable and also extremely responsive in providing support and answers to questions.
Always available with well thought out responses particular to our needs put across in a way easily understood, avoiding technical jargon but without being patronising. He is very helpful when dealing with third parties. What I also found refreshing was that whenever he was not 100% certain about something he would be honest and come back to us when he had ascertained exactly what the answer was rather than try to bluff through it as so many do.
Edwin has provided excellent services to our company during the process of auto-enrolling our employees in the pension scheme. It has been somewhat of a tedious process to go through and Edwin has made it much easier to understand and, more importantly much easier for our employees to understand by providing detailed information booklets and letters which are clear and easy to read. One of his greatest attributes is that he always responds very quickly (even when he’s out and about), which can be invaluable when you are up against deadlines! Edwin’s technical knowledge is always up to date and he has a very professional and calm manner.
Edwin Snapper has been advising me on my personal financial matters for around a year. He has always given me clear advice about my options and what he feels is best for me. This has included clear and realistic projections of expected retirement income and a range of protection for my family which gives me great peace of mind. During the time I have worked with Edwin the value of my pension fund has increased significantly and I couldn’t recommend his services more highly.
Edwin is 100% trustworthy and expert in his field on top of which he’s a really nice bloke. He always goes the extra mile to make sure he finds the best financial services product to fit your needs and he’s very straightforward about fees and explains things well in layman’s terms. I can’t recommend him highly enough.
Edwin has advised myself and my husband on our mortgage opportunity and insurance protection regularly for 8 years now and has always provided us with a fantastic service outlining clearly the options available to us. Edwin is always readily available to answer any questions we have over the phone, in person or via email and is very quick in responding with his individually suited advice. I wouldn’t hesitate in recommending Edwin to family, friends and colleagues.
I first approached Tony for remortgage advice when I was new to the local area, having located his details via a simple Google search. I was wary approaching Advisers this way, simply because I had no measure of their expertise, but I couldn’t have been in better hands.
Tony is a professional. He is proficient and a real expert in his field. His knowledge is excellent and his advice is always offered based on a range of considerations to ensure the product or service recommended is suitable for my needs and lifestyle. He is thorough in his questioning and will always explore various avenues, recommending the best solution every time and giving guidance throughout the process.
At the risk of sounding contrite, I would never consider approaching anyone else for financial guidance or support. It’s important to have a relationship with a Financial adviser that you can 100% trust and put simply, I do.
I have recommended Tony to friends who have received the same efficient service and I will recommend him again.
I am completely satisfied with the service I’ve had from Tony. His knowledge is impressive, his manner pleasant and courteous and he has taken great pains to ensure that his proposals met my requirements. Very professional in all respects.
My advisor was very flexible on appointment times. He was clear in his guidance on appropriate products and ensured that he did all possible research so that when the applications were made this could be done with confidence on my part. All the mortgages were subsequently offered without significant issue or delay. He kept me up to date with the progress of the application by telephone and email and answered all my calls and queries throughout the application process with patience and good nature.
Tony really took the time to understand my financial circumstances and requirements before sourcing the right products for me. He explained the options available thoroughly and did not try and rush me into making any decisions.
At our last review, the pension plan had performed better than predicted and Tony monitors my plan regularly to ensure it is best invested in line with the current market.
I have used Tony for mortgages twice and will always return to him when financial planning is required. I am always confident that he understands our needs and priorities and will work to get us the best deal to suit us. He explains the options clearly and always goes the extra mile to make sure we both understand the detail and that the options don’t just meet our current plans but also explains the future impacts to ensure we are as informed as possible. He keeps us regularly informed of progress and has always been flexible on the times to meet or discuss updates and options. I have in the past recommended Tony to other friends looking into their finances and always feel comfortable in doing so. Tony is friendly and approachable in his dealings with us while always showing his professionalism in the advice he gives.
I have been a client of Tony since 2011 when a close friend highly recommended him. I find Tony to be very professional, approachable and genuine in all that he does. If we have any queries Tony comes back to us straight away with the answer. He is very knowledgeable in what he does and he is honest and genuine which is a very important quality to have. He is very thorough and informative with all the products he is offering, and explains things clearly if you don’t understand anything. I have and would continue to recommend Tony to friends and family who are looking for a financial adviser.
Simon is an independent advisor who has access to the whole of the market and listening to his stories and successes over the years, he is renowned for working some magic with difficult situations. This made me think of my brother and the conversation I had with him a few weeks before. He has, what he thought was a very unique situation as his Independent Mortgage Advisor, his IFA and his bank all said no they cannot help! Or would not help!
I spoke to Nick, my brother, for more details, spoke to Simon, who immediately said “YES” I can help. They connected and started to sort things out. Not only did Simon find him a mortgage, better still, a few days later he found a better deal for him and everything has now been signed sealed and delivered. Nick and his wife Eleanor are just overwhelmed by Simon’s help, professional courtesy, his knowledge and his simple down to earth way he helped them keep things simple and easy to understand and above all, he got them a mortgage when no one else could or would. Simon is a true inspiration to his profession; his talents are just truly amazing. I have built an amazing trustworthy relationship with Simon over the years and I have no hesitation in highly recommending Simon to everyone I know and would recommend you do the same immediately.
Shawn Bailey MBE
Simon is very knowledgeable and passionate about his industry. He listens intently to your requirements and/or your views and bases recommendations and advice on this. His research is thorough and his work ethic allows you to trust in his judgment. He is someone who goes out of his way to exceed expectations and I have recommended him to many friends and family members.
Simon Clark provided mortgage advice/services and introduced me to products on the market. At that time I was not very knowledgeable about what was available and I was about to go for a mortgage that was wholly inappropriate and very expensive. Thanks to Simon I saved a lot of money. He is very easy to work with and more importantly, I felt I was in safe hands.
We have asked Simon for advice on more complicated property deals a number of times and nothing is too much trouble for him. We meet a lot of experts in the Property financing field and I have to say there are not many (if any in my experience) as experienced and knowledgeable as Simon. If we have a client with a mortgage need/problem we find Simon has the answer. He is incredibly well connected, very approachable and a thoroughly nice guy.
My savings were sitting there not doing a great deal so I contacted Eamonn and he was incredibly helpful – detailing my options and ensuring I make the best of my investments until I need them.
I was approaching my retirement and was unsure what to do with my savings. Eamonn took the time to explain all of the options available to me, thus ensuring I made the right decisions for my future. I felt that he was working for my benefit and not for the benefit of a company as has happened with advisers in the past.
My mortgage deal recently finished and I felt, given the current market place that I was paying too much. I contacted Eamonn because he had previously completed some work for a family member and I knew that he was trustworthy. The service I received was excellent with Eamonn really listening to my needs and ensuring I had a clear understanding of the process each step of the way. I never felt rushed into making a decision and all my questions and queries were answered. My pensions are currently under review, with Eamonn again keeping me updated and chasing companies on my behalf.
I have been very happy with the professionalism and personal approach I have received from Eamonn and I would have no hesitation in recommending his services to others.
I approached Woody for advice regarding re-mortgaging our home, as our fixed rate was coming to an end, and he was absolutely brilliant.
His style is relaxed and professional, just what you need when trying to understand the complexities of mortgages and financial protection.
Woody listened to our circumstances and understood just what we needed and how we were going to achieve this.
This is the first time we have used Woody and I can honestly say we will never use anyone else.
Thank you so much for your help and we will absolutely come back to you in the future.
Woody, You have recently helped me with arranging a mortgage so I could sell a property that I own to my limited company and arrange a mortgage so I could purchase a holiday apartment in Cornwall. Neither of these transactions were straightforward, yet you took it in your stride and dealt with any issues that arose professionally and diligently.
You have been fully aware that the Cornwall property is a bit of a dream for us, and this brings extra pressure. However, you have been thoroughly professional and even more importantly, supportive to me and Elaine throughout. We would like to say a big thank you for making our dream come true.
Woody was a fantastic support through the application and process of my mortgage. As a first time buyer, the whole process was daunting but Woody kept me informed of everything and made it an easy and stress free process. Woody was very professional and friendly throughout and has since advised me on life insurance. For any future financial advice, Woody will be the first person I go to.
Pension/Investment – The value of investments and the income derived from them may go down as well as up and you may not get back the amount originally invested. Past performance is no guide to future performance and may not be repeated. Mortgages – Your home may be repossessed if you do not keep up the repayments on your mortgage or any loan secured upon it. Our typical fee is £299 and depends on your personal circumstances. Equity release – is a loan secured against your home, which is repaid when you die or go into Long Term Care. Equity release may affect your choice and ability to pay for your own long term care, potential inheritance and your entitlement to means-tested benefits both now and in the future. Veracity Financial Planning is not responsible for, nor does the Financial Services Authority regulate advice given with regard to taxation matters. Tax rules and regulations are subject to change.
Veracity Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. We are entered into the FCA’s register under reference 961278. www.fca.org.uk. Registered office: 2b Thackerays Lane, Woodthorpe, Nottingham, NG5 4HP