Impartial Financial Management - Westbury

Daniel H.

I used impartial financial for some equity release for my dad as he’d just survived bowel cancer unfortunately it came back and he passed away Katie did an excellent job sorting the equity release. Paul then came round and done my dads will and fitted around him being unwell which was a great help I also made Paul an executor for dads estate as Ive never been through anything like this before he’s since helped me loads through the probate process filling in the iht 400 forms and the sale of the house he just says I’m in the office pop in I asked if I owe anything and he has done all this just to help me out I’ve not met many that would be so kind and generous I would use impartial financial for anything I need in future Paul’s been a massive help for me and all his team are amazing

L W.

Having previously used a larger mortgage brokerage firm, (where we hardly ever spoke to the same person twice), we couldn’t be more pleased with the professional, friendly, and personal service received from all of the team at Impartial Financial Management.

Katie was recommended to us by a friend, and it really has been a pleasure to work with her. Really appreciated her high level of expertise, knowledge and sound advice, she covered all bases to ensure that our mortgage application was completed super smoothly and efficiently: we’ve never had a mortgage application go through so quickly and with minimal back and forth of further documents etc! Not to mention very prompt communication and always on hand to answer any questions, however small!
We are looking forward to working with Katie and Impartial Financial again in the future.

victoria B.

Nathan was brilliant from start to finish with our mortgage. For first time applicants he made the process smooth and easy. No question was too silly and he was easy to get hold through phone and email contact. His recommendation for a shared owner solicitor made our house move stress free and easy. We will definitely be using his services again in the future.

Oliver M.

Really impressive service from start to finish, they were incredibly quick and efficient. Paul was professional, knowledgeable, and went above and beyond to ensure everything was done correctly to ensure we secured the mortgage that fitted our requirements. Their attention to detail and commitment to customer satisfaction sets them apart. I highly recommend.

Wendy R.

Impartaial Financial was recommended to us through my husbands work colleague, after we were having issues with our current adviser. Katie has been brilliant in helping us with our mortgage last year. Determined to get us the best rate and what is manageable for us. She kept us up to date with any changes fluctuating. After last year I recommended her to my family and friends.

Colin B.

I needed advice and guidance when taking out equity release, and Impartial Financial Management have made this process as easy as you could possibly hope for. This is because everyone employed there is at the top of their game due to years of experience in this field, and many others. Every step of the process is explained, and the best possible option for your circumstances is discovered. Their efficiency means the process goes without a hitch, and recommendations can be given for Solicitors etc… due to them working with other professionals who know their business.
It is rare these days to fully endorse a company wholeheartedly, but in the case of Impartial Financial Management, that endorsement can easily be given as they put the customer first, and always have your best interests at heart.
Highly recommended.

Yonners

We used impartial Financial Management to try and secure a mortgage on a property with grade 1 and 2 listed features and with ancient ruins included on the title deeds. Steph and Paul were incredibly efficient and easy to communicate with and they explored all options for us, keeping us updated and informed throughout. We would fully recommend their services for any house purchase that requires specialist knowledge and advice. We are thrilled to finally be moving in to the home of our dreams

Violetta P.

We've been using Katie's services at Impartial Financial for over a decade. She's been very efficient and proactive in looking for the best mortgage deals for us. We feel like we're in very good hands when we take her advice.