Case Study: Mr and Mrs James | Service: Residential Remortgage
Mr and Mrs James came to us at Fairfield Financial Solutions initially for advice on re-mortgaging their residential home. Upon meeting them and understanding their circumstances, our team were also able to provide guidance on life insurance.
“Our experience with the team was excellent, very helpful and they were there when you needed them,” said Mr James. “There are no hidden agendas and they made us feel at ease as they have great knowledge and experience.”
The couple described how a phone call from our Managing Director, Ben, was a standout moment during the re-mortgage process.
“Ben discussed our re-mortgage options with us and offered great honest financial advice. He listened to all of our questions, explained everything clearly and never rushed anything.”
The pair felt reassured that Ben would find the best deal available for them and one that suited their financial circumstances.
Also praising our team for its promptness in responding to emails and updating them throughout the re-mortgage process, Mr and Mrs James were also impressed by our Protection Manager Karl White when looking into life insurance options.
“Karl listened to our case and gave great advice to suit us. He saved us money and gave us better cover than our current policy for the same monthly payment. Every decision was to suit us and not simply selling us insurance that wasn’t relevant.”
Mr and Mrs James were able to go through the entire process of their re-mortgage and life insurance in the comfort of their own home. This was important to the pair as they are both working parents and found communicating via email and telephone the most convenient for their busy lives.
“We’re so thrilled that we were not only able to save them money but we were able to enhance their cover,” explained Karl. “We were able to give them a higher sum assured, wider scope of cover and save them money by talking through their individual circumstances.”
“I would recommend Fairfield to anyone, friend or family, as they have saved us money every month and found us the best deals possible – completely hassle free.”
To discuss your current circumstances, contact our team on 01638 551476 for impartial advice.